401k Plan data: DAVE KNAPP FORD LINCOLN MERCURY, INC.401(K) RETIREMENT SAVINGS plan

DAVE KNAPP FORD LINCOLN MERCURY, INC.401(K) RETIREMENT SAVINGS 401k Plan overview

Plan Name	DAVE KNAPP FORD LINCOLN MERCURY, INC.401(K) RETIREMENT SAVINGS
Plan identification number	001

DAVE KNAPP FORD LINCOLN MERCURY, INC.401(K) RETIREMENT SAVINGS Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

DAVE KNAPP FORD LINCOLN MERCURY has sponsored the creation of one or more 401k plans.

Company Name: DAVE KNAPP FORD LINCOLN MERCURY

Employer identification number (EIN): 311396111

NAIC Classification: 441110
NAIC Description: New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DAVE KNAPP FORD LINCOLN MERCURY, INC.401(K) RETIREMENT SAVINGS

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 ERICA GREER 2023-05-24 BRYAN KNAPP 2023-05-24
001 2021-01-01 ERICA GREER 2022-07-15 ERICA GREER 2022-07-15
001 2020-01-01 ERICA GREER 2021-09-30 ERICA GREER 2021-09-30
001 2019-01-01 VERA HOUPT 2020-10-13 DAVE KNAPP 2020-10-13
001 2018-01-01 VERA HOUPT 2020-04-23 DAVE KNAPP 2020-04-23
001 2017-01-01 VERA HOUPT 2018-07-13 DAVE KNAPP 2018-07-13
001 2016-01-01 VERA HOUPT 2017-05-23 DAVE KNAPP 2017-05-23
001 2015-01-01 VERA HOUPT 2016-06-24 VERA HOUPT 2016-06-24
001 2014-01-01 VERA HOUPT VERA HOUPT 2015-06-17
001 2013-01-01 VERA HOUPT
001 2012-01-01 VERA HOUPT
001 2011-01-01 VERA HOUPT
001 2009-01-01 VERA HOUPT
001 2009-01-01 VERA HOUPT
001 2009-01-01 VERA HOUPT
001 2009-01-01
001 2009-01-01 VERA HOUPT VERA HOUPT 2010-08-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	ERICA GREER	2023-05-24	BRYAN KNAPP	2023-05-24
001	2021-01-01	ERICA GREER	2022-07-15	ERICA GREER	2022-07-15
001	2020-01-01	ERICA GREER	2021-09-30	ERICA GREER	2021-09-30
001	2019-01-01	VERA HOUPT	2020-10-13	DAVE KNAPP	2020-10-13
001	2018-01-01	VERA HOUPT	2020-04-23	DAVE KNAPP	2020-04-23
001	2017-01-01	VERA HOUPT	2018-07-13	DAVE KNAPP	2018-07-13
001	2016-01-01	VERA HOUPT	2017-05-23	DAVE KNAPP	2017-05-23
001	2015-01-01	VERA HOUPT	2016-06-24	VERA HOUPT	2016-06-24
001	2014-01-01	VERA HOUPT		VERA HOUPT	2015-06-17
001	2013-01-01	VERA HOUPT
001	2012-01-01	VERA HOUPT
001	2011-01-01	VERA HOUPT
001	2009-01-01	VERA HOUPT
001	2009-01-01	VERA HOUPT
001	2009-01-01	VERA HOUPT
001	2009-01-01
001	2009-01-01	VERA HOUPT		VERA HOUPT	2010-08-20

Plan Statistics for DAVE KNAPP FORD LINCOLN MERCURY, INC.401(K) RETIREMENT SAVINGS

401k plan membership statisitcs for DAVE KNAPP FORD LINCOLN MERCURY, INC.401(K) RETIREMENT SAVINGS

Measure Date Value
2014: DAVE KNAPP FORD LINCOLN MERCURY, INC.401(K) RETIREMENT SAVINGS 2014 401k membership
Total participants, beginning-of-year 2014-01-01 39
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 33
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 2
Total of all active and inactive participants 2014-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 35
Number of participants with account balances 2014-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 7
2013: DAVE KNAPP FORD LINCOLN MERCURY, INC.401(K) RETIREMENT SAVINGS 2013 401k membership
Total participants, beginning-of-year 2013-01-01 36
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 36
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 38
Number of participants with account balances 2013-01-01 23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 3
2012: DAVE KNAPP FORD LINCOLN MERCURY, INC.401(K) RETIREMENT SAVINGS 2012 401k membership
Total participants, beginning-of-year 2012-01-01 29
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 25
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 2
Total of all active and inactive participants 2012-01-01 27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 27
Number of participants with account balances 2012-01-01 25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 3
2011: DAVE KNAPP FORD LINCOLN MERCURY, INC.401(K) RETIREMENT SAVINGS 2011 401k membership
Total participants, beginning-of-year 2011-01-01 31
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 28
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 28
Number of participants with account balances 2011-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: DAVE KNAPP FORD LINCOLN MERCURY, INC.401(K) RETIREMENT SAVINGS 2009 401k membership
Total participants, beginning-of-year 2009-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 33
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 2
Total of all active and inactive participants 2009-01-01 35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 1
Total participants 2009-01-01 36
Number of participants with account balances 2009-01-01 22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2014: DAVE KNAPP FORD LINCOLN MERCURY, INC.401(K) RETIREMENT SAVINGS 2014 401k membership
Total participants, beginning-of-year	2014-01-01	39
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	33
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	2
Total of all active and inactive participants	2014-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	35
Number of participants with account balances	2014-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	7
2013: DAVE KNAPP FORD LINCOLN MERCURY, INC.401(K) RETIREMENT SAVINGS 2013 401k membership
Total participants, beginning-of-year	2013-01-01	36
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	36
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	38
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	38
Number of participants with account balances	2013-01-01	23
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	3
2012: DAVE KNAPP FORD LINCOLN MERCURY, INC.401(K) RETIREMENT SAVINGS 2012 401k membership
Total participants, beginning-of-year	2012-01-01	29
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	25
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	2
Total of all active and inactive participants	2012-01-01	27
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	27
Number of participants with account balances	2012-01-01	25
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	3
2011: DAVE KNAPP FORD LINCOLN MERCURY, INC.401(K) RETIREMENT SAVINGS 2011 401k membership
Total participants, beginning-of-year	2011-01-01	31
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	28
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	28
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	28
Number of participants with account balances	2011-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: DAVE KNAPP FORD LINCOLN MERCURY, INC.401(K) RETIREMENT SAVINGS 2009 401k membership
Total participants, beginning-of-year	2009-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	33
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	2
Total of all active and inactive participants	2009-01-01	35
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	1
Total participants	2009-01-01	36
Number of participants with account balances	2009-01-01	22
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on DAVE KNAPP FORD LINCOLN MERCURY, INC.401(K) RETIREMENT SAVINGS

Measure	Date	Value
2014 : DAVE KNAPP FORD LINCOLN MERCURY, INC.401(K) RETIREMENT SAVINGS 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total income from all sources	2014-12-31	$143,770
Expenses. Total of all expenses incurred	2014-12-31	$5,073
Benefits paid (including direct rollovers)	2014-12-31	$5,014
Total plan assets at end of year	2014-12-31	$930,152
Total plan assets at beginning of year	2014-12-31	$791,455
Value of fidelity bond covering the plan	2014-12-31	$100,000
Total contributions received or receivable from participants	2014-12-31	$81,649
Expenses. Other expenses not covered elsewhere	2014-12-31	$59
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$57,587
Net income (gross income less expenses)	2014-12-31	$138,697
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$930,152
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$791,455
Assets. Value of participant loans	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$4,534
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2013 : DAVE KNAPP FORD LINCOLN MERCURY, INC.401(K) RETIREMENT SAVINGS 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total income from all sources	2013-12-31	$195,760
Expenses. Total of all expenses incurred	2013-12-31	$55,654
Benefits paid (including direct rollovers)	2013-12-31	$55,654
Total plan assets at end of year	2013-12-31	$791,455
Total plan assets at beginning of year	2013-12-31	$651,349
Value of fidelity bond covering the plan	2013-12-31	$100,000
Total contributions received or receivable from participants	2013-12-31	$60,059
Expenses. Other expenses not covered elsewhere	2013-12-31	$0
Contributions received from other sources (not participants or employers)	2013-12-31	$0
Other income received	2013-12-31	$131,776
Net income (gross income less expenses)	2013-12-31	$140,106
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$791,455
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$651,349
Assets. Value of participant loans	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$3,925
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0
2012 : DAVE KNAPP FORD LINCOLN MERCURY, INC.401(K) RETIREMENT SAVINGS 2012 401k financial data
Transfers to/from the plan	2012-12-31	$0
Total income from all sources	2012-12-31	$123,026
Expenses. Total of all expenses incurred	2012-12-31	$0
Benefits paid (including direct rollovers)	2012-12-31	$0
Total plan assets at end of year	2012-12-31	$651,348
Total plan assets at beginning of year	2012-12-31	$528,322
Value of fidelity bond covering the plan	2012-12-31	$100,000
Total contributions received or receivable from participants	2012-12-31	$52,106
Expenses. Other expenses not covered elsewhere	2012-12-31	$0
Contributions received from other sources (not participants or employers)	2012-12-31	$3,194
Other income received	2012-12-31	$64,400
Net income (gross income less expenses)	2012-12-31	$123,026
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$651,348
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$528,322
Assets. Value of participant loans	2012-12-31	$0
Total contributions received or receivable from employer(s)	2012-12-31	$3,326
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
2011 : DAVE KNAPP FORD LINCOLN MERCURY, INC.401(K) RETIREMENT SAVINGS 2011 401k financial data
Transfers to/from the plan	2011-12-31	$171
Total income from all sources	2011-12-31	$75,237
Expenses. Total of all expenses incurred	2011-12-31	$60,692
Benefits paid (including direct rollovers)	2011-12-31	$60,521
Total plan assets at end of year	2011-12-31	$528,322
Total plan assets at beginning of year	2011-12-31	$513,606
Value of fidelity bond covering the plan	2011-12-31	$100,000
Total contributions received or receivable from participants	2011-12-31	$88,162
Expenses. Other expenses not covered elsewhere	2011-12-31	$171
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-16,483
Net income (gross income less expenses)	2011-12-31	$14,545
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$528,322
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$513,606
Assets. Value of participant loans	2011-12-31	$0
Total contributions received or receivable from employer(s)	2011-12-31	$3,558
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
2010 : DAVE KNAPP FORD LINCOLN MERCURY, INC.401(K) RETIREMENT SAVINGS 2010 401k financial data
Transfers to/from the plan	2010-12-31	$0
Total income from all sources	2010-12-31	$94,623
Expenses. Total of all expenses incurred	2010-12-31	$0
Benefits paid (including direct rollovers)	2010-12-31	$0
Total plan assets at end of year	2010-12-31	$513,606
Total plan assets at beginning of year	2010-12-31	$418,983
Value of fidelity bond covering the plan	2010-12-31	$100,000
Total contributions received or receivable from participants	2010-12-31	$44,453
Expenses. Other expenses not covered elsewhere	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$47,174
Net income (gross income less expenses)	2010-12-31	$94,623
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$513,606
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$418,983
Assets. Value of participant loans	2010-12-31	$0
Total contributions received or receivable from employer(s)	2010-12-31	$2,996
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
2009 : DAVE KNAPP FORD LINCOLN MERCURY, INC.401(K) RETIREMENT SAVINGS 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year	2009-12-31	$0
Minimum employer required contribution for this plan year	2009-12-31	$0
Amount contributed by the employer to the plan for this plan year	2009-12-31	$0

Form 5500 Responses for DAVE KNAPP FORD LINCOLN MERCURY, INC.401(K) RETIREMENT SAVINGS

2014: DAVE KNAPP FORD LINCOLN MERCURY, INC.401(K) RETIREMENT SAVINGS 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: DAVE KNAPP FORD LINCOLN MERCURY, INC.401(K) RETIREMENT SAVINGS 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: DAVE KNAPP FORD LINCOLN MERCURY, INC.401(K) RETIREMENT SAVINGS 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: DAVE KNAPP FORD LINCOLN MERCURY, INC.401(K) RETIREMENT SAVINGS 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2009: DAVE KNAPP FORD LINCOLN MERCURY, INC.401(K) RETIREMENT SAVINGS 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-019294

Policy instance

Insurance contract or identification number	GA-019294
Number of Individuals Covered	25
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $2,457
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,457
Insurance broker organization code?	3
Insurance broker name	MORGAN STANLEY INS SERVICES INC

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-019294

Policy instance

Insurance contract or identification number	GA-019294
Number of Individuals Covered	22
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $1,554
Total amount of fees paid to insurance company	USD $51
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-019294

Policy instance

Insurance contract or identification number	GA-019294
Number of Individuals Covered	24
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $1,291
Total amount of fees paid to insurance company	USD $482
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	DAVE KNAPP FORD LINCOLN MERCURY
Employer identification number (EIN):	311396111
NAIC Classification:	441110
NAIC Description:	New Car Dealers