401k Plan data: ARBOGAST BUICK, PONTIAC, GMC TRUCK, INC. 401(K) SAVINGS PLAN plan

ARBOGAST BUICK, PONTIAC, GMC TRUCK, INC. 401(K) SAVINGS PLAN 401k Plan overview

Plan Name	ARBOGAST BUICK, PONTIAC, GMC TRUCK, INC. 401(K) SAVINGS PLAN
Plan identification number	001

ARBOGAST BUICK, PONTIAC, GMC TRUCK, INC. 401(K) SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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.
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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

DAVE ARBOGAST GROUP INC. has sponsored the creation of one or more 401k plans.

Company Name: DAVE ARBOGAST GROUP INC.

Employer identification number (EIN): 311409301

NAIC Classification: 441110
NAIC Description: New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ARBOGAST BUICK, PONTIAC, GMC TRUCK, INC. 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 DAVE ARBOGAST
001 2017-01-01
001 2016-01-01 DAVID ARBOGAST
001 2015-01-01 DAVID ARBOGAST
001 2014-01-01 DAVID ARBOGAST
001 2013-01-01 DAVID ARBOGAST 2014-10-01
001 2012-01-01 DAVID ARBOGAST 2013-07-26
001 2011-01-01 DAVID ARBOGAST 2012-10-11
001 2010-01-01 DAVID ARBOGAST 2011-10-19 DAVID ARBOGAST 2011-10-19

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	DAVE ARBOGAST
001	2017-01-01
001	2016-01-01	DAVID ARBOGAST
001	2015-01-01	DAVID ARBOGAST
001	2014-01-01	DAVID ARBOGAST
001	2013-01-01	DAVID ARBOGAST	2014-10-01
001	2012-01-01	DAVID ARBOGAST	2013-07-26
001	2011-01-01	DAVID ARBOGAST	2012-10-11
001	2010-01-01	DAVID ARBOGAST	2011-10-19	DAVID ARBOGAST	2011-10-19

Plan Statistics for ARBOGAST BUICK, PONTIAC, GMC TRUCK, INC. 401(K) SAVINGS PLAN

401k plan membership statisitcs for ARBOGAST BUICK, PONTIAC, GMC TRUCK, INC. 401(K) SAVINGS PLAN

Measure Date Value
2022: ARBOGAST BUICK, PONTIAC, GMC TRUCK, INC. 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 233
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 150
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 38
Total of all active and inactive participants 2022-01-01 188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 188
Number of participants with account balances 2022-01-01 123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 8
2021: ARBOGAST BUICK, PONTIAC, GMC TRUCK, INC. 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 221
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 189
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 40
Total of all active and inactive participants 2021-01-01 229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 229
Number of participants with account balances 2021-01-01 137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 11
2020: ARBOGAST BUICK, PONTIAC, GMC TRUCK, INC. 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 216
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 176
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 33
Total of all active and inactive participants 2020-01-01 209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 210
Number of participants with account balances 2020-01-01 124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 17
2019: ARBOGAST BUICK, PONTIAC, GMC TRUCK, INC. 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 189
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 190
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 17
Total of all active and inactive participants 2019-01-01 207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 208
Number of participants with account balances 2019-01-01 117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 5
2018: ARBOGAST BUICK, PONTIAC, GMC TRUCK, INC. 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 179
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 162
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 15
Total of all active and inactive participants 2018-01-01 177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 1
Total participants 2018-01-01 178
Number of participants with account balances 2018-01-01 77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 1
2017: ARBOGAST BUICK, PONTIAC, GMC TRUCK, INC. 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 171
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 157
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 15
Total of all active and inactive participants 2017-01-01 172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 172
Number of participants with account balances 2017-01-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: ARBOGAST BUICK, PONTIAC, GMC TRUCK, INC. 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 157
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 152
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 15
Total of all active and inactive participants 2016-01-01 167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 167
Number of participants with account balances 2016-01-01 60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 3
2015: ARBOGAST BUICK, PONTIAC, GMC TRUCK, INC. 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 142
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 130
Number of other retired or separated participants entitled to future benefits 2015-01-01 13
Total of all active and inactive participants 2015-01-01 143
Total participants 2015-01-01 143
Number of participants with account balances 2015-01-01 59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 1
2014: ARBOGAST BUICK, PONTIAC, GMC TRUCK, INC. 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 124
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 13
Total of all active and inactive participants 2014-01-01 137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 137
Number of participants with account balances 2014-01-01 53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 2

Measure	Date	Value
2022: ARBOGAST BUICK, PONTIAC, GMC TRUCK, INC. 401(K) SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	233
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	150
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	38
Total of all active and inactive participants	2022-01-01	188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	188
Number of participants with account balances	2022-01-01	123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	8
2021: ARBOGAST BUICK, PONTIAC, GMC TRUCK, INC. 401(K) SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	221
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	189
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	40
Total of all active and inactive participants	2021-01-01	229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	229
Number of participants with account balances	2021-01-01	137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	11
2020: ARBOGAST BUICK, PONTIAC, GMC TRUCK, INC. 401(K) SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	216
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	176
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	33
Total of all active and inactive participants	2020-01-01	209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	210
Number of participants with account balances	2020-01-01	124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	17
2019: ARBOGAST BUICK, PONTIAC, GMC TRUCK, INC. 401(K) SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	189
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	190
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	17
Total of all active and inactive participants	2019-01-01	207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	208
Number of participants with account balances	2019-01-01	117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	5
2018: ARBOGAST BUICK, PONTIAC, GMC TRUCK, INC. 401(K) SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	179
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	162
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	15
Total of all active and inactive participants	2018-01-01	177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	1
Total participants	2018-01-01	178
Number of participants with account balances	2018-01-01	77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	1
2017: ARBOGAST BUICK, PONTIAC, GMC TRUCK, INC. 401(K) SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	171
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	157
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	15
Total of all active and inactive participants	2017-01-01	172
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	172
Number of participants with account balances	2017-01-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: ARBOGAST BUICK, PONTIAC, GMC TRUCK, INC. 401(K) SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	157
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	152
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	15
Total of all active and inactive participants	2016-01-01	167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	167
Number of participants with account balances	2016-01-01	60
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	3
2015: ARBOGAST BUICK, PONTIAC, GMC TRUCK, INC. 401(K) SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	142
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	130
Number of other retired or separated participants entitled to future benefits	2015-01-01	13
Total of all active and inactive participants	2015-01-01	143
Total participants	2015-01-01	143
Number of participants with account balances	2015-01-01	59
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	1
2014: ARBOGAST BUICK, PONTIAC, GMC TRUCK, INC. 401(K) SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	124
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	13
Total of all active and inactive participants	2014-01-01	137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	137
Number of participants with account balances	2014-01-01	53
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	2

Financial Data on ARBOGAST BUICK, PONTIAC, GMC TRUCK, INC. 401(K) SAVINGS PLAN

Measure	Date	Value
2022 : ARBOGAST BUICK, PONTIAC, GMC TRUCK, INC. 401(K) SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$8,749
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$19,395
Total income from all sources (including contributions)	2022-12-31	$-385,345
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,123,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,039,140
Value of total corrective distributions	2022-12-31	$17,699
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$598,398
Value of total assets at end of year	2022-12-31	$4,431,858
Value of total assets at beginning of year	2022-12-31	$5,951,640
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$66,952
Total interest from all sources	2022-12-31	$5,895
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Assets. Real estate other than employer real property at end of year	2022-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2022-12-31	$0
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$508,013
Participant contributions at end of year	2022-12-31	$78,788
Participant contributions at beginning of year	2022-12-31	$77,565
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Assets. Loans (other than to participants) at end of year	2022-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2022-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$8,749
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$19,395
Administrative expenses (other) incurred	2022-12-31	$66,952
Liabilities. Value of operating payables at end of year	2022-12-31	$0
Liabilities. Value of operating payables at beginning of year	2022-12-31	$0
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,509,136
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$4,423,109
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$5,932,245
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Assets. partnership/joint venture interests at end of year	2022-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2022-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$0
Value of interest in pooled separate accounts at end of year	2022-12-31	$4,165,795
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$5,448,505
Interest on participant loans	2022-12-31	$3,714
Interest earned on other investments	2022-12-31	$2,181
Value of interest in master investment trust accounts at end of year	2022-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2022-12-31	$0
Value of interest in common/collective trusts at end of year	2022-12-31	$0
Value of interest in common/collective trusts at beginning of year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2022-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$187,275
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$425,570
Asset value of US Government securities at end of year	2022-12-31	$0
Asset value of US Government securities at beginning of year	2022-12-31	$0
Net investment gain/loss from pooled separate accounts	2022-12-31	$-989,638
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Assets. Invements in employer securities at end of year	2022-12-31	$0
Assets. Invements in employer securities at beginning of year	2022-12-31	$0
Assets. Value of employer real property at end of year	2022-12-31	$0
Assets. Value of employer real property at beginning of year	2022-12-31	$0
Contributions received in cash from employer	2022-12-31	$90,385
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,039,140
Asset. Corporate debt instrument preferred debt at end of year	2022-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2022-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2022-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2022-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2022-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2022-12-31	$0
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Liabilities. Value of acquisition indebtedness at end of year	2022-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2022-12-31	$0
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BARNES, DENNIG & CO., LTD.
Accountancy firm EIN	2022-12-31	311119890
2021 : ARBOGAST BUICK, PONTIAC, GMC TRUCK, INC. 401(K) SAVINGS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets	2021-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$0
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$19,395
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Expenses. Interest paid	2021-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,296,716
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$197,717
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$136,022
Expenses. Certain deemed distributions of participant loans	2021-12-31	$0
Value of total corrective distributions	2021-12-31	$24,906
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$674,105
Value of total assets at end of year	2021-12-31	$5,951,640
Value of total assets at beginning of year	2021-12-31	$4,833,246
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$36,789
Total interest from all sources	2021-12-31	$3,886
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$0
Assets. Real estate other than employer real property at end of year	2021-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2021-12-31	$0
Administrative expenses professional fees incurred	2021-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2021-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2021-12-31	$0
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$582,640
Participant contributions at end of year	2021-12-31	$77,565
Participant contributions at beginning of year	2021-12-31	$60,547
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
Assets. Loans (other than to participants) at end of year	2021-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2021-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$19,395
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$0
Other income not declared elsewhere	2021-12-31	$0
Administrative expenses (other) incurred	2021-12-31	$36,789
Liabilities. Value of operating payables at end of year	2021-12-31	$0
Liabilities. Value of operating payables at beginning of year	2021-12-31	$0
Total non interest bearing cash at end of year	2021-12-31	$0
Total non interest bearing cash at beginning of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Income. Non cash contributions	2021-12-31	$0
Value of net income/loss	2021-12-31	$1,098,999
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$5,932,245
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$4,833,246
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Assets. partnership/joint venture interests at end of year	2021-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2021-12-31	$0
Investment advisory and management fees	2021-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$0
Value of interest in pooled separate accounts at end of year	2021-12-31	$5,448,505
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$4,350,325
Interest on participant loans	2021-12-31	$2,956
Income. Interest from loans (other than to participants)	2021-12-31	$0
Interest earned on other investments	2021-12-31	$930
Income. Interest from US Government securities	2021-12-31	$0
Income. Interest from corporate debt instruments	2021-12-31	$0
Value of interest in master investment trust accounts at end of year	2021-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2021-12-31	$0
Value of interest in common/collective trusts at end of year	2021-12-31	$0
Value of interest in common/collective trusts at beginning of year	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$0
Assets. Value of investments in 103.12 investment entities at end of year	2021-12-31	$0
Assets. Value of investments in 103.12 investment entities at beginning of year	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$425,570
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$422,374
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$0
Asset value of US Government securities at end of year	2021-12-31	$0
Asset value of US Government securities at beginning of year	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$0
Net investment gain/loss from pooled separate accounts	2021-12-31	$618,725
Net investment gain or loss from common/collective trusts	2021-12-31	$0
Net gain/loss from 103.12 investment entities	2021-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Assets. Invements in employer securities at end of year	2021-12-31	$0
Assets. Invements in employer securities at beginning of year	2021-12-31	$0
Assets. Value of employer real property at end of year	2021-12-31	$0
Assets. Value of employer real property at beginning of year	2021-12-31	$0
Contributions received in cash from employer	2021-12-31	$91,465
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$0
Income. Dividends from preferred stock	2021-12-31	$0
Income. Dividends from common stock	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$136,022
Asset. Corporate debt instrument preferred debt at end of year	2021-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2021-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2021-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2021-12-31	$0
Contract administrator fees	2021-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2021-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2021-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2021-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2021-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2021-12-31	$0
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Aggregate proceeds on sale of assets	2021-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2021-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2021-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2021-12-31	$0
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BARNES, DENNIG & CO., LTD.
Accountancy firm EIN	2021-12-31	311119890
2020 : ARBOGAST BUICK, PONTIAC, GMC TRUCK, INC. 401(K) SAVINGS PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$1,307,894
Total of all expenses incurred	2020-12-31	$110,501
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$79,837
Value of total corrective distributions	2020-12-31	$27,419
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$569,765
Value of total assets at end of year	2020-12-31	$4,833,246
Value of total assets at beginning of year	2020-12-31	$3,635,853
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$3,245
Total interest from all sources	2020-12-31	$4,076
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$475,497
Participant contributions at end of year	2020-12-31	$60,547
Participant contributions at beginning of year	2020-12-31	$36,442
Participant contributions at beginning of year	2020-12-31	$12,811
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$13,696
Administrative expenses (other) incurred	2020-12-31	$1,813
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,197,393
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$4,833,246
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$3,635,853
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$1,432
Value of interest in pooled separate accounts at end of year	2020-12-31	$4,350,325
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$3,284,070
Interest on participant loans	2020-12-31	$2,255
Interest earned on other investments	2020-12-31	$1,821
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$422,374
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$300,110
Net investment gain/loss from pooled separate accounts	2020-12-31	$734,053
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$80,572
Employer contributions (assets) at beginning of year	2020-12-31	$2,420
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$79,837
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	BARNES, DENNIG & CO., LTD.
Accountancy firm EIN	2020-12-31	311119890
2019 : ARBOGAST BUICK, PONTIAC, GMC TRUCK, INC. 401(K) SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$1,005,271
Total income from all sources (including contributions)	2019-12-31	$1,005,271
Total of all expenses incurred	2019-12-31	$557,912
Total of all expenses incurred	2019-12-31	$557,912
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$511,164
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$511,164
Value of total corrective distributions	2019-12-31	$42,264
Value of total corrective distributions	2019-12-31	$42,264
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$386,640
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$386,640
Value of total assets at end of year	2019-12-31	$3,635,853
Value of total assets at end of year	2019-12-31	$3,635,853
Value of total assets at beginning of year	2019-12-31	$3,188,494
Value of total assets at beginning of year	2019-12-31	$3,188,494
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$4,484
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$4,484
Total interest from all sources	2019-12-31	$4,521
Total interest from all sources	2019-12-31	$4,521
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$332,898
Contributions received from participants	2019-12-31	$332,898
Participant contributions at end of year	2019-12-31	$36,442
Participant contributions at end of year	2019-12-31	$36,442
Participant contributions at beginning of year	2019-12-31	$45,022
Participant contributions at beginning of year	2019-12-31	$45,022
Participant contributions at end of year	2019-12-31	$12,811
Participant contributions at end of year	2019-12-31	$12,811
Administrative expenses (other) incurred	2019-12-31	$1,456
Administrative expenses (other) incurred	2019-12-31	$1,456
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$447,359
Value of net income/loss	2019-12-31	$447,359
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,635,853
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,635,853
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,188,494
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,188,494
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$3,028
Investment advisory and management fees	2019-12-31	$3,028
Value of interest in pooled separate accounts at end of year	2019-12-31	$3,284,070
Value of interest in pooled separate accounts at end of year	2019-12-31	$3,284,070
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$2,766,619
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$2,766,619
Interest on participant loans	2019-12-31	$2,201
Interest on participant loans	2019-12-31	$2,201
Interest earned on other investments	2019-12-31	$2,320
Interest earned on other investments	2019-12-31	$2,320
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$300,110
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$300,110
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$376,853
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$376,853
Net investment gain/loss from pooled separate accounts	2019-12-31	$614,110
Net investment gain/loss from pooled separate accounts	2019-12-31	$614,110
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$53,742
Contributions received in cash from employer	2019-12-31	$53,742
Employer contributions (assets) at end of year	2019-12-31	$2,420
Employer contributions (assets) at end of year	2019-12-31	$2,420
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$511,164
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$511,164
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	THORN LEWIS & DUNCAN, INC
Accountancy firm name	2019-12-31	THORN LEWIS & DUNCAN, INC
Accountancy firm EIN	2019-12-31	311122097
Accountancy firm EIN	2019-12-31	311122097
2018 : ARBOGAST BUICK, PONTIAC, GMC TRUCK, INC. 401(K) SAVINGS PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$98,571
Total of all expenses incurred	2018-12-31	$59,487
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$7,145
Value of total corrective distributions	2018-12-31	$47,118
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$314,009
Value of total assets at end of year	2018-12-31	$3,188,494
Value of total assets at beginning of year	2018-12-31	$3,149,410
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$5,224
Total interest from all sources	2018-12-31	$4,704
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$271,538
Participant contributions at end of year	2018-12-31	$45,022
Participant contributions at beginning of year	2018-12-31	$49,366
Administrative expenses (other) incurred	2018-12-31	$5,224
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$39,084
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$3,188,494
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,149,410
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$2,766,619
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$2,588,470
Interest on participant loans	2018-12-31	$2,303
Interest earned on other investments	2018-12-31	$2,401
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$376,853
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$511,574
Net investment gain/loss from pooled separate accounts	2018-12-31	$-220,142
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$42,471
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$7,145
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	THORN LEWIS & DUNCAN, INC
Accountancy firm EIN	2018-12-31	311122097
2017 : ARBOGAST BUICK, PONTIAC, GMC TRUCK, INC. 401(K) SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$630,367
Total of all expenses incurred	2017-12-31	$107,877
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$53,892
Value of total corrective distributions	2017-12-31	$47,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$271,596
Value of total assets at end of year	2017-12-31	$3,149,410
Value of total assets at beginning of year	2017-12-31	$2,626,920
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$6,152
Total interest from all sources	2017-12-31	$4,478
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$224,147
Participant contributions at end of year	2017-12-31	$49,366
Participant contributions at beginning of year	2017-12-31	$26,082
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$10,610
Administrative expenses (other) incurred	2017-12-31	$6,152
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$522,490
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$3,149,410
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,626,920
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$2,588,470
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$2,014,642
Interest on participant loans	2017-12-31	$1,890
Interest earned on other investments	2017-12-31	$2,588
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$511,574
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$586,196
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$354,293
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$36,839
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$53,892
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	THORN LEWIS & DUNCAN, INC
Accountancy firm EIN	2017-12-31	311122097
2016 : ARBOGAST BUICK, PONTIAC, GMC TRUCK, INC. 401(K) SAVINGS PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$373,145
Total of all expenses incurred	2016-12-31	$61,065
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$34,537
Value of total corrective distributions	2016-12-31	$21,461
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$232,824
Value of total assets at end of year	2016-12-31	$2,626,920
Value of total assets at beginning of year	2016-12-31	$2,314,840
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$5,067
Total interest from all sources	2016-12-31	$4,133
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$202,183
Participant contributions at end of year	2016-12-31	$26,082
Participant contributions at beginning of year	2016-12-31	$26,280
Administrative expenses (other) incurred	2016-12-31	$5,067
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$312,080
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,626,920
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,314,840
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$2,014,642
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$1,730,726
Interest on participant loans	2016-12-31	$1,301
Interest earned on other investments	2016-12-31	$2,832
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$586,196
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$557,834
Net investment gain/loss from pooled separate accounts	2016-12-31	$136,188
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$30,641
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$34,537
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	No
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	THORN LEWIS & DUNCAN, INC
Accountancy firm EIN	2016-12-31	311122097
2015 : ARBOGAST BUICK, PONTIAC, GMC TRUCK, INC. 401(K) SAVINGS PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$198,611
Total of all expenses incurred	2015-12-31	$229,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$221,094
Value of total corrective distributions	2015-12-31	$3,840
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$195,476
Value of total assets at end of year	2015-12-31	$2,314,840
Value of total assets at beginning of year	2015-12-31	$2,345,990
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$4,827
Total interest from all sources	2015-12-31	$1,166
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$163,256
Participant contributions at end of year	2015-12-31	$26,280
Participant contributions at beginning of year	2015-12-31	$29,677
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$1,880
Other income not declared elsewhere	2015-12-31	$2,049
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-31,150
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$2,314,840
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$2,345,990
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$1,730,726
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$2,054,504
Interest on participant loans	2015-12-31	$1,166
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$557,834
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$261,809
Net investment gain/loss from pooled separate accounts	2015-12-31	$-80
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$30,340
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$221,094
Contract administrator fees	2015-12-31	$4,827
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	THORN LEWIS & DUNCAN, INC
Accountancy firm EIN	2015-12-31	311122097
2014 : ARBOGAST BUICK, PONTIAC, GMC TRUCK, INC. 401(K) SAVINGS PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$297,487
Total of all expenses incurred	2014-12-31	$82,945
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$77,891
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$154,783
Value of total assets at end of year	2014-12-31	$2,345,990
Value of total assets at beginning of year	2014-12-31	$2,131,448
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$5,054
Total interest from all sources	2014-12-31	$1,010
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$200,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$130,264
Participant contributions at end of year	2014-12-31	$29,677
Participant contributions at beginning of year	2014-12-31	$6,647
Other income not declared elsewhere	2014-12-31	$1,304
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$214,542
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$2,345,990
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$2,131,448
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$2,054,504
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$1,865,220
Interest on participant loans	2014-12-31	$1,010
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$261,809
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$259,581
Net investment gain/loss from pooled separate accounts	2014-12-31	$140,390
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$24,519
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$77,891
Contract administrator fees	2014-12-31	$5,054
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	THORN LEWIS & DUNCAN, INC.
Accountancy firm EIN	2014-12-31	311122097

Form 5500 Responses for ARBOGAST BUICK, PONTIAC, GMC TRUCK, INC. 401(K) SAVINGS PLAN

2022: ARBOGAST BUICK, PONTIAC, GMC TRUCK, INC. 401(K) SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ARBOGAST BUICK, PONTIAC, GMC TRUCK, INC. 401(K) SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ARBOGAST BUICK, PONTIAC, GMC TRUCK, INC. 401(K) SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ARBOGAST BUICK, PONTIAC, GMC TRUCK, INC. 401(K) SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ARBOGAST BUICK, PONTIAC, GMC TRUCK, INC. 401(K) SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ARBOGAST BUICK, PONTIAC, GMC TRUCK, INC. 401(K) SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	Yes
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ARBOGAST BUICK, PONTIAC, GMC TRUCK, INC. 401(K) SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ARBOGAST BUICK, PONTIAC, GMC TRUCK, INC. 401(K) SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ARBOGAST BUICK, PONTIAC, GMC TRUCK, INC. 401(K) SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

341790

Policy instance

Insurance contract or identification number	341790
Number of Individuals Covered	123
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $4,883
Are there contracts with allocated funds for individual policies?	0
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
Amount paid for insurance broker fees	4883
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

341790

Policy instance

Insurance contract or identification number	341790
Number of Individuals Covered	137
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $3,265
Are there contracts with allocated funds for individual policies?	0
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 $0
Amount paid for insurance broker fees	3265
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker organization code?	5

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

341790

Policy instance

Insurance contract or identification number	341790
Number of Individuals Covered	124
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

341790

Policy instance

Insurance contract or identification number	341790
Number of Individuals Covered	117
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $8,043
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $8,043
Insurance broker organization code?	3

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

341790

Policy instance

Insurance contract or identification number	341790
Number of Individuals Covered	77
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $11,323
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $11,323
Insurance broker organization code?	3

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

341790

Policy instance

Insurance contract or identification number	341790
Number of Individuals Covered	67
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $9,892
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $9,892
Insurance broker organization code?	3
Insurance broker name	CHASE INS. AGENCY- KAREN J. MERELL

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

341790-000

Policy instance

Insurance contract or identification number	341790-000
Number of Individuals Covered	59
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $8,001
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $8,001
Insurance broker organization code?	3
Insurance broker name	CHASE INS. AGENCY- KAREN J. MERRELL

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

341790-000

Policy instance

Insurance contract or identification number	341790-000
Number of Individuals Covered	53
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $7,636
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,636
Insurance broker name	CHASE INS. AGENCY- KAREN J. MERRELL

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Company Name:	DAVE ARBOGAST GROUP INC.
Employer identification number (EIN):	311409301
NAIC Classification:	441110
NAIC Description:	New Car Dealers