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THE CROWLEY CAR COMPANY DEALERSHIP GROUP 401(K) PLAN & TRUST 401k Plan overview

Plan NameTHE CROWLEY CAR COMPANY DEALERSHIP GROUP 401(K) PLAN & TRUST
Plan identification number 001

THE CROWLEY CAR COMPANY DEALERSHIP GROUP 401(K) PLAN & TRUST Benefits

401k Plan TypeDefined 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.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

THE CROWLEY CAR COMPANY DEALERSHIP GROUP has sponsored the creation of one or more 401k plans.

Company Name:THE CROWLEY CAR COMPANY DEALERSHIP GROUP
Employer identification number (EIN):330633379
NAIC Classification:525990
NAIC Description:Other Financial Vehicles

Additional information about THE CROWLEY CAR COMPANY DEALERSHIP GROUP

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2086339

More information about THE CROWLEY CAR COMPANY DEALERSHIP GROUP

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CROWLEY CAR COMPANY DEALERSHIP GROUP 401(K) PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012018-01-01
0012017-01-01KEN GAERLICK
0012017-01-01
0012016-01-01MYRON KILGORE
0012015-01-01FELICIA MILLIGAN
0012014-01-01KEN GARELICK
0012013-01-01KEN GARELICK
0012012-01-01KEN GARELICK KEN GARELICK2013-10-10
0012011-01-01KEN GARELICK
0012009-01-01KEN GARELICK KEN GARELICK2010-09-27

Plan Statistics for THE CROWLEY CAR COMPANY DEALERSHIP GROUP 401(K) PLAN & TRUST

401k plan membership statisitcs for THE CROWLEY CAR COMPANY DEALERSHIP GROUP 401(K) PLAN & TRUST

Measure Date Value
2022: THE CROWLEY CAR COMPANY DEALERSHIP GROUP 401(K) PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01350
Total number of active participants reported on line 7a of the Form 55002022-01-01233
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-0189
Total of all active and inactive participants2022-01-01325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01327
Number of participants with account balances2022-01-01290
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: THE CROWLEY CAR COMPANY DEALERSHIP GROUP 401(K) PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01366
Total number of active participants reported on line 7a of the Form 55002021-01-01250
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-0193
Total of all active and inactive participants2021-01-01345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01347
Number of participants with account balances2021-01-01310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: THE CROWLEY CAR COMPANY DEALERSHIP GROUP 401(K) PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01361
Total number of active participants reported on line 7a of the Form 55002020-01-01255
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01105
Total of all active and inactive participants2020-01-01360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01361
Number of participants with account balances2020-01-01310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: THE CROWLEY CAR COMPANY DEALERSHIP GROUP 401(K) PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01555
Total number of active participants reported on line 7a of the Form 55002019-01-01111
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-01245
Total of all active and inactive participants2019-01-01358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01358
Number of participants with account balances2019-01-01358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE CROWLEY CAR COMPANY DEALERSHIP GROUP 401(K) PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01614
Total number of active participants reported on line 7a of the Form 55002018-01-01325
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-01224
Total of all active and inactive participants2018-01-01550
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01550
Number of participants with account balances2018-01-01550
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE CROWLEY CAR COMPANY DEALERSHIP GROUP 401(K) PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01678
Total number of active participants reported on line 7a of the Form 55002017-01-01505
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-01108
Total of all active and inactive participants2017-01-01614
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01614
Number of participants with account balances2017-01-01467
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE CROWLEY CAR COMPANY DEALERSHIP GROUP 401(K) PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01506
Total number of active participants reported on line 7a of the Form 55002016-01-01510
Number of other retired or separated participants entitled to future benefits2016-01-01151
Total of all active and inactive participants2016-01-01661
Total participants2016-01-01661
Number of participants with account balances2016-01-01515
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE CROWLEY CAR COMPANY DEALERSHIP GROUP 401(K) PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01580
Total number of active participants reported on line 7a of the Form 55002015-01-01414
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0169
Total of all active and inactive participants2015-01-01483
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01483
Number of participants with account balances2015-01-01374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE CROWLEY CAR COMPANY DEALERSHIP GROUP 401(K) PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01463
Total number of active participants reported on line 7a of the Form 55002014-01-01419
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01147
Total of all active and inactive participants2014-01-01566
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01566
Number of participants with account balances2014-01-01449
2013: THE CROWLEY CAR COMPANY DEALERSHIP GROUP 401(K) PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01428
Total number of active participants reported on line 7a of the Form 55002013-01-01357
Number of retired or separated participants receiving benefits2013-01-014
Number of other retired or separated participants entitled to future benefits2013-01-0179
Total of all active and inactive participants2013-01-01440
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01440
Number of participants with account balances2013-01-01334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE CROWLEY CAR COMPANY DEALERSHIP GROUP 401(K) PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01412
Total number of active participants reported on line 7a of the Form 55002012-01-01285
Number of retired or separated participants receiving benefits2012-01-014
Number of other retired or separated participants entitled to future benefits2012-01-01139
Total of all active and inactive participants2012-01-01428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01428
Number of participants with account balances2012-01-01308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE CROWLEY CAR COMPANY DEALERSHIP GROUP 401(K) PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01335
Total number of active participants reported on line 7a of the Form 55002011-01-01285
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-0197
Total of all active and inactive participants2011-01-01384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01384
Number of participants with account balances2011-01-01253
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: THE CROWLEY CAR COMPANY DEALERSHIP GROUP 401(K) PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01375
Total number of active participants reported on line 7a of the Form 55002009-01-01235
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01104
Total of all active and inactive participants2009-01-01339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01339
Number of participants with account balances2009-01-01194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE CROWLEY CAR COMPANY DEALERSHIP GROUP 401(K) PLAN & TRUST

Measure Date Value
2022 : THE CROWLEY CAR COMPANY DEALERSHIP GROUP 401(K) PLAN & TRUST 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-275,457
Total of all expenses incurred2022-12-31$1,552,297
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,473,681
Expenses. Certain deemed distributions of participant loans2022-12-31$21,406
Value of total corrective distributions2022-12-31$6,095
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,127,779
Value of total assets at end of year2022-12-31$7,717,678
Value of total assets at beginning of year2022-12-31$9,545,432
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$51,115
Total interest from all sources2022-12-31$16,375
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$133,881
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$133,881
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,058,776
Participant contributions at end of year2022-12-31$311,969
Participant contributions at beginning of year2022-12-31$279,908
Participant contributions at end of year2022-12-31$249
Participant contributions at beginning of year2022-12-31$304
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$68,594
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$1,134
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$30,785
Total non interest bearing cash at end of year2022-12-31$4,924
Total non interest bearing cash at beginning of year2022-12-31$5,352
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,827,754
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,717,678
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,545,432
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$20,330
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$6,919,674
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,904,640
Interest on participant loans2022-12-31$12,811
Interest earned on other investments2022-12-31$3,564
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$479,728
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$355,228
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,553,492
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$409
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,473,681
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31LING & BOUMAN CPA'S, LLP
Accountancy firm EIN2022-12-31814590836
2021 : THE CROWLEY CAR COMPANY DEALERSHIP GROUP 401(K) PLAN & TRUST 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,942,158
Total of all expenses incurred2021-12-31$1,125,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,067,268
Expenses. Certain deemed distributions of participant loans2021-12-31$2,945
Value of total corrective distributions2021-12-31$555
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$978,686
Value of total assets at end of year2021-12-31$9,545,432
Value of total assets at beginning of year2021-12-31$8,728,295
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$54,253
Total interest from all sources2021-12-31$15,674
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$173,421
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$173,421
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$978,686
Participant contributions at end of year2021-12-31$279,908
Participant contributions at beginning of year2021-12-31$294,928
Participant contributions at end of year2021-12-31$304
Participant contributions at beginning of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$31,643
Total non interest bearing cash at end of year2021-12-31$5,352
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$817,137
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,545,432
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,728,295
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$22,610
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$8,904,640
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,897,969
Interest on participant loans2021-12-31$11,912
Interest earned on other investments2021-12-31$3,762
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$355,228
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$535,398
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$774,377
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,067,268
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31LING & BOUMAN CPA'S, LLP
Accountancy firm EIN2021-12-31814590836
2020 : THE CROWLEY CAR COMPANY DEALERSHIP GROUP 401(K) PLAN & TRUST 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$1,829,669
Total of all expenses incurred2020-12-31$1,796,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,736,262
Expenses. Certain deemed distributions of participant loans2020-12-31$7,731
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$850,671
Value of total assets at end of year2020-12-31$8,728,295
Value of total assets at beginning of year2020-12-31$8,695,333
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$52,714
Total interest from all sources2020-12-31$18,341
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$141,224
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$141,224
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$846,093
Participant contributions at end of year2020-12-31$294,928
Participant contributions at beginning of year2020-12-31$315,384
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$4,578
Administrative expenses (other) incurred2020-12-31$32,618
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$32,962
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,728,295
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,695,333
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$20,096
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$7,897,969
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$8,345,773
Interest on participant loans2020-12-31$16,248
Interest earned on other investments2020-12-31$2,093
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$535,398
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$34,176
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$819,433
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,736,262
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2020-12-31560747981
2019 : THE CROWLEY CAR COMPANY DEALERSHIP GROUP 401(K) PLAN & TRUST 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$2,784,322
Total of all expenses incurred2019-12-31$2,240,437
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,165,437
Value of total corrective distributions2019-12-31$1,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,196,603
Value of total assets at end of year2019-12-31$8,695,333
Value of total assets at beginning of year2019-12-31$8,151,448
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$73,763
Total interest from all sources2019-12-31$16,726
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$186,677
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$186,677
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,189,828
Participant contributions at end of year2019-12-31$315,384
Participant contributions at beginning of year2019-12-31$314,760
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$6,775
Administrative expenses (other) incurred2019-12-31$49,266
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$543,885
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,695,333
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,151,448
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$24,497
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$8,345,773
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$6,183,836
Interest on participant loans2019-12-31$14,799
Interest earned on other investments2019-12-31$1,927
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$34,176
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,652,852
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,164,883
Net investment gain/loss from pooled separate accounts2019-12-31$219,433
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,165,437
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2019-12-31560747981
2018 : THE CROWLEY CAR COMPANY DEALERSHIP GROUP 401(K) PLAN & TRUST 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$918,587
Total of all expenses incurred2018-12-31$1,044,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,005,256
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,265,254
Value of total assets at end of year2018-12-31$8,151,448
Value of total assets at beginning of year2018-12-31$8,277,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$39,289
Total interest from all sources2018-12-31$32,977
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,251,306
Participant contributions at end of year2018-12-31$314,760
Participant contributions at beginning of year2018-12-31$404,967
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$13,948
Administrative expenses (other) incurred2018-12-31$19,078
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-125,958
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,151,448
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,277,406
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$20,211
Value of interest in pooled separate accounts at end of year2018-12-31$6,183,836
Value of interest in pooled separate accounts at beginning of year2018-12-31$6,685,657
Interest on participant loans2018-12-31$15,494
Interest earned on other investments2018-12-31$17,483
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,652,852
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,186,782
Net investment gain/loss from pooled separate accounts2018-12-31$-379,644
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,005,256
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2018-12-31560747981
2017 : THE CROWLEY CAR COMPANY DEALERSHIP GROUP 401(K) PLAN & TRUST 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$2,455,450
Total of all expenses incurred2017-12-31$1,465,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,415,300
Expenses. Certain deemed distributions of participant loans2017-12-31$1,369
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,401,740
Value of total assets at end of year2017-12-31$8,277,406
Value of total assets at beginning of year2017-12-31$7,287,779
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$49,154
Total interest from all sources2017-12-31$28,149
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,224,172
Participant contributions at end of year2017-12-31$404,967
Participant contributions at beginning of year2017-12-31$314,748
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$177,568
Administrative expenses (other) incurred2017-12-31$40,324
Total non interest bearing cash at end of year2017-12-31$9,149
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$989,627
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,277,406
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,287,779
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$8,830
Value of interest in pooled separate accounts at end of year2017-12-31$6,685,657
Value of interest in pooled separate accounts at beginning of year2017-12-31$5,713,957
Interest on participant loans2017-12-31$14,499
Interest earned on other investments2017-12-31$13,650
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,177,633
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,259,074
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$-2,380
Net investment gain/loss from pooled separate accounts2017-12-31$1,027,941
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,415,300
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2017-12-31560747981
2016 : THE CROWLEY CAR COMPANY DEALERSHIP GROUP 401(K) PLAN & TRUST 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,524,730
Total of all expenses incurred2016-12-31$567,868
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$529,572
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,096,871
Value of total assets at end of year2016-12-31$7,287,779
Value of total assets at beginning of year2016-12-31$6,330,917
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$38,296
Total interest from all sources2016-12-31$12,180
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,042,232
Participant contributions at end of year2016-12-31$314,748
Participant contributions at beginning of year2016-12-31$259,245
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$51,695
Other income not declared elsewhere2016-12-31$31,988
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$956,862
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,287,779
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,330,917
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$5,713,957
Value of interest in pooled separate accounts at beginning of year2016-12-31$4,932,821
Interest on participant loans2016-12-31$12,180
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,259,074
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,138,851
Net investment gain/loss from pooled separate accounts2016-12-31$383,691
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,944
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$529,572
Contract administrator fees2016-12-31$38,296
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2016-12-31560747981
2015 : THE CROWLEY CAR COMPANY DEALERSHIP GROUP 401(K) PLAN & TRUST 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$826,689
Total of all expenses incurred2015-12-31$668,299
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$620,654
Value of total corrective distributions2015-12-31$16,132
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$895,526
Value of total assets at end of year2015-12-31$6,330,917
Value of total assets at beginning of year2015-12-31$6,172,527
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$31,513
Total interest from all sources2015-12-31$10,981
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$884,731
Participant contributions at end of year2015-12-31$259,245
Participant contributions at beginning of year2015-12-31$273,854
Other income not declared elsewhere2015-12-31$20,234
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$158,390
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,330,917
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,172,527
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$2,778
Value of interest in pooled separate accounts at end of year2015-12-31$4,932,821
Value of interest in pooled separate accounts at beginning of year2015-12-31$4,792,667
Interest on participant loans2015-12-31$10,981
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,138,851
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,106,006
Net investment gain/loss from pooled separate accounts2015-12-31$-100,052
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$10,795
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$620,654
Contract administrator fees2015-12-31$28,735
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PARKE, GUPTILL & COMPANY LLP
Accountancy firm EIN2015-12-31953378831
2014 : THE CROWLEY CAR COMPANY DEALERSHIP GROUP 401(K) PLAN & TRUST 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,153,782
Total of all expenses incurred2014-12-31$643,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$625,956
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$896,461
Value of total assets at end of year2014-12-31$6,172,527
Value of total assets at beginning of year2014-12-31$5,662,687
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$17,986
Total interest from all sources2014-12-31$8,687
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$836,132
Participant contributions at end of year2014-12-31$273,854
Participant contributions at beginning of year2014-12-31$201,039
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$57,298
Other income not declared elsewhere2014-12-31$14,530
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$509,840
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,172,527
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,662,687
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$4,792,667
Value of interest in pooled separate accounts at beginning of year2014-12-31$4,468,781
Interest on participant loans2014-12-31$8,687
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,106,006
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$992,867
Net investment gain/loss from pooled separate accounts2014-12-31$234,104
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$3,031
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$625,956
Contract administrator fees2014-12-31$17,986
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PARKE, GUPTILL & COMPANY LLP
Accountancy firm EIN2014-12-31953378831
2013 : THE CROWLEY CAR COMPANY DEALERSHIP GROUP 401(K) PLAN & TRUST 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,230,713
Total of all expenses incurred2013-12-31$374,658
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$344,752
Expenses. Certain deemed distributions of participant loans2013-12-31$17,629
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$661,260
Value of total assets at end of year2013-12-31$5,662,687
Value of total assets at beginning of year2013-12-31$4,806,632
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$12,277
Total interest from all sources2013-12-31$7,725
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$350,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$661,260
Participant contributions at end of year2013-12-31$201,039
Participant contributions at beginning of year2013-12-31$206,227
Other income not declared elsewhere2013-12-31$16,914
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$856,055
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,662,687
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,806,632
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$4,468,781
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,915,792
Interest on participant loans2013-12-31$7,725
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$992,867
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,684,613
Net investment gain/loss from pooled separate accounts2013-12-31$544,814
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$344,752
Contract administrator fees2013-12-31$12,277
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PARKE, GUPTILL & COMPANY LLP
Accountancy firm EIN2013-12-31953378831
2012 : THE CROWLEY CAR COMPANY DEALERSHIP GROUP 401(K) PLAN & TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$989,677
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$142,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$131,239
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$651,354
Value of total assets at end of year2012-12-31$4,806,632
Value of total assets at beginning of year2012-12-31$3,958,997
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$10,803
Total interest from all sources2012-12-31$6,829
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$350,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$427,115
Participant contributions at end of year2012-12-31$206,227
Participant contributions at beginning of year2012-12-31$190,372
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$224,239
Other income not declared elsewhere2012-12-31$25,160
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$847,635
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,806,632
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,958,997
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$2,915,792
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,285,113
Interest on participant loans2012-12-31$6,829
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,684,613
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,483,512
Net investment gain/loss from pooled separate accounts2012-12-31$306,334
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$131,239
Contract administrator fees2012-12-31$10,803
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PARKE GUPTILL & COMPANY LLP
Accountancy firm EIN2012-12-31953378831
2011 : THE CROWLEY CAR COMPANY DEALERSHIP GROUP 401(K) PLAN & TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$255,906
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$479,793
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$461,331
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$357,259
Value of total assets at end of year2011-12-31$3,958,997
Value of total assets at beginning of year2011-12-31$4,182,884
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$18,462
Total interest from all sources2011-12-31$7,437
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$350,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$332,701
Participant contributions at end of year2011-12-31$190,372
Participant contributions at beginning of year2011-12-31$207,797
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$24,448
Other income not declared elsewhere2011-12-31$31,571
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-223,887
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,958,997
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,182,884
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$2,285,113
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,620,985
Interest on participant loans2011-12-31$7,437
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,483,512
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,354,102
Net investment gain/loss from pooled separate accounts2011-12-31$-140,361
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$110
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$461,331
Contract administrator fees2011-12-31$18,462
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PARKE GUPTILL & COMPANY LLP
Accountancy firm EIN2011-12-31953378831
2010 : THE CROWLEY CAR COMPANY DEALERSHIP GROUP 401(K) PLAN & TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$656,328
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$544,346
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$522,239
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$284,376
Value of total assets at end of year2010-12-31$4,182,884
Value of total assets at beginning of year2010-12-31$4,070,902
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$22,107
Total interest from all sources2010-12-31$8,095
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$350,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$284,376
Participant contributions at end of year2010-12-31$207,797
Participant contributions at beginning of year2010-12-31$169,011
Participant contributions at beginning of year2010-12-31$92
Other income not declared elsewhere2010-12-31$36,876
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$111,982
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,182,884
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,070,902
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$2,620,985
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,649,529
Interest on participant loans2010-12-31$8,095
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,354,102
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,252,270
Net investment gain/loss from pooled separate accounts2010-12-31$326,981
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$522,239
Contract administrator fees2010-12-31$22,107
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PARKE GUPTILL CO LLP
Accountancy firm EIN2010-12-31953378831
2009 : THE CROWLEY CAR COMPANY DEALERSHIP GROUP 401(K) PLAN & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE CROWLEY CAR COMPANY DEALERSHIP GROUP 401(K) PLAN & TRUST

2022: THE CROWLEY CAR COMPANY DEALERSHIP GROUP 401(K) PLAN & TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE CROWLEY CAR COMPANY DEALERSHIP GROUP 401(K) PLAN & TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE CROWLEY CAR COMPANY DEALERSHIP GROUP 401(K) PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE CROWLEY CAR COMPANY DEALERSHIP GROUP 401(K) PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE CROWLEY CAR COMPANY DEALERSHIP GROUP 401(K) PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE CROWLEY CAR COMPANY DEALERSHIP GROUP 401(K) PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE CROWLEY CAR COMPANY DEALERSHIP GROUP 401(K) PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE CROWLEY CAR COMPANY DEALERSHIP GROUP 401(K) PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE CROWLEY CAR COMPANY DEALERSHIP GROUP 401(K) PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE CROWLEY CAR COMPANY DEALERSHIP GROUP 401(K) PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE CROWLEY CAR COMPANY DEALERSHIP GROUP 401(K) PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE CROWLEY CAR COMPANY DEALERSHIP GROUP 401(K) PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE CROWLEY CAR COMPANY DEALERSHIP GROUP 401(K) PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513321
Policy instance 1
Insurance contract or identification number513321
Number of Individuals Covered290
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513321
Policy instance 1
Insurance contract or identification number513321
Number of Individuals Covered310
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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 LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513321
Policy instance 1
Insurance contract or identification number513321
Number of Individuals Covered310
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number513321
Policy instance 2
Insurance contract or identification number513321
Number of Individuals Covered358
Insurance policy start date2019-01-22
Insurance policy end date2019-12-31
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 LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995760
Policy instance 1
Insurance contract or identification number995760
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-01-22
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 LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995760
Policy instance 1
Insurance contract or identification number995760
Number of Individuals Covered550
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995760
Policy instance 1
Insurance contract or identification number995760
Number of Individuals Covered467
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995760-000
Policy instance 1
Insurance contract or identification number995760-000
Number of Individuals Covered374
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $13,927
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 BrokerUSD $13,927
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL CORPORATION
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995760-000
Policy instance 1
Insurance contract or identification number995760-000
Number of Individuals Covered449
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $14,431
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 BrokerUSD $14,431
Insurance broker organization code?3
Insurance broker nameRAYMOND JAMES INSURANCE GROUP INC
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995760-000
Policy instance 1
Insurance contract or identification number995760-000
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $12,373
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $12,373
Insurance broker organization code?3
Insurance broker namePLANNING CORP OF AMERICA
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995760-000
Policy instance 1
Insurance contract or identification number995760-000
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $10,701
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $10,701
Insurance broker organization code?3
Insurance broker namePLANNING CORP OF AMERICA
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995760-000
Policy instance 1
Insurance contract or identification number995760-000
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $9,735
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995760-000
Policy instance 1
Insurance contract or identification number995760-000
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $9,538
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration0
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $9,538
Insurance broker organization code?3
Insurance broker nameWILLIAM J PEARTREE

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