SHARPNACK CHEVROLET BUICK, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SHARPNACK AUTO FAMILY GROUP HEALTH PLAN
Measure | Date | Value |
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2016: SHARPNACK AUTO FAMILY GROUP HEALTH PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 59 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 52 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 53 |
2015: SHARPNACK AUTO FAMILY GROUP HEALTH PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 54 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 59 |
Total of all active and inactive participants | 2015-01-01 | 59 |
2014: SHARPNACK AUTO FAMILY GROUP HEALTH PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 47 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 50 |
Total of all active and inactive participants | 2014-01-01 | 50 |
2013: SHARPNACK AUTO FAMILY GROUP HEALTH PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-05-01 | 0 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-05-01 | 38 |
Total of all active and inactive participants | 2013-05-01 | 38 |
Measure | Date | Value |
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2016 : SHARPNACK AUTO FAMILY GROUP HEALTH PLAN 2016 401k financial data |
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Total plan liabilities at end of year | 2016-12-31 | $0 |
Total plan liabilities at beginning of year | 2016-12-31 | $208,918 |
Total income from all sources | 2016-12-31 | $9,141 |
Expenses. Total of all expenses incurred | 2016-12-31 | $69,484 |
Benefits paid (including direct rollovers) | 2016-12-31 | $69,484 |
Total plan assets at end of year | 2016-12-31 | $0 |
Total plan assets at beginning of year | 2016-12-31 | $269,261 |
Value of fidelity bond covering the plan | 2016-12-31 | $250,000 |
Other income received | 2016-12-31 | $9,141 |
Net income (gross income less expenses) | 2016-12-31 | $-60,343 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $60,343 |
2015 : SHARPNACK AUTO FAMILY GROUP HEALTH PLAN 2015 401k financial data |
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Total plan liabilities at end of year | 2015-12-31 | $208,918 |
Total plan liabilities at beginning of year | 2015-12-31 | $10,844 |
Total income from all sources | 2015-12-31 | $672,546 |
Expenses. Total of all expenses incurred | 2015-12-31 | $615,311 |
Benefits paid (including direct rollovers) | 2015-12-31 | $533,736 |
Total plan assets at end of year | 2015-12-31 | $269,261 |
Total plan assets at beginning of year | 2015-12-31 | $13,952 |
Value of fidelity bond covering the plan | 2015-12-31 | $250,000 |
Total contributions received or receivable from participants | 2015-12-31 | $217,928 |
Net income (gross income less expenses) | 2015-12-31 | $57,235 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $60,343 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,108 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $454,618 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $81,575 |
2014 : SHARPNACK AUTO FAMILY GROUP HEALTH PLAN 2014 401k financial data |
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Total plan liabilities at end of year | 2014-12-31 | $10,844 |
Total plan liabilities at beginning of year | 2014-12-31 | $22,116 |
Total income from all sources | 2014-12-31 | $556,684 |
Expenses. Total of all expenses incurred | 2014-12-31 | $555,402 |
Benefits paid (including direct rollovers) | 2014-12-31 | $488,795 |
Total plan assets at end of year | 2014-12-31 | $13,952 |
Total plan assets at beginning of year | 2014-12-31 | $23,942 |
Value of fidelity bond covering the plan | 2014-12-31 | $250,000 |
Total contributions received or receivable from participants | 2014-12-31 | $200,499 |
Net income (gross income less expenses) | 2014-12-31 | $1,282 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $3,108 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,826 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $356,185 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $66,607 |
2013 : SHARPNACK AUTO FAMILY GROUP HEALTH PLAN 2013 401k financial data |
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Total plan liabilities at end of year | 2013-12-31 | $22,116 |
Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $277,079 |
Expenses. Total of all expenses incurred | 2013-12-31 | $275,253 |
Benefits paid (including direct rollovers) | 2013-12-31 | $238,383 |
Total plan assets at end of year | 2013-12-31 | $23,942 |
Total plan assets at beginning of year | 2013-12-31 | $0 |
Value of fidelity bond covering the plan | 2013-12-31 | $250,000 |
Total contributions received or receivable from participants | 2013-12-31 | $122,429 |
Net income (gross income less expenses) | 2013-12-31 | $1,826 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $1,826 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $0 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $154,650 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $36,870 |
2016: SHARPNACK AUTO FAMILY GROUP HEALTH PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | Yes |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Insurance | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2016-01-01 | Plan benefit arrangement – Insurance | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2016-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2015: SHARPNACK AUTO FAMILY GROUP HEALTH PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
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: SHARPNACK AUTO FAMILY GROUP HEALTH PLAN 2014 form 5500 responses |
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2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: SHARPNACK AUTO FAMILY GROUP HEALTH PLAN 2013 form 5500 responses |
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2013-05-01 | Type of plan entity | Single employer plan |
2013-05-01 | First time form 5500 has been submitted | Yes |
2013-05-01 | Submission has been amended | No |
2013-05-01 | This submission is the final filing | No |
2013-05-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2013-05-01 | Plan is a collectively bargained plan | No |
2013-05-01 | Plan funding arrangement – Insurance | Yes |
2013-05-01 | Plan funding arrangement – Trust | Yes |
2013-05-01 | Plan benefit arrangement – Insurance | Yes |
2013-05-01 | Plan benefit arrangement - Trust | Yes |
UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 3086 ) |
Policy contract number | UNI-201719 |
Policy instance | 1 |
Insurance contract or identification number | UNI-201719 | 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 $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | Yes | 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 | Welfare Benefit Premiums Paid to Carrier | USD $302,174 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 ) |
Policy contract number | 1000820 |
Policy instance | 2 |
Insurance contract or identification number | 1000820 | Number of Individuals Covered | 59 | Insurance policy start date | 2015-05-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $442 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | 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 | Other welfare benefits provided | MANAGED TRANSPLANT | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Welfare Benefit Premiums Paid to Carrier | USD $4,415 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $442 | Insurance broker organization code? | 5 | Insurance broker name | BAC AGENCY, INC. |
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UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 3086 ) |
Policy contract number | UNI-201719 |
Policy instance | 1 |
Insurance contract or identification number | UNI-201719 | Number of Individuals Covered | 50 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | Yes | 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 | Welfare Benefit Premiums Paid to Carrier | USD $240,727 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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UNIMERICA INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 3086 ) |
Policy contract number | UNI-201719 |
Policy instance | 1 |
Insurance contract or identification number | UNI-201719 | Number of Individuals Covered | 38 | Insurance policy start date | 2013-05-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $0 | Are there contracts with allocated funds for individual policies? | No | Are there contracts with allocated funds for group deferred annuity? | No | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | Health Insurance Welfare Benefit | Yes | 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 | Welfare Benefit Premiums Paid to Carrier | USD $123,641 | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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