LOCKHART AUTOMOTIVE GROUP, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN
| Measure | Date | Value |
|---|
| 2023 : LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2023 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $34,873 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $1,323,828 |
| Total of all expenses incurred | 2023-12-31 | $629,679 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $594,665 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $427,132 |
| Value of total assets at end of year | 2023-12-31 | $5,667,574 |
| Value of total assets at beginning of year | 2023-12-31 | $4,938,552 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $35,014 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $101,031 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $101,031 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $363,336 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-12-31 | $34,873 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $694,149 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $5,632,701 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $4,938,552 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Investment advisory and management fees | 2023-12-31 | $15,716 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $5,645,583 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $4,633,828 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $21,991 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $304,724 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $795,665 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $63,796 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $594,665 |
| Contract administrator fees | 2023-12-31 | $14,556 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | PLANCHEC(K) CPAS, LLC |
| Accountancy firm EIN | 2023-12-31 | 842614035 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $34,873 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $1,323,828 |
| Total of all expenses incurred | 2023-01-01 | $629,679 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $594,665 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $427,132 |
| Value of total assets at end of year | 2023-01-01 | $5,667,574 |
| Value of total assets at beginning of year | 2023-01-01 | $4,938,552 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $35,014 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $101,031 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $101,031 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $363,336 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-01-01 | $34,873 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-01-01 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $694,149 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $5,632,701 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $4,938,552 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Investment advisory and management fees | 2023-01-01 | $15,716 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $5,645,583 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $4,633,828 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $21,991 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $304,724 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $795,665 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $63,796 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $594,665 |
| Contract administrator fees | 2023-01-01 | $14,556 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | PLANCHEC(K) CPAS, LLC |
| Accountancy firm EIN | 2023-01-01 | 842614035 |
| 2022 : LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2022 401k financial data |
|---|
| Total income from all sources (including contributions) | 2022-12-31 | $-370,783 |
| Total of all expenses incurred | 2022-12-31 | $234,508 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $192,710 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $444,237 |
| Value of total assets at end of year | 2022-12-31 | $4,938,552 |
| Value of total assets at beginning of year | 2022-12-31 | $5,543,843 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $41,798 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $83,181 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $83,181 |
| Administrative expenses professional fees incurred | 2022-12-31 | $8,500 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $387,011 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-605,291 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $4,938,552 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $5,543,843 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Investment advisory and management fees | 2022-12-31 | $14,630 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $4,633,828 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $5,530,689 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $304,724 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $13,154 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-898,201 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $57,226 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $192,710 |
| Contract administrator fees | 2022-12-31 | $18,668 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | PLANCHEC(K) CPAS, LLC |
| Accountancy firm EIN | 2022-12-31 | 842614035 |
| Total income from all sources (including contributions) | 2022-01-01 | $-370,783 |
| Total of all expenses incurred | 2022-01-01 | $234,508 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $192,710 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $444,237 |
| Value of total assets at end of year | 2022-01-01 | $4,938,552 |
| Value of total assets at beginning of year | 2022-01-01 | $5,543,843 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $41,798 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $83,181 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $83,181 |
| Administrative expenses professional fees incurred | 2022-01-01 | $8,500 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $387,011 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-605,291 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $4,938,552 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $5,543,843 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Investment advisory and management fees | 2022-01-01 | $14,630 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $4,633,828 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $5,530,689 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $304,724 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $13,154 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-898,201 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $57,226 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $192,710 |
| Contract administrator fees | 2022-01-01 | $18,668 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | PLANCHEC(K) CPAS, LLC |
| Accountancy firm EIN | 2022-01-01 | 842614035 |
| 2021 : LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2021 401k financial data |
|---|
| Total income from all sources (including contributions) | 2021-12-31 | $1,228,515 |
| Total of all expenses incurred | 2021-12-31 | $229,919 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $194,464 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $465,604 |
| Value of total assets at end of year | 2021-12-31 | $5,543,843 |
| Value of total assets at beginning of year | 2021-12-31 | $4,545,247 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $35,455 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $398,819 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $998,596 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $5,543,843 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,545,247 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Investment advisory and management fees | 2021-12-31 | $15,489 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $5,530,689 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $4,536,344 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $13,154 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $8,903 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $762,911 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $66,785 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $194,464 |
| Contract administrator fees | 2021-12-31 | $19,966 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | PLANCHEC(K) CPAS, LLC |
| Accountancy firm EIN | 2021-12-31 | 842614035 |
| 2020 : LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2020 401k financial data |
|---|
| Total income from all sources (including contributions) | 2020-12-31 | $756,651 |
| Total of all expenses incurred | 2020-12-31 | $851,894 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $816,713 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $323,132 |
| Value of total assets at end of year | 2020-12-31 | $4,545,247 |
| Value of total assets at beginning of year | 2020-12-31 | $4,640,490 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $35,181 |
| Total interest from all sources | 2020-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Administrative expenses professional fees incurred | 2020-12-31 | $2,800 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $267,624 |
| Participant contributions at end of year | 2020-12-31 | $0 |
| Participant contributions at beginning of year | 2020-12-31 | $6,657 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $9,462 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $-95,243 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $4,545,247 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,640,490 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Investment advisory and management fees | 2020-12-31 | $12,696 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $4,536,344 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $4,235,917 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $8,903 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $396,799 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $433,519 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $46,046 |
| Employer contributions (assets) at end of year | 2020-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $1,117 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $816,713 |
| Contract administrator fees | 2020-12-31 | $19,685 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | PLANCHEC(K) CPAS, LLC |
| Accountancy firm EIN | 2020-12-31 | 842614035 |
| 2019 : LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2019 401k financial data |
|---|
| Total income from all sources (including contributions) | 2019-12-31 | $1,106,866 |
| Total of all expenses incurred | 2019-12-31 | $560,173 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $522,041 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $247,401 |
| Value of total assets at end of year | 2019-12-31 | $4,640,490 |
| Value of total assets at beginning of year | 2019-12-31 | $4,093,797 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $38,132 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $7,966 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $7,966 |
| Administrative expenses professional fees incurred | 2019-12-31 | $2,600 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $400,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $210,841 |
| Participant contributions at end of year | 2019-12-31 | $6,657 |
| Participant contributions at beginning of year | 2019-12-31 | $0 |
| Other income not declared elsewhere | 2019-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $546,693 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $4,640,490 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,093,797 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Investment advisory and management fees | 2019-12-31 | $13,454 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $4,235,917 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $3,670,950 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $396,799 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $422,847 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $851,499 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $36,560 |
| Employer contributions (assets) at end of year | 2019-12-31 | $1,117 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $522,041 |
| Contract administrator fees | 2019-12-31 | $22,078 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | SIKICH LLP |
| Accountancy firm EIN | 2019-12-31 | 363168081 |
| 2018 : LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2018 401k financial data |
|---|
| Total income from all sources (including contributions) | 2018-12-31 | $46,168 |
| Total of all expenses incurred | 2018-12-31 | $315,765 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $274,941 |
| Value of total corrective distributions | 2018-12-31 | $5,979 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $274,615 |
| Value of total assets at end of year | 2018-12-31 | $4,093,797 |
| Value of total assets at beginning of year | 2018-12-31 | $4,363,394 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $34,845 |
| Total interest from all sources | 2018-12-31 | $7,946 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $201,410 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $37,847 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-269,597 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $4,093,797 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,363,394 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $3,670,950 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $3,953,625 |
| Interest earned on other investments | 2018-12-31 | $7,946 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $422,847 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $409,769 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-236,393 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $35,358 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $274,941 |
| Contract administrator fees | 2018-12-31 | $34,845 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | SIKICH LLP |
| Accountancy firm EIN | 2018-12-31 | 363168081 |
| 2017 : LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2017 401k financial data |
|---|
| Total income from all sources (including contributions) | 2017-12-31 | $874,396 |
| Total of all expenses incurred | 2017-12-31 | $536,098 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $478,248 |
| Value of total corrective distributions | 2017-12-31 | $21,507 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $252,500 |
| Value of total assets at end of year | 2017-12-31 | $4,363,394 |
| Value of total assets at beginning of year | 2017-12-31 | $4,025,096 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $36,343 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $214,165 |
| Participant contributions at end of year | 2017-12-31 | $0 |
| Participant contributions at beginning of year | 2017-12-31 | $5,939 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $38,335 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $338,298 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $4,363,394 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $4,025,096 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Investment advisory and management fees | 2017-12-31 | $36,343 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $3,953,625 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $3,956,413 |
| Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $409,769 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $61,705 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $621,896 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $0 |
| Employer contributions (assets) at end of year | 2017-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $1,039 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $478,248 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | SIKICH LLP |
| Accountancy firm EIN | 2017-12-31 | 363168081 |
| 2016 : LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2016 401k financial data |
|---|
| Total income from all sources (including contributions) | 2016-12-31 | $623,583 |
| Total of all expenses incurred | 2016-12-31 | $281,602 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $253,032 |
| Value of total corrective distributions | 2016-12-31 | $28,570 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $298,841 |
| Value of total assets at end of year | 2016-12-31 | $4,025,096 |
| Value of total assets at beginning of year | 2016-12-31 | $3,683,115 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $257,124 |
| Participant contributions at end of year | 2016-12-31 | $5,939 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $341,981 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $4,025,096 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,683,115 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $3,956,413 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $3,479,700 |
| Value of interest in common/collective trusts at end of year | 2016-12-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $203,415 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $61,705 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $324,742 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $41,717 |
| Employer contributions (assets) at end of year | 2016-12-31 | $1,039 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $253,032 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | SIKICH LLP |
| Accountancy firm EIN | 2016-12-31 | 363168081 |
| 2015 : LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2015 401k financial data |
|---|
| Total income from all sources (including contributions) | 2015-12-31 | $523,319 |
| Total of all expenses incurred | 2015-12-31 | $684,229 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $681,242 |
| Value of total corrective distributions | 2015-12-31 | $2,987 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $567,230 |
| Value of total assets at end of year | 2015-12-31 | $3,683,115 |
| Value of total assets at beginning of year | 2015-12-31 | $3,844,025 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $267,439 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $257,651 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $-160,910 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $3,683,115 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,844,025 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $3,479,700 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $3,844,025 |
| Value of interest in common/collective trusts at end of year | 2015-12-31 | $203,415 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-43,911 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $42,140 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $681,242 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | SIKICH LLP |
| Accountancy firm EIN | 2015-12-31 | 363168081 |
| 2014 : LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2014 401k financial data |
|---|
| Total income from all sources (including contributions) | 2014-12-31 | $523,890 |
| Total of all expenses incurred | 2014-12-31 | $1,398,528 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,357,203 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $275,904 |
| Value of total assets at end of year | 2014-12-31 | $3,844,025 |
| Value of total assets at beginning of year | 2014-12-31 | $4,718,663 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $41,325 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Administrative expenses professional fees incurred | 2014-12-31 | $41,325 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $235,517 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $2,579 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $-874,638 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $3,844,025 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,718,663 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $3,844,025 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $4,718,663 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $247,986 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $37,808 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,357,203 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | SIKICH LLP |
| Accountancy firm EIN | 2014-12-31 | 363168081 |
| 2013 : LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2013 401k financial data |
|---|
| Total income from all sources (including contributions) | 2013-12-31 | $1,063,168 |
| Total of all expenses incurred | 2013-12-31 | $731,047 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $681,438 |
| Value of total corrective distributions | 2013-12-31 | $7,684 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $275,376 |
| Value of total assets at end of year | 2013-12-31 | $4,718,663 |
| Value of total assets at beginning of year | 2013-12-31 | $4,386,542 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $41,925 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $236,623 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $332,121 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $4,718,663 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,386,542 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $4,718,663 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $4,386,542 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $787,792 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $38,753 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $681,438 |
| Contract administrator fees | 2013-12-31 | $41,925 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | SIKICH LLP |
| Accountancy firm EIN | 2013-12-31 | 363168081 |
| 2012 : LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2012 401k financial data |
|---|
| Total income from all sources (including contributions) | 2012-12-31 | $822,849 |
| Total of all expenses incurred | 2012-12-31 | $679,827 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $677,880 |
| Value of total corrective distributions | 2012-12-31 | $1,947 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $301,193 |
| Value of total assets at end of year | 2012-12-31 | $4,386,542 |
| Value of total assets at beginning of year | 2012-12-31 | $4,243,520 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $246,050 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $9,310 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $143,022 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $4,386,542 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,243,520 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $4,386,542 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $4,243,520 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $521,656 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $45,833 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $677,880 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | SIKICH LLP |
| Accountancy firm EIN | 2012-12-31 | 363168081 |
| 2011 : LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2011 401k financial data |
|---|
| Total income from all sources (including contributions) | 2011-12-31 | $259,581 |
| Total of all expenses incurred | 2011-12-31 | $286,125 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $286,125 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $316,813 |
| Value of total assets at end of year | 2011-12-31 | $4,243,520 |
| Value of total assets at beginning of year | 2011-12-31 | $4,270,064 |
| Total income from rents | 2011-12-31 | $0 |
| Total interest from all sources | 2011-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2011-12-31 | Yes |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $271,560 |
| Total non interest bearing cash at beginning of year | 2011-12-31 | $4,242,527 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $-26,544 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $4,243,520 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,270,064 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $4,243,520 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $27,537 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-57,232 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $45,253 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $286,125 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | Yes |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | SIKICH LLP |
| Accountancy firm EIN | 2011-12-31 | 363168081 |
| 2010 : LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2010 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $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 | $790,649 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $1,424,252 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,419,138 |
| Value of total corrective distributions | 2010-12-31 | $1,576 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $297,821 |
| Value of total assets at end of year | 2010-12-31 | $4,270,064 |
| Value of total assets at beginning of year | 2010-12-31 | $4,903,667 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $3,538 |
| Total interest from all sources | 2010-12-31 | $24,796 |
| 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 year | 2010-12-31 | No |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $500,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $243,908 |
| Participant contributions at beginning of year | 2010-12-31 | $29,946 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $13,189 |
| Total non interest bearing cash at end of year | 2010-12-31 | $4,242,527 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $-633,603 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $4,270,064 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,903,667 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $27,537 |
| Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $4,057,609 |
| Interest earned on other investments | 2010-12-31 | $24,796 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $810,537 |
| Net investment gain/loss from pooled separate accounts | 2010-12-31 | $468,032 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $40,724 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $5,575 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,419,138 |
| Contract administrator fees | 2010-12-31 | $3,538 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | CROWE HORWATH LLP |
| Accountancy firm EIN | 2010-12-31 | 350921680 |
| 2009 : LOCKHART AUTOMOTIVE GROUP 401(K) PROFIT SHARING PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
