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HANK GRAFF CHEVROLET, INC. 401(K) PLAN & TRUST 401k Plan overview

Plan NameHANK GRAFF CHEVROLET, INC. 401(K) PLAN & TRUST
Plan identification number 001

HANK GRAFF CHEVROLET, INC. 401(K) PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

HANK GRAFF CHEVROLET, INC. has sponsored the creation of one or more 401k plans.

Company Name:HANK GRAFF CHEVROLET, INC.
Employer identification number (EIN):381649587
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HANK GRAFF CHEVROLET, INC. 401(K) PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-07-01HEIDI SCOTT2024-03-13
0012021-07-01HEIDI SCOTT2023-03-30
0012020-07-01HEIDI SCOTT2022-04-13
0012019-07-01CHRIS GRAFF2021-04-14
0012018-07-01CHAD A HARTY2020-04-14
0012017-07-01CHAD HARTY2019-04-12
0012016-07-01
0012015-07-01
0012014-07-01CHAD HARTY2016-01-06
0012013-07-01DON VALLEY2015-01-22
0012012-07-01CHRISTOPHER H GRAFF2014-01-23
0012011-07-01CHRISTOPHER H GRAFF2012-11-06
0012010-07-01CHRISTOPHER H GRAFF2012-02-01
0012009-07-01CHRISTOPHER H. GRAFF

Plan Statistics for HANK GRAFF CHEVROLET, INC. 401(K) PLAN & TRUST

401k plan membership statisitcs for HANK GRAFF CHEVROLET, INC. 401(K) PLAN & TRUST

Measure Date Value
2022: HANK GRAFF CHEVROLET, INC. 401(K) PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-07-01124
Total number of active participants reported on line 7a of the Form 55002022-07-01105
Number of retired or separated participants receiving benefits2022-07-010
Number of other retired or separated participants entitled to future benefits2022-07-0113
Total of all active and inactive participants2022-07-01118
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-010
Total participants2022-07-01118
Number of participants with account balances2022-07-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-016
2021: HANK GRAFF CHEVROLET, INC. 401(K) PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-07-01131
Total number of active participants reported on line 7a of the Form 55002021-07-01100
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-0117
Total of all active and inactive participants2021-07-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-01117
Number of participants with account balances2021-07-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0111
2020: HANK GRAFF CHEVROLET, INC. 401(K) PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-07-01127
Total number of active participants reported on line 7a of the Form 55002020-07-01105
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-0117
Total of all active and inactive participants2020-07-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-010
Total participants2020-07-01122
Number of participants with account balances2020-07-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-015
2019: HANK GRAFF CHEVROLET, INC. 401(K) PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-07-01128
Total number of active participants reported on line 7a of the Form 55002019-07-01112
Number of retired or separated participants receiving benefits2019-07-011
Number of other retired or separated participants entitled to future benefits2019-07-018
Total of all active and inactive participants2019-07-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-01121
Number of participants with account balances2019-07-01111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-015
2018: HANK GRAFF CHEVROLET, INC. 401(K) PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-07-01135
Total number of active participants reported on line 7a of the Form 55002018-07-01109
Number of retired or separated participants receiving benefits2018-07-012
Number of other retired or separated participants entitled to future benefits2018-07-0112
Total of all active and inactive participants2018-07-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-01123
Number of participants with account balances2018-07-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0113
2017: HANK GRAFF CHEVROLET, INC. 401(K) PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-07-01128
Total number of active participants reported on line 7a of the Form 55002017-07-01124
Number of retired or separated participants receiving benefits2017-07-011
Number of other retired or separated participants entitled to future benefits2017-07-019
Total of all active and inactive participants2017-07-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-010
Total participants2017-07-01134
Number of participants with account balances2017-07-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0111
2009: HANK GRAFF CHEVROLET, INC. 401(K) PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-07-01104
Total number of active participants reported on line 7a of the Form 55002009-07-0192
Number of retired or separated participants receiving benefits2009-07-010
Number of other retired or separated participants entitled to future benefits2009-07-013
Total of all active and inactive participants2009-07-0195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-0195
Number of participants with account balances2009-07-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-012

Financial Data on HANK GRAFF CHEVROLET, INC. 401(K) PLAN & TRUST

Measure Date Value
2023 : HANK GRAFF CHEVROLET, INC. 401(K) PLAN & TRUST 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total income from all sources (including contributions)2023-06-30$2,206,217
Total loss/gain on sale of assets2023-06-30$0
Total of all expenses incurred2023-06-30$1,220,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$1,147,397
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$852,218
Value of total assets at end of year2023-06-30$14,188,839
Value of total assets at beginning of year2023-06-30$13,202,902
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$72,883
Total interest from all sources2023-06-30$10,903
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$20,717
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-06-30$20,717
Administrative expenses professional fees incurred2023-06-30$72,883
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$500,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$769,340
Participant contributions at end of year2023-06-30$196,745
Participant contributions at beginning of year2023-06-30$222,613
Total non interest bearing cash at end of year2023-06-30$432
Total non interest bearing cash at beginning of year2023-06-30$773
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$985,937
Value of net assets at end of year (total assets less liabilities)2023-06-30$14,188,839
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$13,202,902
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$558,137
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$1,058,043
Interest on participant loans2023-06-30$10,903
Value of interest in common/collective trusts at end of year2023-06-30$13,387,079
Value of interest in common/collective trusts at beginning of year2023-06-30$11,872,969
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-06-30$3,966
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-06-30$3,966
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-06-30$46,446
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-06-30$44,538
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$1,322,379
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$82,878
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$1,147,397
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30PLANTE MORAN
Accountancy firm EIN2023-06-30381357951
2022 : HANK GRAFF CHEVROLET, INC. 401(K) PLAN & TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-2,279,102
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$658,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$586,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$878,031
Value of total assets at end of year2022-06-30$13,202,902
Value of total assets at beginning of year2022-06-30$16,140,447
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$72,374
Total interest from all sources2022-06-30$15,630
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$59,784
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$59,784
Administrative expenses professional fees incurred2022-06-30$72,374
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$500,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$792,548
Participant contributions at end of year2022-06-30$222,613
Participant contributions at beginning of year2022-06-30$341,811
Total non interest bearing cash at end of year2022-06-30$773
Total non interest bearing cash at beginning of year2022-06-30$3,266
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-2,937,545
Value of net assets at end of year (total assets less liabilities)2022-06-30$13,202,902
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$16,140,447
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$1,058,043
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$900,894
Interest on participant loans2022-06-30$15,630
Value of interest in common/collective trusts at end of year2022-06-30$11,872,969
Value of interest in common/collective trusts at beginning of year2022-06-30$14,853,375
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$3,966
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$44,538
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$41,101
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-3,232,547
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$85,483
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$586,069
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30PLANTE MORAN
Accountancy firm EIN2022-06-30381357951
2021 : HANK GRAFF CHEVROLET, INC. 401(K) PLAN & TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$4,160,102
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$2,098,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$2,022,468
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$901,437
Value of total assets at end of year2021-06-30$16,140,447
Value of total assets at beginning of year2021-06-30$14,078,424
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$75,611
Total interest from all sources2021-06-30$36,153
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$32,037
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$32,037
Administrative expenses professional fees incurred2021-06-30$75,611
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$500,000
If this is an individual account plan, was there a blackout period2021-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$810,954
Participant contributions at end of year2021-06-30$341,811
Participant contributions at beginning of year2021-06-30$358,958
Total non interest bearing cash at end of year2021-06-30$3,266
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$2,062,023
Value of net assets at end of year (total assets less liabilities)2021-06-30$16,140,447
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$14,078,424
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$900,894
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$347,723
Interest on participant loans2021-06-30$36,153
Value of interest in common/collective trusts at end of year2021-06-30$14,853,375
Value of interest in common/collective trusts at beginning of year2021-06-30$13,305,427
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$99
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$99
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$41,101
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$39,170
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$3,190,475
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$90,483
Employer contributions (assets) at beginning of year2021-06-30$27,047
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$2,022,468
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30PLANTE MORAN
Accountancy firm EIN2021-06-30381357951
2020 : HANK GRAFF CHEVROLET, INC. 401(K) PLAN & TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total transfer of assets to this plan2020-06-30$0
Total transfer of assets from this plan2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$1,340,537
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$831,793
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$756,965
Value of total corrective distributions2020-06-30$3,554
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$995,529
Value of total assets at end of year2020-06-30$14,051,377
Value of total assets at beginning of year2020-06-30$13,542,633
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$71,274
Total interest from all sources2020-06-30$19,028
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$15,155
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$15,155
Administrative expenses professional fees incurred2020-06-30$5,291
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$500,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$644,015
Participant contributions at end of year2020-06-30$358,958
Participant contributions at beginning of year2020-06-30$356,454
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$281,947
Other income not declared elsewhere2020-06-30$1,408
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$508,744
Value of net assets at end of year (total assets less liabilities)2020-06-30$14,051,377
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$13,542,633
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$58,062
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$347,723
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$401,240
Interest on participant loans2020-06-30$19,028
Value of interest in common/collective trusts at end of year2020-06-30$13,305,427
Value of interest in common/collective trusts at beginning of year2020-06-30$12,727,551
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$99
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$110
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$110
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$39,170
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$57,278
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$1,716
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$-3,796
Net investment gain or loss from common/collective trusts2020-06-30$313,213
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$69,567
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$755,249
Contract administrator fees2020-06-30$7,921
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30No
Opinion of an independent qualified public accountant for this plan2020-06-30Unqualified
Accountancy firm name2020-06-30PLANTE & MORAN
Accountancy firm EIN2020-06-30381357951
2019 : HANK GRAFF CHEVROLET, INC. 401(K) PLAN & TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total transfer of assets to this plan2019-06-30$0
Total transfer of assets from this plan2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$1,547,453
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$1,626,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$1,549,491
Value of total corrective distributions2019-06-30$1,741
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$831,630
Value of total assets at end of year2019-06-30$13,542,633
Value of total assets at beginning of year2019-06-30$13,621,523
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$75,111
Total interest from all sources2019-06-30$16,076
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$59,621
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$59,621
Administrative expenses professional fees incurred2019-06-30$5,244
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$500,000
If this is an individual account plan, was there a blackout period2019-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$649,311
Participant contributions at end of year2019-06-30$356,454
Participant contributions at beginning of year2019-06-30$217,012
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$108,215
Other income not declared elsewhere2019-06-30$2,454
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$-78,890
Value of net assets at end of year (total assets less liabilities)2019-06-30$13,542,633
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$13,621,523
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$58,054
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$401,240
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$367,317
Interest on participant loans2019-06-30$16,076
Value of interest in common/collective trusts at end of year2019-06-30$12,727,551
Value of interest in common/collective trusts at beginning of year2019-06-30$12,961,266
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-06-30$110
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-06-30$7,197
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-06-30$7,197
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$57,278
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$68,731
Expenses. Payments to insurance carriers foe the provision of benefits2019-06-30$2,184
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$-27,936
Net investment gain or loss from common/collective trusts2019-06-30$665,608
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$74,104
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$1,547,307
Contract administrator fees2019-06-30$11,813
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30No
Opinion of an independent qualified public accountant for this plan2019-06-30Unqualified
Accountancy firm name2019-06-30PLANTE & MORAN
Accountancy firm EIN2019-06-30381357951
2018 : HANK GRAFF CHEVROLET, INC. 401(K) PLAN & TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$1,844,825
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$579,151
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$507,062
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$729,049
Value of total assets at end of year2018-06-30$13,621,523
Value of total assets at beginning of year2018-06-30$12,355,849
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$72,089
Total interest from all sources2018-06-30$8,634
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$16,554
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$16,554
Administrative expenses professional fees incurred2018-06-30$5,533
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$500,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$657,813
Participant contributions at end of year2018-06-30$217,012
Participant contributions at beginning of year2018-06-30$122,778
Other income not declared elsewhere2018-06-30$-8,292
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$1,265,674
Value of net assets at end of year (total assets less liabilities)2018-06-30$13,621,523
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$12,355,849
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$56,046
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$367,317
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$303,183
Interest on participant loans2018-06-30$8,634
Value of interest in common/collective trusts at end of year2018-06-30$12,961,266
Value of interest in common/collective trusts at beginning of year2018-06-30$11,852,015
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-06-30$7,197
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-06-30$6,594
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-06-30$6,594
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$68,731
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$71,279
Expenses. Payments to insurance carriers foe the provision of benefits2018-06-30$2,811
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$72,073
Net investment gain or loss from common/collective trusts2018-06-30$1,026,807
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$71,236
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$504,251
Contract administrator fees2018-06-30$10,510
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30No
Opinion of an independent qualified public accountant for this plan2018-06-30Unqualified
Accountancy firm name2018-06-30PLANTE & MORAN
Accountancy firm EIN2018-06-30381357951
2010 : HANK GRAFF CHEVROLET, INC. 401(K) PLAN & TRUST 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for HANK GRAFF CHEVROLET, INC. 401(K) PLAN & TRUST

2022: HANK GRAFF CHEVROLET, INC. 401(K) PLAN & TRUST 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedNo
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement - TrustYes
2021: HANK GRAFF CHEVROLET, INC. 401(K) PLAN & TRUST 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: HANK GRAFF CHEVROLET, INC. 401(K) PLAN & TRUST 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: HANK GRAFF CHEVROLET, INC. 401(K) PLAN & TRUST 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: HANK GRAFF CHEVROLET, INC. 401(K) PLAN & TRUST 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: HANK GRAFF CHEVROLET, INC. 401(K) PLAN & TRUST 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2009: HANK GRAFF CHEVROLET, INC. 401(K) PLAN & TRUST 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number9740090
Policy instance 1
Insurance contract or identification number9740090
Number of Individuals Covered2
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Are there contracts with allocated funds for individual policies?1
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?No
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number9740090
Policy instance 1
Insurance contract or identification number9740090
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Are there contracts with allocated funds for individual policies?1
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?No
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number9740090
Policy instance 1
Insurance contract or identification number9740090
Number of Individuals Covered1
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?1
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?No
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number97400090
Policy instance 1
Insurance contract or identification number97400090
Number of Individuals Covered2
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Are there contracts with allocated funds for individual policies?1
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?No
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number97400090
Policy instance 1
Insurance contract or identification number97400090
Number of Individuals Covered4
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Are there contracts with allocated funds for individual policies?1
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?No
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ALLIANZ LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 90611 )
Policy contract number97400090
Policy instance 1
Insurance contract or identification number97400090
Number of Individuals Covered4
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Are there contracts with allocated funds for individual policies?1
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?No
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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