401k Plan data: JEFF BELZER 401(K) PLAN plan

JEFF BELZER 401(K) PLAN 401k Plan overview

Plan Name	JEFF BELZER 401(K) PLAN
Plan identification number	002

JEFF BELZER 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

JEFF BELZERS TODD CHEVROLET, INC. has sponsored the creation of one or more 401k plans.

Company Name: JEFF BELZERS TODD CHEVROLET, INC.

Employer identification number (EIN): 411385667

NAIC Classification: 441110
NAIC Description: New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JEFF BELZER 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 PATTY NOVAK PATTY NOVAK 2018-10-15
002 2016-01-01 PATTY NOVAK PATTY NOVAK 2017-10-13
002 2015-01-01 PATRICIA SEVRE 2016-10-17 PATRICIA SEVRE 2016-10-17
002 2014-01-01 PATRICIA SEVRE 2015-10-06 PATRICIA SEVRE 2015-10-06
002 2013-01-01 JAMIE BELZER 2014-10-06 JAMIE BELZER 2014-10-06
002 2012-01-01 KON LEUNG 2013-07-29 KON LEUNG 2013-07-29
002 2011-01-01 KON LEUNG 2012-10-12 KON LEUNG 2012-10-12
002 2010-01-01 KON LEUNG 2011-07-28 KON LEUNG 2011-07-28

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2019-01-01
002	2018-01-01
002	2017-01-01	PATTY NOVAK		PATTY NOVAK	2018-10-15
002	2016-01-01	PATTY NOVAK		PATTY NOVAK	2017-10-13
002	2015-01-01	PATRICIA SEVRE	2016-10-17	PATRICIA SEVRE	2016-10-17
002	2014-01-01	PATRICIA SEVRE	2015-10-06	PATRICIA SEVRE	2015-10-06
002	2013-01-01	JAMIE BELZER	2014-10-06	JAMIE BELZER	2014-10-06
002	2012-01-01	KON LEUNG	2013-07-29	KON LEUNG	2013-07-29
002	2011-01-01	KON LEUNG	2012-10-12	KON LEUNG	2012-10-12
002	2010-01-01	KON LEUNG	2011-07-28	KON LEUNG	2011-07-28

Plan Statistics for JEFF BELZER 401(K) PLAN

401k plan membership statisitcs for JEFF BELZER 401(K) PLAN

Measure Date Value
2023: JEFF BELZER 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 295
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 230
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 73
Total of all active and inactive participants 2023-01-01 303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 303
Number of participants with account balances 2023-01-01 255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 6
2022: JEFF BELZER 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 296
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 213
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 64
Total of all active and inactive participants 2022-01-01 277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 277
Number of participants with account balances 2022-01-01 237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 20
2021: JEFF BELZER 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 254
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 223
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 61
Total of all active and inactive participants 2021-01-01 284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 284
Number of participants with account balances 2021-01-01 234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 11
2020: JEFF BELZER 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 261
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 176
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 53
Total of all active and inactive participants 2020-01-01 229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 229
Number of participants with account balances 2020-01-01 228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 14
2019: JEFF BELZER 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 230
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 188
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 59
Total of all active and inactive participants 2019-01-01 247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 247
Number of participants with account balances 2019-01-01 244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 15
2018: JEFF BELZER 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 226
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 201
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 29
Total of all active and inactive participants 2018-01-01 230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 230
Number of participants with account balances 2018-01-01 212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 32
2017: JEFF BELZER 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 203
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 167
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 43
Total of all active and inactive participants 2017-01-01 210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 210
Number of participants with account balances 2017-01-01 190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 34
2016: JEFF BELZER 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 136
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 159
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 28
Total of all active and inactive participants 2016-01-01 187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 187
Number of participants with account balances 2016-01-01 144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 27

Measure	Date	Value
2023: JEFF BELZER 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	295
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	230
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	73
Total of all active and inactive participants	2023-01-01	303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	303
Number of participants with account balances	2023-01-01	255
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	6
2022: JEFF BELZER 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	296
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	213
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	64
Total of all active and inactive participants	2022-01-01	277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	277
Number of participants with account balances	2022-01-01	237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	20
2021: JEFF BELZER 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	254
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	223
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	61
Total of all active and inactive participants	2021-01-01	284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	284
Number of participants with account balances	2021-01-01	234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	11
2020: JEFF BELZER 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	261
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	176
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	53
Total of all active and inactive participants	2020-01-01	229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	229
Number of participants with account balances	2020-01-01	228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	14
2019: JEFF BELZER 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	230
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	188
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	59
Total of all active and inactive participants	2019-01-01	247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	247
Number of participants with account balances	2019-01-01	244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	15
2018: JEFF BELZER 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	226
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	201
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	29
Total of all active and inactive participants	2018-01-01	230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	230
Number of participants with account balances	2018-01-01	212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	32
2017: JEFF BELZER 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	203
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	167
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	43
Total of all active and inactive participants	2017-01-01	210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	210
Number of participants with account balances	2017-01-01	190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	34
2016: JEFF BELZER 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	136
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	159
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	28
Total of all active and inactive participants	2016-01-01	187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	187
Number of participants with account balances	2016-01-01	144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	27

Financial Data on JEFF BELZER 401(K) PLAN

Measure	Date	Value
2023 : JEFF BELZER 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
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	$3,019,753
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$760,077
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$684,653
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$1,339,668
Value of total assets at end of year	2023-12-31	$10,954,696
Value of total assets at beginning of year	2023-12-31	$8,695,020
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$75,424
Total interest from all sources	2023-12-31	$46,339
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$177,859
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	$177,859
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	$1,313,465
Participant contributions at end of year	2023-12-31	$16,428
Participant contributions at beginning of year	2023-12-31	$14,432
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$0
Other income not declared elsewhere	2023-12-31	$232
Total non interest bearing cash at end of year	2023-12-31	$0
Total non interest bearing cash 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
Income. Non cash contributions	2023-12-31	$0
Value of net income/loss	2023-12-31	$2,259,676
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$10,954,696
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$8,695,020
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	$29,212
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$10,616,906
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$8,170,089
Interest earned on other investments	2023-12-31	$46,339
Value of interest in common/collective trusts at end of year	2023-12-31	$320,782
Value of interest in common/collective trusts at beginning of year	2023-12-31	$332,622
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$1,447,530
Net investment gain or loss from common/collective trusts	2023-12-31	$8,125
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	No
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	$26,203
Employer contributions (assets) at end of year	2023-12-31	$580
Employer contributions (assets) at beginning of year	2023-12-31	$177,877
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$684,653
Contract administrator fees	2023-12-31	$14,958
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	MAHONEY
Accountancy firm EIN	2023-12-31	411647057
2022 : JEFF BELZER 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-274,115
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$469,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$399,525
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,513,694
Value of total assets at end of year	2022-12-31	$8,695,020
Value of total assets at beginning of year	2022-12-31	$9,438,583
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$69,923
Total interest from all sources	2022-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$125,823
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	$125,823
Administrative expenses professional fees incurred	2022-12-31	$9,400
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	$1,288,276
Participant contributions at end of year	2022-12-31	$14,432
Participant contributions at beginning of year	2022-12-31	$2,164
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$25,986
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$358
Other income not declared elsewhere	2022-12-31	$47,509
Administrative expenses (other) incurred	2022-12-31	$20,776
Total non interest bearing cash at end of year	2022-12-31	$0
Total non interest bearing cash at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-743,563
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$8,695,020
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$9,438,583
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	$25,291
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$8,170,089
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$9,008,668
Value of interest in common/collective trusts at end of year	2022-12-31	$332,622
Value of interest in common/collective trusts at beginning of year	2022-12-31	$259,515
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,965,965
Net investment gain or loss from common/collective trusts	2022-12-31	$4,824
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	$199,432
Employer contributions (assets) at end of year	2022-12-31	$177,877
Employer contributions (assets) at beginning of year	2022-12-31	$168,236
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$399,167
Contract administrator fees	2022-12-31	$14,456
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	MAHONEY
Accountancy firm EIN	2022-12-31	411647057
2021 : JEFF BELZER 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$2,496,650
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$498,559
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$431,781
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,488,176
Value of total assets at end of year	2021-12-31	$9,438,583
Value of total assets at beginning of year	2021-12-31	$7,440,492
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$66,778
Total interest from all sources	2021-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$192,752
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$192,752
Administrative expenses professional fees incurred	2021-12-31	$9,100
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,161,330
Participant contributions at end of year	2021-12-31	$2,164
Participant contributions at beginning of year	2021-12-31	$14,771
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$152,158
Other income not declared elsewhere	2021-12-31	$45,929
Administrative expenses (other) incurred	2021-12-31	$20,493
Total non interest bearing cash at end of year	2021-12-31	$0
Total non interest bearing cash at beginning of year	2021-12-31	$3
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	$1,998,091
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$9,438,583
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$7,440,492
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	$23,915
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$9,008,668
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$7,279,142
Value of interest in common/collective trusts at end of year	2021-12-31	$259,515
Value of interest in common/collective trusts at beginning of year	2021-12-31	$78,747
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$766,384
Net investment gain or loss from common/collective trusts	2021-12-31	$3,409
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	$174,688
Employer contributions (assets) at end of year	2021-12-31	$168,236
Employer contributions (assets) at beginning of year	2021-12-31	$67,829
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$431,781
Contract administrator fees	2021-12-31	$13,270
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	MAHONEY
Accountancy firm EIN	2021-12-31	411647057
2020 : JEFF BELZER 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,950,411
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$334,358
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$268,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$967,193
Value of total assets at end of year	2020-12-31	$7,440,492
Value of total assets at beginning of year	2020-12-31	$5,824,439
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$66,234
Total interest from all sources	2020-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$102,814
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$863,244
Participant contributions at end of year	2020-12-31	$14,771
Participant contributions at beginning of year	2020-12-31	$8,897
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$36,120
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$-787
Other income not declared elsewhere	2020-12-31	$34,569
Administrative expenses (other) incurred	2020-12-31	$21,314
Total non interest bearing cash at end of year	2020-12-31	$3
Total non interest bearing cash at beginning of year	2020-12-31	$760
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,616,053
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$7,440,492
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$5,824,439
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	$31,420
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$7,279,142
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$5,734,062
Value of interest in common/collective trusts at end of year	2020-12-31	$78,747
Value of interest in common/collective trusts at beginning of year	2020-12-31	$50,764
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$844,661
Net investment gain or loss from common/collective trusts	2020-12-31	$1,174
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	$67,829
Employer contributions (assets) at end of year	2020-12-31	$67,829
Employer contributions (assets) at beginning of year	2020-12-31	$30,743
Income. Dividends from common stock	2020-12-31	$102,814
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$268,124
Contract administrator fees	2020-12-31	$13,500
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	MAHONEY
Accountancy firm EIN	2020-12-31	411647057
2019 : JEFF BELZER 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,847,272
Total income from all sources (including contributions)	2019-12-31	$1,847,272
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$207,344
Total of all expenses incurred	2019-12-31	$207,344
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$154,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$154,466
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$879,252
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$879,252
Value of total assets at end of year	2019-12-31	$5,825,226
Value of total assets at end of year	2019-12-31	$5,825,226
Value of total assets at beginning of year	2019-12-31	$4,185,298
Value of total assets at beginning of year	2019-12-31	$4,185,298
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$52,878
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$52,878
Total interest from all sources	2019-12-31	$0
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$543,495
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$543,495
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$543,495
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$543,495
Administrative expenses professional fees incurred	2019-12-31	$4,500
Administrative expenses professional fees incurred	2019-12-31	$4,500
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$420,000
Value of fidelity bond cover	2019-12-31	$420,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$813,529
Contributions received from participants	2019-12-31	$813,529
Participant contributions at end of year	2019-12-31	$8,897
Participant contributions at end of year	2019-12-31	$8,897
Participant contributions at beginning of year	2019-12-31	$13,013
Participant contributions at beginning of year	2019-12-31	$13,013
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$2,729
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$2,729
Other income not declared elsewhere	2019-12-31	$26,892
Other income not declared elsewhere	2019-12-31	$26,892
Total non interest bearing cash at end of year	2019-12-31	$760
Total non interest bearing cash at end of year	2019-12-31	$760
Total non interest bearing cash at beginning of year	2019-12-31	$3
Total non interest bearing cash at beginning of year	2019-12-31	$3
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,639,928
Value of net income/loss	2019-12-31	$1,639,928
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,825,226
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$5,825,226
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,185,298
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$4,185,298
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$19,135
Investment advisory and management fees	2019-12-31	$19,135
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$5,734,062
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$5,734,062
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$4,073,507
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$4,073,507
Value of interest in common/collective trusts at end of year	2019-12-31	$50,764
Value of interest in common/collective trusts at end of year	2019-12-31	$50,764
Value of interest in common/collective trusts at beginning of year	2019-12-31	$42,559
Value of interest in common/collective trusts at beginning of year	2019-12-31	$42,559
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$396,463
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$396,463
Net investment gain or loss from common/collective trusts	2019-12-31	$1,170
Net investment gain or loss from common/collective trusts	2019-12-31	$1,170
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$62,994
Contributions received in cash from employer	2019-12-31	$62,994
Employer contributions (assets) at end of year	2019-12-31	$30,743
Employer contributions (assets) at end of year	2019-12-31	$30,743
Employer contributions (assets) at beginning of year	2019-12-31	$56,216
Employer contributions (assets) at beginning of year	2019-12-31	$56,216
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$154,466
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$154,466
Contract administrator fees	2019-12-31	$29,243
Contract administrator fees	2019-12-31	$29,243
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	MAHONEY ULBRICH CHRISTIANSEN RUSS
Accountancy firm name	2019-12-31	MAHONEY ULBRICH CHRISTIANSEN RUSS
Accountancy firm EIN	2019-12-31	411647057
Accountancy firm EIN	2019-12-31	411647057
2018 : JEFF BELZER 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$464,585
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$202,878
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$144,512
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$809,337
Value of total assets at end of year	2018-12-31	$4,185,298
Value of total assets at beginning of year	2018-12-31	$3,923,591
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$58,366
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$207,589
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$207,589
Administrative expenses professional fees incurred	2018-12-31	$9,000
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$753,121
Participant contributions at end of year	2018-12-31	$13,013
Participant contributions at beginning of year	2018-12-31	$10,620
Other income not declared elsewhere	2018-12-31	$26,421
Total non interest bearing cash at end of year	2018-12-31	$3
Total non interest bearing cash at beginning of year	2018-12-31	$3
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	$261,707
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$4,185,298
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,923,591
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
Investment advisory and management fees	2018-12-31	$15,843
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$4,073,507
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$3,867,705
Value of interest in common/collective trusts at end of year	2018-12-31	$42,559
Value of interest in common/collective trusts at beginning of year	2018-12-31	$45,263
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-579,950
Net investment gain or loss from common/collective trusts	2018-12-31	$1,188
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	$56,216
Employer contributions (assets) at end of year	2018-12-31	$56,216
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$144,512
Contract administrator fees	2018-12-31	$33,523
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	Yes
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	MAHONEY ULBRICH CHRISTIANSEN RUSS
Accountancy firm EIN	2018-12-31	411647057
2017 : JEFF BELZER 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$1,484,453
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$257,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$220,871
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$893,961
Value of total assets at end of year	2017-12-31	$3,923,591
Value of total assets at beginning of year	2017-12-31	$2,696,759
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$36,750
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$64,767
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$64,767
Administrative expenses professional fees incurred	2017-12-31	$9,000
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$540,890
Participant contributions at end of year	2017-12-31	$10,620
Participant contributions at beginning of year	2017-12-31	$12,283
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$291,370
Other income not declared elsewhere	2017-12-31	$21,627
Total non interest bearing cash at end of year	2017-12-31	$3
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	$1,226,832
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$3,923,591
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,696,759
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	$9,584
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$3,867,705
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,657,298
Value of interest in common/collective trusts at end of year	2017-12-31	$45,263
Value of interest in common/collective trusts at beginning of year	2017-12-31	$24,560
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$503,166
Net investment gain or loss from common/collective trusts	2017-12-31	$932
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	$61,701
Employer contributions (assets) at beginning of year	2017-12-31	$2,618
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$220,871
Contract administrator fees	2017-12-31	$18,166
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	MAHONEY ULBRICH CHRISTIANSEN RUSS
Accountancy firm EIN	2017-12-31	411647057
2016 : JEFF BELZER 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$699,887
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$153,989
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$134,715
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$551,918
Value of total assets at end of year	2016-12-31	$2,696,759
Value of total assets at beginning of year	2016-12-31	$2,150,861
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$19,274
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$71,066
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$71,066
Administrative expenses professional fees incurred	2016-12-31	$5,535
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	Yes
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$448,903
Participant contributions at end of year	2016-12-31	$12,283
Participant contributions at beginning of year	2016-12-31	$12,778
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$12,296
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$0
Other income not declared elsewhere	2016-12-31	$29,702
Total non interest bearing cash at end of year	2016-12-31	$0
Total non interest bearing cash at beginning of year	2016-12-31	$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	2016-12-31	No
Income. Non cash contributions	2016-12-31	$0
Value of net income/loss	2016-12-31	$545,898
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,696,759
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,150,861
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	$2,657,298
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$0
Value of interest in pooled separate accounts at end of year	2016-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$1,922,052
Value of interest in common/collective trusts at end of year	2016-12-31	$24,560
Value of interest in common/collective trusts at beginning of year	2016-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$216,031
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$97,445
Net investment gain/loss from pooled separate accounts	2016-12-31	$-50,568
Net investment gain or loss from common/collective trusts	2016-12-31	$324
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	$90,719
Employer contributions (assets) at end of year	2016-12-31	$2,618
Employer contributions (assets) at beginning of year	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$134,715
Contract administrator fees	2016-12-31	$13,739
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	Yes
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	MAHONEY ULBRICH CHRISTIANSEN & RUSS
Accountancy firm EIN	2016-12-31	411647057

Form 5500 Responses for JEFF BELZER 401(K) PLAN

2023: JEFF BELZER 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: JEFF BELZER 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: JEFF BELZER 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: JEFF BELZER 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: JEFF BELZER 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: JEFF BELZER 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: JEFF BELZER 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: JEFF BELZER 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	JEFF BELZERS TODD CHEVROLET, INC.
Employer identification number (EIN):	411385667
NAIC Classification:	441110
NAIC Description:	New Car Dealers