PREMIER AUTOMOTIVE has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PREMIER SUBARU/KIA 401(K) PLAN
| Measure | Date | Value |
|---|
| 2023 : PREMIER SUBARU/KIA 401(K) PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total transfer of assets to this plan | 2023-12-31 | $0 |
| Total transfer of assets from this plan | 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 | $1,212,818 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $357,895 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $325,440 |
| Expenses. Certain deemed distributions of participant loans | 2023-12-31 | $6,826 |
| Value of total corrective distributions | 2023-12-31 | $23,370 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $561,671 |
| Value of total assets at end of year | 2023-12-31 | $3,843,441 |
| Value of total assets at beginning of year | 2023-12-31 | $2,988,518 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $2,259 |
| Total interest from all sources | 2023-12-31 | $5,946 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $125,091 |
| 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 | $125,091 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $299,000 |
| 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 | $485,343 |
| Participant contributions at end of year | 2023-12-31 | $58,217 |
| Participant contributions at beginning of year | 2023-12-31 | $18,059 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $56,620 |
| Other income not declared elsewhere | 2023-12-31 | $1,054 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $854,923 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $3,843,441 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $2,988,518 |
| 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $3,785,224 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $2,970,459 |
| Interest on participant loans | 2023-12-31 | $5,946 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $519,056 |
| 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 | $19,708 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $325,440 |
| 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 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2023-12-31 | 410746749 |
| 2022 : PREMIER SUBARU/KIA 401(K) PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total transfer of assets to this plan | 2022-12-31 | $0 |
| Total transfer of assets from this plan | 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 | $-61,503 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $325,676 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $316,416 |
| Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $5,950 |
| Value of total corrective distributions | 2022-12-31 | $1,179 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $778,841 |
| Value of total assets at end of year | 2022-12-31 | $2,988,518 |
| Value of total assets at beginning of year | 2022-12-31 | $3,375,697 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $2,131 |
| Total interest from all sources | 2022-12-31 | $4,806 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $165,617 |
| 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 | $165,617 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $338,000 |
| 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 | $468,359 |
| Participant contributions at end of year | 2022-12-31 | $18,059 |
| Participant contributions at beginning of year | 2022-12-31 | $14,881 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $285,482 |
| Administrative expenses (other) incurred | 2022-12-31 | $2,131 |
| 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 | $-387,179 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $2,988,518 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $3,375,697 |
| 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $2,970,459 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $3,360,816 |
| Interest on participant loans | 2022-12-31 | $4,806 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,010,767 |
| 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 | $25,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $316,416 |
| 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 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2022-12-31 | 410746749 |
| 2021 : PREMIER SUBARU/KIA 401(K) PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total transfer of assets to this plan | 2021-12-31 | $0 |
| Total transfer of assets from this plan | 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 | $794,041 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $148,411 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $132,028 |
| Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $13,417 |
| Value of total corrective distributions | 2021-12-31 | $1,093 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $416,527 |
| Value of total assets at end of year | 2021-12-31 | $3,375,697 |
| Value of total assets at beginning of year | 2021-12-31 | $2,730,067 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $1,873 |
| Total interest from all sources | 2021-12-31 | $5,159 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $286,213 |
| 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 | $286,213 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $274,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $380,494 |
| Participant contributions at end of year | 2021-12-31 | $14,881 |
| Participant contributions at beginning of year | 2021-12-31 | $31,715 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $17,022 |
| Administrative expenses (other) incurred | 2021-12-31 | $1,873 |
| 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 | $645,630 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $3,375,697 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,730,067 |
| 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $3,360,816 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $2,698,352 |
| Interest on participant loans | 2021-12-31 | $5,159 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $86,142 |
| 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 | $19,011 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $132,028 |
| 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 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2021-12-31 | 410746749 |
| 2020 : PREMIER SUBARU/KIA 401(K) PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total transfer of assets to this plan | 2020-12-31 | $0 |
| Total transfer of assets from this plan | 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 | $758,331 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $144,830 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $137,300 |
| Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $5,753 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $242,990 |
| Value of total assets at end of year | 2020-12-31 | $2,730,067 |
| Value of total assets at beginning of year | 2020-12-31 | $2,116,566 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $1,777 |
| Total interest from all sources | 2020-12-31 | $5,018 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $128,836 |
| 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 | $128,836 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $280,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $224,051 |
| Participant contributions at end of year | 2020-12-31 | $31,715 |
| Participant contributions at beginning of year | 2020-12-31 | $39,342 |
| Other income not declared elsewhere | 2020-12-31 | $3 |
| Administrative expenses (other) incurred | 2020-12-31 | $1,777 |
| 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 | $613,501 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $2,730,067 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,116,566 |
| 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $2,698,352 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $2,077,224 |
| Interest on participant loans | 2020-12-31 | $5,018 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $381,484 |
| 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 | $18,939 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $137,300 |
| 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 | CLIFTONLARSONALLEN LLP |
| Accountancy firm EIN | 2020-12-31 | 410746749 |
| 2019 : PREMIER SUBARU/KIA 401(K) PLAN 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total transfer of assets to this plan | 2019-12-31 | $0 |
| Total transfer of assets from this plan | 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 income from all sources (including contributions) | 2019-12-31 | $629,351 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $405,362 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $399,714 |
| Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $2,840 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $210,559 |
| Value of total assets at end of year | 2019-12-31 | $2,116,566 |
| Value of total assets at beginning of year | 2019-12-31 | $1,892,577 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $2,808 |
| Total interest from all sources | 2019-12-31 | $5,503 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $114,346 |
| 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 | $114,346 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $190,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $181,657 |
| Participant contributions at end of year | 2019-12-31 | $39,342 |
| Participant contributions at beginning of year | 2019-12-31 | $44,342 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $14,334 |
| Administrative expenses (other) incurred | 2019-12-31 | $2,808 |
| 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 | $223,989 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $2,116,566 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,892,577 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $2,077,224 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $1,848,235 |
| Interest on participant loans | 2019-12-31 | $5,503 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $298,943 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $14,568 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $399,714 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | BLUM SHAPIRO CPA |
| Accountancy firm EIN | 2019-12-31 | 061009205 |
