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GREGG YOUNG CHEVROLET, INC. 401(K) PLAN 401k Plan overview

Plan NameGREGG YOUNG CHEVROLET, INC. 401(K) PLAN
Plan identification number 002

GREGG YOUNG CHEVROLET, INC. 401(K) PLAN 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

GREGG YOUNG CHEVROLET, INC. has sponsored the creation of one or more 401k plans.

Company Name:GREGG YOUNG CHEVROLET, INC.
Employer identification number (EIN):470528470
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GREGG YOUNG CHEVROLET, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01J. ALEX MORTON2023-10-15 J. ALEX MORTON2023-10-15
0022021-01-01J. ALEX MORTON2022-07-31 J. ALEX MORTON2022-07-31
0022020-01-01J. ALEX MORTON2021-07-29 J. ALEX MORTON2021-07-29
0022020-01-01J. ALEX MORTON2021-07-29 J. ALEX MORTON2021-07-29
0022019-01-01J. ALEX MORTON2020-07-28 J. ALEX MORTON2020-07-28
0022018-01-01J. ALEX MORTON2019-09-15 J. ALEX MORTON2019-09-15
0022017-01-01
0022016-01-01
0022015-01-01GREGG YOUNG
0022014-01-01GREGG YOUNG2015-07-17
0022013-01-01GREGG YOUNG2014-03-10
0022012-01-01GREGG YOUNG2013-06-07
0022011-01-01GREGG YOUNG2012-05-02
0022010-01-01GREGG YOUNG2011-07-22

Plan Statistics for GREGG YOUNG CHEVROLET, INC. 401(K) PLAN

401k plan membership statisitcs for GREGG YOUNG CHEVROLET, INC. 401(K) PLAN

Measure Date Value
2022: GREGG YOUNG CHEVROLET, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01306
Total number of active participants reported on line 7a of the Form 55002022-01-01259
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0138
Total of all active and inactive participants2022-01-01298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01298
Number of participants with account balances2022-01-01234
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0124
2021: GREGG YOUNG CHEVROLET, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01284
Total number of active participants reported on line 7a of the Form 55002021-01-01216
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-0160
Total of all active and inactive participants2021-01-01279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01279
Number of participants with account balances2021-01-01236
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0132
2020: GREGG YOUNG CHEVROLET, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01283
Total number of active participants reported on line 7a of the Form 55002020-01-01226
Number of retired or separated participants receiving benefits2020-01-012
Number of other retired or separated participants entitled to future benefits2020-01-0141
Total of all active and inactive participants2020-01-01269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01269
Number of participants with account balances2020-01-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0119
2019: GREGG YOUNG CHEVROLET, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01269
Total number of active participants reported on line 7a of the Form 55002019-01-01207
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0164
Total of all active and inactive participants2019-01-01271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01271
Number of participants with account balances2019-01-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0141
2018: GREGG YOUNG CHEVROLET, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01220
Total number of active participants reported on line 7a of the Form 55002018-01-01182
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0126
Total of all active and inactive participants2018-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01208
Number of participants with account balances2018-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0121
2017: GREGG YOUNG CHEVROLET, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01193
Total number of active participants reported on line 7a of the Form 55002017-01-01156
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0124
Total of all active and inactive participants2017-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01180
Number of participants with account balances2017-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0122
2016: GREGG YOUNG CHEVROLET, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01133
Total number of active participants reported on line 7a of the Form 55002016-01-01154
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0128
Total of all active and inactive participants2016-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01182
Number of participants with account balances2016-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0118
2015: GREGG YOUNG CHEVROLET, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01126
Total number of active participants reported on line 7a of the Form 55002015-01-01103
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-0119
Total of all active and inactive participants2015-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01125
Number of participants with account balances2015-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0116

Financial Data on GREGG YOUNG CHEVROLET, INC. 401(K) PLAN

Measure Date Value
2022 : GREGG YOUNG CHEVROLET, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$3,390
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$142,518
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$629,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$528,421
Expenses. Certain deemed distributions of participant loans2022-12-31$32,050
Value of total corrective distributions2022-12-31$15,174
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,574,082
Value of total assets at end of year2022-12-31$7,520,738
Value of total assets at beginning of year2022-12-31$8,004,571
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$54,096
Total interest from all sources2022-12-31$11,819
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$1,274
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,211,829
Participant contributions at end of year2022-12-31$247,145
Participant contributions at beginning of year2022-12-31$246,024
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$161,873
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$3,390
Total non interest bearing cash at end of year2022-12-31$1,593
Total non interest bearing cash at beginning of year2022-12-31$234
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-487,223
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,517,348
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,004,571
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,272,000
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$7,758,313
Income. Interest from loans (other than to participants)2022-12-31$11,819
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,443,383
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$200,380
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$528,421
Contract administrator fees2022-12-31$52,822
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31EIDE BAILLY LLP
Accountancy firm EIN2022-12-31450250958
2021 : GREGG YOUNG CHEVROLET, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$2,235,530
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,155,519
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,142,662
Expenses. Certain deemed distributions of participant loans2021-12-31$1,397
Value of total corrective distributions2021-12-31$7,428
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,296,005
Value of total assets at end of year2021-12-31$8,004,571
Value of total assets at beginning of year2021-12-31$6,924,560
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$4,032
Total interest from all sources2021-12-31$11,112
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,079,391
Participant contributions at end of year2021-12-31$246,024
Participant contributions at beginning of year2021-12-31$232,104
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$35,476
Other income not declared elsewhere2021-12-31$9,270
Administrative expenses (other) incurred2021-12-31$4,032
Total non interest bearing cash at end of year2021-12-31$234
Total non interest bearing cash at beginning of year2021-12-31$5,667
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,080,011
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,004,571
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,924,560
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$7,758,313
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,686,789
Interest on participant loans2021-12-31$11,112
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$919,143
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$181,138
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,142,662
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SEIM JOHNSON, LLP
Accountancy firm EIN2021-12-31476097913
2020 : GREGG YOUNG CHEVROLET, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$1,912,442
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$707,130
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$597,520
Expenses. Certain deemed distributions of participant loans2020-12-31$101,759
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$977,035
Value of total assets at end of year2020-12-31$6,924,560
Value of total assets at beginning of year2020-12-31$5,719,248
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$7,851
Total interest from all sources2020-12-31$14,006
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$815,294
Participant contributions at end of year2020-12-31$232,104
Participant contributions at beginning of year2020-12-31$241,720
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$23,711
Other income not declared elsewhere2020-12-31$9,576
Total non interest bearing cash at end of year2020-12-31$5,667
Total non interest bearing cash at beginning of year2020-12-31$3,271
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,205,312
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,924,560
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,719,248
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$7,851
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$6,686,789
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,474,257
Interest on participant loans2020-12-31$14,006
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$911,825
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$138,030
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$597,520
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31SEIM JOHNSON, LLP
Accountancy firm EIN2020-12-31476097913
2019 : GREGG YOUNG CHEVROLET, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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$1,988,725
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$204,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$192,123
Expenses. Certain deemed distributions of participant loans2019-12-31$8,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,088,806
Value of total assets at end of year2019-12-31$5,719,248
Value of total assets at beginning of year2019-12-31$3,934,598
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,433
Total interest from all sources2019-12-31$10,529
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$722,646
Participant contributions at end of year2019-12-31$241,720
Participant contributions at beginning of year2019-12-31$210,796
Participant contributions at beginning of year2019-12-31$14,569
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$237,029
Total non interest bearing cash at end of year2019-12-31$3,271
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,784,650
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,719,248
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,934,598
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$3,433
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,474,257
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,706,214
Interest on participant loans2019-12-31$10,529
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$889,390
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$129,131
Employer contributions (assets) at beginning of year2019-12-31$3,019
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$192,123
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SEIM JOHNSON, LLP
Accountancy firm EIN2019-12-31476097913
2018 : GREGG YOUNG CHEVROLET, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$491,715
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$285,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$237,021
Expenses. Certain deemed distributions of participant loans2018-12-31$43,599
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$804,775
Value of total assets at end of year2018-12-31$3,934,598
Value of total assets at beginning of year2018-12-31$3,728,163
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,660
Total interest from all sources2018-12-31$9,972
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$610,541
Participant contributions at end of year2018-12-31$210,796
Participant contributions at beginning of year2018-12-31$201,676
Participant contributions at end of year2018-12-31$14,569
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$78,551
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$206,435
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,934,598
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,728,163
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$4,660
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,706,214
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,526,487
Interest on participant loans2018-12-31$9,972
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-323,032
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$115,683
Employer contributions (assets) at end of year2018-12-31$3,019
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$237,021
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31SEIM JOHNSON, LLP
Accountancy firm EIN2018-12-31476097913
2017 : GREGG YOUNG CHEVROLET, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$1,240,874
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$171,433
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$162,159
Expenses. Certain deemed distributions of participant loans2017-12-31$9,274
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$747,973
Value of total assets at end of year2017-12-31$3,728,163
Value of total assets at beginning of year2017-12-31$2,658,722
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$7,580
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$250,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$522,689
Participant contributions at end of year2017-12-31$201,676
Participant contributions at beginning of year2017-12-31$120,196
Participant contributions at beginning of year2017-12-31$16,544
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$126,098
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,069,441
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,728,163
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,658,722
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,526,487
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,518,881
Interest on participant loans2017-12-31$7,580
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$485,321
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$99,186
Employer contributions (assets) at beginning of year2017-12-31$3,101
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$162,159
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31SEIM JOHNSON, LLP
Accountancy firm EIN2017-12-31476097913
2016 : GREGG YOUNG CHEVROLET, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$744,475
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$110,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$99,269
Value of total corrective distributions2016-12-31$7,056
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$569,297
Value of total assets at end of year2016-12-31$2,658,722
Value of total assets at beginning of year2016-12-31$2,024,572
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,000
Total interest from all sources2016-12-31$5,078
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$392,937
Participant contributions at end of year2016-12-31$120,196
Participant contributions at beginning of year2016-12-31$136,598
Participant contributions at end of year2016-12-31$16,544
Participant contributions at beginning of year2016-12-31$6,670
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$100,915
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$634,150
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,658,722
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,024,572
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$4,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,518,881
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,879,836
Interest on participant loans2016-12-31$5,078
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$170,100
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$75,445
Employer contributions (assets) at end of year2016-12-31$3,101
Employer contributions (assets) at beginning of year2016-12-31$1,468
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$99,269
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31SEIM JOHNSON, LLP
Accountancy firm EIN2016-12-31476097913
2015 : GREGG YOUNG CHEVROLET, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$329,327
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$162,854
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$158,904
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$366,914
Value of total assets at end of year2015-12-31$2,024,572
Value of total assets at beginning of year2015-12-31$1,858,099
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,950
Total interest from all sources2015-12-31$5,289
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$3,950
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$305,944
Participant contributions at end of year2015-12-31$136,598
Participant contributions at beginning of year2015-12-31$110,245
Participant contributions at end of year2015-12-31$6,670
Participant contributions at beginning of year2015-12-31$8,645
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$166,473
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,024,572
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,858,099
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,879,836
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,737,481
Interest on participant loans2015-12-31$5,289
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-42,876
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$60,970
Employer contributions (assets) at end of year2015-12-31$1,468
Employer contributions (assets) at beginning of year2015-12-31$1,728
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$158,904
Did the plan have assets held for investment2015-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SEIM JOHNSON, LLP
Accountancy firm EIN2015-12-31476097913

Form 5500 Responses for GREGG YOUNG CHEVROLET, INC. 401(K) PLAN

2022: GREGG YOUNG CHEVROLET, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: GREGG YOUNG CHEVROLET, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: GREGG YOUNG CHEVROLET, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: GREGG YOUNG CHEVROLET, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: GREGG YOUNG CHEVROLET, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: GREGG YOUNG CHEVROLET, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: GREGG YOUNG CHEVROLET, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: GREGG YOUNG CHEVROLET, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number98373
Policy instance 1
Insurance contract or identification number98373
Number of Individuals Covered298
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $30,658
Are there contracts with allocated funds for individual policies?0
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
Amount paid for insurance broker fees17258
Additional information about fees paid to insurance brokerEXPENSE ALLOWANCES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number98373
Policy instance 1
Insurance contract or identification number98373
Number of Individuals Covered274
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $28,002
Are there contracts with allocated funds for individual policies?0
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
Amount paid for insurance broker fees15252
Additional information about fees paid to insurance brokerEXPENSE ALLOWANCES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number98373
Policy instance 1
Insurance contract or identification number98373
Number of Individuals Covered268
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $25,747
Are there contracts with allocated funds for individual policies?0
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
Amount paid for insurance broker fees14747
Additional information about fees paid to insurance brokerEXPENSE ALLOWANCES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number98373
Policy instance 1
Insurance contract or identification number98373
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $28,619
Are there contracts with allocated funds for individual policies?0
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
Amount paid for insurance broker fees18500
Additional information about fees paid to insurance brokerEXPENSE ALLOWANCES
Insurance broker organization code?0
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number98373
Policy instance 1
Insurance contract or identification number98373
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $7,113
Are there contracts with allocated funds for individual policies?0
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
Amount paid for insurance broker fees7113
Additional information about fees paid to insurance brokerEXPENSE ALLOWANCES
Insurance broker organization code?5

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