401k Plan data: MID-STATE CHEVROLET 401(K) RETIREMENT PLAN plan

MID-STATE CHEVROLET 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	MID-STATE CHEVROLET 401(K) RETIREMENT PLAN
Plan identification number	001

MID-STATE CHEVROLET 401(K) RETIREMENT 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.
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.

401k Sponsoring company profile

MID-STATE AUTOMOTIVE, INC. has sponsored the creation of one or more 401k plans.

Company Name: MID-STATE AUTOMOTIVE, INC.

Employer identification number (EIN): 550518633

NAIC Classification: 441110
NAIC Description: New Car Dealers

Additional information about MID-STATE AUTOMOTIVE, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1979-09-14

Company Identification Number: 636165

Legal Registered Office Address: 402 SOUTH KENTUCKY AVE.

LAKELAND

33801

More information about MID-STATE AUTOMOTIVE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MID-STATE CHEVROLET 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01 RODNEY L. LEROSE, II 2023-10-05 RODNEY L. LEROSE, II 2023-10-05
001 2021-01-01 RODNEY LEROSE, II 2022-07-19 RODNEY LEROSE, II 2022-07-19
001 2020-01-01 RODNEY LEROSE, II 2021-10-05 RODNEY LEROSE, II 2021-10-05
001 2019-01-01 KEVIN C. PERKINS 2020-10-07 KEVIN C. PERKINS 2020-10-07
001 2018-01-01 KEVIN C. PERKINS 2019-09-19 KEVIN C. PERKINS 2019-09-19
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2015-01-01
001 2014-01-01 JOHN WHELAN 2015-04-29 JOHN WHELAN 2015-04-29
001 2013-01-01 JOHN WHELAN 2014-05-06 JOHN WHELAN 2014-05-06
001 2012-01-01 JOHN WHELAN 2013-06-04 JOHN WHELAN 2013-06-04
001 2011-03-01 JOHN WHELAN 2012-06-18 JOHN WHELAN 2012-06-18

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01	RODNEY L. LEROSE, II	2023-10-05	RODNEY L. LEROSE, II	2023-10-05
001	2021-01-01	RODNEY LEROSE, II	2022-07-19	RODNEY LEROSE, II	2022-07-19
001	2020-01-01	RODNEY LEROSE, II	2021-10-05	RODNEY LEROSE, II	2021-10-05
001	2019-01-01	KEVIN C. PERKINS	2020-10-07	KEVIN C. PERKINS	2020-10-07
001	2018-01-01	KEVIN C. PERKINS	2019-09-19	KEVIN C. PERKINS	2019-09-19
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2015-01-01
001	2014-01-01	JOHN WHELAN	2015-04-29	JOHN WHELAN	2015-04-29
001	2013-01-01	JOHN WHELAN	2014-05-06	JOHN WHELAN	2014-05-06
001	2012-01-01	JOHN WHELAN	2013-06-04	JOHN WHELAN	2013-06-04
001	2011-03-01	JOHN WHELAN	2012-06-18	JOHN WHELAN	2012-06-18

Plan Statistics for MID-STATE CHEVROLET 401(K) RETIREMENT PLAN

401k plan membership statisitcs for MID-STATE CHEVROLET 401(K) RETIREMENT PLAN

Measure Date Value
2022: MID-STATE CHEVROLET 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 116
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 94
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 11
Total of all active and inactive participants 2022-01-01 105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 105
Number of participants with account balances 2022-01-01 79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 3
2021: MID-STATE CHEVROLET 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 113
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 97
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 18
Total of all active and inactive participants 2021-01-01 115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 115
Number of participants with account balances 2021-01-01 84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 6
2020: MID-STATE CHEVROLET 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 112
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 94
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 19
Total of all active and inactive participants 2020-01-01 113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 113
Number of participants with account balances 2020-01-01 73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 1
2019: MID-STATE CHEVROLET 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 116
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 97
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 14
Total of all active and inactive participants 2019-01-01 111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 111
Number of participants with account balances 2019-01-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 2
2018: MID-STATE CHEVROLET 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 116
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 108
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 7
Total of all active and inactive participants 2018-01-01 115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 115
Number of participants with account balances 2018-01-01 71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: MID-STATE CHEVROLET 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 134
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 109
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 16
Total of all active and inactive participants 2017-01-01 125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 125
Number of participants with account balances 2017-01-01 83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 8
2016: MID-STATE CHEVROLET 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 101
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 14
Total of all active and inactive participants 2016-01-01 115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 115
Number of participants with account balances 2016-01-01 90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 15

Measure	Date	Value
2022: MID-STATE CHEVROLET 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	116
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	94
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	11
Total of all active and inactive participants	2022-01-01	105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	105
Number of participants with account balances	2022-01-01	79
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	3
2021: MID-STATE CHEVROLET 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	113
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	97
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	18
Total of all active and inactive participants	2021-01-01	115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	115
Number of participants with account balances	2021-01-01	84
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	6
2020: MID-STATE CHEVROLET 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	112
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	94
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	19
Total of all active and inactive participants	2020-01-01	113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	113
Number of participants with account balances	2020-01-01	73
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	1
2019: MID-STATE CHEVROLET 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	116
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	97
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	14
Total of all active and inactive participants	2019-01-01	111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	111
Number of participants with account balances	2019-01-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	2
2018: MID-STATE CHEVROLET 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	116
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	108
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	7
Total of all active and inactive participants	2018-01-01	115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	115
Number of participants with account balances	2018-01-01	71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: MID-STATE CHEVROLET 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	134
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	109
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	16
Total of all active and inactive participants	2017-01-01	125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	125
Number of participants with account balances	2017-01-01	83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	8
2016: MID-STATE CHEVROLET 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	101
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	14
Total of all active and inactive participants	2016-01-01	115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	115
Number of participants with account balances	2016-01-01	90
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	15

Financial Data on MID-STATE CHEVROLET 401(K) RETIREMENT PLAN

Measure	Date	Value
2022 : MID-STATE CHEVROLET 401(K) RETIREMENT 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	$-133,490
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$312,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$255,045
Expenses. Certain deemed distributions of participant loans	2022-12-31	$25,289
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$536,885
Value of total assets at end of year	2022-12-31	$3,715,115
Value of total assets at beginning of year	2022-12-31	$4,161,544
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$32,605
Total interest from all sources	2022-12-31	$10,560
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 year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$268,013
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	$378,928
Participant contributions at end of year	2022-12-31	$257,302
Participant contributions at beginning of year	2022-12-31	$164,272
Participant contributions at end of year	2022-12-31	$354
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	$-446,429
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$3,715,115
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$4,161,544
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 pooled separate accounts at end of year	2022-12-31	$3,456,924
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$3,996,592
Interest on participant loans	2022-12-31	$10,560
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$553
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$680
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$680
Net investment gain/loss from pooled separate accounts	2022-12-31	$-680,935
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	$157,957
Employer contributions (assets) at end of year	2022-12-31	$-18
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$255,045
Contract administrator fees	2022-12-31	$32,605
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	LONG & ASSOCIATES
Accountancy firm EIN	2022-12-31	352009629
2021 : MID-STATE CHEVROLET 401(K) RETIREMENT 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	$957,149
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$521,026
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$487,636
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$496,975
Value of total assets at end of year	2021-12-31	$4,161,544
Value of total assets at beginning of year	2021-12-31	$3,725,421
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$33,390
Total interest from all sources	2021-12-31	$8,795
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 year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$358,242
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	$345,791
Participant contributions at end of year	2021-12-31	$164,272
Participant contributions at beginning of year	2021-12-31	$245,998
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	$436,123
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$4,161,544
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$3,725,421
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 pooled separate accounts at end of year	2021-12-31	$3,996,592
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$3,478,576
Interest on participant loans	2021-12-31	$8,795
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$680
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$847
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$847
Net investment gain/loss from pooled separate accounts	2021-12-31	$451,379
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	$151,184
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$487,636
Contract administrator fees	2021-12-31	$33,390
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	Disclaimer
Accountancy firm name	2021-12-31	LONG & ASSOCIATES
Accountancy firm EIN	2021-12-31	352009629
2020 : MID-STATE CHEVROLET 401(K) RETIREMENT 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	$729,378
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$243,774
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$220,769
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$332,287
Value of total assets at end of year	2020-12-31	$3,725,421
Value of total assets at beginning of year	2020-12-31	$3,239,817
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$23,005
Total interest from all sources	2020-12-31	$11,153
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$250,000
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	$229,146
Participant contributions at end of year	2020-12-31	$245,998
Participant contributions at beginning of year	2020-12-31	$189,071
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	$485,604
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$3,725,421
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$3,239,817
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 pooled separate accounts at end of year	2020-12-31	$3,478,576
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$3,050,738
Interest on participant loans	2020-12-31	$11,153
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$847
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$8
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$8
Net investment gain/loss from pooled separate accounts	2020-12-31	$385,938
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	$103,141
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$220,769
Contract administrator fees	2020-12-31	$23,005
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	LONG & ASSOCIATES PC
Accountancy firm EIN	2020-12-31	352009629
2019 : MID-STATE CHEVROLET 401(K) RETIREMENT PLAN 2019 401k financial data
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 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	$892,031
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$184,942
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$146,002
Expenses. Certain deemed distributions of participant loans	2019-12-31	$10,072
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$383,405
Value of total assets at end of year	2019-12-31	$3,239,817
Value of total assets at beginning of year	2019-12-31	$2,532,728
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$28,868
Total interest from all sources	2019-12-31	$10,237
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 year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$250,000
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
Contributions received from participants	2019-12-31	$237,251
Participant contributions at end of year	2019-12-31	$189,071
Participant contributions at beginning of year	2019-12-31	$212,069
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$42,071
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	$707,089
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,239,817
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,532,728
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 pooled separate accounts at end of year	2019-12-31	$3,050,738
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$2,320,541
Interest on participant loans	2019-12-31	$10,237
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$8
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$118
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$118
Net investment gain/loss from pooled separate accounts	2019-12-31	$498,389
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	$104,083
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$146,002
Contract administrator fees	2019-12-31	$28,868
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	LONG & ASSOCIATES
Accountancy firm EIN	2019-12-31	352009629
2018 : MID-STATE CHEVROLET 401(K) RETIREMENT 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	$221,667
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$180,418
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$154,613
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$357,811
Value of total assets at end of year	2018-12-31	$2,532,728
Value of total assets at beginning of year	2018-12-31	$2,491,479
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$25,805
Total interest from all sources	2018-12-31	$11,430
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$250,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$249,490
Participant contributions at end of year	2018-12-31	$212,069
Participant contributions at beginning of year	2018-12-31	$240,022
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	$41,249
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,532,728
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$2,491,479
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$2,320,541
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$2,251,454
Interest on participant loans	2018-12-31	$11,430
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$118
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$3
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$3
Net investment gain/loss from pooled separate accounts	2018-12-31	$-147,574
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	$108,321
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$154,613
Contract administrator fees	2018-12-31	$25,805
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	LONG & ASSOCIATES
Accountancy firm EIN	2018-12-31	352009629
2017 : MID-STATE CHEVROLET 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	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	$675,814
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$294,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$249,766
Expenses. Certain deemed distributions of participant loans	2017-12-31	$15,406
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$353,042
Value of total assets at end of year	2017-12-31	$2,491,479
Value of total assets at beginning of year	2017-12-31	$2,109,912
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$29,075
Total interest from all sources	2017-12-31	$10,256
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 year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$250,000
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	$245,172
Participant contributions at end of year	2017-12-31	$240,022
Participant contributions at beginning of year	2017-12-31	$162,662
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$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	2017-12-31	No
Value of net income/loss	2017-12-31	$381,567
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$2,491,479
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,109,912
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
Value of interest in pooled separate accounts at end of year	2017-12-31	$2,251,454
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$1,945,814
Interest on participant loans	2017-12-31	$10,256
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$3
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$1,436
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$1,436
Net investment gain/loss from pooled separate accounts	2017-12-31	$312,516
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	$107,870
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$249,766
Contract administrator fees	2017-12-31	$29,075
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	2017-12-31	No
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	LONG & ASSOCIATES
Accountancy firm EIN	2017-12-31	352009629
2016 : MID-STATE CHEVROLET 401(K) RETIREMENT 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	$579,627
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$301,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$279,938
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$436,559
Value of total assets at end of year	2016-12-31	$2,109,912
Value of total assets at beginning of year	2016-12-31	$1,832,106
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$21,883
Total interest from all sources	2016-12-31	$6,865
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 year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$250,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$303,890
Participant contributions at end of year	2016-12-31	$162,662
Participant contributions at beginning of year	2016-12-31	$137,071
Income. Received or receivable in cash from other sources (including rollovers)	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
Value of net income/loss	2016-12-31	$277,806
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,109,912
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,832,106
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
Investment advisory and management fees	2016-12-31	$18,813
Value of interest in pooled separate accounts at end of year	2016-12-31	$1,945,814
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$1,695,035
Interest on participant loans	2016-12-31	$6,865
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$1,436
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$0
Net investment gain/loss from pooled separate accounts	2016-12-31	$136,203
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	$132,669
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$279,938
Contract administrator fees	2016-12-31	$3,070
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	No
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	LONG & ASSOCIATES
Accountancy firm EIN	2016-12-31	352009629

Form 5500 Responses for MID-STATE CHEVROLET 401(K) RETIREMENT PLAN

2022: MID-STATE CHEVROLET 401(K) RETIREMENT 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 – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: MID-STATE CHEVROLET 401(K) RETIREMENT 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 – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: MID-STATE CHEVROLET 401(K) RETIREMENT 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 – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: MID-STATE CHEVROLET 401(K) RETIREMENT 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 – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: MID-STATE CHEVROLET 401(K) RETIREMENT 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 – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: MID-STATE CHEVROLET 401(K) RETIREMENT 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 – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: MID-STATE CHEVROLET 401(K) RETIREMENT 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 – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

120492

Policy instance

Insurance contract or identification number	120492
Number of Individuals Covered	98
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of fees paid to insurance company	USD $4,964
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	1889
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

120492

Policy instance

Insurance contract or identification number	120492
Number of Individuals Covered	100
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $3,616
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	1625
Additional information about fees paid to insurance broker	TPA FEES PAID
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

120492

Policy instance

Insurance contract or identification number	120492
Number of Individuals Covered	85
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of fees paid to insurance company	USD $3,173
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	1550
Additional information about fees paid to insurance broker	TPA FEES PAID
Insurance broker organization code?	5

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

120492

Policy instance

Insurance contract or identification number	120492
Number of Individuals Covered	81
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $10,994
Total amount of fees paid to insurance company	USD $3,652
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	261
Additional information about fees paid to insurance broker	OTHER ALLOWANCES
Insurance broker organization code?	3
Commission paid to Insurance Broker	USD $10,733

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

120492

Policy instance

Insurance contract or identification number	120492
Number of Individuals Covered	83
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $10,548
Total amount of fees paid to insurance company	USD $3,304
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $1,037
Additional information about fees paid to insurance broker	OTHER ALLOWANCES
Insurance broker organization code?	3
Amount paid for insurance broker fees	1309

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

120492

Policy instance

Insurance contract or identification number	120492
Number of Individuals Covered	109
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $8,559
Total amount of fees paid to insurance company	USD $5,448
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $8,559
Additional information about fees paid to insurance broker	BROKER COMMISSION
Insurance broker organization code?	3
Amount paid for insurance broker fees	1177
Insurance broker name	MERRILL LYNCH LIFE AGENCY

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	MID-STATE AUTOMOTIVE, INC.
Employer identification number (EIN):	550518633
NAIC Classification:	441110
NAIC Description:	New Car Dealers

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1979-09-14
Company Identification Number:	636165
Legal Registered Office Address:	402 SOUTH KENTUCKY AVE. LAKELAND 33801