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WORLD CLASS AUTOMOTIVE GROUP INVESTMENT 401(K) PLA 401k Plan overview

Plan NameWORLD CLASS AUTOMOTIVE GROUP INVESTMENT 401(K) PLA
Plan identification number 002

WORLD CLASS AUTOMOTIVE GROUP INVESTMENT 401(K) PLA 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.
  • Plan covering Self-Employed individuals.
  • 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) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PCF ACQUISITION CO. has sponsored the creation of one or more 401k plans.

Company Name:PCF ACQUISITION CO.
Employer identification number (EIN):561785063
NAIC Classification:441110
NAIC Description:New Car Dealers

Additional information about PCF ACQUISITION CO.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 1992-07-30
Company Identification Number: 0009232906
Legal Registered Office Address: PO BOX 195158

DALLAS
United States of America (USA)
75219

More information about PCF ACQUISITION CO.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WORLD CLASS AUTOMOTIVE GROUP INVESTMENT 401(K) PLA

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01SANDI VAUGHN SANDI VAUGHN2018-08-01
0022016-01-01DAVID HEAD

Plan Statistics for WORLD CLASS AUTOMOTIVE GROUP INVESTMENT 401(K) PLA

401k plan membership statisitcs for WORLD CLASS AUTOMOTIVE GROUP INVESTMENT 401(K) PLA

Measure Date Value
2022: WORLD CLASS AUTOMOTIVE GROUP INVESTMENT 401(K) PLA 2022 401k membership
Total participants, beginning-of-year2022-01-011,057
Total number of active participants reported on line 7a of the Form 55002022-01-01923
Number of retired or separated participants receiving benefits2022-01-017
Number of other retired or separated participants entitled to future benefits2022-01-01165
Total of all active and inactive participants2022-01-011,095
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,095
Number of participants with account balances2022-01-011,017
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01235
2021: WORLD CLASS AUTOMOTIVE GROUP INVESTMENT 401(K) PLA 2021 401k membership
Total participants, beginning-of-year2021-01-011,178
Total number of active participants reported on line 7a of the Form 55002021-01-01967
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0189
Total of all active and inactive participants2021-01-011,057
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,057
Number of participants with account balances2021-01-01978
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0187
2020: WORLD CLASS AUTOMOTIVE GROUP INVESTMENT 401(K) PLA 2020 401k membership
Total participants, beginning-of-year2020-01-011,186
Total number of active participants reported on line 7a of the Form 55002020-01-011,062
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0192
Total of all active and inactive participants2020-01-011,155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,155
Number of participants with account balances2020-01-011,059
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0191
2019: WORLD CLASS AUTOMOTIVE GROUP INVESTMENT 401(K) PLA 2019 401k membership
Total participants, beginning-of-year2019-01-011,161
Total number of active participants reported on line 7a of the Form 55002019-01-011,066
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0192
Total of all active and inactive participants2019-01-011,159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,159
Number of participants with account balances2019-01-011,062
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0189
2018: WORLD CLASS AUTOMOTIVE GROUP INVESTMENT 401(K) PLA 2018 401k membership
Total participants, beginning-of-year2018-01-011,146
Total number of active participants reported on line 7a of the Form 55002018-01-011,052
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0185
Total of all active and inactive participants2018-01-011,137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,137
Number of participants with account balances2018-01-011,027
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01101
2017: WORLD CLASS AUTOMOTIVE GROUP INVESTMENT 401(K) PLA 2017 401k membership
Total participants, beginning-of-year2017-01-011,256
Total number of active participants reported on line 7a of the Form 55002017-01-011,046
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0177
Total of all active and inactive participants2017-01-011,123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,123
Number of participants with account balances2017-01-011,005
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01112
2016: WORLD CLASS AUTOMOTIVE GROUP INVESTMENT 401(K) PLA 2016 401k membership
Total participants, beginning-of-year2016-01-012,195
Total number of active participants reported on line 7a of the Form 55002016-01-011,154
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0169
Total of all active and inactive participants2016-01-011,224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,224
Number of participants with account balances2016-01-01993
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0125

Financial Data on WORLD CLASS AUTOMOTIVE GROUP INVESTMENT 401(K) PLA

Measure Date Value
2022 : WORLD CLASS AUTOMOTIVE GROUP INVESTMENT 401(K) PLA 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,219,007
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,525,423
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,168,319
Expenses. Certain deemed distributions of participant loans2022-12-31$41,218
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$5,618,089
Value of total assets at end of year2022-12-31$41,821,713
Value of total assets at beginning of year2022-12-31$47,566,143
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$315,886
Total interest from all sources2022-12-31$260,545
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$973,719
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$973,719
Administrative expenses professional fees incurred2022-12-31$10,850
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$4,542,403
Participant contributions at end of year2022-12-31$1,237,945
Participant contributions at beginning of year2022-12-31$1,252,252
Assets. Other investments not covered elsewhere at end of year2022-12-31$122,214
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$64,399
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$152,029
Other income not declared elsewhere2022-12-31$25,872
Administrative expenses (other) incurred2022-12-31$1,212
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,744,430
Value of net assets at end of year (total assets less liabilities)2022-12-31$41,821,713
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$47,566,143
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
Investment advisory and management fees2022-12-31$241,908
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$33,058,976
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$40,258,683
Interest on participant loans2022-12-31$77,410
Interest earned on other investments2022-12-31$183,135
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$7,402,578
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$5,990,809
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-8,097,232
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$923,657
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,168,319
Contract administrator fees2022-12-31$61,916
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 name2022-12-31FORVIS, LLP
Accountancy firm EIN2022-12-31440160260
2021 : WORLD CLASS AUTOMOTIVE GROUP INVESTMENT 401(K) PLA 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$10,524,052
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,826,078
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,534,515
Expenses. Certain deemed distributions of participant loans2021-12-31$12,604
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,925,791
Value of total assets at end of year2021-12-31$47,566,143
Value of total assets at beginning of year2021-12-31$40,868,169
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$278,959
Total interest from all sources2021-12-31$220,024
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$856,558
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$856,558
Administrative expenses professional fees incurred2021-12-31$15,540
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$4,076,894
Participant contributions at end of year2021-12-31$1,252,252
Participant contributions at beginning of year2021-12-31$1,399,268
Assets. Other investments not covered elsewhere at end of year2021-12-31$64,399
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$10,782
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$15,396
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Other income not declared elsewhere2021-12-31$-6,027
Administrative expenses (other) incurred2021-12-31$3,484
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$6,697,974
Value of net assets at end of year (total assets less liabilities)2021-12-31$47,566,143
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$40,868,169
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
Investment advisory and management fees2021-12-31$223,676
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$40,258,683
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$34,474,389
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$74,372
Interest earned on other investments2021-12-31$145,652
Value of interest in common/collective trusts at end of year2021-12-31$0
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$5,990,809
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$4,983,730
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$4,527,706
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$0
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$833,501
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,534,515
Contract administrator fees2021-12-31$36,259
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 name2021-12-31FORVIS, LLP
Accountancy firm EIN2021-12-31440160260
2020 : WORLD CLASS AUTOMOTIVE GROUP INVESTMENT 401(K) PLA 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$9,424,309
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,515,075
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,285,523
Expenses. Certain deemed distributions of participant loans2020-12-31$-81
Value of total corrective distributions2020-12-31$4,887
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,254,811
Value of total assets at end of year2020-12-31$40,868,169
Value of total assets at beginning of year2020-12-31$33,958,935
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$224,746
Total interest from all sources2020-12-31$230,280
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$743,637
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$743,637
Administrative expenses professional fees incurred2020-12-31$11,862
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,551,826
Participant contributions at end of year2020-12-31$1,399,268
Participant contributions at beginning of year2020-12-31$1,091,582
Assets. Other investments not covered elsewhere at end of year2020-12-31$10,782
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$6,400
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$69,389
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Other income not declared elsewhere2020-12-31$849
Administrative expenses (other) incurred2020-12-31$5,697
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$6,909,234
Value of net assets at end of year (total assets less liabilities)2020-12-31$40,868,169
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$33,958,935
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$181,783
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$34,474,389
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$27,787,165
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$76,998
Interest earned on other investments2020-12-31$153,282
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$4,983,730
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$5,073,788
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$4,194,732
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$0
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
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$633,596
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,285,523
Contract administrator fees2020-12-31$25,404
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 name2020-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2020-12-31560747981
2019 : WORLD CLASS AUTOMOTIVE GROUP INVESTMENT 401(K) PLA 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$9,412,795
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$2,767,849
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,559,328
Expenses. Certain deemed distributions of participant loans2019-12-31$8,372
Value of total corrective distributions2019-12-31$108
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,093,063
Value of total assets at end of year2019-12-31$33,958,935
Value of total assets at beginning of year2019-12-31$27,313,989
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$200,041
Total interest from all sources2019-12-31$234,766
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$602,342
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$602,342
Administrative expenses professional fees incurred2019-12-31$0
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$3,356,513
Participant contributions at end of year2019-12-31$1,091,582
Participant contributions at beginning of year2019-12-31$881,857
Assets. Other investments not covered elsewhere at end of year2019-12-31$6,400
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$5,489
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$56,986
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Other income not declared elsewhere2019-12-31$911
Administrative expenses (other) incurred2019-12-31$5,301
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$6,644,946
Value of net assets at end of year (total assets less liabilities)2019-12-31$33,958,935
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$27,313,989
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$160,391
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$27,787,165
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$20,915,839
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$71,752
Interest earned on other investments2019-12-31$163,014
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$5,073,788
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$5,510,804
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,481,713
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$0
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$679,564
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,559,328
Contract administrator fees2019-12-31$34,349
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 name2019-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2019-12-31560747981
2018 : WORLD CLASS AUTOMOTIVE GROUP INVESTMENT 401(K) PLA 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$3,053,764
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,251,813
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,063,027
Expenses. Certain deemed distributions of participant loans2018-12-31$4,792
Value of total corrective distributions2018-12-31$774
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,082,950
Value of total assets at end of year2018-12-31$27,313,989
Value of total assets at beginning of year2018-12-31$26,512,038
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$183,220
Total interest from all sources2018-12-31$203,041
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$585,386
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$585,386
Administrative expenses professional fees incurred2018-12-31$0
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$3,194,840
Participant contributions at end of year2018-12-31$881,857
Participant contributions at beginning of year2018-12-31$739,852
Assets. Other investments not covered elsewhere at end of year2018-12-31$5,489
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$212,159
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Other income not declared elsewhere2018-12-31$-808
Administrative expenses (other) incurred2018-12-31$4,685
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$801,951
Value of net assets at end of year (total assets less liabilities)2018-12-31$27,313,989
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$26,512,038
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$145,367
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$20,915,839
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$21,555,566
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$50,929
Interest earned on other investments2018-12-31$152,112
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$5,510,804
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$4,216,620
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,816,805
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$0
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$675,951
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,063,027
Contract administrator fees2018-12-31$33,168
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2018-12-31560747981
2017 : WORLD CLASS AUTOMOTIVE GROUP INVESTMENT 401(K) PLA 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$6,994,371
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,281,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,076,060
Expenses. Certain deemed distributions of participant loans2017-12-31$842
Value of total corrective distributions2017-12-31$32
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,766,168
Value of total assets at end of year2017-12-31$26,512,038
Value of total assets at beginning of year2017-12-31$21,799,054
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$204,453
Total interest from all sources2017-12-31$146,915
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$450,082
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$450,082
Administrative expenses professional fees incurred2017-12-31$44,708
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,010,259
Participant contributions at end of year2017-12-31$739,852
Participant contributions at beginning of year2017-12-31$569,964
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$150,191
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$1,410
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$4,712,984
Value of net assets at end of year (total assets less liabilities)2017-12-31$26,512,038
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$21,799,054
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
Investment advisory and management fees2017-12-31$127,431
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$21,555,566
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$16,818,102
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$36,192
Interest earned on other investments2017-12-31$110,723
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$4,216,620
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$4,410,988
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,631,206
Net investment gain/loss from pooled separate accounts2017-12-31$0
Net investment gain or loss from common/collective trusts2017-12-31$0
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$605,718
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,076,060
Contract administrator fees2017-12-31$30,904
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 name2017-12-31DIXON HUGHES GOODMAN LLP
Accountancy firm EIN2017-12-31560747981
2016 : WORLD CLASS AUTOMOTIVE GROUP INVESTMENT 401(K) PLA 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$4,737,570
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,480,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,343,380
Expenses. Certain deemed distributions of participant loans2016-12-31$25,703
Value of total corrective distributions2016-12-31$3,191
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,356,111
Value of total assets at end of year2016-12-31$21,799,054
Value of total assets at beginning of year2016-12-31$19,541,530
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$107,772
Total interest from all sources2016-12-31$417,593
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$135,618
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$135,618
Administrative expenses professional fees incurred2016-12-31$10,355
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Amount contributed by the employer to the plan for this plan year2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,623,677
Participant contributions at end of year2016-12-31$569,964
Participant contributions at beginning of year2016-12-31$530,585
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$217,860
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Other income not declared elsewhere2016-12-31$8,376
Administrative expenses (other) incurred2016-12-31$62,604
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$2,257,524
Value of net assets at end of year (total assets less liabilities)2016-12-31$21,799,054
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$19,541,530
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$28,016
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$16,818,102
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$15,877,151
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$31,232
Interest earned on other investments2016-12-31$386,361
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$4,410,988
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,133,794
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$-148,163
Net investment gain/loss from pooled separate accounts2016-12-31$968,035
Net investment gain or loss from common/collective trusts2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$514,574
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,343,380
Contract administrator fees2016-12-31$6,797
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DIXON-HUGHES GOODMAN
Accountancy firm EIN2016-12-31560747981

Form 5500 Responses for WORLD CLASS AUTOMOTIVE GROUP INVESTMENT 401(K) PLA

2022: WORLD CLASS AUTOMOTIVE GROUP INVESTMENT 401(K) PLA 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
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 – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WORLD CLASS AUTOMOTIVE GROUP INVESTMENT 401(K) PLA 2021 form 5500 responses
2021-01-01Type of plan entitySingle 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 – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WORLD CLASS AUTOMOTIVE GROUP INVESTMENT 401(K) PLA 2020 form 5500 responses
2020-01-01Type of plan entitySingle 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 – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WORLD CLASS AUTOMOTIVE GROUP INVESTMENT 401(K) PLA 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 – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WORLD CLASS AUTOMOTIVE GROUP INVESTMENT 401(K) PLA 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 – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WORLD CLASS AUTOMOTIVE GROUP INVESTMENT 401(K) PLA 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 – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WORLD CLASS AUTOMOTIVE GROUP INVESTMENT 401(K) PLA 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number776009-01
Policy instance 1
Insurance contract or identification number776009-01
Number of Individuals Covered1017
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 $0
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62202
Policy instance 1
Insurance contract or identification numberMR 62202
Number of Individuals Covered1057
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62202
Policy instance 1
Insurance contract or identification numberMR 62202
Number of Individuals Covered1155
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62202
Policy instance 1
Insurance contract or identification numberMR 62202
Number of Individuals Covered1159
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62202
Policy instance 1
Insurance contract or identification numberMR 62202
Number of Individuals Covered1137
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62202
Policy instance 1
Insurance contract or identification numberMR 62202
Number of Individuals Covered1123
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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