401k Plan data: TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K PLAN plan

TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K PLAN 401k Plan overview

Plan Name	TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K PLAN
Plan identification number	001

TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

TACK AUTOMOTIVE, LLC has sponsored the creation of one or more 401k plans.

Company Name: TACK AUTOMOTIVE, LLC

Employer identification number (EIN): 562148539

NAIC Classification: 812990
NAIC Description: All Other Personal Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K 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
001 2021-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 DONNA LAIL
001 2017-01-01
001 2016-01-01
001 2016-01-01
001 2015-01-01 JAY MCFARLAND
001 2015-01-01 JAY MCFARLAND
001 2014-01-01 JAY MCFARLAND 2015-10-09 JAY MCFARLAND 2015-10-09
001 2013-01-01 DONNA LAIL 2014-10-06 DONNA LAIL 2014-10-06
001 2012-01-01 JAY MCFARLAND 2013-09-16 JAY MCFARLAND 2013-09-16
001 2011-01-01 JAY MCFARLAND 2012-05-11
001 2010-01-01 JAY MCFARLAND 2011-05-31 ERICA PAUL 2011-05-31

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
001	2021-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	DONNA LAIL
001	2017-01-01
001	2016-01-01
001	2016-01-01
001	2015-01-01	JAY MCFARLAND
001	2015-01-01	JAY MCFARLAND
001	2014-01-01	JAY MCFARLAND	2015-10-09	JAY MCFARLAND	2015-10-09
001	2013-01-01	DONNA LAIL	2014-10-06	DONNA LAIL	2014-10-06
001	2012-01-01	JAY MCFARLAND	2013-09-16	JAY MCFARLAND	2013-09-16
001	2011-01-01	JAY MCFARLAND	2012-05-11
001	2010-01-01	JAY MCFARLAND	2011-05-31	ERICA PAUL	2011-05-31

Plan Statistics for TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K PLAN

401k plan membership statisitcs for TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K PLAN

Measure Date Value
2023: TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 280
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 222
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 60
Total of all active and inactive participants 2023-01-01 282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 282
Number of participants with account balances 2023-01-01 258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 34
2022: TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 213
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 183
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 66
Total of all active and inactive participants 2022-01-01 249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 249
Number of participants with account balances 2022-01-01 237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 30
2021: TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 218
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 155
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 37
Total of all active and inactive participants 2021-01-01 192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 192
Number of participants with account balances 2021-01-01 171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 36
2020: TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 142
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 171
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 41
Total of all active and inactive participants 2020-01-01 212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 212
Number of participants with account balances 2020-01-01 194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 9
2019: TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 149
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 89
Number of retired or separated participants receiving benefits 2019-01-01 1
Number of other retired or separated participants entitled to future benefits 2019-01-01 12
Total of all active and inactive participants 2019-01-01 102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 102
Number of participants with account balances 2019-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 3
2018: TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 148
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 130
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 19
Total of all active and inactive participants 2018-01-01 149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 149
Number of participants with account balances 2018-01-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 10
2017: TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 47
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 18
Total of all active and inactive participants 2017-01-01 65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 65
Number of participants with account balances 2017-01-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 5
2016: TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 141
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 112
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 27
Total of all active and inactive participants 2016-01-01 139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 139
Number of participants with account balances 2016-01-01 74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 2
2015: TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 124
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 112
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 29
Total of all active and inactive participants 2015-01-01 141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 141
Number of participants with account balances 2015-01-01 81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0

Measure	Date	Value
2023: TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	280
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	222
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	60
Total of all active and inactive participants	2023-01-01	282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	282
Number of participants with account balances	2023-01-01	258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	34
2022: TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	213
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	183
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	66
Total of all active and inactive participants	2022-01-01	249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	249
Number of participants with account balances	2022-01-01	237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	30
2021: TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	218
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	155
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	37
Total of all active and inactive participants	2021-01-01	192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	192
Number of participants with account balances	2021-01-01	171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	36
2020: TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	142
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	171
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	41
Total of all active and inactive participants	2020-01-01	212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	212
Number of participants with account balances	2020-01-01	194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	9
2019: TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	149
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	89
Number of retired or separated participants receiving benefits	2019-01-01	1
Number of other retired or separated participants entitled to future benefits	2019-01-01	12
Total of all active and inactive participants	2019-01-01	102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	102
Number of participants with account balances	2019-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	3
2018: TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	148
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	130
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	19
Total of all active and inactive participants	2018-01-01	149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	149
Number of participants with account balances	2018-01-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	10
2017: TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	47
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	18
Total of all active and inactive participants	2017-01-01	65
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	65
Number of participants with account balances	2017-01-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	5
2016: TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	141
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	112
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	27
Total of all active and inactive participants	2016-01-01	139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	139
Number of participants with account balances	2016-01-01	74
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	2
2015: TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	124
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	112
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	29
Total of all active and inactive participants	2015-01-01	141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	141
Number of participants with account balances	2015-01-01	81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0

Financial Data on TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K PLAN

Measure	Date	Value
2023 : TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K PLAN 2023 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$22,922
Total income from all sources (including contributions)	2023-12-31	$2,177,562
Total of all expenses incurred	2023-12-31	$391,856
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$334,737
Expenses. Certain deemed distributions of participant loans	2023-12-31	$242
Value of total corrective distributions	2023-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$939,967
Value of total assets at end of year	2023-12-31	$8,703,970
Value of total assets at beginning of year	2023-12-31	$6,941,186
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$56,877
Total interest from all sources	2023-12-31	$10,612
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$0
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$836,613
Participant contributions at end of year	2023-12-31	$142,645
Participant contributions at beginning of year	2023-12-31	$130,564
Participant contributions at end of year	2023-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2023-12-31	$0
Other income not declared elsewhere	2023-12-31	$964
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$1,785,706
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$8,703,970
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$6,918,264
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$53,701
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$8,538,499
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$6,709,099
Interest on participant loans	2023-12-31	$10,612
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$22,826
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$101,523
Expenses. Payments to insurance carriers foe the provision of benefits	2023-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$1,226,019
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$103,354
Employer contributions (assets) at end of year	2023-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$334,737
Contract administrator fees	2023-12-31	$587
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	2023-12-31	No
Liabilities. Value of benefit claims payable at beginning of year	2023-12-31	$22,922
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	BMA CPAS INC.
Accountancy firm EIN	2023-12-31	463299759
2022 : TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$22,922
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$18,367
Total income from all sources (including contributions)	2022-12-31	$-162,158
Total of all expenses incurred	2022-12-31	$296,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$122,040
Value of total corrective distributions	2022-12-31	$122,020
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,071,671
Value of total assets at end of year	2022-12-31	$6,941,186
Value of total assets at beginning of year	2022-12-31	$7,395,491
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$52,642
Total interest from all sources	2022-12-31	$7,150
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
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$0
Administrative expenses professional fees incurred	2022-12-31	$52,642
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$749,438
Participant contributions at end of year	2022-12-31	$130,564
Participant contributions at beginning of year	2022-12-31	$138,611
Participant contributions at end of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$1,827
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-458,860
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$6,918,264
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$7,377,124
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$6,709,099
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$7,195,352
Interest on participant loans	2022-12-31	$7,150
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$101,523
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$61,528
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-1,240,979
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	$320,406
Employer contributions (assets) at end of year	2022-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$122,040
Liabilities. Value of benefit claims payable at end of year	2022-12-31	$22,922
Liabilities. Value of benefit claims payable at beginning of year	2022-12-31	$18,367
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	BMA CPAS INC
Accountancy firm EIN	2022-12-31	463299759
2021 : TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$1,855,575
Total of all expenses incurred	2021-12-31	$575,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$528,920
Expenses. Certain deemed distributions of participant loans	2021-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$914,102
Value of total assets at end of year	2021-12-31	$7,395,491
Value of total assets at beginning of year	2021-12-31	$6,115,805
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$46,969
Total interest from all sources	2021-12-31	$9,652
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
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$0
Administrative expenses professional fees incurred	2021-12-31	$46,969
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$613,500
Participant contributions at end of year	2021-12-31	$138,611
Participant contributions at beginning of year	2021-12-31	$183,696
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$98,042
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$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	2021-12-31	No
Value of net income/loss	2021-12-31	$1,279,686
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$7,395,491
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$6,115,805
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$7,195,352
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$5,884,101
Interest on participant loans	2021-12-31	$9,652
Value of interest in common/collective trusts at beginning of year	2021-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$61,528
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$48,008
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$931,821
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	Yes
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	$202,560
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$528,920
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	2021-12-31	No
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	BMA CPAS INC
Accountancy firm EIN	2021-12-31	463299759
2020 : TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K PLAN 2020 401k financial data
Total transfer of assets to this plan	2020-12-31	$617,769
Total income from all sources (including contributions)	2020-12-31	$1,375,643
Total of all expenses incurred	2020-12-31	$335,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$335,588
Expenses. Certain deemed distributions of participant loans	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$521,830
Value of total assets at end of year	2020-12-31	$6,115,805
Value of total assets at beginning of year	2020-12-31	$4,458,288
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$307
Total interest from all sources	2020-12-31	$11,409
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
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$392,284
Participant contributions at end of year	2020-12-31	$183,696
Participant contributions at beginning of year	2020-12-31	$176,724
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$2,043
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$16,977
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$347
Other income not declared elsewhere	2020-12-31	$1,099
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,039,748
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$6,115,805
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$4,458,288
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$307
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$5,884,101
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$4,195,513
Interest on participant loans	2020-12-31	$11,409
Value of interest in common/collective trusts at end of year	2020-12-31	$0
Value of interest in common/collective trusts at beginning of year	2020-12-31	$83,073
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$48,008
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$841,305
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	$112,569
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$588
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$335,588
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	2020-12-31	Yes
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	BMA CPAS INC
Accountancy firm EIN	2020-12-31	463299759
2019 : TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$1,238,453
Total of all expenses incurred	2019-12-31	$98,684
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$66,883
Expenses. Certain deemed distributions of participant loans	2019-12-31	$6,184
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$441,006
Value of total assets at end of year	2019-12-31	$4,458,288
Value of total assets at beginning of year	2019-12-31	$3,318,519
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$25,617
Total interest from all sources	2019-12-31	$8,260
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$77,033
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$77,033
Was this plan covered by a fidelity bond	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$341,134
Participant contributions at end of year	2019-12-31	$176,724
Participant contributions at beginning of year	2019-12-31	$132,816
Participant contributions at end of year	2019-12-31	$2,043
Participant contributions at beginning of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$347
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$450
Administrative expenses (other) incurred	2019-12-31	$25,617
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,139,769
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,458,288
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,318,519
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$4,195,513
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$3,115,240
Interest on participant loans	2019-12-31	$8,260
Value of interest in common/collective trusts at end of year	2019-12-31	$83,073
Value of interest in common/collective trusts at beginning of year	2019-12-31	$70,013
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$710,660
Net investment gain or loss from common/collective trusts	2019-12-31	$1,494
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	$99,872
Employer contributions (assets) at end of year	2019-12-31	$588
Employer contributions (assets) at beginning of year	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$66,883
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	2019-12-31	No
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	BMC CPAS INC
Accountancy firm EIN	2019-12-31	463299759
2018 : TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$178,613
Total of all expenses incurred	2018-12-31	$245,888
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$221,623
Expenses. Certain deemed distributions of participant loans	2018-12-31	$1,399
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$393,634
Value of total assets at end of year	2018-12-31	$3,318,519
Value of total assets at beginning of year	2018-12-31	$3,385,794
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$22,866
Total interest from all sources	2018-12-31	$5,840
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$65,350
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$65,350
Was this plan covered by a fidelity bond	2018-12-31	No
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$300,901
Participant contributions at end of year	2018-12-31	$132,816
Participant contributions at beginning of year	2018-12-31	$66,934
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$450
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$0
Administrative expenses (other) incurred	2018-12-31	$22,866
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	$-67,275
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$3,318,519
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$3,385,794
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 registered invesment companies (eg mutual funds) at end of year	2018-12-31	$3,115,240
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$3,271,841
Interest on participant loans	2018-12-31	$5,840
Value of interest in common/collective trusts at end of year	2018-12-31	$70,013
Value of interest in common/collective trusts at beginning of year	2018-12-31	$47,019
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-287,210
Net investment gain or loss from common/collective trusts	2018-12-31	$999
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	$92,733
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$221,623
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
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	BMC CPAS INC
Accountancy firm EIN	2018-12-31	463299759
2017 : TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$795,827
Total of all expenses incurred	2017-12-31	$146,983
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$117,330
Expenses. Certain deemed distributions of participant loans	2017-12-31	$10,167
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$318,325
Value of total assets at end of year	2017-12-31	$3,385,794
Value of total assets at beginning of year	2017-12-31	$2,736,950
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$19,486
Total interest from all sources	2017-12-31	$6,960
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$63,787
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$63,787
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$243,853
Participant contributions at end of year	2017-12-31	$66,934
Participant contributions at beginning of year	2017-12-31	$138,161
Participant contributions at beginning of year	2017-12-31	$0
Administrative expenses (other) incurred	2017-12-31	$19,486
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	$648,844
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$3,385,794
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,736,950
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 registered invesment companies (eg mutual funds) at end of year	2017-12-31	$3,271,841
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$2,598,789
Interest on participant loans	2017-12-31	$6,960
Value of interest in common/collective trusts at end of year	2017-12-31	$47,019
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$406,755
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	$74,472
Employer contributions (assets) at beginning of year	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$117,330
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	BMC CPAS INC
Accountancy firm EIN	2017-12-31	463299759
2016 : TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$469,988
Total of all expenses incurred	2016-12-31	$76,478
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$71,785
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$314,050
Value of total assets at end of year	2016-12-31	$2,736,950
Value of total assets at beginning of year	2016-12-31	$2,343,440
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$4,693
Total interest from all sources	2016-12-31	$1,818
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$4,038
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$4,038
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	Yes
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$246,562
Participant contributions at end of year	2016-12-31	$138,161
Participant contributions at beginning of year	2016-12-31	$123,646
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$1,742
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	$393,510
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,736,950
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,343,440
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$2,598,789
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$2,052,521
Interest on participant loans	2016-12-31	$1,818
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$164,973
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$150,082
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	$67,488
Employer contributions (assets) at end of year	2016-12-31	$0
Employer contributions (assets) at beginning of year	2016-12-31	$558
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$71,785
Contract administrator fees	2016-12-31	$4,693
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2016-12-31	Yes
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BMC CPAS INC
Accountancy firm EIN	2016-12-31	463299759
2015 : TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets	2015-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$0
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total transfer of assets to this plan	2015-12-31	$0
Total transfer of assets from this plan	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Expenses. Interest paid	2015-12-31	$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$266,784
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$139,901
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$138,202
Expenses. Certain deemed distributions of participant loans	2015-12-31	$0
Value of total corrective distributions	2015-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$316,874
Value of total assets at end of year	2015-12-31	$2,343,440
Value of total assets at beginning of year	2015-12-31	$2,216,557
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$1,699
Total income from rents	2015-12-31	$0
Total interest from all sources	2015-12-31	$3,177
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$0
Assets. Real estate other than employer real property at end of year	2015-12-31	$0
Assets. Real estate other than employer real property at beginning of year	2015-12-31	$0
Administrative expenses professional fees incurred	2015-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at end of year	2015-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2015-12-31	$0
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$250,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$241,851
Participant contributions at end of year	2015-12-31	$123,646
Participant contributions at beginning of year	2015-12-31	$119,835
Participant contributions at end of year	2015-12-31	$1,742
Participant contributions at beginning of year	2015-12-31	$3,724
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$0
Assets. Loans (other than to participants) at end of year	2015-12-31	$0
Assets. Loans (other than to participants) at beginning of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$0
Other income not declared elsewhere	2015-12-31	$0
Administrative expenses (other) incurred	2015-12-31	$0
Liabilities. Value of operating payables at end of year	2015-12-31	$0
Liabilities. Value of operating payables at beginning of year	2015-12-31	$0
Total non interest bearing cash at end of year	2015-12-31	$0
Total non interest bearing cash at beginning of year	2015-12-31	$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	2015-12-31	No
Income. Non cash contributions	2015-12-31	$0
Value of net income/loss	2015-12-31	$126,883
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$2,343,440
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$2,216,557
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Assets. partnership/joint venture interests at end of year	2015-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2015-12-31	$0
Investment advisory and management fees	2015-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$2,052,521
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$2,036,006
Value of interest in pooled separate accounts at end of year	2015-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$0
Interest on participant loans	2015-12-31	$2,072
Income. Interest from loans (other than to participants)	2015-12-31	$0
Interest earned on other investments	2015-12-31	$1,105
Income. Interest from US Government securities	2015-12-31	$0
Income. Interest from corporate debt instruments	2015-12-31	$0
Value of interest in master investment trust accounts at end of year	2015-12-31	$0
Value of interest in master investment trust accounts at beginning of year	2015-12-31	$0
Value of interest in common/collective trusts at end of year	2015-12-31	$0
Value of interest in common/collective trusts at beginning of year	2015-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$164,973
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$55,797
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$0
Asset value of US Government securities at end of year	2015-12-31	$0
Asset value of US Government securities at beginning of year	2015-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-53,267
Net investment gain/loss from pooled separate accounts	2015-12-31	$0
Net investment gain or loss from common/collective trusts	2015-12-31	$0
Net gain/loss from 103.12 investment entities	2015-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Assets. Invements in employer securities at end of year	2015-12-31	$0
Assets. Invements in employer securities at beginning of year	2015-12-31	$0
Assets. Value of employer real property at end of year	2015-12-31	$0
Assets. Value of employer real property at beginning of year	2015-12-31	$0
Contributions received in cash from employer	2015-12-31	$75,023
Employer contributions (assets) at end of year	2015-12-31	$558
Employer contributions (assets) at beginning of year	2015-12-31	$1,195
Income. Dividends from preferred stock	2015-12-31	$0
Income. Dividends from common stock	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$138,202
Asset. Corporate debt instrument preferred debt at end of year	2015-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2015-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2015-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2015-12-31	$0
Contract administrator fees	2015-12-31	$1,699
Assets. Corporate common stocks other than exployer securities at end of year	2015-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2015-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2015-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2015-12-31	$0
Assets. Value of buildings and other operty used in plan operation at end of year	2015-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2015-12-31	$0
Did the plan have assets held for investment	2015-12-31	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	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Aggregate proceeds on sale of assets	2015-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$0
Liabilities. Value of acquisition indebtedness at end of year	2015-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2015-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BMC CPAS INC
Accountancy firm EIN	2015-12-31	463299759

Form 5500 Responses for TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K PLAN

2023: TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	Yes
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: TACK AUTO DBA MIKE JOHNSONS HICKORY TOYOTA 401K PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

1260829-01

Policy instance

Insurance contract or identification number	1260829-01
Number of Individuals Covered	6
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

1260829-01

Policy instance

Insurance contract or identification number	1260829-01
Number of Individuals Covered	0
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

1260829-01

Policy instance

Insurance contract or identification number	1260829-01
Number of Individuals Covered	4
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 $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )

Policy contract number

1260829-01

Policy instance

Insurance contract or identification number	1260829-01
Number of Individuals Covered	202
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )

Policy contract number

517194

Policy instance

Insurance contract or identification number	517194
Number of Individuals Covered	102
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G36878

Policy instance

Insurance contract or identification number	G36878
Number of Individuals Covered	81
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $5,561
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
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?	Yes
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
Commission paid to Insurance Broker	USD $5,561
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3
Insurance broker name	SAGEPOINT FINANCIAL INC

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Company Name:	TACK AUTOMOTIVE, LLC
Employer identification number (EIN):	562148539
NAIC Classification:	812990
NAIC Description:	All Other Personal Services