401k Plan data: STOKES HODGES AUTO GROUP 401(K) PROFIT SHARING PLAN plan

STOKES HODGES AUTO GROUP 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	STOKES HODGES AUTO GROUP 401(K) PROFIT SHARING PLAN
Plan identification number	001

STOKES HODGES AUTO GROUP 401(K) PROFIT SHARING 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

STOKES HODGES AUTO GROUP has sponsored the creation of one or more 401k plans.

Company Name: STOKES HODGES AUTO GROUP

Employer identification number (EIN): 570857144

NAIC Classification: 441110
NAIC Description: New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan STOKES HODGES AUTO GROUP 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 ROBERT F. WRIGHT, JR. 2023-10-12
001 2021-01-01 ROBERT F. WRIGHT, JR. 2022-10-12
001 2020-01-01 ROBERT F. WRIGHT, JR. 2021-10-12
001 2019-01-01
001 2018-01-01 ROBERT F. WRIGHT, JR. 2019-10-14 ROBERT F. WRIGHT, JR. 2019-10-14
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01 ROBERT F. WRIGHT, JR.
001 2013-01-01 ROBERT F. WRIGHT, JR.
001 2012-01-01 ROBERT F. WRIGHT, JR.
001 2011-01-01 ROBERT F. WRIGHT, JR.
001 2009-01-01 ROBERT F. WRIGHT, JR.
001 2009-01-01 ROBERT F. WRIGHT, JR.

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	ROBERT F. WRIGHT, JR.	2023-10-12
001	2021-01-01	ROBERT F. WRIGHT, JR.	2022-10-12
001	2020-01-01	ROBERT F. WRIGHT, JR.	2021-10-12
001	2019-01-01
001	2018-01-01	ROBERT F. WRIGHT, JR.	2019-10-14	ROBERT F. WRIGHT, JR.	2019-10-14
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01	ROBERT F. WRIGHT, JR.
001	2013-01-01	ROBERT F. WRIGHT, JR.
001	2012-01-01	ROBERT F. WRIGHT, JR.
001	2011-01-01	ROBERT F. WRIGHT, JR.
001	2009-01-01	ROBERT F. WRIGHT, JR.
001	2009-01-01	ROBERT F. WRIGHT, JR.

Plan Statistics for STOKES HODGES AUTO GROUP 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for STOKES HODGES AUTO GROUP 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: STOKES HODGES AUTO GROUP 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 245
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 145
Number of retired or separated participants receiving benefits 2022-01-01 11
Number of other retired or separated participants entitled to future benefits 2022-01-01 67
Total of all active and inactive participants 2022-01-01 223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 223
Number of participants with account balances 2022-01-01 205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 34
2021: STOKES HODGES AUTO GROUP 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 207
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 147
Number of retired or separated participants receiving benefits 2021-01-01 14
Number of other retired or separated participants entitled to future benefits 2021-01-01 60
Total of all active and inactive participants 2021-01-01 221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 221
Number of participants with account balances 2021-01-01 184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 22
2020: STOKES HODGES AUTO GROUP 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 174
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 139
Number of retired or separated participants receiving benefits 2020-01-01 5
Number of other retired or separated participants entitled to future benefits 2020-01-01 44
Total of all active and inactive participants 2020-01-01 188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 188
Number of participants with account balances 2020-01-01 147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 6
2019: STOKES HODGES AUTO GROUP 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 83
Number of retired or separated participants receiving benefits 2019-01-01 4
Number of other retired or separated participants entitled to future benefits 2019-01-01 40
Total of all active and inactive participants 2019-01-01 127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 127
Number of participants with account balances 2019-01-01 103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 10
2018: STOKES HODGES AUTO GROUP 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 106
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 80
Number of retired or separated participants receiving benefits 2018-01-01 4
Number of other retired or separated participants entitled to future benefits 2018-01-01 26
Total of all active and inactive participants 2018-01-01 110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 110
Number of participants with account balances 2018-01-01 89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 9
2017: STOKES HODGES AUTO GROUP 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 101
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 61
Number of retired or separated participants receiving benefits 2017-01-01 3
Number of other retired or separated participants entitled to future benefits 2017-01-01 29
Total of all active and inactive participants 2017-01-01 93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 93
Number of participants with account balances 2017-01-01 77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 18
2016: STOKES HODGES AUTO GROUP 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 135
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 77
Number of retired or separated participants receiving benefits 2016-01-01 3
Number of other retired or separated participants entitled to future benefits 2016-01-01 11
Total of all active and inactive participants 2016-01-01 91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 91
Number of participants with account balances 2016-01-01 61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 9
2015: STOKES HODGES AUTO GROUP 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 133
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 81
Number of retired or separated participants receiving benefits 2015-01-01 1
Number of other retired or separated participants entitled to future benefits 2015-01-01 50
Total of all active and inactive participants 2015-01-01 132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 132
Number of participants with account balances 2015-01-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 13
2014: STOKES HODGES AUTO GROUP 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 138
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 87
Number of retired or separated participants receiving benefits 2014-01-01 5
Number of other retired or separated participants entitled to future benefits 2014-01-01 35
Total of all active and inactive participants 2014-01-01 127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 127
Number of participants with account balances 2014-01-01 88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 9
2013: STOKES HODGES AUTO GROUP 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 135
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 105
Number of retired or separated participants receiving benefits 2013-01-01 4
Number of other retired or separated participants entitled to future benefits 2013-01-01 29
Total of all active and inactive participants 2013-01-01 138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 138
Number of participants with account balances 2013-01-01 83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 9
2012: STOKES HODGES AUTO GROUP 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 133
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 88
Number of retired or separated participants receiving benefits 2012-01-01 2
Number of other retired or separated participants entitled to future benefits 2012-01-01 29
Total of all active and inactive participants 2012-01-01 119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 119
Number of participants with account balances 2012-01-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: STOKES HODGES AUTO GROUP 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 181
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 86
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 38
Total of all active and inactive participants 2011-01-01 125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 125
Number of participants with account balances 2011-01-01 77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 3
2009: STOKES HODGES AUTO GROUP 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 230
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 128
Number of retired or separated participants receiving benefits 2009-01-01 3
Number of other retired or separated participants entitled to future benefits 2009-01-01 54
Total of all active and inactive participants 2009-01-01 185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 185
Number of participants with account balances 2009-01-01 98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 14

Measure	Date	Value
2022: STOKES HODGES AUTO GROUP 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	245
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	145
Number of retired or separated participants receiving benefits	2022-01-01	11
Number of other retired or separated participants entitled to future benefits	2022-01-01	67
Total of all active and inactive participants	2022-01-01	223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	223
Number of participants with account balances	2022-01-01	205
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	34
2021: STOKES HODGES AUTO GROUP 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	207
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	147
Number of retired or separated participants receiving benefits	2021-01-01	14
Number of other retired or separated participants entitled to future benefits	2021-01-01	60
Total of all active and inactive participants	2021-01-01	221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	221
Number of participants with account balances	2021-01-01	184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	22
2020: STOKES HODGES AUTO GROUP 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	174
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	139
Number of retired or separated participants receiving benefits	2020-01-01	5
Number of other retired or separated participants entitled to future benefits	2020-01-01	44
Total of all active and inactive participants	2020-01-01	188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	188
Number of participants with account balances	2020-01-01	147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	6
2019: STOKES HODGES AUTO GROUP 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	83
Number of retired or separated participants receiving benefits	2019-01-01	4
Number of other retired or separated participants entitled to future benefits	2019-01-01	40
Total of all active and inactive participants	2019-01-01	127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	127
Number of participants with account balances	2019-01-01	103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	10
2018: STOKES HODGES AUTO GROUP 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	106
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	80
Number of retired or separated participants receiving benefits	2018-01-01	4
Number of other retired or separated participants entitled to future benefits	2018-01-01	26
Total of all active and inactive participants	2018-01-01	110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	110
Number of participants with account balances	2018-01-01	89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	9
2017: STOKES HODGES AUTO GROUP 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	101
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	61
Number of retired or separated participants receiving benefits	2017-01-01	3
Number of other retired or separated participants entitled to future benefits	2017-01-01	29
Total of all active and inactive participants	2017-01-01	93
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	93
Number of participants with account balances	2017-01-01	77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	18
2016: STOKES HODGES AUTO GROUP 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	135
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	77
Number of retired or separated participants receiving benefits	2016-01-01	3
Number of other retired or separated participants entitled to future benefits	2016-01-01	11
Total of all active and inactive participants	2016-01-01	91
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	91
Number of participants with account balances	2016-01-01	61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	9
2015: STOKES HODGES AUTO GROUP 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	133
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	81
Number of retired or separated participants receiving benefits	2015-01-01	1
Number of other retired or separated participants entitled to future benefits	2015-01-01	50
Total of all active and inactive participants	2015-01-01	132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	132
Number of participants with account balances	2015-01-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	13
2014: STOKES HODGES AUTO GROUP 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	138
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	87
Number of retired or separated participants receiving benefits	2014-01-01	5
Number of other retired or separated participants entitled to future benefits	2014-01-01	35
Total of all active and inactive participants	2014-01-01	127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	127
Number of participants with account balances	2014-01-01	88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	9
2013: STOKES HODGES AUTO GROUP 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	135
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	105
Number of retired or separated participants receiving benefits	2013-01-01	4
Number of other retired or separated participants entitled to future benefits	2013-01-01	29
Total of all active and inactive participants	2013-01-01	138
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	138
Number of participants with account balances	2013-01-01	83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	9
2012: STOKES HODGES AUTO GROUP 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	133
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	88
Number of retired or separated participants receiving benefits	2012-01-01	2
Number of other retired or separated participants entitled to future benefits	2012-01-01	29
Total of all active and inactive participants	2012-01-01	119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	119
Number of participants with account balances	2012-01-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: STOKES HODGES AUTO GROUP 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	181
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	86
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	38
Total of all active and inactive participants	2011-01-01	125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	125
Number of participants with account balances	2011-01-01	77
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	3
2009: STOKES HODGES AUTO GROUP 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	230
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	128
Number of retired or separated participants receiving benefits	2009-01-01	3
Number of other retired or separated participants entitled to future benefits	2009-01-01	54
Total of all active and inactive participants	2009-01-01	185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	185
Number of participants with account balances	2009-01-01	98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	14

Financial Data on STOKES HODGES AUTO GROUP 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2022 : STOKES HODGES AUTO GROUP 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$127,031
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$333,506
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$300,622
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$716,950
Value of total assets at end of year	2022-12-31	$3,804,052
Value of total assets at beginning of year	2022-12-31	$4,010,527
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$32,884
Total interest from all sources	2022-12-31	$5,869
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$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	$628,400
Participant contributions at end of year	2022-12-31	$204,262
Participant contributions at beginning of year	2022-12-31	$144,875
Participant contributions at beginning of year	2022-12-31	$7,866
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-206,475
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$3,804,052
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$4,010,527
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in pooled separate accounts at end of year	2022-12-31	$3,173,044
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$3,739,927
Interest on participant loans	2022-12-31	$5,869
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$426,746
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$116,565
Net investment gain/loss from pooled separate accounts	2022-12-31	$-595,788
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	Yes
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	$88,550
Employer contributions (assets) at beginning of year	2022-12-31	$1,294
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$300,622
Contract administrator fees	2022-12-31	$32,884
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	MCGREGOR & COMPANY, LLC
Accountancy firm EIN	2022-12-31	570292726
2021 : STOKES HODGES AUTO GROUP 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$1,210,208
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$202,639
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$168,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$671,066
Value of total assets at end of year	2021-12-31	$4,010,527
Value of total assets at beginning of year	2021-12-31	$3,002,958
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$34,389
Total interest from all sources	2021-12-31	$4,024
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
Administrative expenses professional fees incurred	2021-12-31	$34,389
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$586,932
Participant contributions at end of year	2021-12-31	$144,875
Participant contributions at beginning of year	2021-12-31	$96,249
Participant contributions at end of year	2021-12-31	$7,866
Participant contributions at beginning of year	2021-12-31	$2,664
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	$1,007,569
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$4,010,527
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$3,002,958
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in pooled separate accounts at end of year	2021-12-31	$3,739,927
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$2,770,547
Income. Interest from loans (other than to participants)	2021-12-31	$4,024
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$116,565
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$116,200
Net investment gain/loss from pooled separate accounts	2021-12-31	$535,118
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$84,134
Employer contributions (assets) at end of year	2021-12-31	$1,294
Employer contributions (assets) at beginning of year	2021-12-31	$17,298
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$168,250
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	MCGREGOR & COMPANY, LLC
Accountancy firm EIN	2021-12-31	570292726
2020 : STOKES HODGES AUTO GROUP 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$1,018,457
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$119,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$95,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$672,202
Value of total assets at end of year	2020-12-31	$3,002,958
Value of total assets at beginning of year	2020-12-31	$2,103,760
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$23,799
Total interest from all sources	2020-12-31	$2,663
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
Administrative expenses professional fees incurred	2020-12-31	$23,799
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	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$57,158
Participant contributions at end of year	2020-12-31	$96,249
Participant contributions at beginning of year	2020-12-31	$51,878
Participant contributions at end of year	2020-12-31	$2,664
Participant contributions at beginning of year	2020-12-31	$6,044
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$222,108
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	$899,198
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$3,002,958
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$2,103,760
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in pooled separate accounts at end of year	2020-12-31	$2,770,547
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$1,920,439
Income. Interest from loans (other than to participants)	2020-12-31	$2,663
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$295
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$295
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$116,200
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$124,183
Net investment gain/loss from pooled separate accounts	2020-12-31	$343,592
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	$392,936
Employer contributions (assets) at end of year	2020-12-31	$17,298
Employer contributions (assets) at beginning of year	2020-12-31	$921
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$95,460
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	Unqualified
Accountancy firm name	2020-12-31	MCGREGOR & COMPANY, LLC
Accountancy firm EIN	2020-12-31	570292726
2019 : STOKES HODGES AUTO GROUP 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at 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 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	$701,897
Total income from all sources (including contributions)	2019-12-31	$701,897
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$196,113
Total of all expenses incurred	2019-12-31	$196,113
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$173,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$173,895
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$340,679
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$340,679
Value of total assets at end of year	2019-12-31	$2,103,760
Value of total assets at end of year	2019-12-31	$2,103,760
Value of total assets at beginning of year	2019-12-31	$1,597,976
Value of total assets at beginning of year	2019-12-31	$1,597,976
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$22,218
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$22,218
Total interest from all sources	2019-12-31	$2,478
Total interest from all sources	2019-12-31	$2,478
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Administrative expenses professional fees incurred	2019-12-31	$22,218
Administrative expenses professional fees incurred	2019-12-31	$22,218
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	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
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$34,695
Contributions received from participants	2019-12-31	$34,695
Participant contributions at end of year	2019-12-31	$51,878
Participant contributions at end of year	2019-12-31	$51,878
Participant contributions at beginning of year	2019-12-31	$81,708
Participant contributions at beginning of year	2019-12-31	$81,708
Participant contributions at end of year	2019-12-31	$6,044
Participant contributions at end of year	2019-12-31	$6,044
Participant contributions at beginning of year	2019-12-31	$1,802
Participant contributions at beginning of year	2019-12-31	$1,802
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$83,469
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$83,469
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
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	$505,784
Value of net income/loss	2019-12-31	$505,784
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,103,760
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,103,760
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,597,976
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,597,976
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
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 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
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in pooled separate accounts at end of year	2019-12-31	$1,920,439
Value of interest in pooled separate accounts at end of year	2019-12-31	$1,920,439
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$1,437,671
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$1,437,671
Income. Interest from loans (other than to participants)	2019-12-31	$2,478
Income. Interest from loans (other than to participants)	2019-12-31	$2,478
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$295
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$295
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$124,183
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$124,183
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$76,519
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$76,519
Net investment gain/loss from pooled separate accounts	2019-12-31	$358,740
Net investment gain/loss from pooled separate accounts	2019-12-31	$358,740
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
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
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
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	$222,515
Contributions received in cash from employer	2019-12-31	$222,515
Employer contributions (assets) at end of year	2019-12-31	$921
Employer contributions (assets) at end of year	2019-12-31	$921
Employer contributions (assets) at beginning of year	2019-12-31	$276
Employer contributions (assets) at beginning of year	2019-12-31	$276
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$173,895
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$173,895
Did the plan have assets held for investment	2019-12-31	Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	MCGREGOR & COMPANY, LLC
Accountancy firm name	2019-12-31	MCGREGOR & COMPANY, LLC
Accountancy firm EIN	2019-12-31	570292726
Accountancy firm EIN	2019-12-31	570292726
2018 : STOKES HODGES AUTO GROUP 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$84,248
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$142,119
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$123,447
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$198,248
Value of total assets at end of year	2018-12-31	$1,597,976
Value of total assets at beginning of year	2018-12-31	$1,655,847
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$18,672
Total interest from all sources	2018-12-31	$3,325
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Administrative expenses professional fees incurred	2018-12-31	$18,672
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
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	$167,142
Participant contributions at end of year	2018-12-31	$81,708
Participant contributions at beginning of year	2018-12-31	$85,552
Participant contributions at end of year	2018-12-31	$1,802
Participant contributions at beginning of year	2018-12-31	$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	2018-12-31	No
Value of net income/loss	2018-12-31	$-57,871
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,597,976
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,655,847
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$1,437,671
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$1,488,318
Interest on participant loans	2018-12-31	$3,325
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$76,519
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$81,977
Net investment gain/loss from pooled separate accounts	2018-12-31	$-117,325
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	Yes
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	$31,106
Employer contributions (assets) at end of year	2018-12-31	$276
Employer contributions (assets) at beginning of year	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$123,447
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	MCGREGOR & COMPANY, LLP
Accountancy firm EIN	2018-12-31	570292726
2017 : STOKES HODGES AUTO GROUP 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$421,944
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$215,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$195,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$186,561
Value of total assets at end of year	2017-12-31	$1,655,847
Value of total assets at beginning of year	2017-12-31	$1,449,160
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$19,966
Total interest from all sources	2017-12-31	$3,744
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
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	$161,586
Participant contributions at end of year	2017-12-31	$85,552
Participant contributions at beginning of year	2017-12-31	$95,752
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$3,306
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$348
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	$206,687
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,655,847
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$1,449,160
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	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$0
Value of interest in pooled separate accounts at end of year	2017-12-31	$1,488,318
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$1,287,109
Interest on participant loans	2017-12-31	$3,744
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$81,977
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$62,334
Net investment gain/loss from pooled separate accounts	2017-12-31	$231,639
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	$24,627
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$659
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$195,291
Contract administrator fees	2017-12-31	$19,966
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	MCGREGOR & COMPANY, LLP
Accountancy firm EIN	2017-12-31	570292726
2016 : STOKES HODGES AUTO GROUP 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$260,656
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$121,355
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$94,771
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$152,417
Value of total assets at end of year	2016-12-31	$1,449,160
Value of total assets at beginning of year	2016-12-31	$1,309,859
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$26,584
Total interest from all sources	2016-12-31	$3,486
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$127,265
Participant contributions at end of year	2016-12-31	$95,752
Participant contributions at beginning of year	2016-12-31	$54,393
Participant contributions at end of year	2016-12-31	$3,306
Participant contributions at beginning of year	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$139,301
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$1,449,160
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,309,859
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	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$0
Value of interest in pooled separate accounts at end of year	2016-12-31	$1,287,109
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$1,200,843
Interest on participant loans	2016-12-31	$3,486
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$62,334
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$54,623
Net investment gain/loss from pooled separate accounts	2016-12-31	$104,753
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	Yes
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	$25,152
Employer contributions (assets) at end of year	2016-12-31	$659
Employer contributions (assets) at beginning of year	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$94,771
Contract administrator fees	2016-12-31	$26,584
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	MCGREGOR & COMPANY, LLP
Accountancy firm EIN	2016-12-31	570292726
2015 : STOKES HODGES AUTO GROUP 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	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
Total income from all sources (including contributions)	2015-12-31	$115,965
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$52,728
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$39,197
Value of total corrective distributions	2015-12-31	$1,139
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$143,287
Value of total assets at end of year	2015-12-31	$1,309,859
Value of total assets at beginning of year	2015-12-31	$1,246,622
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$12,392
Total interest from all sources	2015-12-31	$2,630
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
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
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	$118,814
Participant contributions at end of year	2015-12-31	$54,393
Participant contributions at beginning of year	2015-12-31	$57,329
Participant contributions at end of year	2015-12-31	$0
Participant contributions 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
Value of net income/loss	2015-12-31	$63,237
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,309,859
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,246,622
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
Investment advisory and management fees	2015-12-31	$12,392
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$0
Value of interest in pooled separate accounts at end of year	2015-12-31	$1,200,843
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$1,133,102
Interest on participant loans	2015-12-31	$2,630
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$54,623
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$56,191
Net investment gain/loss from pooled separate accounts	2015-12-31	$-29,952
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	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$24,473
Employer contributions (assets) at end of year	2015-12-31	$0
Employer contributions (assets) at beginning of year	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$39,197
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
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	MCGREGOR & COMPANY, LLP
Accountancy firm EIN	2015-12-31	570292726
2014 : STOKES HODGES AUTO GROUP 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$257,399
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$324,241
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$315,953
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$177,454
Value of total assets at end of year	2014-12-31	$1,246,622
Value of total assets at beginning of year	2014-12-31	$1,313,464
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$8,288
Total interest from all sources	2014-12-31	$2,353
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$151,093
Participant contributions at end of year	2014-12-31	$57,329
Participant contributions at beginning of year	2014-12-31	$65,228
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$3,295
Other income not declared elsewhere	2014-12-31	$105
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-66,842
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,246,622
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,313,464
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$8,288
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$0
Value of interest in pooled separate accounts at end of year	2014-12-31	$1,133,102
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$1,193,507
Interest on participant loans	2014-12-31	$2,353
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$56,191
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$50,828
Net investment gain/loss from pooled separate accounts	2014-12-31	$77,487
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$26,361
Employer contributions (assets) at end of year	2014-12-31	$0
Employer contributions (assets) at beginning of year	2014-12-31	$606
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$315,953
Did the plan have assets held for investment	2014-12-31	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	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	MCGREGOR & COMPANY, LLP
Accountancy firm EIN	2014-12-31	570292726
2013 : STOKES HODGES AUTO GROUP 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$380,254
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$70,264
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$63,584
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$155,713
Value of total assets at end of year	2013-12-31	$1,313,464
Value of total assets at beginning of year	2013-12-31	$1,003,474
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$6,680
Total interest from all sources	2013-12-31	$1,186
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$200,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$130,709
Participant contributions at end of year	2013-12-31	$65,228
Participant contributions at beginning of year	2013-12-31	$0
Participant contributions at end of year	2013-12-31	$3,295
Participant contributions at beginning of year	2013-12-31	$2,586
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$309,990
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$1,313,464
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,003,474
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$6,680
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$0
Value of interest in pooled separate accounts at end of year	2013-12-31	$1,193,507
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$923,200
Interest on participant loans	2013-12-31	$1,186
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$50,828
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$66,220
Net investment gain/loss from pooled separate accounts	2013-12-31	$223,355
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$25,004
Employer contributions (assets) at end of year	2013-12-31	$606
Employer contributions (assets) at beginning of year	2013-12-31	$11,468
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$63,584
Did the plan have assets held for investment	2013-12-31	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	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	MCGREGOR & COMPANY, LLP
Accountancy firm EIN	2013-12-31	570292726
2012 : STOKES HODGES AUTO GROUP 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$201,278
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$130,811
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$117,716
Value of total corrective distributions	2012-12-31	$2,708
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$80,976
Value of total assets at end of year	2012-12-31	$1,003,474
Value of total assets at beginning of year	2012-12-31	$933,007
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$10,387
Total interest from all sources	2012-12-31	$67
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$300,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$69,508
Participant contributions at end of year	2012-12-31	$2,586
Participant contributions at beginning of year	2012-12-31	$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	2012-12-31	No
Value of net income/loss	2012-12-31	$70,467
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$1,003,474
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$933,007
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$919,410
Value of interest in pooled separate accounts at end of year	2012-12-31	$923,200
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$67
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$66,220
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$3,658
Net investment gain/loss from pooled separate accounts	2012-12-31	$120,235
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$11,468
Employer contributions (assets) at end of year	2012-12-31	$11,468
Employer contributions (assets) at beginning of year	2012-12-31	$9,939
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$117,716
Contract administrator fees	2012-12-31	$10,387
Did the plan have assets held for investment	2012-12-31	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	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	MCGREGOR & COMPANY, LLP
Accountancy firm EIN	2012-12-31	570292726
2011 : STOKES HODGES AUTO GROUP 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$57,594
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$142,928
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$110,490
Value of total corrective distributions	2011-12-31	$20,901
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$87,219
Value of total assets at end of year	2011-12-31	$933,007
Value of total assets at beginning of year	2011-12-31	$1,018,341
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$11,537
Total interest from all sources	2011-12-31	$23
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$200,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$62,029
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-85,334
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$933,007
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,018,341
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$919,410
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$1,017,765
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$23
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$3,658
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$576
Net investment gain/loss from pooled separate accounts	2011-12-31	$-29,648
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$25,190
Employer contributions (assets) at end of year	2011-12-31	$9,939
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$110,490
Contract administrator fees	2011-12-31	$11,537
Did the plan have assets held for investment	2011-12-31	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	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	MCGREGOR & COMPANY, LLP
Accountancy firm EIN	2011-12-31	570292726
2010 : STOKES HODGES AUTO GROUP 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$204,494
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$176,901
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$138,318
Value of total corrective distributions	2010-12-31	$27,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$84,827
Value of total assets at end of year	2010-12-31	$1,018,341
Value of total assets at beginning of year	2010-12-31	$990,748
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$11,514
Total interest from all sources	2010-12-31	$122
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$200,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$70,821
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$27,593
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$1,018,341
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$990,748
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$9,468
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$1,017,765
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$986,315
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$122
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$576
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$4,433
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$119,545
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$14,006
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$138,318
Contract administrator fees	2010-12-31	$2,046
Did the plan have assets held for investment	2010-12-31	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	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	THE HOBBS GROUP, PA
Accountancy firm EIN	2010-12-31	570857144

Form 5500 Responses for STOKES HODGES AUTO GROUP 401(K) PROFIT SHARING PLAN

2022: STOKES HODGES AUTO GROUP 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: STOKES HODGES AUTO GROUP 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: STOKES HODGES AUTO GROUP 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: STOKES HODGES AUTO GROUP 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: STOKES HODGES AUTO GROUP 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: STOKES HODGES AUTO GROUP 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: STOKES HODGES AUTO GROUP 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: STOKES HODGES AUTO GROUP 401(K) PROFIT SHARING 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 funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: STOKES HODGES AUTO GROUP 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: STOKES HODGES AUTO GROUP 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: STOKES HODGES AUTO GROUP 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: STOKES HODGES AUTO GROUP 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: STOKES HODGES AUTO GROUP 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

803743-000

Policy instance

Insurance contract or identification number	803743-000
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $9,235
Total amount of fees paid to insurance company	USD $3,669
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	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 $9,235
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	TPA FEES

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

803743-000

Policy instance

Insurance contract or identification number	803743-000
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $8,559
Total amount of fees paid to insurance company	USD $3,472
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	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 $8,559
Insurance broker organization code?	3
Amount paid for insurance broker fees	2529
Additional information about fees paid to insurance broker	TPA FEES

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

803743-000

Policy instance

Insurance contract or identification number	803743-000
Number of Individuals Covered	147
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $5,012
Total amount of fees paid to insurance company	USD $2,258
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	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 $5,012
Insurance broker organization code?	3
Amount paid for insurance broker fees	1452
Additional information about fees paid to insurance broker	TPA FEES

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

803743-000

Policy instance

Insurance contract or identification number	803743-000
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $4,448
Total amount of fees paid to insurance company	USD $1,802
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	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 $4,448
Insurance broker organization code?	3
Amount paid for insurance broker fees	959
Additional information about fees paid to insurance broker	TPA FEEA

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

803743-000

Policy instance

Insurance contract or identification number	803743-000
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $4,018
Total amount of fees paid to insurance company	USD $1,607
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	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 $4,018
Additional information about fees paid to insurance broker	BROKER
Insurance broker organization code?	3
Amount paid for insurance broker fees	1607

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

803743-000

Policy instance

Insurance contract or identification number	803743-000
Number of Individuals Covered	77
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $3,844
Total amount of fees paid to insurance company	USD $1,535
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	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 $3,844
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	BROKER
Insurance broker organization code?	3
Insurance broker name	RETIREMENT STATEGIES INC

Potentially related plans

STOKES HODGES 401(K) PLAN [EIN = 581811326]

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Company Name:	STOKES HODGES AUTO GROUP
Employer identification number (EIN):	570857144
NAIC Classification:	441110
NAIC Description:	New Car Dealers