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AUTO TEAM MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameAUTO TEAM MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 001

AUTO TEAM MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

WINTER PARK IMPORTS has sponsored the creation of one or more 401k plans.

Company Name:WINTER PARK IMPORTS
Employer identification number (EIN):591724869
NAIC Classification:441110
NAIC Description:New Car Dealers

Additional information about WINTER PARK IMPORTS

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1976-08-26
Company Identification Number: 511331
Legal Registered Office Address: 200 E BROWARD BLVD

FORT LAUDERDALE

33301

More information about WINTER PARK IMPORTS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AUTO TEAM MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01CHERYL SCHMIDT
0012016-01-01CHERYL SCHMIDT
0012015-01-01CHERYL SCHMIDT
0012014-01-01CHERYL SCHMIDT
0012013-01-01CHERYL SCHMIDT
0012012-01-01CHERYL SCHMIDT
0012011-01-01CHERYL SCHMIDT
0012010-01-01CHERYL SCHMIDT
0012009-01-01CHERYL SCHMIDT

Plan Statistics for AUTO TEAM MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for AUTO TEAM MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2019: AUTO TEAM MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01230
Total number of active participants reported on line 7a of the Form 55002019-01-01216
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0129
Total of all active and inactive participants2019-01-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01246
Number of participants with account balances2019-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013
2018: AUTO TEAM MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01201
Total number of active participants reported on line 7a of the Form 55002018-01-01171
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-0122
Total of all active and inactive participants2018-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01196
Number of participants with account balances2018-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: AUTO TEAM MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01200
Total number of active participants reported on line 7a of the Form 55002017-01-01172
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0119
Total of all active and inactive participants2017-01-01193
Total participants2017-01-01193
Number of participants with account balances2017-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: AUTO TEAM MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01210
Total number of active participants reported on line 7a of the Form 55002016-01-01178
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-0119
Total of all active and inactive participants2016-01-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01200
Number of participants with account balances2016-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: AUTO TEAM MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01173
Total number of active participants reported on line 7a of the Form 55002015-01-01161
Number of other retired or separated participants entitled to future benefits2015-01-0149
Total of all active and inactive participants2015-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01210
Number of participants with account balances2015-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: AUTO TEAM MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01162
Total number of active participants reported on line 7a of the Form 55002014-01-01143
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0118
Total of all active and inactive participants2014-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01163
Number of participants with account balances2014-01-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: AUTO TEAM MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01157
Total number of active participants reported on line 7a of the Form 55002013-01-01137
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0117
Total of all active and inactive participants2013-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01154
Number of participants with account balances2013-01-0163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0118
2012: AUTO TEAM MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01152
Total number of active participants reported on line 7a of the Form 55002012-01-01138
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0115
Total of all active and inactive participants2012-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01153
Number of participants with account balances2012-01-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0118
2011: AUTO TEAM MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01152
Total number of active participants reported on line 7a of the Form 55002011-01-01133
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0116
Total of all active and inactive participants2011-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01149
Number of participants with account balances2011-01-0163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: AUTO TEAM MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01131
Total number of active participants reported on line 7a of the Form 55002010-01-01123
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0118
Total of all active and inactive participants2010-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01141
Number of participants with account balances2010-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0119
2009: AUTO TEAM MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01149
Total number of active participants reported on line 7a of the Form 55002009-01-01113
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0116
Total of all active and inactive participants2009-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01130
Number of participants with account balances2009-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on AUTO TEAM MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2019 : AUTO TEAM MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$136
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$136
Total income from all sources (including contributions)2019-12-31$850,865
Total income from all sources (including contributions)2019-12-31$850,865
Total of all expenses incurred2019-12-31$138,114
Total of all expenses incurred2019-12-31$138,114
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$127,159
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$127,159
Expenses. Certain deemed distributions of participant loans2019-12-31$3,848
Expenses. Certain deemed distributions of participant loans2019-12-31$3,848
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$430,542
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$430,542
Value of total assets at end of year2019-12-31$2,794,913
Value of total assets at end of year2019-12-31$2,794,913
Value of total assets at beginning of year2019-12-31$2,082,026
Value of total assets at beginning of year2019-12-31$2,082,026
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$7,107
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$7,107
Total interest from all sources2019-12-31$6,130
Total interest from all sources2019-12-31$6,130
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$430,542
Contributions received from participants2019-12-31$430,542
Participant contributions at end of year2019-12-31$101,959
Participant contributions at end of year2019-12-31$101,959
Participant contributions at beginning of year2019-12-31$101,074
Participant contributions at beginning of year2019-12-31$101,074
Liabilities. Value of operating payables at end of year2019-12-31$136
Liabilities. Value of operating payables at end of year2019-12-31$136
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$712,751
Value of net income/loss2019-12-31$712,751
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,794,777
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,794,777
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,082,026
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,082,026
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$2,266,328
Value of interest in pooled separate accounts at end of year2019-12-31$2,266,328
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,618,114
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,618,114
Interest on participant loans2019-12-31$4,797
Interest on participant loans2019-12-31$4,797
Interest earned on other investments2019-12-31$1,333
Interest earned on other investments2019-12-31$1,333
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$426,626
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$426,626
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$362,838
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$362,838
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$414,193
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$414,193
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$127,159
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$127,159
Contract administrator fees2019-12-31$7,107
Contract administrator fees2019-12-31$7,107
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MORRISON, BROWN, ARGIZ & FARRA, LLC
Accountancy firm name2019-12-31MORRISON, BROWN, ARGIZ & FARRA, LLC
Accountancy firm EIN2019-12-31010720052
Accountancy firm EIN2019-12-31010720052
2018 : AUTO TEAM MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$168
Total income from all sources (including contributions)2018-12-31$219,904
Total of all expenses incurred2018-12-31$191,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$164,891
Expenses. Certain deemed distributions of participant loans2018-12-31$21,313
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$318,233
Value of total assets at end of year2018-12-31$2,082,026
Value of total assets at beginning of year2018-12-31$2,053,869
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$5,375
Total interest from all sources2018-12-31$4,614
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$318,233
Participant contributions at end of year2018-12-31$101,074
Participant contributions at beginning of year2018-12-31$86,851
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$168
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$28,325
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,082,026
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,053,701
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$1,618,114
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,652,070
Income. Interest from loans (other than to participants)2018-12-31$4,614
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$362,838
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$314,948
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-102,943
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$164,891
Contract administrator fees2018-12-31$5,375
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MORRISON, BROWN, ARGIZ & FARRA, LLC
Accountancy firm EIN2018-12-31010720052
2017 : AUTO TEAM MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$168
Total income from all sources (including contributions)2017-12-31$552,472
Total of all expenses incurred2017-12-31$148,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$142,323
Expenses. Certain deemed distributions of participant loans2017-12-31$1,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$302,381
Value of total assets at end of year2017-12-31$2,053,869
Value of total assets at beginning of year2017-12-31$1,649,318
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,642
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,518
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$3,518
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$250,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$299,129
Participant contributions at end of year2017-12-31$86,851
Participant contributions at beginning of year2017-12-31$67,006
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$3,252
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$168
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$404,383
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,053,701
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,649,318
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$1,652,070
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,207,470
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$314,948
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$374,842
Net investment gain/loss from pooled separate accounts2017-12-31$246,573
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$142,323
Contract administrator fees2017-12-31$4,642
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MORRISON, BROWN, ARGIZ & FARRA, LLC
Accountancy firm EIN2017-12-31010720052
2016 : AUTO TEAM MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$355,191
Total of all expenses incurred2016-12-31$191,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$161,820
Expenses. Certain deemed distributions of participant loans2016-12-31$1,011
Value of total corrective distributions2016-12-31$24,090
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$256,795
Value of total assets at end of year2016-12-31$1,649,318
Value of total assets at beginning of year2016-12-31$1,485,509
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,461
Total interest from all sources2016-12-31$2,789
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$250,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$256,705
Participant contributions at end of year2016-12-31$67,006
Participant contributions at beginning of year2016-12-31$44,077
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$90
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$163,809
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,649,318
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,485,509
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$1,207,470
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,053,391
Interest on participant loans2016-12-31$2,789
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$374,842
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$388,041
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$95,607
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$161,820
Contract administrator fees2016-12-31$4,461
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MORRISON, BROWN, ARGIZ & FARRA, LLC
Accountancy firm EIN2016-12-31010720052
2015 : AUTO TEAM MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$225,149
Total of all expenses incurred2015-12-31$52,790
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$48,574
Value of total corrective distributions2015-12-31$409
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$234,410
Value of total assets at end of year2015-12-31$1,485,509
Value of total assets at beginning of year2015-12-31$1,313,150
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,807
Total interest from all sources2015-12-31$2,134
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$250,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$234,410
Participant contributions at end of year2015-12-31$44,077
Participant contributions at beginning of year2015-12-31$49,234
Participant contributions at beginning of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$172,359
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,485,509
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,313,150
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$3,807
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$896,880
Value of interest in pooled separate accounts at end of year2015-12-31$1,053,391
Interest on participant loans2015-12-31$2,134
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$388,041
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$367,036
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-11,395
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$48,574
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MORRISON, BROWN, ARGIZ & FARRA, LLC
Accountancy firm EIN2015-12-31010720052
2014 : AUTO TEAM MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$189,581
Total of all expenses incurred2014-12-31$16,740
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$13,528
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$128,109
Value of total assets at end of year2014-12-31$1,313,150
Value of total assets at beginning of year2014-12-31$1,140,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,212
Total interest from all sources2014-12-31$2,096
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 year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$128,109
Participant contributions at end of year2014-12-31$49,234
Participant contributions at beginning of year2014-12-31$32,770
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$35
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$172,841
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,313,150
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,140,309
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$896,880
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$752,301
Interest on participant loans2014-12-31$2,096
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$367,036
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$347,864
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$59,376
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$7,339
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$13,528
Contract administrator fees2014-12-31$3,212
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MORRISON, BROWN, ARGIZ & FARRA, LLC
Accountancy firm EIN2014-12-31010720052
2013 : AUTO TEAM MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$262,071
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$25,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$12,701
Expenses. Certain deemed distributions of participant loans2013-12-31$2,738
Value of total corrective distributions2013-12-31$7,448
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$128,714
Value of total assets at end of year2013-12-31$1,140,309
Value of total assets at beginning of year2013-12-31$903,950
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,825
Total interest from all sources2013-12-31$1,884
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 year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$250,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$121,375
Participant contributions at end of year2013-12-31$32,770
Participant contributions at beginning of year2013-12-31$42,713
Participant contributions at end of year2013-12-31$35
Participant contributions at beginning of year2013-12-31$493
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$236,359
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,140,309
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$903,950
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$2,365
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$752,301
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$536,356
Interest on participant loans2013-12-31$1,884
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$347,864
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$324,388
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$131,473
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$7,339
Employer contributions (assets) at end of year2013-12-31$7,339
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$12,701
Contract administrator fees2013-12-31$460
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MORRISON, BROWN, ARGIZ & FARRA, LLC
Accountancy firm EIN2013-12-31010720052
2012 : AUTO TEAM MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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$204,363
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$29,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$13,218
Value of total corrective distributions2012-12-31$13,726
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$138,534
Value of total assets at end of year2012-12-31$903,950
Value of total assets at beginning of year2012-12-31$729,160
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,629
Total interest from all sources2012-12-31$10,805
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 year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$250,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$138,534
Participant contributions at end of year2012-12-31$42,713
Participant contributions at beginning of year2012-12-31$17,777
Participant contributions at end of year2012-12-31$493
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$174,790
Value of net assets at end of year (total assets less liabilities)2012-12-31$903,950
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$729,160
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$2,629
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$536,356
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$392,816
Interest on participant loans2012-12-31$1,544
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$9,261
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$324,388
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$318,567
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$55,024
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$13,218
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MORRISON, BROWN, ARGIZ & FARRA, LLP
Accountancy firm EIN2012-12-31010720052
2011 : AUTO TEAM MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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$108,250
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$13,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$9,054
Expenses. Certain deemed distributions of participant loans2011-12-31$2,035
Value of total corrective distributions2011-12-31$200
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$113,939
Value of total assets at end of year2011-12-31$729,160
Value of total assets at beginning of year2011-12-31$634,511
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,312
Total interest from all sources2011-12-31$728
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 year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$250,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$113,939
Participant contributions at end of year2011-12-31$17,777
Participant contributions at beginning of year2011-12-31$14,038
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$94,649
Value of net assets at end of year (total assets less liabilities)2011-12-31$729,160
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$634,511
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$392,816
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$262,215
Interest on participant loans2011-12-31$728
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$318,567
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$358,258
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-6,417
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$9,054
Contract administrator fees2011-12-31$2,312
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MORRISON, BROWN, ARGIZ & FARRA, LLP
Accountancy firm EIN2011-12-31010720052
2010 : AUTO TEAM MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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$2,989
Total income from all sources (including contributions)2010-12-31$91,995
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$30,006
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$30,006
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$51,525
Value of total assets at end of year2010-12-31$634,511
Value of total assets at beginning of year2010-12-31$575,511
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$766
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 year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$250,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$51,525
Participant contributions at end of year2010-12-31$14,038
Participant contributions at beginning of year2010-12-31$12,944
Participant contributions at beginning of year2010-12-31$224
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$64
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$2,989
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$61,989
Value of net assets at end of year (total assets less liabilities)2010-12-31$634,511
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$572,522
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$262,215
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$310,952
Interest on participant loans2010-12-31$766
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$358,258
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$251,327
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$39,704
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$30,006
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MORRISON, BROWN, ARGIZ & FARRA, LLC
Accountancy firm EIN2010-12-31274677688
2009 : AUTO TEAM MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for AUTO TEAM MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN

2019: AUTO TEAM MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: AUTO TEAM MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: AUTO TEAM MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: AUTO TEAM MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: AUTO TEAM MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: AUTO TEAM MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: AUTO TEAM MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: AUTO TEAM MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: AUTO TEAM MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: AUTO TEAM MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: AUTO TEAM MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number823895
Policy instance 1
Insurance contract or identification number823895
Number of Individuals Covered125
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $1,119
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,119
Insurance broker organization code?5
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number823895
Policy instance 1
Insurance contract or identification number823895
Number of Individuals Covered102
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of fees paid to insurance companyUSD $766
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees766
Insurance broker organization code?5
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number823895
Policy instance 1
Insurance contract or identification number823895
Number of Individuals Covered100
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $8,597
Total amount of fees paid to insurance companyUSD $1,075
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,597
Insurance broker organization code?4
Amount paid for insurance broker fees1075
Insurance broker nameMARTIN, MARTIN, RANDALL & ASSOC. IN

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