401k Plan data: ALLEN TURNER AUTOMOTIVE, INC. 401K PLAN plan

ALLEN TURNER AUTOMOTIVE, INC. 401K PLAN 401k Plan overview

Plan Name	ALLEN TURNER AUTOMOTIVE, INC. 401K PLAN
Plan identification number	001

ALLEN TURNER AUTOMOTIVE, INC. 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

ALLEN TURNER AUTOMOTIVE, INC. has sponsored the creation of one or more 401k plans.

Company Name: ALLEN TURNER AUTOMOTIVE, INC.

Employer identification number (EIN): 592343376

NAIC Classification: 441110
NAIC Description: New Car Dealers

Additional information about ALLEN TURNER AUTOMOTIVE, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations

Incorporation Date: 1983-09-28

Company Identification Number: G61466

Legal Registered Office Address: 6000 PENSACOLA BLVD

PENSACOLA

32505

More information about ALLEN TURNER AUTOMOTIVE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALLEN TURNER AUTOMOTIVE, INC. 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 ALLEN TURNER 2023-10-11
001 2021-01-01 ALLEN TURNER 2022-10-14
001 2020-01-01 ALLEN TURNER 2021-10-11
001 2019-01-01 ALLEN TURNER 2020-09-28
001 2018-01-01 ALLEN TURNER 2019-09-19
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01 ALLEN TURNER 2014-04-29 ALLEN TURNER 2014-04-29
001 2012-01-01 ALLEN TURNER 2013-09-13 ALLEN TURNER 2013-09-13
001 2011-01-01 ALLEN TURNER 2012-06-22 ALLEN TURNER 2012-06-22
001 2010-01-01 ALLEN TURNER 2011-09-01 ALLEN TURNER 2011-09-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01	ALLEN TURNER	2023-10-11
001	2021-01-01	ALLEN TURNER	2022-10-14
001	2020-01-01	ALLEN TURNER	2021-10-11
001	2019-01-01	ALLEN TURNER	2020-09-28
001	2018-01-01	ALLEN TURNER	2019-09-19
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01	ALLEN TURNER	2014-04-29	ALLEN TURNER	2014-04-29
001	2012-01-01	ALLEN TURNER	2013-09-13	ALLEN TURNER	2013-09-13
001	2011-01-01	ALLEN TURNER	2012-06-22	ALLEN TURNER	2012-06-22
001	2010-01-01	ALLEN TURNER	2011-09-01	ALLEN TURNER	2011-09-01

Plan Statistics for ALLEN TURNER AUTOMOTIVE, INC. 401K PLAN

401k plan membership statisitcs for ALLEN TURNER AUTOMOTIVE, INC. 401K PLAN

Measure Date Value
2022: ALLEN TURNER AUTOMOTIVE, INC. 401K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 184
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 166
Number of retired or separated participants receiving benefits 2022-01-01 7
Number of other retired or separated participants entitled to future benefits 2022-01-01 11
Total of all active and inactive participants 2022-01-01 184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 184
Number of participants with account balances 2022-01-01 140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 12
2021: ALLEN TURNER AUTOMOTIVE, INC. 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 179
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 128
Number of retired or separated participants receiving benefits 2021-01-01 4
Number of other retired or separated participants entitled to future benefits 2021-01-01 16
Total of all active and inactive participants 2021-01-01 148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 148
Number of participants with account balances 2021-01-01 115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 8
2020: ALLEN TURNER AUTOMOTIVE, INC. 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 165
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 132
Number of retired or separated participants receiving benefits 2020-01-01 8
Number of other retired or separated participants entitled to future benefits 2020-01-01 33
Total of all active and inactive participants 2020-01-01 173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 173
Number of participants with account balances 2020-01-01 122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 8
2019: ALLEN TURNER AUTOMOTIVE, INC. 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 152
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 119
Number of retired or separated participants receiving benefits 2019-01-01 5
Number of other retired or separated participants entitled to future benefits 2019-01-01 31
Total of all active and inactive participants 2019-01-01 155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 155
Number of participants with account balances 2019-01-01 114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 7
2018: ALLEN TURNER AUTOMOTIVE, INC. 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 144
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 110
Number of retired or separated participants receiving benefits 2018-01-01 6
Number of other retired or separated participants entitled to future benefits 2018-01-01 26
Total of all active and inactive participants 2018-01-01 142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 142
Number of participants with account balances 2018-01-01 103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 13
2017: ALLEN TURNER AUTOMOTIVE, INC. 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 139
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 101
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 27
Total of all active and inactive participants 2017-01-01 131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 2
Total participants 2017-01-01 133
Number of participants with account balances 2017-01-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 14
2016: ALLEN TURNER AUTOMOTIVE, INC. 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 117
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 118
Number of retired or separated participants receiving benefits 2016-01-01 1
Number of other retired or separated participants entitled to future benefits 2016-01-01 15
Total of all active and inactive participants 2016-01-01 134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 135
Number of participants with account balances 2016-01-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 8

Measure	Date	Value
2022: ALLEN TURNER AUTOMOTIVE, INC. 401K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	184
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	166
Number of retired or separated participants receiving benefits	2022-01-01	7
Number of other retired or separated participants entitled to future benefits	2022-01-01	11
Total of all active and inactive participants	2022-01-01	184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	184
Number of participants with account balances	2022-01-01	140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	12
2021: ALLEN TURNER AUTOMOTIVE, INC. 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	179
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	128
Number of retired or separated participants receiving benefits	2021-01-01	4
Number of other retired or separated participants entitled to future benefits	2021-01-01	16
Total of all active and inactive participants	2021-01-01	148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	148
Number of participants with account balances	2021-01-01	115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	8
2020: ALLEN TURNER AUTOMOTIVE, INC. 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	165
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	132
Number of retired or separated participants receiving benefits	2020-01-01	8
Number of other retired or separated participants entitled to future benefits	2020-01-01	33
Total of all active and inactive participants	2020-01-01	173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	173
Number of participants with account balances	2020-01-01	122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	8
2019: ALLEN TURNER AUTOMOTIVE, INC. 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	152
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	119
Number of retired or separated participants receiving benefits	2019-01-01	5
Number of other retired or separated participants entitled to future benefits	2019-01-01	31
Total of all active and inactive participants	2019-01-01	155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	155
Number of participants with account balances	2019-01-01	114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	7
2018: ALLEN TURNER AUTOMOTIVE, INC. 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	144
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	110
Number of retired or separated participants receiving benefits	2018-01-01	6
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	142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	142
Number of participants with account balances	2018-01-01	103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	13
2017: ALLEN TURNER AUTOMOTIVE, INC. 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	139
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	101
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	27
Total of all active and inactive participants	2017-01-01	131
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	2
Total participants	2017-01-01	133
Number of participants with account balances	2017-01-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	14
2016: ALLEN TURNER AUTOMOTIVE, INC. 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	117
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	118
Number of retired or separated participants receiving benefits	2016-01-01	1
Number of other retired or separated participants entitled to future benefits	2016-01-01	15
Total of all active and inactive participants	2016-01-01	134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	135
Number of participants with account balances	2016-01-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	8

Financial Data on ALLEN TURNER AUTOMOTIVE, INC. 401K PLAN

Measure	Date	Value
2022 : ALLEN TURNER AUTOMOTIVE, INC. 401K PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$843,736
Total of all expenses incurred	2022-12-31	$223,113
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$190,002
Value of total corrective distributions	2022-12-31	$123
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,375,606
Value of total assets at end of year	2022-12-31	$4,995,011
Value of total assets at beginning of year	2022-12-31	$4,374,388
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$32,988
Total interest from all sources	2022-12-31	$25,374
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$76,233
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$76,233
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$100,000
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	$905,347
Participant contributions at end of year	2022-12-31	$182,651
Participant contributions at beginning of year	2022-12-31	$134,007
Participant contributions at end of year	2022-12-31	$28,334
Participant contributions at beginning of year	2022-12-31	$9,356
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$149,085
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$620,623
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$4,995,011
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$4,374,388
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$3,155,869
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$2,815,722
Value of interest in pooled separate accounts at end of year	2022-12-31	$471,888
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$400,002
Interest on participant loans	2022-12-31	$6,068
Interest earned on other investments	2022-12-31	$19,306
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$1,145,954
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$1,012,442
Expenses. Payments to insurance carriers foe the provision of benefits	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-562,686
Net investment gain/loss from pooled separate accounts	2022-12-31	$-70,791
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	$321,174
Employer contributions (assets) at end of year	2022-12-31	$10,315
Employer contributions (assets) at beginning of year	2022-12-31	$2,859
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$190,002
Contract administrator fees	2022-12-31	$32,988
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	BIZZELL NEFF & GALLOWAY PA
Accountancy firm EIN	2022-12-31	591956293
2021 : ALLEN TURNER AUTOMOTIVE, INC. 401K PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$1,310,438
Total of all expenses incurred	2021-12-31	$471,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$420,255
Expenses. Certain deemed distributions of participant loans	2021-12-31	$11,163
Value of total corrective distributions	2021-12-31	$9,620
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$919,755
Value of total assets at end of year	2021-12-31	$4,374,388
Value of total assets at beginning of year	2021-12-31	$3,535,901
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$30,913
Total interest from all sources	2021-12-31	$10,537
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$30,688
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$30,688
Administrative expenses professional fees incurred	2021-12-31	$3,143
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$100,000
If this is an individual account plan, was there a blackout period	2021-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$615,194
Participant contributions at end of year	2021-12-31	$134,007
Participant contributions at beginning of year	2021-12-31	$113,870
Participant contributions at end of year	2021-12-31	$9,356
Participant contributions at beginning of year	2021-12-31	$5,474
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$87,480
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$838,487
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$4,374,388
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$3,535,901
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$2,815,722
Value of interest in pooled separate accounts at end of year	2021-12-31	$400,002
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$3,103,115
Interest on participant loans	2021-12-31	$3,893
Interest earned on other investments	2021-12-31	$6,644
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$1,012,442
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$311,108
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$13,327
Net investment gain/loss from pooled separate accounts	2021-12-31	$336,131
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	$217,081
Employer contributions (assets) at end of year	2021-12-31	$2,859
Employer contributions (assets) at beginning of year	2021-12-31	$2,334
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$420,255
Contract administrator fees	2021-12-31	$27,770
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	Yes
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	BIZZELL NEFF & GALLOWAY PA
Accountancy firm EIN	2021-12-31	591956293
2020 : ALLEN TURNER AUTOMOTIVE, INC. 401K PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$1,042,157
Total of all expenses incurred	2020-12-31	$255,879
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$227,034
Expenses. Certain deemed distributions of participant loans	2020-12-31	$13,912
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$631,043
Value of total assets at end of year	2020-12-31	$3,535,901
Value of total assets at beginning of year	2020-12-31	$2,749,623
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$14,933
Total interest from all sources	2020-12-31	$4,419
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$100,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$454,173
Participant contributions at end of year	2020-12-31	$113,870
Participant contributions at beginning of year	2020-12-31	$108,646
Participant contributions at end of year	2020-12-31	$5,474
Participant contributions at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$2,036
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$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	2020-12-31	No
Value of net income/loss	2020-12-31	$786,278
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$3,535,901
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$2,749,623
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in pooled separate accounts at end of year	2020-12-31	$3,103,115
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$2,578,751
Interest on participant loans	2020-12-31	$4,419
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$311,108
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$62,226
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$406,695
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	$174,834
Employer contributions (assets) at end of year	2020-12-31	$2,334
Employer contributions (assets) at beginning of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$227,034
Contract administrator fees	2020-12-31	$14,933
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	BIZZELL NEFF & GALLOWAY PA
Accountancy firm EIN	2020-12-31	591956293
2019 : ALLEN TURNER AUTOMOTIVE, INC. 401K PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$926,238
Total of all expenses incurred	2019-12-31	$181,151
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$154,858
Value of total corrective distributions	2019-12-31	$13,408
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$488,502
Value of total assets at end of year	2019-12-31	$2,749,623
Value of total assets at beginning of year	2019-12-31	$2,004,536
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$12,885
Total interest from all sources	2019-12-31	$4,733
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
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$100,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$363,374
Participant contributions at end of year	2019-12-31	$108,646
Participant contributions at beginning of year	2019-12-31	$128,065
Participant contributions at end of year	2019-12-31	$0
Participant contributions at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$7,410
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$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	2019-12-31	No
Value of net income/loss	2019-12-31	$745,087
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,749,623
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,004,536
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in pooled separate accounts at end of year	2019-12-31	$2,578,751
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$1,827,454
Interest on participant loans	2019-12-31	$4,733
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$62,226
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$49,017
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$433,003
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$117,718
Employer contributions (assets) at end of year	2019-12-31	$0
Employer contributions (assets) at beginning of year	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$154,858
Contract administrator fees	2019-12-31	$12,885
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BIZZELL, NEFF & GALLOWAY, PA
Accountancy firm EIN	2019-12-31	591956293
2018 : ALLEN TURNER AUTOMOTIVE, INC. 401K PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$218,921
Total of all expenses incurred	2018-12-31	$105,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$73,935
Expenses. Certain deemed distributions of participant loans	2018-12-31	$1,556
Value of total corrective distributions	2018-12-31	$14,241
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$378,102
Value of total assets at end of year	2018-12-31	$2,004,536
Value of total assets at beginning of year	2018-12-31	$1,890,791
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$15,444
Total interest from all sources	2018-12-31	$4,920
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
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$0
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$100,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$291,547
Participant contributions at end of year	2018-12-31	$128,065
Participant contributions at beginning of year	2018-12-31	$117,189
Participant contributions at end of year	2018-12-31	$0
Participant contributions at beginning of year	2018-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) 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	$113,745
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,004,536
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,890,791
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	$1,827,454
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$1,727,021
Interest on participant loans	2018-12-31	$4,920
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$49,017
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$46,581
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-164,101
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$86,555
Employer contributions (assets) at end of year	2018-12-31	$0
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	$73,935
Contract administrator fees	2018-12-31	$15,444
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	BIZZELL, NEFF & GALLOWAY, PA
Accountancy firm EIN	2018-12-31	591956293
2017 : ALLEN TURNER AUTOMOTIVE, INC. 401K PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$614,112
Total of all expenses incurred	2017-12-31	$138,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$119,514
Expenses. Certain deemed distributions of participant loans	2017-12-31	$9,330
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$372,893
Value of total assets at end of year	2017-12-31	$1,890,791
Value of total assets at beginning of year	2017-12-31	$1,414,999
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$9,476
Total interest from all sources	2017-12-31	$3,767
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
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$0
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$100,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$266,395
Participant contributions at end of year	2017-12-31	$117,189
Participant contributions at beginning of year	2017-12-31	$109,930
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$1,102
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$475,792
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,890,791
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$1,414,999
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$1,727,021
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$1,268,386
Interest on participant loans	2017-12-31	$3,767
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$46,581
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$36,683
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$0
Net investment gain/loss from pooled separate accounts	2017-12-31	$237,452
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	$105,396
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$119,514
Contract administrator fees	2017-12-31	$9,476
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	BIZZELL, NEFF & GALLOWAY, PA
Accountancy firm EIN	2017-12-31	591956293
2016 : ALLEN TURNER AUTOMOTIVE, INC. 401K PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$445,141
Total of all expenses incurred	2016-12-31	$52,335
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$29,698
Expenses. Certain deemed distributions of participant loans	2016-12-31	$0
Value of total corrective distributions	2016-12-31	$15,616
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$355,484
Value of total assets at end of year	2016-12-31	$1,414,999
Value of total assets at beginning of year	2016-12-31	$1,022,193
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$7,021
Total interest from all sources	2016-12-31	$3,257
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
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$0
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$100,000
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	$242,435
Participant contributions at end of year	2016-12-31	$109,930
Participant contributions at beginning of year	2016-12-31	$88,563
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$121
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$16,993
Value of other receiveables (less allowance for doubtful accounts) at end 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	$392,806
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$1,414,999
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,022,193
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 pooled separate accounts at end of year	2016-12-31	$1,268,386
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$904,445
Interest on participant loans	2016-12-31	$3,257
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$36,683
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$29,064
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$0
Net investment gain/loss from pooled separate accounts	2016-12-31	$86,400
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$96,056
Employer contributions (assets) at end of year	2016-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$29,698
Contract administrator fees	2016-12-31	$7,021
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	BIZZELL, NEFF & GALLOWAY, PA
Accountancy firm EIN	2016-12-31	591956293

Form 5500 Responses for ALLEN TURNER AUTOMOTIVE, INC. 401K PLAN

2022: ALLEN TURNER AUTOMOTIVE, INC. 401K PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ALLEN TURNER AUTOMOTIVE, INC. 401K PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
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: ALLEN TURNER AUTOMOTIVE, INC. 401K PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ALLEN TURNER AUTOMOTIVE, INC. 401K PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
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: ALLEN TURNER AUTOMOTIVE, INC. 401K PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
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: ALLEN TURNER AUTOMOTIVE, INC. 401K PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
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: ALLEN TURNER AUTOMOTIVE, INC. 401K PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

821593

Policy instance

Insurance contract or identification number	821593
Number of Individuals Covered	180
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $1,455
Total amount of fees paid to insurance company	USD $100
Commission paid to Insurance Broker	USD $1,455
Insurance broker organization code?	3
Amount paid for insurance broker fees	100

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

467968

Policy instance

Insurance contract or identification number	467968
Number of Individuals Covered	180
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $3,597
Total amount of fees paid to insurance company	USD $261
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $3,597
Insurance broker organization code?	3
Amount paid for insurance broker fees	261

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

Policy contract number

806217-000

Policy instance

Insurance contract or identification number	806217-000
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $16,949
Total amount of fees paid to insurance company	USD $1,079
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $8,305
Insurance broker organization code?	3
Amount paid for insurance broker fees	1079

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

821593

Policy instance

Insurance contract or identification number	821593
Number of Individuals Covered	173
Insurance policy start date	2021-07-15
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $280
Total amount of fees paid to insurance company	USD $9,875
Amount paid for insurance broker fees	9875
Additional information about fees paid to insurance broker	SERVICE FEE
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $280

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

467968

Policy instance

Insurance contract or identification number	467968
Number of Individuals Covered	173
Insurance policy start date	2021-07-15
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $742
Total amount of fees paid to insurance company	USD $125
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $742
Insurance broker organization code?	3
Amount paid for insurance broker fees	125
Additional information about fees paid to insurance broker	SERVICE FEE

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

Policy contract number

806217-000

Policy instance

Insurance contract or identification number	806217-000
Number of Individuals Covered	122
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $22,383
Total amount of fees paid to insurance company	USD $1,416
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $10,968
Insurance broker organization code?	3
Amount paid for insurance broker fees	1416

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

Policy contract number

806217-000

Policy instance

Insurance contract or identification number	806217-000
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $17,831
Total amount of fees paid to insurance company	USD $1,132
Commission paid to Insurance Broker	USD $8,737
Insurance broker organization code?	3
Amount paid for insurance broker fees	1132

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

Policy contract number

806217-000

Policy instance

Insurance contract or identification number	806217-000
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $15,131
Total amount of fees paid to insurance company	USD $952
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $7,414
Insurance broker organization code?	3
Amount paid for insurance broker fees	952

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

Policy contract number

806217-000

Policy instance

Insurance contract or identification number	806217-000
Number of Individuals Covered	97
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $12,395
Total amount of fees paid to insurance company	USD $784
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $6,074
Insurance broker organization code?	3
Amount paid for insurance broker fees	784
Insurance broker name	BARNARD & ASSOCIATES RETIREMENT PL

Was this data useful?

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

Information Disclaimer

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

See full terms and conditions

Company Name:	ALLEN TURNER AUTOMOTIVE, INC.
Employer identification number (EIN):	592343376
NAIC Classification:	441110
NAIC Description:	New Car Dealers

Jurisdiction of Incorporation:	Florida Department of State Division of Corporations
Incorporation Date:	1983-09-28
Company Identification Number:	G61466
Legal Registered Office Address:	6000 PENSACOLA BLVD PENSACOLA 32505