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DEALERS WAREHOUSE CORPORATION PROFIT SHARING PLAN 401k Plan overview

Plan NameDEALERS WAREHOUSE CORPORATION PROFIT SHARING PLAN
Plan identification number 001

DEALERS WAREHOUSE CORPORATION 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

DEALERS WAREHOUSE CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:DEALERS WAREHOUSE CORPORATION
Employer identification number (EIN):620450541
NAIC Classification:423300

Additional information about DEALERS WAREHOUSE CORPORATION

Jurisdiction of Incorporation: Tennessee Secretary of State Division of Business Services
Incorporation Date:
Company Identification Number: 000048566

More information about DEALERS WAREHOUSE CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DEALERS WAREHOUSE CORPORATION PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CHRISTY HICKMAN2024-10-14
0012022-01-01JONATHAN MIRTS2023-09-11
0012021-01-01JONATHAN MIRTS2022-08-29
0012020-01-01GREGG MASON2021-09-20
0012019-01-01
0012018-01-01
0012017-01-01GREGG MASON
0012016-01-01GREGG MASON
0012015-01-01GREGG MASON
0012014-01-01GREGG MASON

Plan Statistics for DEALERS WAREHOUSE CORPORATION PROFIT SHARING PLAN

401k plan membership statisitcs for DEALERS WAREHOUSE CORPORATION PROFIT SHARING PLAN

Measure Date Value
2023: DEALERS WAREHOUSE CORPORATION PROFIT SHARING PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01256
Total number of active participants reported on line 7a of the Form 55002023-01-01213
Number of retired or separated participants receiving benefits2023-01-0120
Number of other retired or separated participants entitled to future benefits2023-01-0175
Total of all active and inactive participants2023-01-01308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-011
Total participants2023-01-01309
Number of participants with account balances2023-01-01297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0119
2022: DEALERS WAREHOUSE CORPORATION PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01291
Total number of active participants reported on line 7a of the Form 55002022-01-01187
Number of retired or separated participants receiving benefits2022-01-0111
Number of other retired or separated participants entitled to future benefits2022-01-0157
Total of all active and inactive participants2022-01-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01256
Number of participants with account balances2022-01-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0117
2021: DEALERS WAREHOUSE CORPORATION PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01330
Total number of active participants reported on line 7a of the Form 55002021-01-01193
Number of retired or separated participants receiving benefits2021-01-0140
Number of other retired or separated participants entitled to future benefits2021-01-0156
Total of all active and inactive participants2021-01-01289
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01289
Number of participants with account balances2021-01-01245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-015
2020: DEALERS WAREHOUSE CORPORATION PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01267
Total number of active participants reported on line 7a of the Form 55002020-01-01193
Number of retired or separated participants receiving benefits2020-01-0130
Number of other retired or separated participants entitled to future benefits2020-01-01106
Total of all active and inactive participants2020-01-01329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01329
Number of participants with account balances2020-01-01297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0116
2019: DEALERS WAREHOUSE CORPORATION PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01240
Total number of active participants reported on line 7a of the Form 55002019-01-01170
Number of retired or separated participants receiving benefits2019-01-0124
Number of other retired or separated participants entitled to future benefits2019-01-0174
Total of all active and inactive participants2019-01-01268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01268
Number of participants with account balances2019-01-01261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0113
2018: DEALERS WAREHOUSE CORPORATION PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01218
Total number of active participants reported on line 7a of the Form 55002018-01-01169
Number of retired or separated participants receiving benefits2018-01-0120
Number of other retired or separated participants entitled to future benefits2018-01-0149
Total of all active and inactive participants2018-01-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01238
Number of participants with account balances2018-01-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0117
2017: DEALERS WAREHOUSE CORPORATION PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01210
Total number of active participants reported on line 7a of the Form 55002017-01-01177
Number of retired or separated participants receiving benefits2017-01-0116
Number of other retired or separated participants entitled to future benefits2017-01-0125
Total of all active and inactive participants2017-01-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01218
Number of participants with account balances2017-01-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-018
2016: DEALERS WAREHOUSE CORPORATION PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01204
Total number of active participants reported on line 7a of the Form 55002016-01-01167
Number of retired or separated participants receiving benefits2016-01-0113
Number of other retired or separated participants entitled to future benefits2016-01-0129
Total of all active and inactive participants2016-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01209
Number of participants with account balances2016-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0111
2015: DEALERS WAREHOUSE CORPORATION PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01188
Total number of active participants reported on line 7a of the Form 55002015-01-01154
Number of retired or separated participants receiving benefits2015-01-0124
Number of other retired or separated participants entitled to future benefits2015-01-0125
Total of all active and inactive participants2015-01-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01203
Number of participants with account balances2015-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: DEALERS WAREHOUSE CORPORATION PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01175
Total number of active participants reported on line 7a of the Form 55002014-01-01140
Number of retired or separated participants receiving benefits2014-01-0118
Number of other retired or separated participants entitled to future benefits2014-01-0122
Total of all active and inactive participants2014-01-01180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01180
Number of participants with account balances2014-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012

Financial Data on DEALERS WAREHOUSE CORPORATION PROFIT SHARING PLAN

Measure Date Value
2023 : DEALERS WAREHOUSE CORPORATION PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$3,122,738
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,104,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,051,417
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,044,306
Value of total assets at end of year2023-12-31$17,296,590
Value of total assets at beginning of year2023-12-31$15,278,375
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$53,106
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$396,292
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$396,292
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$556,076
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$42,828
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$2,018,215
Value of net assets at end of year (total assets less liabilities)2023-12-31$17,296,590
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$15,278,375
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$35,384
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$13,794,350
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$11,405,634
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$3,034,858
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$3,293,684
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,682,140
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$445,402
Employer contributions (assets) at end of year2023-12-31$467,382
Employer contributions (assets) at beginning of year2023-12-31$579,057
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,051,417
Contract administrator fees2023-12-31$8,653
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31PUGH & COMPANY, P.C.
Accountancy firm EIN2023-12-31621142155
2022 : DEALERS WAREHOUSE CORPORATION PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-1,118,611
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,527,258
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,442,869
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,095,692
Value of total assets at end of year2022-12-31$15,278,375
Value of total assets at beginning of year2022-12-31$18,924,244
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$84,389
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$251,148
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$251,148
Administrative expenses professional fees incurred2022-12-31$19,082
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,500,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$516,635
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$3,468
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,645,869
Value of net assets at end of year (total assets less liabilities)2022-12-31$15,278,375
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$18,924,244
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$13,969
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$11,405,634
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$14,504,884
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$4,090,650
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,293,684
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,465,451
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$579,057
Employer contributions (assets) at end of year2022-12-31$579,057
Employer contributions (assets) at beginning of year2022-12-31$325,242
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,442,869
Contract administrator fees2022-12-31$51,338
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PUGH & COMPANY, P.C.
Accountancy firm EIN2022-12-31621142155
2021 : DEALERS WAREHOUSE CORPORATION PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,780,829
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$389,410
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$303,380
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$737,980
Value of total assets at end of year2021-12-31$18,924,244
Value of total assets at beginning of year2021-12-31$16,532,825
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$86,030
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$25,471
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$412,738
Participant contributions at end of year2021-12-31$3,468
Participant contributions at beginning of year2021-12-31$3,707
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,391,419
Value of net assets at end of year (total assets less liabilities)2021-12-31$18,924,244
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$16,532,825
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$50,292
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$14,504,884
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$12,561,351
Value of interest in common/collective trusts at end of year2021-12-31$4,090,650
Value of interest in common/collective trusts at beginning of year2021-12-31$3,524,545
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,989,763
Net investment gain or loss from common/collective trusts2021-12-31$53,086
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$325,242
Employer contributions (assets) at end of year2021-12-31$325,242
Employer contributions (assets) at beginning of year2021-12-31$443,222
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$303,380
Contract administrator fees2021-12-31$10,267
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PUGH & COMPANY, P.C.
Accountancy firm EIN2021-12-31621142155
2020 : DEALERS WAREHOUSE CORPORATION PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,529,630
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$501,027
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$419,523
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$835,764
Value of total assets at end of year2020-12-31$16,532,825
Value of total assets at beginning of year2020-12-31$14,504,222
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$81,504
Total interest from all sources2020-12-31$0
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 year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$29,337
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$376,867
Participant contributions at end of year2020-12-31$3,707
Participant contributions at beginning of year2020-12-31$4,015
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$15,675
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,028,603
Value of net assets at end of year (total assets less liabilities)2020-12-31$16,532,825
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$14,504,222
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$41,613
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$12,561,351
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,475,499
Value of interest in common/collective trusts at end of year2020-12-31$3,524,545
Value of interest in common/collective trusts at beginning of year2020-12-31$2,782,373
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,641,505
Net investment gain or loss from common/collective trusts2020-12-31$52,361
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$443,222
Employer contributions (assets) at end of year2020-12-31$443,222
Employer contributions (assets) at beginning of year2020-12-31$242,335
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$419,523
Contract administrator fees2020-12-31$10,554
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31LBMC, PC
Accountancy firm EIN2020-12-31621199757
2019 : DEALERS WAREHOUSE CORPORATION PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,819,065
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,443,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,359,171
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$584,227
Value of total assets at end of year2019-12-31$14,504,222
Value of total assets at beginning of year2019-12-31$13,128,778
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$84,450
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$35,038
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$341,892
Participant contributions at end of year2019-12-31$4,015
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$696,468
Other income not declared elsewhere2019-12-31$4,791
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$1,375,444
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,504,222
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,128,778
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$39,291
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,475,499
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$9,414,620
Value of interest in common/collective trusts at end of year2019-12-31$2,782,373
Value of interest in common/collective trusts at beginning of year2019-12-31$2,742,357
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,161,794
Net investment gain or loss from common/collective trusts2019-12-31$68,253
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$242,335
Employer contributions (assets) at end of year2019-12-31$242,335
Employer contributions (assets) at beginning of year2019-12-31$275,333
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,359,171
Contract administrator fees2019-12-31$10,121
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31LBMC, PC
Accountancy firm EIN2019-12-31621199757
2018 : DEALERS WAREHOUSE CORPORATION PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$53,550
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$715,593
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$627,352
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$583,416
Value of total assets at end of year2018-12-31$13,128,778
Value of total assets at beginning of year2018-12-31$13,790,821
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$88,241
Total interest from all sources2018-12-31$0
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 year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$31,737
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
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$308,083
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$696,468
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$703,550
Other income not declared elsewhere2018-12-31$-11
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$-662,043
Value of net assets at end of year (total assets less liabilities)2018-12-31$13,128,778
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$13,790,821
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$46,156
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$9,414,620
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$10,225,392
Value of interest in common/collective trusts at end of year2018-12-31$2,742,357
Value of interest in common/collective trusts at beginning of year2018-12-31$2,630,203
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-597,009
Net investment gain or loss from common/collective trusts2018-12-31$67,154
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
Contributions received in cash from employer2018-12-31$275,333
Employer contributions (assets) at end of year2018-12-31$275,333
Employer contributions (assets) at beginning of year2018-12-31$231,676
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$627,352
Contract administrator fees2018-12-31$10,348
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 name2018-12-31LBMC, PC
Accountancy firm EIN2018-12-31621199757
2017 : DEALERS WAREHOUSE CORPORATION PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,141,487
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$390,906
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$315,877
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$520,943
Value of total assets at end of year2017-12-31$13,790,821
Value of total assets at beginning of year2017-12-31$12,040,240
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$75,029
Total interest from all sources2017-12-31$0
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 year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$40,435
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$289,267
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Assets. Other investments not covered elsewhere at end of year2017-12-31$703,550
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$652,305
Other income not declared elsewhere2017-12-31$58,059
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$1,750,581
Value of net assets at end of year (total assets less liabilities)2017-12-31$13,790,821
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$12,040,240
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$34,594
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$10,225,392
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$8,430,528
Value of interest in common/collective trusts at end of year2017-12-31$2,630,203
Value of interest in common/collective trusts at beginning of year2017-12-31$2,682,126
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,505,860
Net investment gain or loss from common/collective trusts2017-12-31$56,625
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
Contributions received in cash from employer2017-12-31$231,676
Employer contributions (assets) at end of year2017-12-31$231,676
Employer contributions (assets) at beginning of year2017-12-31$275,281
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$315,877
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 name2017-12-31LBMC, PC
Accountancy firm EIN2017-12-31621199757
2016 : DEALERS WAREHOUSE CORPORATION PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,433,682
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,590,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,505,834
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$531,646
Value of total assets at end of year2016-12-31$12,040,240
Value of total assets at beginning of year2016-12-31$12,196,627
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$84,235
Total interest from all sources2016-12-31$0
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 year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$49,858
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$253,817
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Assets. Other investments not covered elsewhere at end of year2016-12-31$652,305
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$596,844
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,548
Other income not declared elsewhere2016-12-31$61,761
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-156,387
Value of net assets at end of year (total assets less liabilities)2016-12-31$12,040,240
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$12,196,627
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$34,377
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$8,430,528
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,869,965
Value of interest in common/collective trusts at end of year2016-12-31$2,682,126
Value of interest in common/collective trusts at beginning of year2016-12-31$3,468,852
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$763,831
Net investment gain or loss from common/collective trusts2016-12-31$76,444
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
Contributions received in cash from employer2016-12-31$275,281
Employer contributions (assets) at end of year2016-12-31$275,281
Employer contributions (assets) at beginning of year2016-12-31$260,966
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,505,834
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 name2016-12-31LBMC, PC
Accountancy firm EIN2016-12-31621199757
2015 : DEALERS WAREHOUSE CORPORATION PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$885,535
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$828,804
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$746,243
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$753,102
Value of total assets at end of year2015-12-31$12,196,627
Value of total assets at beginning of year2015-12-31$12,139,896
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$82,561
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$48,225
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
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$212,804
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$16
Assets. Other investments not covered elsewhere at end of year2015-12-31$596,844
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$623,474
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$279,332
Other income not declared elsewhere2015-12-31$-20,408
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$56,731
Value of net assets at end of year (total assets less liabilities)2015-12-31$12,196,627
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$12,139,896
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$34,336
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$7,869,965
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,946,651
Value of interest in common/collective trusts at end of year2015-12-31$3,468,852
Value of interest in common/collective trusts at beginning of year2015-12-31$3,369,328
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$70,629
Net investment gain or loss from common/collective trusts2015-12-31$82,212
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
Contributions received in cash from employer2015-12-31$260,966
Employer contributions (assets) at end of year2015-12-31$260,966
Employer contributions (assets) at beginning of year2015-12-31$200,427
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$746,243
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 name2015-12-31LBMC, PC
Accountancy firm EIN2015-12-31621199757
2014 : DEALERS WAREHOUSE CORPORATION PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,003,603
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$755,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$680,352
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$370,613
Value of total assets at end of year2014-12-31$12,139,896
Value of total assets at beginning of year2014-12-31$11,891,505
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$74,860
Total interest from all sources2014-12-31$0
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
Administrative expenses professional fees incurred2014-12-31$41,425
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
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$169,917
Participant contributions at end of year2014-12-31$16
Participant contributions at beginning of year2014-12-31$16
Assets. Other investments not covered elsewhere at end of year2014-12-31$623,474
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$621,709
Other income not declared elsewhere2014-12-31$1,764
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$248,391
Value of net assets at end of year (total assets less liabilities)2014-12-31$12,139,896
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,891,505
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
Investment advisory and management fees2014-12-31$33,435
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$7,946,651
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,770,203
Value of interest in common/collective trusts at end of year2014-12-31$3,369,328
Value of interest in common/collective trusts at beginning of year2014-12-31$3,343,314
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$631,226
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
Contributions received in cash from employer2014-12-31$200,696
Employer contributions (assets) at end of year2014-12-31$200,427
Employer contributions (assets) at beginning of year2014-12-31$156,263
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$680,352
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 name2014-12-31LATTIMORE BLACK MORGAN & CAIN, PC
Accountancy firm EIN2014-12-31621199757

Form 5500 Responses for DEALERS WAREHOUSE CORPORATION PROFIT SHARING PLAN

2023: DEALERS WAREHOUSE CORPORATION PROFIT SHARING PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: DEALERS WAREHOUSE CORPORATION PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: DEALERS WAREHOUSE CORPORATION PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: DEALERS WAREHOUSE CORPORATION PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: DEALERS WAREHOUSE CORPORATION PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: DEALERS WAREHOUSE CORPORATION PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: DEALERS WAREHOUSE CORPORATION PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: DEALERS WAREHOUSE CORPORATION PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: DEALERS WAREHOUSE CORPORATION PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: DEALERS WAREHOUSE CORPORATION PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number516778-01
Policy instance 1
Insurance contract or identification number516778-01
Number of Individuals Covered148
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number516778-01
Policy instance 1
Insurance contract or identification number516778-01
Number of Individuals Covered173
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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