401k Plan data: HANLEES DEALER GROUP 401(K) PLAN plan

HANLEES DEALER GROUP 401(K) PLAN 401k Plan overview

Plan Name	HANLEES DEALER GROUP 401(K) PLAN
Plan identification number	001

HANLEES DEALER GROUP 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

DOHAN INC has sponsored the creation of one or more 401k plans.

Company Name: DOHAN INC

Employer identification number (EIN): 680311268

NAIC Classification: 423100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HANLEES DEALER GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 LETICIA MCKINNEY
001 2017-01-01 BARBARA J MARTINEZ
001 2016-01-01
001 2015-01-01
001 2014-01-01 JENNY HANS
001 2013-01-01 JENNY HANS
001 2012-01-01 PATRICIA UTECHT
001 2011-01-01 NICK SUTHEIMER
001 2010-01-01 NICK SUTHEIMER
001 2009-01-01 NICK SUTHEIMER

Plan Statistics for HANLEES DEALER GROUP 401(K) PLAN

401k plan membership statisitcs for HANLEES DEALER GROUP 401(K) PLAN

Measure Date Value
2023: HANLEES DEALER GROUP 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 501
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 340
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 163
Total of all active and inactive participants 2023-01-01 503
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 503
Number of participants with account balances 2023-01-01 361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 6
2022: HANLEES DEALER GROUP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 494
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 334
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 157
Total of all active and inactive participants 2022-01-01 491
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 491
Number of participants with account balances 2022-01-01 350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 13
2021: HANLEES DEALER GROUP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 477
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 328
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 157
Total of all active and inactive participants 2021-01-01 485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 485
Number of participants with account balances 2021-01-01 365
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 20
2020: HANLEES DEALER GROUP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 517
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 329
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 144
Total of all active and inactive participants 2020-01-01 473
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 473
Number of participants with account balances 2020-01-01 361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 39
2019: HANLEES DEALER GROUP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 449
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 392
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 115
Total of all active and inactive participants 2019-01-01 507
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 1
Total participants 2019-01-01 508
Number of participants with account balances 2019-01-01 361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 29
2018: HANLEES DEALER GROUP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 337
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 393
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 50
Total of all active and inactive participants 2018-01-01 443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 443
Number of participants with account balances 2018-01-01 269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 15
2017: HANLEES DEALER GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 434
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 317
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 15
Total of all active and inactive participants 2017-01-01 332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 332
Number of participants with account balances 2017-01-01 231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 12
2016: HANLEES DEALER GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 367
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 393
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 38
Total of all active and inactive participants 2016-01-01 431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 431
Number of participants with account balances 2016-01-01 188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 11
2015: HANLEES DEALER GROUP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 303
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 326
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 27
Total of all active and inactive participants 2015-01-01 353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 353
Number of participants with account balances 2015-01-01 150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 4
2014: HANLEES DEALER GROUP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 285
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 243
Number of retired or separated participants receiving benefits 2014-01-01 6
Number of other retired or separated participants entitled to future benefits 2014-01-01 33
Total of all active and inactive participants 2014-01-01 282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 282
Number of participants with account balances 2014-01-01 120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 16
2013: HANLEES DEALER GROUP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 253
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 351
Number of retired or separated participants receiving benefits 2013-01-01 2
Number of other retired or separated participants entitled to future benefits 2013-01-01 8
Total of all active and inactive participants 2013-01-01 361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 361
Number of participants with account balances 2013-01-01 118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 8
2012: HANLEES DEALER GROUP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 211
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 209
Number of retired or separated participants receiving benefits 2012-01-01 1
Number of other retired or separated participants entitled to future benefits 2012-01-01 19
Total of all active and inactive participants 2012-01-01 229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 229
Number of participants with account balances 2012-01-01 124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 12
2011: HANLEES DEALER GROUP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 216
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 171
Number of retired or separated participants receiving benefits 2011-01-01 1
Number of other retired or separated participants entitled to future benefits 2011-01-01 28
Total of all active and inactive participants 2011-01-01 200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 200
Number of participants with account balances 2011-01-01 137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 27
2010: HANLEES DEALER GROUP 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 222
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 150
Number of retired or separated participants receiving benefits 2010-01-01 2
Number of other retired or separated participants entitled to future benefits 2010-01-01 54
Total of all active and inactive participants 2010-01-01 206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 206
Number of participants with account balances 2010-01-01 190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: HANLEES DEALER GROUP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 228
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 133
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 81
Total of all active and inactive participants 2009-01-01 214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 214
Number of participants with account balances 2009-01-01 128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2023: HANLEES DEALER GROUP 401(K) PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	501
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	340
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	163
Total of all active and inactive participants	2023-01-01	503
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	503
Number of participants with account balances	2023-01-01	361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	6
2022: HANLEES DEALER GROUP 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	494
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	334
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	157
Total of all active and inactive participants	2022-01-01	491
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	491
Number of participants with account balances	2022-01-01	350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	13
2021: HANLEES DEALER GROUP 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	477
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	328
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	157
Total of all active and inactive participants	2021-01-01	485
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	485
Number of participants with account balances	2021-01-01	365
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	20
2020: HANLEES DEALER GROUP 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	517
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	329
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	144
Total of all active and inactive participants	2020-01-01	473
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	473
Number of participants with account balances	2020-01-01	361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	39
2019: HANLEES DEALER GROUP 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	449
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	392
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	115
Total of all active and inactive participants	2019-01-01	507
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	1
Total participants	2019-01-01	508
Number of participants with account balances	2019-01-01	361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	29
2018: HANLEES DEALER GROUP 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	337
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	393
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	50
Total of all active and inactive participants	2018-01-01	443
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	443
Number of participants with account balances	2018-01-01	269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	15
2017: HANLEES DEALER GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	434
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	317
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	15
Total of all active and inactive participants	2017-01-01	332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	332
Number of participants with account balances	2017-01-01	231
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	12
2016: HANLEES DEALER GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	367
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	393
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	38
Total of all active and inactive participants	2016-01-01	431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	431
Number of participants with account balances	2016-01-01	188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	11
2015: HANLEES DEALER GROUP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	303
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	326
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	27
Total of all active and inactive participants	2015-01-01	353
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	353
Number of participants with account balances	2015-01-01	150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	4
2014: HANLEES DEALER GROUP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	285
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	243
Number of retired or separated participants receiving benefits	2014-01-01	6
Number of other retired or separated participants entitled to future benefits	2014-01-01	33
Total of all active and inactive participants	2014-01-01	282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	282
Number of participants with account balances	2014-01-01	120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	16
2013: HANLEES DEALER GROUP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	253
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	351
Number of retired or separated participants receiving benefits	2013-01-01	2
Number of other retired or separated participants entitled to future benefits	2013-01-01	8
Total of all active and inactive participants	2013-01-01	361
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	361
Number of participants with account balances	2013-01-01	118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	8
2012: HANLEES DEALER GROUP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	211
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	209
Number of retired or separated participants receiving benefits	2012-01-01	1
Number of other retired or separated participants entitled to future benefits	2012-01-01	19
Total of all active and inactive participants	2012-01-01	229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	229
Number of participants with account balances	2012-01-01	124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	12
2011: HANLEES DEALER GROUP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	216
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	171
Number of retired or separated participants receiving benefits	2011-01-01	1
Number of other retired or separated participants entitled to future benefits	2011-01-01	28
Total of all active and inactive participants	2011-01-01	200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	200
Number of participants with account balances	2011-01-01	137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	27
2010: HANLEES DEALER GROUP 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	222
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	150
Number of retired or separated participants receiving benefits	2010-01-01	2
Number of other retired or separated participants entitled to future benefits	2010-01-01	54
Total of all active and inactive participants	2010-01-01	206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	206
Number of participants with account balances	2010-01-01	190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: HANLEES DEALER GROUP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	228
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	133
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	81
Total of all active and inactive participants	2009-01-01	214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	214
Number of participants with account balances	2009-01-01	128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on HANLEES DEALER GROUP 401(K) PLAN

Measure	Date	Value
2023 : HANLEES DEALER GROUP 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$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	$4,031,191
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$1,593,424
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$1,573,555
Value of total corrective distributions	2023-12-31	$11,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$1,550,618
Value of total assets at end of year	2023-12-31	$14,966,220
Value of total assets at beginning of year	2023-12-31	$12,528,453
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$8,865
Total interest from all sources	2023-12-31	$44,822
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$286,792
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$286,792
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$500,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$1,216,933
Participant contributions at end of year	2023-12-31	$599,714
Participant contributions at beginning of year	2023-12-31	$419,095
Participant contributions at end of year	2023-12-31	$17,018
Participant contributions at beginning of year	2023-12-31	$1,581
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$2,437,767
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$14,966,220
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$12,528,453
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$13,835,548
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$11,560,661
Interest on participant loans	2023-12-31	$34,204
Income. Interest from loans (other than to participants)	2023-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$179,940
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2023-12-31	$196,116
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2023-12-31	$196,116
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2023-12-31	$10,618
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$2,148,959
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$333,685
Employer contributions (assets) at end of year	2023-12-31	$334,000
Employer contributions (assets) at beginning of year	2023-12-31	$351,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$1,573,555
Contract administrator fees	2023-12-31	$8,865
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	POMARES & CO , LLP
Accountancy firm EIN	2023-12-31	951538492
2022 : HANLEES DEALER GROUP 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-721,954
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$991,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$982,972
Value of total corrective distributions	2022-12-31	$669
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,718,998
Value of total assets at end of year	2022-12-31	$12,528,453
Value of total assets at beginning of year	2022-12-31	$14,242,233
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$8,185
Total interest from all sources	2022-12-31	$26,985
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$226,576
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	$226,576
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,367,998
Participant contributions at end of year	2022-12-31	$419,095
Participant contributions at beginning of year	2022-12-31	$335,994
Participant contributions at end of year	2022-12-31	$1,581
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	$-1,713,780
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$12,528,453
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$14,242,233
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	$11,560,661
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$12,958,273
Interest on participant loans	2022-12-31	$23,938
Income. Interest from loans (other than to participants)	2022-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$196,116
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-12-31	$582,966
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-12-31	$582,966
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$3,047
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-2,694,513
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	$351,000
Employer contributions (assets) at end of year	2022-12-31	$351,000
Employer contributions (assets) at beginning of year	2022-12-31	$365,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$982,972
Contract administrator fees	2022-12-31	$8,185
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	POMARES & CO , LLP
Accountancy firm EIN	2022-12-31	951538492
2021 : HANLEES DEALER GROUP 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$3,543,746
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$571,405
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$503,255
Value of total corrective distributions	2021-12-31	$61,720
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,772,182
Value of total assets at end of year	2021-12-31	$14,242,233
Value of total assets at beginning of year	2021-12-31	$11,269,892
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$6,430
Total interest from all sources	2021-12-31	$19,332
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$195,802
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	$195,802
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,355,326
Participant contributions at end of year	2021-12-31	$335,994
Participant contributions at beginning of year	2021-12-31	$308,280
Participant contributions at end of year	2021-12-31	$0
Participant contributions at beginning of year	2021-12-31	$793
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$114,856
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	$2,972,341
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$14,242,233
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$11,269,892
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	$12,958,273
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$10,604,234
Interest on participant loans	2021-12-31	$19,298
Income. Interest from loans (other than to participants)	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$582,966
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$155,085
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$155,085
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$34
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,556,430
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	$302,000
Employer contributions (assets) at end of year	2021-12-31	$365,000
Employer contributions (assets) at beginning of year	2021-12-31	$201,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$503,255
Contract administrator fees	2021-12-31	$6,430
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	POMARES & CO , LLP
Accountancy firm EIN	2021-12-31	951538492
2020 : HANLEES DEALER GROUP 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$2,996,118
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,096,211
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,084,369
Value of total corrective distributions	2020-12-31	$6,712
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,526,452
Value of total assets at end of year	2020-12-31	$11,269,892
Value of total assets at beginning of year	2020-12-31	$9,369,985
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$5,130
Total interest from all sources	2020-12-31	$15,575
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$163,537
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	$163,537
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,099,994
Participant contributions at end of year	2020-12-31	$308,280
Participant contributions at beginning of year	2020-12-31	$240,904
Participant contributions at end of year	2020-12-31	$793
Participant contributions at beginning of year	2020-12-31	$63
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,899,907
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$11,269,892
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$9,369,985
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 registered invesment companies (eg mutual funds) at end of year	2020-12-31	$10,604,234
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$8,721,466
Interest on participant loans	2020-12-31	$15,299
Income. Interest from loans (other than to participants)	2020-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$155,085
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$26,510
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$26,510
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$276
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,290,554
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	Yes
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	$426,458
Employer contributions (assets) at end of year	2020-12-31	$201,500
Employer contributions (assets) at beginning of year	2020-12-31	$381,042
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,084,369
Contract administrator fees	2020-12-31	$5,130
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	POMARES & CO , LLP
Accountancy firm EIN	2020-12-31	951538492
2019 : HANLEES DEALER GROUP 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at 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	$3,175,252
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$389,242
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$298,922
Value of total corrective distributions	2019-12-31	$84,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,614,262
Value of total assets at end of year	2019-12-31	$9,369,985
Value of total assets at beginning of year	2019-12-31	$6,583,975
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$5,530
Total interest from all sources	2019-12-31	$13,010
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$190,819
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	$190,819
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,228,581
Participant contributions at end of year	2019-12-31	$240,904
Participant contributions at beginning of year	2019-12-31	$212,152
Participant contributions at end of year	2019-12-31	$63
Participant contributions at beginning of year	2019-12-31	$17,927
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$8,709
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	$2,786,010
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$9,369,985
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$6,583,975
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$8,721,466
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$6,241,436
Interest on participant loans	2019-12-31	$12,562
Income. Interest from loans (other than to participants)	2019-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$26,510
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$13,460
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$13,460
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$448
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$1,357,161
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	Yes
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	$376,972
Employer contributions (assets) at end of year	2019-12-31	$381,042
Employer contributions (assets) at beginning of year	2019-12-31	$99,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$298,922
Contract administrator fees	2019-12-31	$5,530
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	POMARES & CO , LLP
Accountancy firm EIN	2019-12-31	951538492
2018 : HANLEES DEALER GROUP 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$977,593
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$187,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$182,354
Value of total corrective distributions	2018-12-31	$294
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,409,067
Value of total assets at end of year	2018-12-31	$6,583,975
Value of total assets at beginning of year	2018-12-31	$5,793,760
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$4,730
Total interest from all sources	2018-12-31	$77,218
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$146,683
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	$146,683
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$1,022,284
Participant contributions at end of year	2018-12-31	$212,152
Participant contributions at beginning of year	2018-12-31	$176,706
Participant contributions at end of year	2018-12-31	$17,927
Participant contributions at beginning of year	2018-12-31	$19,529
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$30,778
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	$790,215
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$6,583,975
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$5,793,760
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$6,241,436
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$5,520,123
Interest on participant loans	2018-12-31	$12,452
Income. Interest from loans (other than to participants)	2018-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$13,460
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$5,002
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$5,002
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$64,766
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-655,375
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	$356,005
Employer contributions (assets) at end of year	2018-12-31	$99,000
Employer contributions (assets) at beginning of year	2018-12-31	$72,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$182,354
Contract administrator fees	2018-12-31	$4,730
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	POMARES & CO , LLP
Accountancy firm EIN	2018-12-31	951538492
2017 : HANLEES DEALER GROUP 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$10,381
Total income from all sources (including contributions)	2017-12-31	$1,809,514
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$72,603
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$70,140
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,111,047
Value of total assets at end of year	2017-12-31	$5,793,760
Value of total assets at beginning of year	2017-12-31	$4,067,230
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$2,463
Total interest from all sources	2017-12-31	$10,028
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$97,541
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	$97,541
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$846,536
Participant contributions at end of year	2017-12-31	$176,706
Participant contributions at beginning of year	2017-12-31	$175,077
Participant contributions at end of year	2017-12-31	$19,529
Participant contributions at beginning of year	2017-12-31	$27,410
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$28,799
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$10,381
Administrative expenses (other) incurred	2017-12-31	$933
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	$1,736,911
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$5,793,760
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$4,056,849
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$5,520,123
Value of interest in pooled separate accounts at end of year	2017-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$3,817,942
Interest on participant loans	2017-12-31	$10,014
Income. Interest from loans (other than to participants)	2017-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$5,002
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$12,613
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$12,613
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$14
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$269,587
Net investment gain/loss from pooled separate accounts	2017-12-31	$321,311
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	$235,712
Employer contributions (assets) at end of year	2017-12-31	$72,400
Employer contributions (assets) at beginning of year	2017-12-31	$34,188
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$70,140
Contract administrator fees	2017-12-31	$1,530
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	POMARES & CO , LLP
Accountancy firm EIN	2017-12-31	951538492
2016 : HANLEES DEALER GROUP 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$10,381
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	$1,034,451
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$84,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$59,891
Value of total corrective distributions	2016-12-31	$12,419
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$757,171
Value of total assets at end of year	2016-12-31	$4,067,230
Value of total assets at beginning of year	2016-12-31	$3,106,745
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$12,037
Total interest from all sources	2016-12-31	$8,781
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
Administrative expenses professional fees incurred	2016-12-31	$12,037
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$612,031
Participant contributions at end of year	2016-12-31	$175,077
Participant contributions at beginning of year	2016-12-31	$114,447
Participant contributions at end of year	2016-12-31	$27,410
Participant contributions at beginning of year	2016-12-31	$18,238
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$10,440
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$10,381
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$950,104
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$4,056,849
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$3,106,745
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	$3,817,942
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$2,934,809
Income. Interest from loans (other than to participants)	2016-12-31	$7,927
Interest earned on other investments	2016-12-31	$854
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$12,613
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$9,251
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$9,251
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$0
Net investment gain/loss from pooled separate accounts	2016-12-31	$268,499
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$134,700
Employer contributions (assets) at end of year	2016-12-31	$34,188
Employer contributions (assets) at beginning of year	2016-12-31	$30,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$59,891
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	POMARES & CO, LLP
Accountancy firm EIN	2016-12-31	951538492
2015 : HANLEES DEALER GROUP 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$373,981
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$283,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$264,291
Value of total corrective distributions	2015-12-31	$13,421
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$451,803
Value of total assets at end of year	2015-12-31	$3,106,745
Value of total assets at beginning of year	2015-12-31	$3,016,684
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$6,208
Total interest from all sources	2015-12-31	$3,454
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$354,402
Participant contributions at end of year	2015-12-31	$114,447
Participant contributions at beginning of year	2015-12-31	$76,123
Participant contributions at end of year	2015-12-31	$18,238
Participant contributions at beginning of year	2015-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$90,061
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$3,106,745
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$3,016,684
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$2,934,809
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$2,502,080
Interest on participant loans	2015-12-31	$3,454
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$9,251
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$438,481
Net investment gain/loss from pooled separate accounts	2015-12-31	$-81,276
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$97,401
Employer contributions (assets) at end of year	2015-12-31	$30,000
Employer contributions (assets) at beginning of year	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$264,291
Contract administrator fees	2015-12-31	$6,208
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	POMARES & CO, LLP
Accountancy firm EIN	2015-12-31	951538492
2014 : HANLEES DEALER GROUP 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$526,525
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$58,883
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$35,897
Value of total corrective distributions	2014-12-31	$18,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$351,142
Value of total assets at end of year	2014-12-31	$3,016,684
Value of total assets at beginning of year	2014-12-31	$2,549,042
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$4,505
Total interest from all sources	2014-12-31	$13,207
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$282,142
Participant contributions at end of year	2014-12-31	$76,123
Participant contributions at beginning of year	2014-12-31	$26,186
Other income not declared elsewhere	2014-12-31	$547
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$467,642
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$3,016,684
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$2,549,042
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$2,502,080
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$2,299,382
Interest on participant loans	2014-12-31	$1,705
Interest earned on other investments	2014-12-31	$11,502
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$438,481
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$223,474
Net investment gain/loss from pooled separate accounts	2014-12-31	$161,629
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$69,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$35,897
Contract administrator fees	2014-12-31	$4,505
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	POMARES & CO LLP
Accountancy firm EIN	2014-12-31	951538492
2013 : HANLEES DEALER GROUP 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$653,306
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$32,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$24,439
Value of total corrective distributions	2013-12-31	$3,654
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$373,742
Value of total assets at end of year	2013-12-31	$2,549,042
Value of total assets at beginning of year	2013-12-31	$1,928,265
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$4,436
Total interest from all sources	2013-12-31	$7,283
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$301,742
Participant contributions at end of year	2013-12-31	$26,186
Participant contributions at beginning of year	2013-12-31	$18,842
Other income not declared elsewhere	2013-12-31	$208
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$620,777
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$2,549,042
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,928,265
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$2,299,382
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$1,713,255
Interest on participant loans	2013-12-31	$1,012
Interest earned on other investments	2013-12-31	$6,271
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$223,474
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$196,168
Net investment gain/loss from pooled separate accounts	2013-12-31	$272,073
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$72,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$24,439
Contract administrator fees	2013-12-31	$4,436
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	POMARES & CO, LLP
Accountancy firm EIN	2013-12-31	951538492
2012 : HANLEES DEALER GROUP 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets to this plan	2012-12-31	$0
Total transfer of assets from this plan	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$508,461
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$71,869
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$55,767
Value of total corrective distributions	2012-12-31	$15,233
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$346,317
Value of total assets at end of year	2012-12-31	$1,928,265
Value of total assets at beginning of year	2012-12-31	$1,491,673
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$869
Total interest from all sources	2012-12-31	$6,451
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$272,423
Participant contributions at end of year	2012-12-31	$18,842
Participant contributions at beginning of year	2012-12-31	$10,222
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$5,794
Other income not declared elsewhere	2012-12-31	$578
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$436,592
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$1,928,265
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$1,491,673
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$4
Value of interest in pooled separate accounts at end of year	2012-12-31	$1,713,255
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$1,317,025
Interest on participant loans	2012-12-31	$590
Interest earned on other investments	2012-12-31	$5,861
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$196,168
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$164,426
Net investment gain/loss from pooled separate accounts	2012-12-31	$155,115
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$68,100
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$55,767
Contract administrator fees	2012-12-31	$865
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	POMARES & CO, LLP
Accountancy firm EIN	2012-12-31	951538492
2011 : HANLEES DEALER GROUP 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$202,450
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$132,840
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$123,089
Value of total corrective distributions	2011-12-31	$5,398
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$210,157
Value of total assets at end of year	2011-12-31	$1,491,673
Value of total assets at beginning of year	2011-12-31	$1,422,063
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$4,353
Total interest from all sources	2011-12-31	$5,891
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$169,957
Participant contributions at end of year	2011-12-31	$10,222
Participant contributions at beginning of year	2011-12-31	$16,783
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$69,610
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$1,491,673
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,422,063
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in pooled separate accounts at end of year	2011-12-31	$1,317,025
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$1,249,275
Interest on participant loans	2011-12-31	$684
Interest earned on other investments	2011-12-31	$5,207
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$164,426
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$156,005
Net investment gain/loss from pooled separate accounts	2011-12-31	$-13,598
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$40,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$123,089
Contract administrator fees	2011-12-31	$4,353
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	POMARES & CO., LLP
Accountancy firm EIN	2011-12-31	951538492
2010 : HANLEES DEALER GROUP 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$302,482
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$147,889
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$134,258
Value of total corrective distributions	2010-12-31	$13,426
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$139,793
Value of total assets at end of year	2010-12-31	$1,422,063
Value of total assets at beginning of year	2010-12-31	$1,267,470
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$205
Total interest from all sources	2010-12-31	$6,266
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$126,367
Participant contributions at end of year	2010-12-31	$16,783
Participant contributions at beginning of year	2010-12-31	$26,026
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$0
Other income not declared elsewhere	2010-12-31	$12,577
Administrative expenses (other) incurred	2010-12-31	$205
Liabilities. Value of operating payables at beginning of year	2010-12-31	$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	2010-12-31	No
Value of net income/loss	2010-12-31	$154,593
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$1,422,063
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,267,470
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in pooled separate accounts at end of year	2010-12-31	$1,249,275
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$1,098,095
Interest on participant loans	2010-12-31	$1,263
Interest earned on other investments	2010-12-31	$5,003
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$156,005
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$143,349
Net investment gain/loss from pooled separate accounts	2010-12-31	$143,846
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Assets. Invements in employer securities at beginning of year	2010-12-31	$0
Assets. Value of employer real property at beginning of year	2010-12-31	$0
Contributions received in cash from employer	2010-12-31	$13,426
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$134,258
Liabilities. Value of benefit claims payable at beginning of year	2010-12-31	$0
Assets. Value of buildings and other operty used in plan operation at beginning of year	2010-12-31	$0
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Liabilities. Value of acquisition indebtedness at beginning of year	2010-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	POMARES & CO., LLP
Accountancy firm EIN	2010-12-31	951538492

Form 5500 Responses for HANLEES DEALER GROUP 401(K) PLAN

2023: HANLEES DEALER GROUP 401(K) PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: HANLEES DEALER GROUP 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: HANLEES DEALER GROUP 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: HANLEES DEALER GROUP 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: HANLEES DEALER GROUP 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: HANLEES DEALER GROUP 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: HANLEES DEALER GROUP 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: HANLEES DEALER GROUP 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: HANLEES DEALER GROUP 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: HANLEES DEALER GROUP 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: HANLEES DEALER GROUP 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: HANLEES DEALER GROUP 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: HANLEES DEALER GROUP 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: HANLEES DEALER GROUP 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: HANLEES DEALER GROUP 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

119989

Policy instance

Insurance contract or identification number	119989
Number of Individuals Covered	0
Insurance policy start date	2017-01-01
Insurance policy end date	2017-08-28
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $2,155
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Amount paid for insurance broker fees	2155
Additional information about fees paid to insurance broker	TPA COMPENSATION AND FEES
Insurance broker organization code?	5
Insurance broker name	JORDAN & ASSOCIATES RETIREMENT SERV

SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )

Policy contract number

87-63271-71

Policy instance

Insurance contract or identification number	87-63271-71
Number of Individuals Covered	0
Insurance policy start date	2015-01-01
Insurance policy end date	2015-10-14
Total amount of commissions paid to insurance broker	USD $2,397
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $2,397
Insurance broker organization code?	3
Insurance broker name	CRAIG DIBLASI

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )

Policy contract number

119989

Policy instance

Insurance contract or identification number	119989
Number of Individuals Covered	375
Insurance policy start date	2015-10-15
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $2,892
Total amount of fees paid to insurance company	USD $6,496
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	6496
Additional information about fees paid to insurance broker	TPA COMPENSATION
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $2,892
Insurance broker name	KARP CAPITAL MANAGEMENT

SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )

Policy contract number

87-63271-71

Policy instance

Insurance contract or identification number	87-63271-71
Number of Individuals Covered	120
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $3,215
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $3,215
Insurance broker organization code?	3
Insurance broker name	CRAIG DIBLASI

SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )

Policy contract number

87-63271-71

Policy instance

Insurance contract or identification number	87-63271-71
Number of Individuals Covered	361
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $2,493
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $2,493
Insurance broker organization code?	3
Insurance broker name	CRAIG DIBLASI

SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )

Policy contract number

87-63271-71

Policy instance

Insurance contract or identification number	87-63271-71
Number of Individuals Covered	229
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $1,990
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $1,990
Insurance broker organization code?	3
Insurance broker name	CRAIG DIBLASI

SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )

Policy contract number

87-63271-71

Policy instance

Insurance contract or identification number	87-63271-71
Number of Individuals Covered	200
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $789
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

SENTRY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68810 )

Policy contract number

87-63271-71

Policy instance

Insurance contract or identification number	87-63271-71
Number of Individuals Covered	206
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $1,511
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
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?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $1,105
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3
Insurance broker name	CRAIG DIBLASI

Potentially related plans

HANLEES DEALERSHIP GROUP HEALTH AND WELFARE PLAN [EIN = 261445589]

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Company Name:	DOHAN INC
Employer identification number (EIN):	680311268
NAIC Classification:	423100