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BRYAN CHEVROLET, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameBRYAN CHEVROLET, LLC 401(K) PROFIT SHARING PLAN
Plan identification number 001

BRYAN CHEVROLET, LLC 401(K) PROFIT SHARING PLAN Benefits

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

401k Sponsoring company profile

BRYAN CHEVROLET LLC has sponsored the creation of one or more 401k plans.

Company Name:BRYAN CHEVROLET LLC
Employer identification number (EIN):720477660
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BRYAN CHEVROLET, LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01STEPHANIE HELD2023-05-04
0012021-01-01STEPHANIE HELD2022-03-09
0012020-01-01STEPHANIE HELD2021-07-28
0012019-01-01
0012018-01-01
0012017-01-01STEPHANIE HELD
0012016-01-01STEPHANIE HELD JOHNSON
0012015-01-01STEPHANIE HELD
0012014-01-01STEPHANIE HELD
0012013-01-01DANIELLE ZIEGEL
0012012-01-01STEPHANIE HELD
0012011-01-01STEPHANIE HELD
0012010-01-01STEPHANIE HELD
0012009-01-01STEPHANIE HELD
0012009-01-01STEPHANIE HELD

Plan Statistics for BRYAN CHEVROLET, LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for BRYAN CHEVROLET, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2019: BRYAN CHEVROLET, LLC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01149
Total number of active participants reported on line 7a of the Form 55002019-01-0145
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-0126
Total of all active and inactive participants2019-01-0175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-0175
Number of participants with account balances2019-01-0150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: BRYAN CHEVROLET, LLC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01142
Total number of active participants reported on line 7a of the Form 55002018-01-01118
Number of retired or separated participants receiving benefits2018-01-015
Number of other retired or separated participants entitled to future benefits2018-01-0116
Total of all active and inactive participants2018-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01140
Number of participants with account balances2018-01-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: BRYAN CHEVROLET, LLC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01133
Total number of active participants reported on line 7a of the Form 55002017-01-01108
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-0119
Total of all active and inactive participants2017-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01130
Number of participants with account balances2017-01-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: BRYAN CHEVROLET, LLC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01140
Total number of active participants reported on line 7a of the Form 55002016-01-01108
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0122
Total of all active and inactive participants2016-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01130
Number of participants with account balances2016-01-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: BRYAN CHEVROLET, LLC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01133
Total number of active participants reported on line 7a of the Form 55002015-01-01112
Number of other retired or separated participants entitled to future benefits2015-01-0122
Total of all active and inactive participants2015-01-01134
Total participants2015-01-01134
Number of participants with account balances2015-01-0163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: BRYAN CHEVROLET, LLC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01125
Total number of active participants reported on line 7a of the Form 55002014-01-01109
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0121
Total of all active and inactive participants2014-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01130
Number of participants with account balances2014-01-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: BRYAN CHEVROLET, LLC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01130
Total number of active participants reported on line 7a of the Form 55002013-01-01110
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0116
Total of all active and inactive participants2013-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01127
Number of participants with account balances2013-01-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: BRYAN CHEVROLET, LLC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01125
Total number of active participants reported on line 7a of the Form 55002012-01-01113
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0116
Total of all active and inactive participants2012-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01130
Number of participants with account balances2012-01-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: BRYAN CHEVROLET, LLC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01119
Total number of active participants reported on line 7a of the Form 55002011-01-01107
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0117
Total of all active and inactive participants2011-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01125
Number of participants with account balances2011-01-0168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: BRYAN CHEVROLET, LLC 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01127
Total number of active participants reported on line 7a of the Form 55002010-01-01104
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-0114
Total of all active and inactive participants2010-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01119
Number of participants with account balances2010-01-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: BRYAN CHEVROLET, LLC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01130
Total number of active participants reported on line 7a of the Form 55002009-01-01115
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0111
Total of all active and inactive participants2009-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01127
Number of participants with account balances2009-01-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on BRYAN CHEVROLET, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2019 : BRYAN CHEVROLET, LLC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,000,937
Total of all expenses incurred2019-12-31$2,258,336
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,249,001
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$147,772
Value of total assets at end of year2019-12-31$3,425,990
Value of total assets at beginning of year2019-12-31$4,683,389
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$9,335
Total interest from all sources2019-12-31$11,183
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$128,443
Participant contributions at end of year2019-12-31$65,668
Participant contributions at beginning of year2019-12-31$77,769
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$309
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$111
Administrative expenses (other) incurred2019-12-31$6,194
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-1,257,399
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,425,990
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,683,389
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$3,141
Value of interest in pooled separate accounts at end of year2019-12-31$2,684,603
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,663,982
Interest on participant loans2019-12-31$3,458
Interest earned on other investments2019-12-31$7,725
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$675,410
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$941,527
Net investment gain/loss from pooled separate accounts2019-12-31$841,982
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$19,329
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,249,001
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DYESS & ASSOCIATES, APAC
Accountancy firm EIN2019-12-31721227981
2018 : BRYAN CHEVROLET, LLC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$-17,324
Total of all expenses incurred2018-12-31$572,879
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$570,540
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$188,099
Value of total assets at end of year2018-12-31$4,683,389
Value of total assets at beginning of year2018-12-31$5,273,592
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,339
Total interest from all sources2018-12-31$11,123
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$162,976
Participant contributions at end of year2018-12-31$77,769
Participant contributions at beginning of year2018-12-31$93,892
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$2,859
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$111
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$1,310
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-590,203
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,683,389
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,273,592
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$1,029
Value of interest in pooled separate accounts at end of year2018-12-31$3,663,982
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,277,729
Interest on participant loans2018-12-31$4,291
Interest earned on other investments2018-12-31$6,832
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$941,527
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$901,971
Net investment gain/loss from pooled separate accounts2018-12-31$-216,546
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$22,264
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$570,540
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DYESS & ASSOCIATES, APAC
Accountancy firm EIN2018-12-31721227981
2017 : BRYAN CHEVROLET, LLC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,005,618
Total of all expenses incurred2017-12-31$294,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$292,079
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$216,004
Value of total assets at end of year2017-12-31$5,273,592
Value of total assets at beginning of year2017-12-31$4,562,534
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,481
Total interest from all sources2017-12-31$9,775
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$190,951
Participant contributions at end of year2017-12-31$93,892
Participant contributions at beginning of year2017-12-31$62,971
Administrative expenses (other) incurred2017-12-31$1,500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$711,058
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,273,592
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,562,534
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$981
Value of interest in pooled separate accounts at end of year2017-12-31$4,277,729
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,610,535
Interest on participant loans2017-12-31$3,590
Interest earned on other investments2017-12-31$6,185
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$901,971
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$889,028
Net investment gain/loss from pooled separate accounts2017-12-31$779,839
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$25,053
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$292,079
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DYESS & ASSOCIATES, APAC
Accountancy firm EIN2017-12-31721227981
2016 : BRYAN CHEVROLET, LLC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$463,267
Total of all expenses incurred2016-12-31$205,548
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$203,593
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$212,756
Value of total assets at end of year2016-12-31$4,562,534
Value of total assets at beginning of year2016-12-31$4,304,815
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,955
Total interest from all sources2016-12-31$3,191
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$212,756
Participant contributions at end of year2016-12-31$62,971
Participant contributions at beginning of year2016-12-31$79,164
Other income not declared elsewhere2016-12-31$11,454
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$257,719
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,562,534
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,304,815
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$3,610,535
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,989,215
Interest on participant loans2016-12-31$3,191
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$889,028
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,236,436
Net investment gain/loss from pooled separate accounts2016-12-31$235,866
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$203,593
Contract administrator fees2016-12-31$1,955
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DYESS & ASSOCIATES, APAC
Accountancy firm EIN2016-12-31721227981
2015 : BRYAN CHEVROLET, LLC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$282,786
Total of all expenses incurred2015-12-31$206,381
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$204,535
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$274,900
Value of total assets at end of year2015-12-31$4,304,815
Value of total assets at beginning of year2015-12-31$4,228,410
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,846
Total interest from all sources2015-12-31$3,672
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$1,000
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$201,691
Participant contributions at end of year2015-12-31$79,164
Participant contributions at beginning of year2015-12-31$83,587
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$73,209
Other income not declared elsewhere2015-12-31$11,606
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$76,405
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,304,815
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,228,410
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$846
Value of interest in pooled separate accounts at end of year2015-12-31$2,989,215
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,735,876
Interest on participant loans2015-12-31$3,672
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,236,436
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,408,947
Net investment gain/loss from pooled separate accounts2015-12-31$-7,392
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$204,535
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DYESS & ASSOCIATES, APAC
Accountancy firm EIN2015-12-31721227981
2014 : BRYAN CHEVROLET, LLC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$568,921
Total of all expenses incurred2014-12-31$115,080
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$108,137
Expenses. Certain deemed distributions of participant loans2014-12-31$4,245
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$272,147
Value of total assets at end of year2014-12-31$4,228,410
Value of total assets at beginning of year2014-12-31$3,774,569
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,698
Total interest from all sources2014-12-31$2,603
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$457
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$457
Administrative expenses professional fees incurred2014-12-31$2,698
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$211,943
Participant contributions at end of year2014-12-31$83,587
Participant contributions at beginning of year2014-12-31$31,546
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$60,204
Other income not declared elsewhere2014-12-31$10,405
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$453,841
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,228,410
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,774,569
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,274,044
Value of interest in pooled separate accounts at end of year2014-12-31$2,735,876
Interest on participant loans2014-12-31$2,599
Value of interest in common/collective trusts at beginning of year2014-12-31$150,017
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$318,962
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$318,962
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$4
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,408,947
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-54,015
Net investment gain/loss from pooled separate accounts2014-12-31$340,068
Net investment gain or loss from common/collective trusts2014-12-31$-2,744
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$108,137
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31DYESS & ASSOCIATES, APAC
Accountancy firm EIN2014-12-31721227981
2013 : BRYAN CHEVROLET, LLC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$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
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$873,018
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$250,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$249,275
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$274
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$188,665
Value of total assets at end of year2013-12-31$3,774,569
Value of total assets at beginning of year2013-12-31$3,151,674
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$574
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$1,785
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$147,021
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$147,021
Assets. Real estate other than employer real property at end of year2013-12-31$0
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$188,665
Participant contributions at end of year2013-12-31$31,546
Participant contributions at beginning of year2013-12-31$76,317
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Assets. Loans (other than to participants) at end of year2013-12-31$0
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$574
Liabilities. Value of operating payables at end of year2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$622,895
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,774,569
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,151,674
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,274,044
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,764,605
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$1,762
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$0
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in master investment trust accounts at end of year2013-12-31$0
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$150,017
Value of interest in common/collective trusts at beginning of year2013-12-31$144,118
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$318,962
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$166,634
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$166,634
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$23
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$536,157
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$-610
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Assets. Value of employer real property at end of year2013-12-31$0
Assets. Value of employer real property at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$0
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$249,275
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Contract administrator fees2013-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$0
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31DYESS & ASSOCIATES, APAC
Accountancy firm EIN2013-12-31721227981
2012 : BRYAN CHEVROLET, LLC 401(K) PROFIT SHARING PLAN 2012 401k financial data
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$541,194
Total of all expenses incurred2012-12-31$219,830
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$218,561
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$169,085
Value of total assets at end of year2012-12-31$3,151,674
Value of total assets at beginning of year2012-12-31$2,830,310
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,269
Total interest from all sources2012-12-31$2,916
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$31,647
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$31,647
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$169,085
Participant contributions at end of year2012-12-31$76,317
Participant contributions at beginning of year2012-12-31$68,191
Administrative expenses (other) incurred2012-12-31$1,269
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$321,364
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,151,674
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,830,310
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,764,605
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,449,229
Interest on participant loans2012-12-31$2,899
Value of interest in common/collective trusts at end of year2012-12-31$144,118
Value of interest in common/collective trusts at beginning of year2012-12-31$146,690
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$166,634
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$166,200
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$166,200
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$17
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$335,663
Net investment gain or loss from common/collective trusts2012-12-31$1,883
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$218,561
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DYESS & ASSOCIATES, APAC
Accountancy firm EIN2012-12-31721227981
2011 : BRYAN CHEVROLET, LLC 401(K) PROFIT SHARING PLAN 2011 401k financial data
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$118,481
Total of all expenses incurred2011-12-31$61,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$60,915
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$173,154
Value of total assets at end of year2011-12-31$2,830,310
Value of total assets at beginning of year2011-12-31$2,773,570
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$826
Total interest from all sources2011-12-31$4,022
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$25,960
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$25,960
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$173,154
Participant contributions at end of year2011-12-31$68,191
Participant contributions at beginning of year2011-12-31$71,733
Administrative expenses (other) incurred2011-12-31$826
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$56,740
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,830,310
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,773,570
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,449,229
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,388,745
Interest on participant loans2011-12-31$4,006
Value of interest in common/collective trusts at end of year2011-12-31$146,690
Value of interest in common/collective trusts at beginning of year2011-12-31$159,755
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$166,200
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$153,337
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$153,337
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$16
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-88,064
Net investment gain or loss from common/collective trusts2011-12-31$3,409
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$60,915
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DYESS & ASSOCIATES
Accountancy firm EIN2011-12-31721227981
2010 : BRYAN CHEVROLET, LLC 401(K) PROFIT SHARING PLAN 2010 401k financial data
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$545,292
Total of all expenses incurred2010-12-31$123,877
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$122,918
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$192,847
Value of total assets at end of year2010-12-31$2,773,570
Value of total assets at beginning of year2010-12-31$2,352,155
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$959
Total interest from all sources2010-12-31$4,879
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$19,739
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$19,739
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$192,847
Participant contributions at end of year2010-12-31$71,733
Participant contributions at beginning of year2010-12-31$90,153
Administrative expenses (other) incurred2010-12-31$959
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$421,415
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,773,570
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,352,155
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,388,745
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,981,593
Interest on participant loans2010-12-31$4,860
Value of interest in common/collective trusts at end of year2010-12-31$159,755
Value of interest in common/collective trusts at beginning of year2010-12-31$103,182
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$153,337
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$177,227
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$177,227
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$19
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$322,908
Net investment gain or loss from common/collective trusts2010-12-31$4,919
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$122,918
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DYESS & ASSOCIATES
Accountancy firm EIN2010-12-31721227981
2009 : BRYAN CHEVROLET, LLC 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for BRYAN CHEVROLET, LLC 401(K) PROFIT SHARING PLAN

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

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601437
Policy instance 1
Insurance contract or identification number601437
Number of Individuals Covered50
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $9,052
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,537
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601437
Policy instance 1
Insurance contract or identification number601437
Number of Individuals Covered60
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $13,809
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,809
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601437
Policy instance 1
Insurance contract or identification number601437
Number of Individuals Covered64
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $13,315
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,315
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY INC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601437
Policy instance 1
Insurance contract or identification number601437
Number of Individuals Covered63
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $11,031
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,031
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY INC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number601437
Policy instance 1
Insurance contract or identification number601437
Number of Individuals Covered64
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $19,780
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,780
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY INC

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