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FORMAN DEALERSHIP GROUP 401(K) PLAN 401k Plan overview

Plan NameFORMAN DEALERSHIP GROUP 401(K) PLAN
Plan identification number 001

FORMAN DEALERSHIP GROUP 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:FORMAN AUTOMOTIVE, INC.
Employer identification number (EIN):770600403
NAIC Classification:441110
NAIC Description:New Car Dealers

Additional information about FORMAN AUTOMOTIVE, INC.

Jurisdiction of Incorporation: Nevada Department of State
Incorporation Date: 2003-05-27
Company Identification Number: 20031359532
Legal Registered Office Address: 630 S FOURTH ST

LAS VEGAS
United States of America (USA)
89101

More information about FORMAN AUTOMOTIVE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FORMAN DEALERSHIP GROUP 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01SHALAINE WILLIS SHALAINE WILLIS2018-05-10
0012016-01-01SHALAINE WILLIS SHALAINE WILLIS2017-09-14
0012015-01-01SHALAINE WILLIS SHALAINE WILLIS2016-07-25
0012014-01-01SHALAINE WILLIS SHALAINE WILLIS2015-10-01
0012013-01-01ROB MELVIN
0012012-01-01ROB MELVIN
0012011-01-01ROB MELVIN
0012009-01-01ROB MELVIN
0012009-01-01ROBERT MELVIN

Plan Statistics for FORMAN DEALERSHIP GROUP 401(K) PLAN

401k plan membership statisitcs for FORMAN DEALERSHIP GROUP 401(K) PLAN

Measure Date Value
2017: FORMAN DEALERSHIP GROUP 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01118
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-010
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: FORMAN DEALERSHIP GROUP 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01393
Total number of active participants reported on line 7a of the Form 55002016-01-01474
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-014
Total of all active and inactive participants2016-01-01478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01478
Number of participants with account balances2016-01-0141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: FORMAN DEALERSHIP GROUP 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01307
Total number of active participants reported on line 7a of the Form 55002015-01-01328
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-017
Total of all active and inactive participants2015-01-01335
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01335
Number of participants with account balances2015-01-0146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: FORMAN DEALERSHIP GROUP 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01200
Total number of active participants reported on line 7a of the Form 55002014-01-01428
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-011
Total of all active and inactive participants2014-01-01429
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01429
Number of participants with account balances2014-01-0148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: FORMAN DEALERSHIP GROUP 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01160
Total number of active participants reported on line 7a of the Form 55002013-01-01191
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-015
Total of all active and inactive participants2013-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01196
Number of participants with account balances2013-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: FORMAN DEALERSHIP GROUP 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01160
Total number of active participants reported on line 7a of the Form 55002012-01-01153
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-016
Total of all active and inactive participants2012-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01159
Number of participants with account balances2012-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: FORMAN DEALERSHIP GROUP 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01161
Total number of active participants reported on line 7a of the Form 55002011-01-01129
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-017
Total of all active and inactive participants2011-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01136
Number of participants with account balances2011-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: FORMAN DEALERSHIP GROUP 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01337
Total number of active participants reported on line 7a of the Form 55002009-01-01155
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0122
Total of all active and inactive participants2009-01-01177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01177
Number of participants with account balances2009-01-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on FORMAN DEALERSHIP GROUP 401(K) PLAN

Measure Date Value
2017 : FORMAN DEALERSHIP GROUP 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-07-11$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-07-11$0
Total unrealized appreciation/depreciation of assets2017-07-11$0
Total transfer of assets to this plan2017-07-11$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-07-11$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-07-11$0
Total income from all sources (including contributions)2017-07-11$153,313
Total loss/gain on sale of assets2017-07-11$0
Total of all expenses incurred2017-07-11$1,357,793
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-07-11$1,354,863
Expenses. Certain deemed distributions of participant loans2017-07-11$0
Value of total corrective distributions2017-07-11$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-07-11$52,116
Value of total assets at end of year2017-07-11$0
Value of total assets at beginning of year2017-07-11$1,204,480
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-07-11$2,930
Total income from rents2017-07-11$0
Total interest from all sources2017-07-11$489
Total dividends received (eg from common stock, registered investment company shares)2017-07-11$11
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-07-11No
Total dividends received from registered investment company shares (eg mutual funds)2017-07-11$11
Administrative expenses professional fees incurred2017-07-11$0
Was this plan covered by a fidelity bond2017-07-11Yes
Value of fidelity bond cover2017-07-11$250,000
If this is an individual account plan, was there a blackout period2017-07-11No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-07-11$0
Were there any nonexempt tranactions with any party-in-interest2017-07-11No
Amount of non-exempt transactions with any party-in-interest2017-07-11$0
Contributions received from participants2017-07-11$52,116
Participant contributions at end of year2017-07-11$0
Participant contributions at beginning of year2017-07-11$26,193
Participant contributions at end of year2017-07-11$0
Participant contributions at beginning of year2017-07-11$6,898
Income. Received or receivable in cash from other sources (including rollovers)2017-07-11$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-07-11$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-07-11$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-07-11$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-07-11$0
Other income not declared elsewhere2017-07-11$74
Administrative expenses (other) incurred2017-07-11$0
Liabilities. Value of operating payables at beginning of year2017-07-11$0
Total non interest bearing cash at end of year2017-07-11$0
Total non interest bearing cash at beginning of year2017-07-11$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-07-11No
Value of net income/loss2017-07-11$-1,204,480
Value of net assets at end of year (total assets less liabilities)2017-07-11$0
Value of net assets at beginning of year (total assets less liabilities)2017-07-11$1,204,480
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-07-11No
Were any loans by the plan or fixed income obligations due to the plan in default2017-07-11No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-07-11$0
Were any leases to which the plan was party in default or uncollectible2017-07-11No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-07-11$0
Investment advisory and management fees2017-07-11$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-07-11$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-07-11$17,037
Value of interest in pooled separate accounts at end of year2017-07-11$0
Value of interest in pooled separate accounts at beginning of year2017-07-11$1,154,352
Interest on participant loans2017-07-11$489
Income. Interest from loans (other than to participants)2017-07-11$0
Interest earned on other investments2017-07-11$0
Income. Interest from US Government securities2017-07-11$0
Income. Interest from corporate debt instruments2017-07-11$0
Value of interest in common/collective trusts at end of year2017-07-11$0
Value of interest in common/collective trusts at beginning of year2017-07-11$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-07-11$0
Expenses. Payments to insurance carriers foe the provision of benefits2017-07-11$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-07-11$1,415
Net investment gain/loss from pooled separate accounts2017-07-11$99,208
Net investment gain or loss from common/collective trusts2017-07-11$0
Net gain/loss from 103.12 investment entities2017-07-11$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-07-11No
Was there a failure to transmit to the plan any participant contributions2017-07-11Yes
Has the plan failed to provide any benefit when due under the plan2017-07-11No
Contributions received in cash from employer2017-07-11$0
Employer contributions (assets) at end of year2017-07-11$0
Employer contributions (assets) at beginning of year2017-07-11$0
Income. Dividends from preferred stock2017-07-11$0
Income. Dividends from common stock2017-07-11$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-07-11$1,354,863
Contract administrator fees2017-07-11$2,930
Liabilities. Value of benefit claims payable at beginning of year2017-07-11$0
Did the plan have assets held for investment2017-07-11No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-07-11No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-07-11Yes
Aggregate proceeds on sale of assets2017-07-11$0
Aggregate carrying amount (costs) on sale of assets2017-07-11$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-07-11$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-07-11Yes
Opinion of an independent qualified public accountant for this plan2017-07-11Disclaimer
Accountancy firm name2017-07-11KUBIAK MELTON & ASSOCIATES
Accountancy firm EIN2017-07-11481255955
2016 : FORMAN DEALERSHIP GROUP 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$233,937
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$219,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$157,309
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$44,690
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$178,949
Value of total assets at end of year2016-12-31$1,204,480
Value of total assets at beginning of year2016-12-31$1,190,250
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$17,708
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$1,329
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$133
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$133
Administrative expenses professional fees incurred2016-12-31$14,500
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$250,000
If this is an individual account plan, was there a blackout period2016-12-31No
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
Amount of non-exempt transactions with any party-in-interest2016-12-31$0
Contributions received from participants2016-12-31$178,949
Participant contributions at end of year2016-12-31$26,193
Participant contributions at beginning of year2016-12-31$45,217
Participant contributions at end of year2016-12-31$6,898
Participant contributions at beginning of year2016-12-31$2,236
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$400
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$14,230
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,204,480
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,190,250
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-12-31$0
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-12-31$0
Investment advisory and management fees2016-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$17,037
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$31,913
Value of interest in pooled separate accounts at end of year2016-12-31$1,154,352
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,106,753
Interest on participant loans2016-12-31$1,329
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$0
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$4,131
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$708
Net investment gain/loss from pooled separate accounts2016-12-31$52,820
Net investment gain or loss from common/collective trusts2016-12-31$-2
Net gain/loss from 103.12 investment entities2016-12-31$0
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$0
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$156,909
Contract administrator fees2016-12-31$3,208
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
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
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
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 name2016-12-31KUBIAK MELTON & ASSOCIATES
Accountancy firm EIN2016-12-31481255955
2015 : FORMAN DEALERSHIP GROUP 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$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$168,622
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$268,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$211,173
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$47,416
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$186,071
Value of total assets at end of year2015-12-31$1,190,250
Value of total assets at beginning of year2015-12-31$1,290,504
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$10,287
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$1,634
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$257
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$257
Administrative expenses professional fees incurred2015-12-31$6,756
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$250,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Amount of non-exempt transactions with any party-in-interest2015-12-31$0
Contributions received from participants2015-12-31$186,071
Participant contributions at end of year2015-12-31$45,217
Participant contributions at beginning of year2015-12-31$42,847
Participant contributions at end of year2015-12-31$2,236
Participant contributions at beginning of year2015-12-31$1,775
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$0
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-100,254
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,190,250
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,290,504
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-12-31$0
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-12-31$0
Investment advisory and management fees2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$31,913
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$34,001
Value of interest in pooled separate accounts at end of year2015-12-31$1,106,753
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,206,618
Interest on participant loans2015-12-31$1,634
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$0
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$4,131
Value of interest in common/collective trusts at beginning of year2015-12-31$5,263
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-493
Net investment gain/loss from pooled separate accounts2015-12-31$-18,834
Net investment gain or loss from common/collective trusts2015-12-31$-13
Net gain/loss from 103.12 investment entities2015-12-31$0
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$0
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$211,173
Contract administrator fees2015-12-31$3,531
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
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
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
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 name2015-12-31KUBIAK MELTON & ASSOCIATES
Accountancy firm EIN2015-12-31481255955
2014 : FORMAN DEALERSHIP GROUP 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$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$11,742
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$272,633
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$60,018
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$54,832
Expenses. Certain deemed distributions of participant loans2014-12-31$2,952
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$225,092
Value of total assets at end of year2014-12-31$1,290,504
Value of total assets at beginning of year2014-12-31$1,089,631
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,234
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$2,082
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$211
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$211
Administrative expenses professional fees incurred2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31No
Value of fidelity bond cover2014-12-31$0
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
Amount of non-exempt transactions with any party-in-interest2014-12-31$0
Contributions received from participants2014-12-31$137,511
Participant contributions at end of year2014-12-31$42,847
Participant contributions at beginning of year2014-12-31$42,406
Participant contributions at end of year2014-12-31$1,775
Participant contributions at beginning of year2014-12-31$8,146
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$87,581
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$11,742
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$212,615
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,290,504
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,077,889
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-12-31$0
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$34,001
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$0
Value of interest in pooled separate accounts at end of year2014-12-31$1,206,618
Value of interest in pooled separate accounts at beginning of year2014-12-31$964,551
Interest on participant loans2014-12-31$1,868
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$214
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$5,263
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$74,528
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-1,133
Net investment gain/loss from pooled separate accounts2014-12-31$46,310
Net investment gain or loss from common/collective trusts2014-12-31$71
Net gain/loss from 103.12 investment entities2014-12-31$0
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$0
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$54,832
Contract administrator fees2014-12-31$2,234
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
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
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
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
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 name2014-12-31KUBIAK MELTON & ASSOCIATES, LLC
Accountancy firm EIN2014-12-31481255955
2013 : FORMAN DEALERSHIP GROUP 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$11,742
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$418,456
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$32,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$19,843
Value of total corrective distributions2013-12-31$11,742
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$236,573
Value of total assets at end of year2013-12-31$1,089,631
Value of total assets at beginning of year2013-12-31$691,853
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$835
Total interest from all sources2013-12-31$1,032
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$250,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$105,712
Participant contributions at end of year2013-12-31$42,406
Participant contributions at beginning of year2013-12-31$12,765
Participant contributions at end of year2013-12-31$8,146
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$130,861
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$11,742
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$386,036
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,077,889
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$691,853
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
Value of interest in pooled separate accounts at end of year2013-12-31$964,551
Value of interest in pooled separate accounts at beginning of year2013-12-31$615,138
Interest on participant loans2013-12-31$394
Interest earned on other investments2013-12-31$638
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$74,528
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$63,950
Net investment gain/loss from pooled separate accounts2013-12-31$180,851
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$19,843
Contract administrator fees2013-12-31$835
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KUBIAK & MELTON, LLC
Accountancy firm EIN2013-12-31481255955
2012 : FORMAN DEALERSHIP GROUP 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$142,835
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$32,049
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$30,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$66,463
Value of total assets at end of year2012-12-31$691,853
Value of total assets at beginning of year2012-12-31$581,067
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,497
Total interest from all sources2012-12-31$1,469
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$250,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$66,463
Participant contributions at end of year2012-12-31$12,765
Participant contributions at beginning of year2012-12-31$12,835
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$110,786
Value of net assets at end of year (total assets less liabilities)2012-12-31$691,853
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$581,067
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 pooled separate accounts at end of year2012-12-31$615,138
Value of interest in pooled separate accounts at beginning of year2012-12-31$508,409
Interest on participant loans2012-12-31$394
Interest earned on other investments2012-12-31$1,075
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$63,950
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$59,823
Net investment gain/loss from pooled separate accounts2012-12-31$74,903
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$30,552
Contract administrator fees2012-12-31$1,497
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 name2012-12-31KUBIAK & MELTON, LLC
Accountancy firm EIN2012-12-31481255955
2011 : FORMAN DEALERSHIP GROUP 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$52,494
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$21,629
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$10,714
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$74,137
Value of total assets at end of year2011-12-31$581,067
Value of total assets at beginning of year2011-12-31$550,202
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$10,915
Total interest from all sources2011-12-31$12,597
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$250,000
If this is an individual account plan, was there a blackout period2011-12-31No
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$74,137
Participant contributions at end of year2011-12-31$12,835
Participant contributions at beginning of year2011-12-31$16,462
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$30,865
Value of net assets at end of year (total assets less liabilities)2011-12-31$581,067
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$550,202
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 pooled separate accounts at end of year2011-12-31$508,409
Value of interest in pooled separate accounts at beginning of year2011-12-31$482,885
Interest on participant loans2011-12-31$11,579
Interest earned on other investments2011-12-31$1,018
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$59,823
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$50,855
Net investment gain/loss from pooled separate accounts2011-12-31$-34,240
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$10,714
Contract administrator fees2011-12-31$10,915
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 name2011-12-31KUBIAK & MELTON, LLC
Accountancy firm EIN2011-12-31481255955
2010 : FORMAN DEALERSHIP GROUP 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$152,154
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$72,508
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$69,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$90,548
Value of total assets at end of year2010-12-31$550,202
Value of total assets at beginning of year2010-12-31$470,556
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,342
Total interest from all sources2010-12-31$1,182
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$250,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$90,548
Participant contributions at end of year2010-12-31$16,462
Participant contributions at beginning of year2010-12-31$5,661
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$79,646
Value of net assets at end of year (total assets less liabilities)2010-12-31$550,202
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$470,556
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 pooled separate accounts at end of year2010-12-31$482,885
Value of interest in pooled separate accounts at beginning of year2010-12-31$414,423
Interest on participant loans2010-12-31$237
Interest earned on other investments2010-12-31$945
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$50,855
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$50,472
Net investment gain/loss from pooled separate accounts2010-12-31$60,424
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$69,166
Contract administrator fees2010-12-31$3,342
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 name2010-12-31KUBIAK & MELTON ASSOCIATES
Accountancy firm EIN2010-12-31481255955

Form 5500 Responses for FORMAN DEALERSHIP GROUP 401(K) PLAN

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

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number526050
Policy instance 1
Insurance contract or identification number526050
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-07-11
Total amount of commissions paid to insurance brokerUSD $1,735
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,735
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameMORGAN STANLEY INS SERVICES INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number526050
Policy instance 1
Insurance contract or identification number526050
Number of Individuals Covered335
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $1,734
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,734
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameMORGAN STANLEY INS SERVICES INC
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number526050
Policy instance 1
Insurance contract or identification number526050
Number of Individuals Covered429
Insurance policy start date2014-06-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $12,572
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $12,572
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameMORGAN STANLEY INS SERVICES INC
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number806485
Policy instance 2
Insurance contract or identification number806485
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-06-09
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number806485
Policy instance 1
Insurance contract or identification number806485
Number of Individuals Covered196
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $2,038
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,038
Insurance broker organization code?3
Insurance broker nameDEALER PROTECTION GROUP
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number806485
Policy instance 1
Insurance contract or identification number806485
Number of Individuals Covered159
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $1,596
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,596
Insurance broker organization code?3
Insurance broker nameDEALER PROTECTION GROUP
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number806485
Policy instance 1
Insurance contract or identification number806485
Number of Individuals Covered136
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $1,385
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number806485
Policy instance 1
Insurance contract or identification number806485
Number of Individuals Covered191
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,198
Total amount of fees paid to insurance companyUSD $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 planNo
Contracts With Unallocated Funds Deposit Administration1
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 BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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