401k Plan data: TATE FORD, LINCOLN MERCURY, INC. 401(K) PROFIT SHARING PLAN plan

TATE FORD, LINCOLN MERCURY, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	TATE FORD, LINCOLN MERCURY, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

TATE FORD, LINCOLN MERCURY, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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

TATE FORD, LINCOLN, MERCURY, INC. has sponsored the creation of one or more 401k plans.

Company Name: TATE FORD, LINCOLN, MERCURY, INC.

Employer identification number (EIN): 860368899

NAIC Classification: 441110
NAIC Description: New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TATE FORD, LINCOLN MERCURY, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 AL STRADLING AL STRADLING 2018-10-15
001 2016-01-01 LINDA TATE LINDA TATE 2017-10-09
001 2015-01-01 LINDA TATE LINDA TATE 2016-08-31
001 2014-01-01 LINDA TATE
001 2011-01-01 LINDA TATE 2012-10-13

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2017-01-01	AL STRADLING		AL STRADLING	2018-10-15
001	2016-01-01	LINDA TATE		LINDA TATE	2017-10-09
001	2015-01-01	LINDA TATE		LINDA TATE	2016-08-31
001	2014-01-01	LINDA TATE
001	2011-01-01	LINDA TATE	2012-10-13

Plan Statistics for TATE FORD, LINCOLN MERCURY, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for TATE FORD, LINCOLN MERCURY, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2017: TATE FORD, LINCOLN MERCURY, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 189
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 96
Number of retired or separated participants receiving benefits 2017-01-01 83
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 1
Total participants 2017-01-01 180
Number of participants with account balances 2017-01-01 163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 18
2016: TATE FORD, LINCOLN MERCURY, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 166
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 103
Number of retired or separated participants receiving benefits 2016-01-01 65
Total of all active and inactive participants 2016-01-01 168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 168
Number of participants with account balances 2016-01-01 160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 23
2015: TATE FORD, LINCOLN MERCURY, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 145
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 76
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 45
Total of all active and inactive participants 2015-01-01 121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 121
Number of participants with account balances 2015-01-01 86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 5
2014: TATE FORD, LINCOLN MERCURY, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 134
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 113
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 28
Total of all active and inactive participants 2014-01-01 141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 142
Number of participants with account balances 2014-01-01 88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 3

Measure	Date	Value
2017: TATE FORD, LINCOLN MERCURY, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	189
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	96
Number of retired or separated participants receiving benefits	2017-01-01	83
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	179
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	1
Total participants	2017-01-01	180
Number of participants with account balances	2017-01-01	163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	18
2016: TATE FORD, LINCOLN MERCURY, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	166
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	103
Number of retired or separated participants receiving benefits	2016-01-01	65
Total of all active and inactive participants	2016-01-01	168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	168
Number of participants with account balances	2016-01-01	160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	23
2015: TATE FORD, LINCOLN MERCURY, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	145
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	76
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	45
Total of all active and inactive participants	2015-01-01	121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	121
Number of participants with account balances	2015-01-01	86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	5
2014: TATE FORD, LINCOLN MERCURY, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	134
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	113
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	28
Total of all active and inactive participants	2014-01-01	141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	142
Number of participants with account balances	2014-01-01	88
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	3

Financial Data on TATE FORD, LINCOLN MERCURY, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2017 : TATE FORD, LINCOLN MERCURY, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total transfer of assets to this plan	2017-12-31	$0
Total transfer of assets from this plan	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$122
Total income from all sources (including contributions)	2017-12-31	$276,850
Total of all expenses incurred	2017-12-31	$133,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$132,071
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$117,231
Value of total assets at end of year	2017-12-31	$1,953,664
Value of total assets at beginning of year	2017-12-31	$1,810,453
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$1,690
Total interest from all sources	2017-12-31	$63,998
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$200,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$117,231
Participant contributions at end of year	2017-12-31	$31,729
Participant contributions at beginning of year	2017-12-31	$25,266
Participant contributions at end of year	2017-12-31	$185
Participant contributions at beginning of year	2017-12-31	$1,247
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$122
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Income. Non cash contributions	2017-12-31	$0
Value of net income/loss	2017-12-31	$143,089
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,953,542
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$1,810,453
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$1,444,945
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$1,268,889
Interest on participant loans	2017-12-31	$1,194
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$476,805
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$515,051
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$515,051
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$62,804
Net investment gain/loss from pooled separate accounts	2017-12-31	$95,621
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$0
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$132,071
Contract administrator fees	2017-12-31	$1,690
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	METZ & ASSOCIATES
Accountancy firm EIN	2017-12-31	464558541
2016 : TATE FORD, LINCOLN MERCURY, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total transfer of assets to this plan	2016-12-31	$0
Total transfer of assets from this plan	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$214,249
Total of all expenses incurred	2016-12-31	$60,712
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$59,227
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$129,435
Value of total assets at end of year	2016-12-31	$1,810,453
Value of total assets at beginning of year	2016-12-31	$1,656,916
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$1,485
Total interest from all sources	2016-12-31	$44,646
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$200,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$129,435
Participant contributions at end of year	2016-12-31	$25,266
Participant contributions at beginning of year	2016-12-31	$5,000
Participant contributions at end of year	2016-12-31	$1,247
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$153,537
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$1,810,453
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,656,916
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$1,268,889
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$1,130,837
Income. Interest from loans (other than to participants)	2016-12-31	$1,166
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$515,051
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$496,299
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$496,299
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$43,480
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$0
Net investment gain/loss from pooled separate accounts	2016-12-31	$40,168
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$0
Employer contributions (assets) at end of year	2016-12-31	$0
Employer contributions (assets) at beginning of year	2016-12-31	$24,780
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$59,227
Contract administrator fees	2016-12-31	$1,485
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	METZ & ASSOCIATES
Accountancy firm EIN	2016-12-31	464558541
2015 : TATE FORD, LINCOLN MERCURY, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total transfer of assets to this plan	2015-12-31	$0
Total transfer of assets from this plan	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$130,587
Total of all expenses incurred	2015-12-31	$137,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$129,418
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$158,008
Value of total assets at end of year	2015-12-31	$1,656,916
Value of total assets at beginning of year	2015-12-31	$1,663,850
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$8,103
Total interest from all sources	2015-12-31	$31,676
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$200,000
If this is an individual account plan, was there a blackout period	2015-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$102,526
Participant contributions at end of year	2015-12-31	$5,000
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Income. Non cash contributions	2015-12-31	$0
Value of net income/loss	2015-12-31	$-6,934
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$1,656,916
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,663,850
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$1,130,837
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$1,172,122
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$496,299
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$31,676
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$491,728
Net investment gain/loss from pooled separate accounts	2015-12-31	$-59,097
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$55,482
Employer contributions (assets) at end of year	2015-12-31	$24,780
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$129,418
Contract administrator fees	2015-12-31	$8,103
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2015-12-31	Yes
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	METZ & ASSOCIATES
Accountancy firm EIN	2015-12-31	464558541
2014 : TATE FORD, LINCOLN MERCURY, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$232,156
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$261,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$258,144
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$169,862
Value of total assets at end of year	2014-12-31	$1,663,850
Value of total assets at beginning of year	2014-12-31	$1,692,753
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$2,915
Total interest from all sources	2014-12-31	$3,170
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$150,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$129,569
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-28,903
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,663,850
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,692,753
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$1,172,122
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$1,109,330
Interest earned on other investments	2014-12-31	$3,170
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$491,728
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$583,423
Net investment gain/loss from pooled separate accounts	2014-12-31	$59,124
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$40,293
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$258,144
Contract administrator fees	2014-12-31	$2,915
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	METZ & ASSOCIATES
Accountancy firm EIN	2014-12-31	464558541

Form 5500 Responses for TATE FORD, LINCOLN MERCURY, INC. 401(K) PROFIT SHARING PLAN

2017: TATE FORD, LINCOLN MERCURY, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: TATE FORD, LINCOLN MERCURY, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: TATE FORD, LINCOLN MERCURY, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: TATE FORD, LINCOLN MERCURY, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

836668

Policy instance

Insurance contract or identification number	836668
Number of Individuals Covered	163
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $7,738
Total amount of fees paid to insurance company	USD $1,148
Commission paid to Insurance Broker	USD $3,446
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	TPA FEES
Insurance broker name	PENSION STRATEGIES, INC.

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

836668

Policy instance

Insurance contract or identification number	836668
Number of Individuals Covered	88
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $19,413
Total amount of fees paid to insurance company	USD $5,000
Commission paid to Insurance Broker	USD $8,396
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	TPA FEE
Insurance broker name	JEFFREY CARL DOLLARHIDE

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

807966

Policy instance

Insurance contract or identification number	807966
Number of Individuals Covered	142
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $16,693
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $16,693
Insurance broker organization code?	3
Insurance broker name	AMERICAN INDEPENDENTSECURITIES GRP

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Company Name:	TATE FORD, LINCOLN, MERCURY, INC.
Employer identification number (EIN):	860368899
NAIC Classification:	441110
NAIC Description:	New Car Dealers