CHAPMAN AUTOMOTIVE GROUP, L.L.C. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan CHAPMAN AUTOMOTIVE GROUP 401(K) PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2023 : CHAPMAN AUTOMOTIVE GROUP 401(K) PLAN AND TRUST 2023 401k financial data |
|---|
| Total transfer of assets to this plan | 2023-12-31 | $0 |
| Total transfer of assets from this plan | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $320,028 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $51,419 |
| Total income from all sources (including contributions) | 2023-12-31 | $20,189,674 |
| Total of all expenses incurred | 2023-12-31 | $5,974,893 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $5,368,977 |
| Value of total corrective distributions | 2023-12-31 | $318,969 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $9,455,181 |
| Value of total assets at end of year | 2023-12-31 | $82,641,905 |
| Value of total assets at beginning of year | 2023-12-31 | $68,158,515 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $286,947 |
| Total interest from all sources | 2023-12-31 | $126,949 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $6,830,821 |
| Participant contributions at end of year | 2023-12-31 | $2,257,272 |
| Participant contributions at beginning of year | 2023-12-31 | $1,704,923 |
| Participant contributions at end of year | 2023-12-31 | $9,665 |
| Participant contributions at beginning of year | 2023-12-31 | $325 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $443,528 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-12-31 | $1,059 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-12-31 | $1,095 |
| Other income not declared elsewhere | 2023-12-31 | $14 |
| Administrative expenses (other) incurred | 2023-12-31 | $203,848 |
| Total non interest bearing cash at end of year | 2023-12-31 | $64,553 |
| Total non interest bearing cash at beginning of year | 2023-12-31 | $39,567 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $14,214,781 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $82,321,877 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $68,107,096 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Investment advisory and management fees | 2023-12-31 | $58,547 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $78,056,256 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $64,123,276 |
| Interest on participant loans | 2023-12-31 | $126,260 |
| Interest earned on other investments | 2023-12-31 | $689 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-12-31 | $73,327 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-12-31 | $73,942 |
| Net investment gain/loss from pooled separate accounts | 2023-12-31 | $10,607,530 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $2,180,832 |
| Employer contributions (assets) at end of year | 2023-12-31 | $2,180,832 |
| Employer contributions (assets) at beginning of year | 2023-12-31 | $2,216,482 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $5,368,977 |
| Contract administrator fees | 2023-12-31 | $24,552 |
| Liabilities. Value of benefit claims payable at end of year | 2023-12-31 | $318,969 |
| Liabilities. Value of benefit claims payable at beginning of year | 2023-12-31 | $50,324 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | MOSS ADAMS LLP |
| Accountancy firm EIN | 2023-12-31 | 910189318 |
| Total transfer of assets to this plan | 2023-01-01 | $0 |
| Total transfer of assets from this plan | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $320,028 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $51,419 |
| Total income from all sources (including contributions) | 2023-01-01 | $20,189,674 |
| Total of all expenses incurred | 2023-01-01 | $5,974,893 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $5,368,977 |
| Value of total corrective distributions | 2023-01-01 | $318,969 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $9,455,181 |
| Value of total assets at end of year | 2023-01-01 | $82,641,905 |
| Value of total assets at beginning of year | 2023-01-01 | $68,158,515 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $286,947 |
| Total interest from all sources | 2023-01-01 | $126,949 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $6,830,821 |
| Participant contributions at end of year | 2023-01-01 | $2,257,272 |
| Participant contributions at beginning of year | 2023-01-01 | $1,704,923 |
| Participant contributions at end of year | 2023-01-01 | $9,665 |
| Participant contributions at beginning of year | 2023-01-01 | $325 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2023-01-01 | $443,528 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-01-01 | $1,059 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2023-01-01 | $1,095 |
| Other income not declared elsewhere | 2023-01-01 | $14 |
| Administrative expenses (other) incurred | 2023-01-01 | $203,848 |
| Total non interest bearing cash at end of year | 2023-01-01 | $64,553 |
| Total non interest bearing cash at beginning of year | 2023-01-01 | $39,567 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $14,214,781 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $82,321,877 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $68,107,096 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Investment advisory and management fees | 2023-01-01 | $58,547 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $78,056,256 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $64,123,276 |
| Interest on participant loans | 2023-01-01 | $126,260 |
| Interest earned on other investments | 2023-01-01 | $689 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $73,327 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $73,942 |
| Net investment gain/loss from pooled separate accounts | 2023-01-01 | $10,607,530 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $2,180,832 |
| Employer contributions (assets) at end of year | 2023-01-01 | $2,180,832 |
| Employer contributions (assets) at beginning of year | 2023-01-01 | $2,216,482 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $5,368,977 |
| Contract administrator fees | 2023-01-01 | $24,552 |
| Liabilities. Value of benefit claims payable at end of year | 2023-01-01 | $318,969 |
| Liabilities. Value of benefit claims payable at beginning of year | 2023-01-01 | $50,324 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | MOSS ADAMS LLP |
| Accountancy firm EIN | 2023-01-01 | 910189318 |
| 2022 : CHAPMAN AUTOMOTIVE GROUP 401(K) PLAN AND TRUST 2022 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $51,419 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $32,841 |
| Total income from all sources (including contributions) | 2022-12-31 | $95,373 |
| Total of all expenses incurred | 2022-12-31 | $4,727,236 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $4,348,862 |
| Value of total corrective distributions | 2022-12-31 | $50,324 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $10,914,471 |
| Value of total assets at end of year | 2022-12-31 | $68,158,515 |
| Value of total assets at beginning of year | 2022-12-31 | $72,771,800 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $328,050 |
| Total interest from all sources | 2022-12-31 | $91,275 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Administrative expenses professional fees incurred | 2022-12-31 | $71,836 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $6,576,621 |
| Participant contributions at end of year | 2022-12-31 | $1,704,923 |
| Participant contributions at beginning of year | 2022-12-31 | $1,635,766 |
| Participant contributions at end of year | 2022-12-31 | $325 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $2,121,368 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $1,095 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $396 |
| Other income not declared elsewhere | 2022-12-31 | $-1,139 |
| Total non interest bearing cash at end of year | 2022-12-31 | $39,567 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $52,164 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-4,631,863 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $68,107,096 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $72,738,959 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Investment advisory and management fees | 2022-12-31 | $12,921 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $64,123,276 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $69,196,840 |
| Interest on participant loans | 2022-12-31 | $90,671 |
| Interest earned on other investments | 2022-12-31 | $604 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $73,942 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $63,588 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-10,909,234 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $2,216,482 |
| Employer contributions (assets) at end of year | 2022-12-31 | $2,216,482 |
| Employer contributions (assets) at beginning of year | 2022-12-31 | $1,823,442 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $4,348,862 |
| Contract administrator fees | 2022-12-31 | $243,293 |
| Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $50,324 |
| Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $32,445 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | MOSS ADAMS LLP |
| Accountancy firm EIN | 2022-12-31 | 910189318 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $51,419 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $32,841 |
| Total income from all sources (including contributions) | 2022-01-01 | $95,373 |
| Total of all expenses incurred | 2022-01-01 | $4,727,236 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $4,348,862 |
| Value of total corrective distributions | 2022-01-01 | $50,324 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $10,914,471 |
| Value of total assets at end of year | 2022-01-01 | $68,158,515 |
| Value of total assets at beginning of year | 2022-01-01 | $72,771,800 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $328,050 |
| Total interest from all sources | 2022-01-01 | $91,275 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Administrative expenses professional fees incurred | 2022-01-01 | $71,836 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $6,576,621 |
| Participant contributions at end of year | 2022-01-01 | $1,704,923 |
| Participant contributions at beginning of year | 2022-01-01 | $1,635,766 |
| Participant contributions at end of year | 2022-01-01 | $325 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $2,121,368 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-01-01 | $1,095 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-01-01 | $396 |
| Other income not declared elsewhere | 2022-01-01 | $-1,139 |
| Total non interest bearing cash at end of year | 2022-01-01 | $39,567 |
| Total non interest bearing cash at beginning of year | 2022-01-01 | $52,164 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-4,631,863 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $68,107,096 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $72,738,959 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Investment advisory and management fees | 2022-01-01 | $12,921 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $64,123,276 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $69,196,840 |
| Interest on participant loans | 2022-01-01 | $90,671 |
| Interest earned on other investments | 2022-01-01 | $604 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-01-01 | $73,942 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-01-01 | $63,588 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $-10,909,234 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $2,216,482 |
| Employer contributions (assets) at end of year | 2022-01-01 | $2,216,482 |
| Employer contributions (assets) at beginning of year | 2022-01-01 | $1,823,442 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $4,348,862 |
| Contract administrator fees | 2022-01-01 | $243,293 |
| Liabilities. Value of benefit claims payable at end of year | 2022-01-01 | $50,324 |
| Liabilities. Value of benefit claims payable at beginning of year | 2022-01-01 | $32,445 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | MOSS ADAMS LLP |
| Accountancy firm EIN | 2022-01-01 | 910189318 |
| 2021 : CHAPMAN AUTOMOTIVE GROUP 401(K) PLAN AND TRUST 2021 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $32,841 |
| Total income from all sources (including contributions) | 2021-12-31 | $15,653,753 |
| Total of all expenses incurred | 2021-12-31 | $6,228,631 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $5,955,184 |
| Value of total corrective distributions | 2021-12-31 | $32,445 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $7,393,371 |
| Value of total assets at end of year | 2021-12-31 | $72,771,800 |
| Value of total assets at beginning of year | 2021-12-31 | $63,313,837 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $241,002 |
| Total interest from all sources | 2021-12-31 | $98,329 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Administrative expenses professional fees incurred | 2021-12-31 | $38,842 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $5,113,413 |
| Participant contributions at end of year | 2021-12-31 | $1,635,766 |
| Participant contributions at beginning of year | 2021-12-31 | $1,803,941 |
| Participant contributions at beginning of year | 2021-12-31 | $1,644 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $456,516 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $396 |
| Other income not declared elsewhere | 2021-12-31 | $29,299 |
| Total non interest bearing cash at end of year | 2021-12-31 | $52,164 |
| Total non interest bearing cash at beginning of year | 2021-12-31 | $65,426 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $9,425,122 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $72,738,959 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $63,313,837 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Investment advisory and management fees | 2021-12-31 | $10,055 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $69,196,840 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $59,992,506 |
| Interest on participant loans | 2021-12-31 | $97,616 |
| Interest earned on other investments | 2021-12-31 | $713 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $63,588 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $51,462 |
| Net investment gain/loss from pooled separate accounts | 2021-12-31 | $8,132,754 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $1,823,442 |
| Employer contributions (assets) at end of year | 2021-12-31 | $1,823,442 |
| Employer contributions (assets) at beginning of year | 2021-12-31 | $1,398,858 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $5,955,184 |
| Contract administrator fees | 2021-12-31 | $192,105 |
| Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $32,445 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | MOSS ADAMS LLP |
| Accountancy firm EIN | 2021-12-31 | 910189318 |
| 2020 : CHAPMAN AUTOMOTIVE GROUP 401(K) PLAN AND TRUST 2020 401k financial data |
|---|
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $6,531 |
| Total income from all sources (including contributions) | 2020-12-31 | $13,101,263 |
| Total of all expenses incurred | 2020-12-31 | $7,340,530 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $7,252,963 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $5,518,366 |
| Value of total assets at end of year | 2020-12-31 | $63,313,837 |
| Value of total assets at beginning of year | 2020-12-31 | $57,559,635 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $87,567 |
| Total interest from all sources | 2020-12-31 | $113,175 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Administrative expenses professional fees incurred | 2020-12-31 | $69,925 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $3,944,184 |
| Participant contributions at end of year | 2020-12-31 | $1,803,941 |
| Participant contributions at beginning of year | 2020-12-31 | $1,796,993 |
| Participant contributions at end of year | 2020-12-31 | $1,644 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $175,324 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $6,531 |
| Other income not declared elsewhere | 2020-12-31 | $100,612 |
| Total non interest bearing cash at end of year | 2020-12-31 | $65,426 |
| Total non interest bearing cash at beginning of year | 2020-12-31 | $63,512 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $5,760,733 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $63,313,837 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $57,553,104 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Investment advisory and management fees | 2020-12-31 | $10,584 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $59,992,506 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $54,254,227 |
| Interest on participant loans | 2020-12-31 | $112,424 |
| Interest earned on other investments | 2020-12-31 | $751 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $51,462 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $50,226 |
| Net investment gain/loss from pooled separate accounts | 2020-12-31 | $7,369,110 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $1,398,858 |
| Employer contributions (assets) at end of year | 2020-12-31 | $1,398,858 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $1,394,677 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $7,252,963 |
| Contract administrator fees | 2020-12-31 | $7,058 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | MOSS ADAMS LLP |
| Accountancy firm EIN | 2020-12-31 | 910189318 |
