Logo

FAIRWAY CHEVROLET CO. 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameFAIRWAY CHEVROLET CO. 401(K) RETIREMENT PLAN
Plan identification number 001

FAIRWAY CHEVROLET CO. 401(K) RETIREMENT 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.
  • 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

FAIRWAY CHEVROLET CO. has sponsored the creation of one or more 401k plans.

Company Name:FAIRWAY CHEVROLET CO.
Employer identification number (EIN):880109211
NAIC Classification:441110
NAIC Description:New Car Dealers

Additional information about FAIRWAY CHEVROLET CO.

Jurisdiction of Incorporation: Nevada Department of State
Incorporation Date: 1998-05-15
Company Identification Number: 19981228433
Legal Registered Office Address: 3100 E. SAHARA AVENUE

LAS VEGAS
United States of America (USA)
89116

More information about FAIRWAY CHEVROLET CO.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan FAIRWAY CHEVROLET CO. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JOHN L. GIBBONS
0012016-01-01JOHN L. GIBBONS
0012015-01-01JOHN L. GIBBONS
0012014-01-01JOHN L. GIBBONS
0012013-01-01JOHN L. GIBBONS
0012012-01-01JOHN L. GIBBONS
0012011-01-01JOHN L. GIBBONS
0012010-01-01JOHN L. GIBBONS
0012009-01-01JOHN GIBBONS

Plan Statistics for FAIRWAY CHEVROLET CO. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for FAIRWAY CHEVROLET CO. 401(K) RETIREMENT PLAN

Measure Date Value
2022: FAIRWAY CHEVROLET CO. 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01317
Total number of active participants reported on line 7a of the Form 55002022-01-01231
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-0160
Total of all active and inactive participants2022-01-01294
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01294
Number of participants with account balances2022-01-01273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0120
2021: FAIRWAY CHEVROLET CO. 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01320
Total number of active participants reported on line 7a of the Form 55002021-01-01233
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-0165
Total of all active and inactive participants2021-01-01301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01301
Number of participants with account balances2021-01-01273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0117
2020: FAIRWAY CHEVROLET CO. 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01314
Total number of active participants reported on line 7a of the Form 55002020-01-01244
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0159
Total of all active and inactive participants2020-01-01303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01303
Number of participants with account balances2020-01-01282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0121
2019: FAIRWAY CHEVROLET CO. 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01350
Total number of active participants reported on line 7a of the Form 55002019-01-01248
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0144
Total of all active and inactive participants2019-01-01292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01292
Number of participants with account balances2019-01-01271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0118
2018: FAIRWAY CHEVROLET CO. 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01360
Total number of active participants reported on line 7a of the Form 55002018-01-01246
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0191
Total of all active and inactive participants2018-01-01337
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01337
Number of participants with account balances2018-01-01314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-019
2017: FAIRWAY CHEVROLET CO. 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01411
Total number of active participants reported on line 7a of the Form 55002017-01-01249
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0191
Total of all active and inactive participants2017-01-01340
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01340
Number of participants with account balances2017-01-01278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0111
2016: FAIRWAY CHEVROLET CO. 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01414
Total number of active participants reported on line 7a of the Form 55002016-01-01247
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01147
Total of all active and inactive participants2016-01-01394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01394
Number of participants with account balances2016-01-01323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0110
2015: FAIRWAY CHEVROLET CO. 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01388
Total number of active participants reported on line 7a of the Form 55002015-01-01232
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01145
Total of all active and inactive participants2015-01-01377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01377
Number of participants with account balances2015-01-01315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: FAIRWAY CHEVROLET CO. 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01385
Total number of active participants reported on line 7a of the Form 55002014-01-01220
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01143
Total of all active and inactive participants2014-01-01363
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01363
Number of participants with account balances2014-01-01282
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2013: FAIRWAY CHEVROLET CO. 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01349
Total number of active participants reported on line 7a of the Form 55002013-01-01217
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01138
Total of all active and inactive participants2013-01-01355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01355
Number of participants with account balances2013-01-01288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: FAIRWAY CHEVROLET CO. 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01359
Total number of active participants reported on line 7a of the Form 55002012-01-01207
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01126
Total of all active and inactive participants2012-01-01333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01333
Number of participants with account balances2012-01-01273
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: FAIRWAY CHEVROLET CO. 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01335
Total number of active participants reported on line 7a of the Form 55002011-01-01215
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01128
Total of all active and inactive participants2011-01-01343
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01343
Number of participants with account balances2011-01-01261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0112
2010: FAIRWAY CHEVROLET CO. 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01328
Total number of active participants reported on line 7a of the Form 55002010-01-01210
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0195
Total of all active and inactive participants2010-01-01305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01305
Number of participants with account balances2010-01-01225
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: FAIRWAY CHEVROLET CO. 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01341
Total number of active participants reported on line 7a of the Form 55002009-01-01204
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0191
Total of all active and inactive participants2009-01-01295
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01295
Number of participants with account balances2009-01-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0115

Financial Data on FAIRWAY CHEVROLET CO. 401(K) RETIREMENT PLAN

Measure Date Value
2022 : FAIRWAY CHEVROLET CO. 401(K) RETIREMENT PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-843,188
Total of all expenses incurred2022-12-31$888,869
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$824,489
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,849,637
Value of total assets at end of year2022-12-31$20,097,204
Value of total assets at beginning of year2022-12-31$21,829,261
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$64,380
Total interest from all sources2022-12-31$55,159
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$807,679
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$1,550
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,439,590
Participant contributions at end of year2022-12-31$260,178
Participant contributions at beginning of year2022-12-31$237,489
Participant contributions at end of year2022-12-31$15,594
Participant contributions at beginning of year2022-12-31$13,182
Other income not declared elsewhere2022-12-31$1,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,732,057
Value of net assets at end of year (total assets less liabilities)2022-12-31$20,097,204
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$21,829,261
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$62,830
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$17,494,646
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$18,724,501
Interest on participant loans2022-12-31$13,068
Interest earned on other investments2022-12-31$42,091
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,916,739
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,495,722
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,556,663
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$410,047
Employer contributions (assets) at end of year2022-12-31$410,047
Employer contributions (assets) at beginning of year2022-12-31$358,367
Income. Dividends from common stock2022-12-31$807,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$824,489
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DONALD M. KRETSCHMAR CPA, LLC
Accountancy firm EIN2022-12-31273683067
2021 : FAIRWAY CHEVROLET CO. 401(K) RETIREMENT PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$3,972,824
Total of all expenses incurred2021-12-31$774,801
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$712,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,643,954
Value of total assets at end of year2021-12-31$21,829,261
Value of total assets at beginning of year2021-12-31$18,631,238
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$61,966
Total interest from all sources2021-12-31$55,681
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,105,380
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$1,600
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,285,587
Participant contributions at end of year2021-12-31$237,489
Participant contributions at beginning of year2021-12-31$329,983
Participant contributions at end of year2021-12-31$13,182
Participant contributions at beginning of year2021-12-31$11,908
Other income not declared elsewhere2021-12-31$1,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,198,023
Value of net assets at end of year (total assets less liabilities)2021-12-31$21,829,261
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$18,631,238
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$60,366
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$18,724,501
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$15,997,316
Interest on participant loans2021-12-31$14,550
Interest earned on other investments2021-12-31$41,131
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,495,722
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,964,772
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,166,809
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$358,367
Employer contributions (assets) at end of year2021-12-31$358,367
Employer contributions (assets) at beginning of year2021-12-31$327,259
Income. Dividends from common stock2021-12-31$1,105,380
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$712,835
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31DONALD M. KRETSCHMAR CPA, PLLC
Accountancy firm EIN2021-12-31273683067
2020 : FAIRWAY CHEVROLET CO. 401(K) RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$3,013,414
Total of all expenses incurred2020-12-31$826,960
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$775,187
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,386,727
Value of total assets at end of year2020-12-31$18,631,238
Value of total assets at beginning of year2020-12-31$16,444,784
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$51,773
Total interest from all sources2020-12-31$56,824
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$611,302
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$1,000
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,059,558
Participant contributions at end of year2020-12-31$329,983
Participant contributions at beginning of year2020-12-31$363,365
Participant contributions at end of year2020-12-31$11,908
Participant contributions at beginning of year2020-12-31$13,196
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,186,454
Value of net assets at end of year (total assets less liabilities)2020-12-31$18,631,238
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$16,444,784
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$50,773
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$15,997,316
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$14,066,582
Interest on participant loans2020-12-31$18,761
Interest earned on other investments2020-12-31$38,063
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,964,772
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,692,813
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$958,561
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$327,169
Employer contributions (assets) at end of year2020-12-31$327,259
Employer contributions (assets) at beginning of year2020-12-31$308,828
Income. Dividends from common stock2020-12-31$611,302
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$775,187
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DONALD M. KRETSCHMAR CPA, PLLC
Accountancy firm EIN2020-12-31273683067
2019 : FAIRWAY CHEVROLET CO. 401(K) RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$3,770,240
Total of all expenses incurred2019-12-31$839,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$791,276
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,332,411
Value of total assets at end of year2019-12-31$16,444,784
Value of total assets at beginning of year2019-12-31$13,514,305
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$48,485
Total interest from all sources2019-12-31$55,326
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$845,506
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$1,300
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,023,583
Participant contributions at end of year2019-12-31$363,365
Participant contributions at beginning of year2019-12-31$363,207
Participant contributions at end of year2019-12-31$13,196
Participant contributions at beginning of year2019-12-31$12,104
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,930,479
Value of net assets at end of year (total assets less liabilities)2019-12-31$16,444,784
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,514,305
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$47,185
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$14,066,582
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$11,211,960
Interest on participant loans2019-12-31$19,326
Interest earned on other investments2019-12-31$36,000
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,692,813
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,610,918
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,536,997
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$308,828
Employer contributions (assets) at end of year2019-12-31$308,828
Employer contributions (assets) at beginning of year2019-12-31$316,116
Income. Dividends from common stock2019-12-31$845,506
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$791,276
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DONALD M. KRETSCHMAR CPA, PLLC
Accountancy firm EIN2019-12-31273683067
2018 : FAIRWAY CHEVROLET CO. 401(K) RETIREMENT PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$768,185
Total of all expenses incurred2018-12-31$773,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$726,347
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,292,333
Value of total assets at end of year2018-12-31$13,514,305
Value of total assets at beginning of year2018-12-31$13,519,631
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$47,164
Total interest from all sources2018-12-31$110,509
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$639,708
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$639,708
Administrative expenses professional fees incurred2018-12-31$1,050
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$986,826
Participant contributions at end of year2018-12-31$363,207
Participant contributions at beginning of year2018-12-31$321,811
Participant contributions at end of year2018-12-31$12,104
Participant contributions at beginning of year2018-12-31$14,614
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-5,326
Value of net assets at end of year (total assets less liabilities)2018-12-31$13,514,305
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$13,519,631
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$46,114
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$11,211,960
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$8,470,809
Interest on participant loans2018-12-31$17,648
Interest earned on other investments2018-12-31$92,861
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,610,918
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$4,455,241
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,274,365
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$305,507
Employer contributions (assets) at end of year2018-12-31$316,116
Employer contributions (assets) at beginning of year2018-12-31$257,156
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$726,347
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DONALD M. KRETSCHMAR CPA, LLC
Accountancy firm EIN2018-12-31273683067
2017 : FAIRWAY CHEVROLET CO. 401(K) RETIREMENT PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$2,424,507
Total of all expenses incurred2017-12-31$545,066
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$441,683
Value of total corrective distributions2017-12-31$63,264
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,098,217
Value of total assets at end of year2017-12-31$13,519,631
Value of total assets at beginning of year2017-12-31$11,640,190
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$40,119
Total interest from all sources2017-12-31$55,066
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$445,100
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$445,100
Administrative expenses professional fees incurred2017-12-31$1,400
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$841,963
Participant contributions at end of year2017-12-31$321,811
Participant contributions at beginning of year2017-12-31$273,435
Participant contributions at end of year2017-12-31$14,614
Participant contributions at beginning of year2017-12-31$15,416
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$5,237
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,879,441
Value of net assets at end of year (total assets less liabilities)2017-12-31$13,519,631
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$11,640,190
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$38,719
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$8,470,809
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$7,471,529
Interest on participant loans2017-12-31$13,321
Interest earned on other investments2017-12-31$41,745
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$4,455,241
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$3,626,304
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$826,124
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$251,017
Employer contributions (assets) at end of year2017-12-31$257,156
Employer contributions (assets) at beginning of year2017-12-31$253,506
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$441,683
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DONALD M. KRETSCHMAR CPA, LLC
Accountancy firm EIN2017-12-31273683067
2016 : FAIRWAY CHEVROLET CO. 401(K) RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$1,924,701
Total of all expenses incurred2016-12-31$1,042,903
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,016,257
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,146,426
Value of total assets at end of year2016-12-31$11,640,190
Value of total assets at beginning of year2016-12-31$10,758,392
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$26,646
Total interest from all sources2016-12-31$55,152
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$308,932
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$308,932
Administrative expenses professional fees incurred2016-12-31$1,313
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$879,045
Participant contributions at end of year2016-12-31$273,435
Participant contributions at beginning of year2016-12-31$252,970
Participant contributions at end of year2016-12-31$15,416
Participant contributions at beginning of year2016-12-31$14,730
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$13,875
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$881,798
Value of net assets at end of year (total assets less liabilities)2016-12-31$11,640,190
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$10,758,392
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$25,333
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$7,471,529
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,213,799
Interest on participant loans2016-12-31$16,011
Interest earned on other investments2016-12-31$39,141
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,626,304
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,042,805
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$414,191
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$253,506
Employer contributions (assets) at end of year2016-12-31$253,506
Employer contributions (assets) at beginning of year2016-12-31$234,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,016,257
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DONALD M. KRETSCHMAR CPA, LLC
Accountancy firm EIN2016-12-31273683067
2015 : FAIRWAY CHEVROLET CO. 401(K) RETIREMENT PLAN 2015 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$54,282
Total income from all sources (including contributions)2015-12-31$984,924
Total of all expenses incurred2015-12-31$642,444
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$611,232
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,055,417
Value of total assets at end of year2015-12-31$10,758,392
Value of total assets at beginning of year2015-12-31$10,470,194
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$31,212
Total interest from all sources2015-12-31$42,043
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$425,544
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$425,544
Administrative expenses professional fees incurred2015-12-31$31,212
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$821,329
Participant contributions at end of year2015-12-31$252,970
Participant contributions at beginning of year2015-12-31$166,956
Participant contributions at end of year2015-12-31$14,730
Participant contributions at beginning of year2015-12-31$8,112
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$54,282
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$342,480
Value of net assets at end of year (total assets less liabilities)2015-12-31$10,758,392
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$10,415,912
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$7,213,799
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$7,661,413
Interest on participant loans2015-12-31$8,315
Interest earned on other investments2015-12-31$33,728
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,042,805
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,442,031
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-538,080
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$234,088
Employer contributions (assets) at end of year2015-12-31$234,088
Employer contributions (assets) at beginning of year2015-12-31$191,682
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$611,232
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DONALD M. KRETSCHMAR CPA, LLC
Accountancy firm EIN2015-12-31273683067
2014 : FAIRWAY CHEVROLET CO. 401(K) RETIREMENT PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$54,282
Total income from all sources (including contributions)2014-12-31$1,283,888
Total of all expenses incurred2014-12-31$872,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$844,099
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$817,359
Value of total assets at end of year2014-12-31$10,470,194
Value of total assets at beginning of year2014-12-31$10,004,641
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$28,518
Total interest from all sources2014-12-31$37,671
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$28,518
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$612,789
Participant contributions at end of year2014-12-31$166,956
Participant contributions at beginning of year2014-12-31$212,299
Participant contributions at end of year2014-12-31$8,112
Participant contributions at beginning of year2014-12-31$5,609
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$54,282
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$411,271
Value of net assets at end of year (total assets less liabilities)2014-12-31$10,415,912
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$10,004,641
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$7,661,413
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$7,387,023
Interest on participant loans2014-12-31$6,622
Interest earned on other investments2014-12-31$31,049
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$50
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$50
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,442,031
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,222,587
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$428,858
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$204,570
Employer contributions (assets) at end of year2014-12-31$191,682
Employer contributions (assets) at beginning of year2014-12-31$177,073
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$844,099
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31DONALD M. KRETSCHMAR CPA, LLC
Accountancy firm EIN2014-12-31273683067
2013 : FAIRWAY CHEVROLET CO. 401(K) RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$2,108,688
Total of all expenses incurred2013-12-31$2,343,810
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,328,686
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$792,005
Value of total assets at end of year2013-12-31$10,004,641
Value of total assets at beginning of year2013-12-31$10,239,763
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$15,124
Total interest from all sources2013-12-31$11,114
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$15,124
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$614,932
Participant contributions at end of year2013-12-31$212,299
Participant contributions at beginning of year2013-12-31$156,759
Participant contributions at end of year2013-12-31$5,609
Participant contributions at beginning of year2013-12-31$13,886
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-235,122
Value of net assets at end of year (total assets less liabilities)2013-12-31$10,004,641
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$10,239,763
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 registered invesment companies (eg mutual funds) at end of year2013-12-31$7,387,023
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$8,419,322
Interest on participant loans2013-12-31$7,677
Interest earned on other investments2013-12-31$3,437
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$50
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$8,773
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$8,773
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,222,587
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,472,030
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,305,569
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$177,073
Employer contributions (assets) at end of year2013-12-31$177,073
Employer contributions (assets) at beginning of year2013-12-31$168,993
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,328,686
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 name2013-12-31DONALD M. KRETSCHMAR CPA, LLC
Accountancy firm EIN2013-12-31273683067
2012 : FAIRWAY CHEVROLET CO. 401(K) RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,490,028
Total of all expenses incurred2012-12-31$748,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$738,520
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$795,690
Value of total assets at end of year2012-12-31$10,239,763
Value of total assets at beginning of year2012-12-31$9,498,219
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$9,964
Total interest from all sources2012-12-31$12,986
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$9,964
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
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$626,697
Participant contributions at end of year2012-12-31$156,759
Participant contributions at beginning of year2012-12-31$263,958
Participant contributions at end of year2012-12-31$13,886
Participant contributions at beginning of year2012-12-31$5,440
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$741,544
Value of net assets at end of year (total assets less liabilities)2012-12-31$10,239,763
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$9,498,219
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$8,419,322
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$5,555,808
Interest on participant loans2012-12-31$12,291
Interest earned on other investments2012-12-31$695
Value of interest in common/collective trusts at beginning of year2012-12-31$3,492,575
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$8,773
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$8,919
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$8,919
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,472,030
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$681,352
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
Contributions received in cash from employer2012-12-31$168,993
Employer contributions (assets) at end of year2012-12-31$168,993
Employer contributions (assets) at beginning of year2012-12-31$171,519
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$738,520
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
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 name2012-12-31DONALD M. KRETSCHMAR CPA, LLC
Accountancy firm EIN2012-12-31273683067
2011 : FAIRWAY CHEVROLET CO. 401(K) RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$756,462
Total of all expenses incurred2011-12-31$715,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$707,133
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$709,515
Value of total assets at end of year2011-12-31$9,498,219
Value of total assets at beginning of year2011-12-31$9,457,041
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$8,151
Total interest from all sources2011-12-31$13,577
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$8,151
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
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$537,996
Participant contributions at end of year2011-12-31$263,958
Participant contributions at beginning of year2011-12-31$352,220
Participant contributions at end of year2011-12-31$5,440
Participant contributions at beginning of year2011-12-31$5,309
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$41,178
Value of net assets at end of year (total assets less liabilities)2011-12-31$9,498,219
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$9,457,041
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$5,555,808
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$5,998,241
Interest on participant loans2011-12-31$13,577
Value of interest in common/collective trusts at end of year2011-12-31$3,492,575
Value of interest in common/collective trusts at beginning of year2011-12-31$2,935,732
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$8,919
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$9,666
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$9,666
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$33,370
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
Contributions received in cash from employer2011-12-31$171,519
Employer contributions (assets) at end of year2011-12-31$171,519
Employer contributions (assets) at beginning of year2011-12-31$155,873
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$707,133
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 name2011-12-31DONALD M. KRETSCHMAR CPA, PLLC
Accountancy firm EIN2011-12-31273683067
2010 : FAIRWAY CHEVROLET CO. 401(K) RETIREMENT 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$1,434,028
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$851,165
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$842,543
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$633,622
Value of total assets at end of year2010-12-31$9,457,041
Value of total assets at beginning of year2010-12-31$8,874,178
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$8,622
Total interest from all sources2010-12-31$17,552
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
Administrative expenses professional fees incurred2010-12-31$8,622
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
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$469,706
Participant contributions at end of year2010-12-31$352,220
Participant contributions at beginning of year2010-12-31$299,528
Participant contributions at end of year2010-12-31$5,309
Participant contributions at beginning of year2010-12-31$6,855
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$8,043
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$582,863
Value of net assets at end of year (total assets less liabilities)2010-12-31$9,457,041
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,874,178
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$5,998,241
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,469,364
Interest on participant loans2010-12-31$17,552
Value of interest in common/collective trusts at end of year2010-12-31$2,935,732
Value of interest in common/collective trusts at beginning of year2010-12-31$2,967,089
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$9,666
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$782,854
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
Contributions received in cash from employer2010-12-31$155,873
Employer contributions (assets) at end of year2010-12-31$155,873
Employer contributions (assets) at beginning of year2010-12-31$131,342
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$842,543
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 name2010-12-31DONALD M. KRETSCHMAR CPA, PLLC
Accountancy firm EIN2010-12-31273683067
2009 : FAIRWAY CHEVROLET CO. 401(K) RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for FAIRWAY CHEVROLET CO. 401(K) RETIREMENT PLAN

2022: FAIRWAY CHEVROLET CO. 401(K) RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: FAIRWAY CHEVROLET CO. 401(K) RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: FAIRWAY CHEVROLET CO. 401(K) RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: FAIRWAY CHEVROLET CO. 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: FAIRWAY CHEVROLET CO. 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: FAIRWAY CHEVROLET CO. 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: FAIRWAY CHEVROLET CO. 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: FAIRWAY CHEVROLET CO. 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: FAIRWAY CHEVROLET CO. 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: FAIRWAY CHEVROLET CO. 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: FAIRWAY CHEVROLET CO. 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: FAIRWAY CHEVROLET CO. 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: FAIRWAY CHEVROLET CO. 401(K) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entityMulitple employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: FAIRWAY CHEVROLET CO. 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number335065-01
Policy instance 1
Insurance contract or identification number335065-01
Number of Individuals Covered64
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $4,867
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,867
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number335065-01
Policy instance 1
Insurance contract or identification number335065-01
Number of Individuals Covered184
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $5,788
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,788
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number335065-01
Policy instance 1
Insurance contract or identification number335065-01
Number of Individuals Covered282
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $4,320
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,139
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number335065-01
Policy instance 1
Insurance contract or identification number335065-01
Number of Individuals Covered271
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $3,886
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,943
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number335065-01
Policy instance 1
Insurance contract or identification number335065-01
Number of Individuals Covered314
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $4,248
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,124
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number335065-01
Policy instance 1
Insurance contract or identification number335065-01
Number of Individuals Covered278
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $10,360
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,180
Insurance broker organization code?3
Insurance broker nameGABRIEL GORDON
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number335065-01
Policy instance 1
Insurance contract or identification number335065-01
Number of Individuals Covered232
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $7,673
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,837
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Insurance broker nameGABRIEL GORDON
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number335065-01
Policy instance 1
Insurance contract or identification number335065-01
Number of Individuals Covered282
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $6,164
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,082
Additional information about fees paid to insurance brokerBROKER COMMISSIONS
Insurance broker organization code?3
Insurance broker nameGABRIEL GORDON
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number335065-01
Policy instance 1
Insurance contract or identification number335065-01
Number of Individuals Covered288
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $7,474
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,983
Insurance broker organization code?3
Insurance broker nameGABRIEL GORDON
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number335065-01
Policy instance 1
Insurance contract or identification number335065-01
Number of Individuals Covered273
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1