Logo

SUNSET CHEVROLET 401(K) RETIREMENT PLAN 401k Plan overview

Plan NameSUNSET CHEVROLET 401(K) RETIREMENT PLAN
Plan identification number 001

SUNSET CHEVROLET 401(K) RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

SUNSET CHEVROLET, INC. has sponsored the creation of one or more 401k plans.

Company Name:SUNSET CHEVROLET, INC.
Employer identification number (EIN):910839194
NAIC Classification:441110
NAIC Description:New Car Dealers

Additional information about SUNSET CHEVROLET, INC.

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1968-10-30
Company Identification Number: 277002067
Legal Registered Office Address: 910 TRAFFIC AVE

SUMNER
United States of America (USA)
983900000

More information about SUNSET CHEVROLET, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUNSET CHEVROLET 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01CRISTI ACUNA2024-10-14
0012022-01-01CRISTI ACUNA2023-10-11
0012021-01-01CRISTI ACUNA2022-10-11
0012020-01-01CRISTI ACUNA2021-10-14
0012019-01-01CRISTI ACUNA2020-02-18
0012019-01-01CRISTI ACUNA2020-02-18
0012018-01-01CRISTI ACUNA2019-04-03
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01ANGELA BYRUM2015-04-22
0012013-01-01PAMELA RUGGLES2014-04-15 PAMELA RUGGLES2014-04-15
0012012-01-01PAMELA RUGGLES2013-06-21 PAMELA RUGGLES2013-06-21
0012011-01-01PAMELA RUGGLES2012-03-13 PAMELA RUGGLES2012-03-13
0012010-01-01PAMELA RUGGLES2011-05-05 PAMELA RUGGLES2011-05-05

Plan Statistics for SUNSET CHEVROLET 401(K) RETIREMENT PLAN

401k plan membership statisitcs for SUNSET CHEVROLET 401(K) RETIREMENT PLAN

Measure Date Value
2023: SUNSET CHEVROLET 401(K) RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01131
Total number of active participants reported on line 7a of the Form 55002023-01-0191
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0128
Total of all active and inactive participants2023-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01119
Number of participants with account balances2023-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-013
2022: SUNSET CHEVROLET 401(K) RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01188
Total number of active participants reported on line 7a of the Form 55002022-01-01153
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-0129
Total of all active and inactive participants2022-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01185
Number of participants with account balances2022-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-015
2021: SUNSET CHEVROLET 401(K) RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01178
Total number of active participants reported on line 7a of the Form 55002021-01-01141
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-0122
Total of all active and inactive participants2021-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01167
Number of participants with account balances2021-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: SUNSET CHEVROLET 401(K) RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01191
Total number of active participants reported on line 7a of the Form 55002020-01-01142
Number of retired or separated participants receiving benefits2020-01-015
Number of other retired or separated participants entitled to future benefits2020-01-0122
Total of all active and inactive participants2020-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01169
Number of participants with account balances2020-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-017
2019: SUNSET CHEVROLET 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01231
Total number of active participants reported on line 7a of the Form 55002019-01-01145
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0118
Total of all active and inactive participants2019-01-01163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01163
Number of participants with account balances2019-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-017
2018: SUNSET CHEVROLET 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01221
Total number of active participants reported on line 7a of the Form 55002018-01-01163
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0139
Total of all active and inactive participants2018-01-01202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01202
Number of participants with account balances2018-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0116
2017: SUNSET CHEVROLET 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01139
Total number of active participants reported on line 7a of the Form 55002017-01-01147
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0138
Total of all active and inactive participants2017-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01185
Number of participants with account balances2017-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-017
2016: SUNSET CHEVROLET 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01122
Total number of active participants reported on line 7a of the Form 55002016-01-01107
Number of retired or separated participants receiving benefits2016-01-018
Number of other retired or separated participants entitled to future benefits2016-01-0124
Total of all active and inactive participants2016-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01139
Number of participants with account balances2016-01-0190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0113
2015: SUNSET CHEVROLET 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01104
Total number of active participants reported on line 7a of the Form 55002015-01-01110
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0112
Total of all active and inactive participants2015-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01122
Number of participants with account balances2015-01-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0111

Financial Data on SUNSET CHEVROLET 401(K) RETIREMENT PLAN

Measure Date Value
2023 : SUNSET CHEVROLET 401(K) RETIREMENT PLAN 2023 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$1,653
Total income from all sources (including contributions)2023-12-31$1,896,120
Total of all expenses incurred2023-12-31$856,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$815,685
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$942,165
Value of total assets at end of year2023-12-31$7,227,970
Value of total assets at beginning of year2023-12-31$6,186,382
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$40,500
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$789,062
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$16,088
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$1,653
Total non interest bearing cash at end of year2023-12-31$3,419
Total non interest bearing cash at beginning of year2023-12-31$2,273
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$1,039,935
Value of net assets at end of year (total assets less liabilities)2023-12-31$7,226,317
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$6,186,382
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$19,167
Value of interest in pooled separate accounts at end of year2023-12-31$7,087,536
Value of interest in pooled separate accounts at beginning of year2023-12-31$6,011,627
Net investment gain/loss from pooled separate accounts2023-12-31$953,955
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$137,015
Employer contributions (assets) at end of year2023-12-31$137,015
Employer contributions (assets) at beginning of year2023-12-31$172,482
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$815,685
Contract administrator fees2023-12-31$2,500
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32023-12-31No
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31MOSS ADAMS LLP
Accountancy firm EIN2023-12-31910189318
2022 : SUNSET CHEVROLET 401(K) RETIREMENT PLAN 2022 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$373,558
Total loss/gain on sale of assets2022-12-31$-1,050,109
Total of all expenses incurred2022-12-31$597,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$517,964
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,635,017
Value of total assets at end of year2022-12-31$6,186,382
Value of total assets at beginning of year2022-12-31$6,410,279
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$79,491
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$63,902
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$63,902
Was this plan covered by a fidelity bond2022-12-31No
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$909,465
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$241,221
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$553,070
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$31,660
Total non interest bearing cash at end of year2022-12-31$2,273
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-223,897
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,186,382
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,410,279
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$46,081
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,292,498
Value of interest in pooled separate accounts at end of year2022-12-31$6,011,627
Value of interest in common/collective trusts at beginning of year2022-12-31$2,741,381
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-51,615
Net investment gain/loss from pooled separate accounts2022-12-31$-223,637
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$172,482
Employer contributions (assets) at end of year2022-12-31$172,482
Employer contributions (assets) at beginning of year2022-12-31$135,179
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$517,964
Contract administrator fees2022-12-31$1,750
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
Aggregate proceeds on sale of assets2022-12-31$9,873,410
Aggregate carrying amount (costs) on sale of assets2022-12-31$10,923,519
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MOSS ADAMS, LLP
Accountancy firm EIN2022-12-31910189318
2021 : SUNSET CHEVROLET 401(K) RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-53,566
Total unrealized appreciation/depreciation of assets2021-12-31$-53,566
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,489,912
Total loss/gain on sale of assets2021-12-31$91,103
Total of all expenses incurred2021-12-31$277,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$205,341
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$850,209
Value of total assets at end of year2021-12-31$6,410,279
Value of total assets at beginning of year2021-12-31$5,198,165
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$72,457
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$77,153
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$77,153
Administrative expenses professional fees incurred2021-12-31$25,699
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$715,000
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$241,221
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$263,032
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,212,114
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,410,279
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,198,165
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$44,308
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,292,498
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$2,532,724
Value of interest in common/collective trusts at end of year2021-12-31$2,741,381
Value of interest in common/collective trusts at beginning of year2021-12-31$2,308,667
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$119,495
Net investment gain or loss from common/collective trusts2021-12-31$405,518
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$135,209
Employer contributions (assets) at end of year2021-12-31$135,179
Employer contributions (assets) at beginning of year2021-12-31$93,742
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$205,341
Contract administrator fees2021-12-31$2,450
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
Aggregate proceeds on sale of assets2021-12-31$3,974,190
Aggregate carrying amount (costs) on sale of assets2021-12-31$3,883,087
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MOSS ADAMS LLP
Accountancy firm EIN2021-12-31910189318
2020 : SUNSET CHEVROLET 401(K) RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$653,000
Total unrealized appreciation/depreciation of assets2020-12-31$653,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$374
Total income from all sources (including contributions)2020-12-31$1,256,931
Total loss/gain on sale of assets2020-12-31$-80,223
Total of all expenses incurred2020-12-31$845,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$786,614
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$622,653
Value of total assets at end of year2020-12-31$5,198,165
Value of total assets at beginning of year2020-12-31$4,786,829
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$58,607
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$55,949
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$55,949
Administrative expenses professional fees incurred2020-12-31$23,556
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$517,398
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$32
Assets. Other investments not covered elsewhere at end of year2020-12-31$263,032
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$11,492
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$374
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$411,710
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,198,165
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,786,455
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$34,001
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$2,532,724
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,444,670
Value of interest in common/collective trusts at end of year2020-12-31$2,308,667
Value of interest in common/collective trusts at beginning of year2020-12-31$2,219,376
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$37,780
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$-326,109
Net investment gain or loss from common/collective trusts2020-12-31$331,661
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$93,763
Employer contributions (assets) at end of year2020-12-31$93,742
Employer contributions (assets) at beginning of year2020-12-31$84,971
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$786,614
Contract administrator fees2020-12-31$1,050
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
Aggregate proceeds on sale of assets2020-12-31$1,903,338
Aggregate carrying amount (costs) on sale of assets2020-12-31$1,983,561
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MOSS ADAMS LLP
Accountancy firm EIN2020-12-31910189318
2019 : SUNSET CHEVROLET 401(K) RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$315,715
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$315,715
Total unrealized appreciation/depreciation of assets2019-12-31$315,715
Total unrealized appreciation/depreciation of assets2019-12-31$315,715
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$374
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$374
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$178
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$178
Total income from all sources (including contributions)2019-12-31$1,487,463
Total income from all sources (including contributions)2019-12-31$1,487,463
Total loss/gain on sale of assets2019-12-31$421,621
Total loss/gain on sale of assets2019-12-31$421,621
Total of all expenses incurred2019-12-31$246,776
Total of all expenses incurred2019-12-31$246,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$212,346
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$212,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$703,001
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$703,001
Value of total assets at end of year2019-12-31$4,786,829
Value of total assets at end of year2019-12-31$4,786,829
Value of total assets at beginning of year2019-12-31$3,545,946
Value of total assets at beginning of year2019-12-31$3,545,946
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$34,430
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$34,430
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$55,197
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$55,197
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$55,197
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$55,197
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$485,241
Contributions received from participants2019-12-31$485,241
Participant contributions at end of year2019-12-31$32
Participant contributions at end of year2019-12-31$32
Participant contributions at beginning of year2019-12-31$468
Participant contributions at beginning of year2019-12-31$468
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$132,859
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$132,859
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$374
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$374
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$178
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$178
Administrative expenses (other) incurred2019-12-31$17,519
Administrative expenses (other) incurred2019-12-31$17,519
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,240,687
Value of net income/loss2019-12-31$1,240,687
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,786,455
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,786,455
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,545,768
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,545,768
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$16,911
Investment advisory and management fees2019-12-31$16,911
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,444,670
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$2,444,670
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,455,822
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,455,822
Value of interest in common/collective trusts at end of year2019-12-31$2,219,376
Value of interest in common/collective trusts at end of year2019-12-31$2,219,376
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$37,780
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$37,780
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,841
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,841
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$-208,299
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$-208,299
Net investment gain or loss from common/collective trusts2019-12-31$200,228
Net investment gain or loss from common/collective trusts2019-12-31$200,228
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$84,901
Contributions received in cash from employer2019-12-31$84,901
Employer contributions (assets) at end of year2019-12-31$84,971
Employer contributions (assets) at end of year2019-12-31$84,971
Employer contributions (assets) at beginning of year2019-12-31$82,815
Employer contributions (assets) at beginning of year2019-12-31$82,815
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$212,346
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$212,346
Did the plan have assets held for investment2019-12-31Yes
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
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$6,821,194
Aggregate proceeds on sale of assets2019-12-31$6,821,194
Aggregate carrying amount (costs) on sale of assets2019-12-31$6,399,573
Aggregate carrying amount (costs) on sale of assets2019-12-31$6,399,573
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MOSS ADAMS LLP
Accountancy firm name2019-12-31MOSS ADAMS LLP
Accountancy firm EIN2019-12-31910189318
Accountancy firm EIN2019-12-31910189318
2018 : SUNSET CHEVROLET 401(K) RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$600,701
Total unrealized appreciation/depreciation of assets2018-12-31$600,701
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$178
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,055
Total income from all sources (including contributions)2018-12-31$284,036
Total loss/gain on sale of assets2018-12-31$-15,572
Total of all expenses incurred2018-12-31$455,136
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$443,755
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$552,771
Value of total assets at end of year2018-12-31$3,545,946
Value of total assets at beginning of year2018-12-31$3,717,923
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$11,381
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$347,489
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$347,489
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$416,836
Participant contributions at end of year2018-12-31$468
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$53,120
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$178
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$1,055
Administrative expenses (other) incurred2018-12-31$11,381
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-171,100
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,545,768
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,716,868
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,455,822
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,633,252
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$6,841
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,441
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,201,353
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$82,815
Employer contributions (assets) at end of year2018-12-31$82,815
Employer contributions (assets) at beginning of year2018-12-31$83,230
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$443,755
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
Aggregate proceeds on sale of assets2018-12-31$526,465
Aggregate carrying amount (costs) on sale of assets2018-12-31$542,037
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 name2018-12-31MOSS ADAMS LLP
Accountancy firm EIN2018-12-31910189318
2017 : SUNSET CHEVROLET 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,055
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$999,794
Total loss/gain on sale of assets2017-12-31$252,170
Total of all expenses incurred2017-12-31$269,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$260,283
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$528,278
Value of total assets at end of year2017-12-31$3,717,923
Value of total assets at beginning of year2017-12-31$2,986,126
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$8,769
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$219,346
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$219,346
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$414,974
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$30,089
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$1,055
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Administrative expenses (other) incurred2017-12-31$8,769
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$730,742
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,716,868
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,986,126
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,633,252
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,921,143
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,441
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$762
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$83,215
Employer contributions (assets) at end of year2017-12-31$83,230
Employer contributions (assets) at beginning of year2017-12-31$64,221
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$260,283
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
Aggregate proceeds on sale of assets2017-12-31$252,170
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 name2017-12-31MOSS ADAMS LLP
Accountancy firm EIN2017-12-31910189318
2016 : SUNSET CHEVROLET 401(K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$614,371
Total loss/gain on sale of assets2016-12-31$86,980
Total of all expenses incurred2016-12-31$76,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$68,696
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$387,629
Value of total assets at end of year2016-12-31$2,986,126
Value of total assets at beginning of year2016-12-31$2,447,902
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$7,451
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$139,762
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$139,762
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$323,692
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Administrative expenses (other) incurred2016-12-31$7,451
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$538,224
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,986,126
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,447,902
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,921,143
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,392,143
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$762
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,131
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$63,937
Employer contributions (assets) at end of year2016-12-31$64,221
Employer contributions (assets) at beginning of year2016-12-31$54,628
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$68,696
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$86,980
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 name2016-12-31MOSS ADAMS LLP
Accountancy firm EIN2016-12-31910189318
2015 : SUNSET CHEVROLET 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$488
Total income from all sources (including contributions)2015-12-31$383,248
Total loss/gain on sale of assets2015-12-31$-412,127
Total of all expenses incurred2015-12-31$568,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$560,549
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$433,668
Value of total assets at end of year2015-12-31$2,447,902
Value of total assets at beginning of year2015-12-31$2,633,385
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,694
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$361,707
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$361,707
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$278,903
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$100,137
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$488
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$-184,995
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,447,902
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,632,897
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$7,694
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,392,143
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,606,169
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,131
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$490
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$54,628
Employer contributions (assets) at end of year2015-12-31$54,628
Employer contributions (assets) at beginning of year2015-12-31$26,726
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$560,549
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$-412,127
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 name2015-12-31MOSS ADAMS LLP
Accountancy firm EIN2015-12-31910189318

Form 5500 Responses for SUNSET CHEVROLET 401(K) RETIREMENT PLAN

2023: SUNSET CHEVROLET 401(K) RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: SUNSET CHEVROLET 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 – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SUNSET CHEVROLET 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 – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SUNSET CHEVROLET 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 – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SUNSET CHEVROLET 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SUNSET CHEVROLET 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SUNSET CHEVROLET 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SUNSET CHEVROLET 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SUNSET CHEVROLET 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number
Policy instance 1
Number of Individuals Covered365
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $24,068
Total amount of fees paid to insurance companyUSD $2,500
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number
Policy instance 1
Number of Individuals Covered375
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of fees paid to insurance companyUSD $949
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees949
Additional information about fees paid to insurance brokerTPA COMPENSATION
Insurance broker organization code?5
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number371060-01
Policy instance 1
Insurance contract or identification number371060-01
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number371060-01
Policy instance 2
Insurance contract or identification number371060-01
Number of Individuals Covered0
Total amount of commissions paid to insurance brokerUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number371060-01
Policy instance 1
Insurance contract or identification number371060-01
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number371060-01
Policy instance 2
Insurance contract or identification number371060-01
Number of Individuals Covered11
Total amount of commissions paid to insurance brokerUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number371060-01
Policy instance 1
Insurance contract or identification number371060-01
Number of Individuals Covered14
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $157
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $157
Amount paid for insurance broker fees0
Insurance broker organization code?3
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number371060-01
Policy instance 1
Insurance contract or identification number371060-01
Number of Individuals Covered2
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $69
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $69
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameNORTHWESTERN MUTUAL INVESTMENTS
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number371060-01
Policy instance 1
Insurance contract or identification number371060-01
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $3
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3
Additional information about fees paid to insurance broker3
Insurance broker nameNORTHWESTERN MUTUAL INVESTMENTS

Potentially related plans

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