401k Plan data: BMW OF STERLING 401(K) PLAN plan

BMW OF STERLING 401(K) PLAN 401k Plan overview

Plan Name	BMW OF STERLING 401(K) PLAN
Plan identification number	001

BMW OF STERLING 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

BMW OF STERLING has sponsored the creation of one or more 401k plans.

Company Name: BMW OF STERLING

Employer identification number (EIN): 912044141

NAIC Classification: 441110
NAIC Description: New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BMW OF STERLING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 LELAND ROTH 2023-10-16
001 2021-01-01 LELAND ROTH 2022-10-11
001 2020-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 LELAND ROTH
001 2016-01-01 LELAND ROTH
001 2015-01-01 LELAND ROTH
001 2014-01-01 LELAND ROTH
001 2013-01-01 LELAND ROTH
001 2012-01-01 LELAND ROTH
001 2011-01-01 LELAND ROTH
001 2007-01-01 AMMANDA RIOS

Plan Statistics for BMW OF STERLING 401(K) PLAN

401k plan membership statisitcs for BMW OF STERLING 401(K) PLAN

Measure Date Value
2020: BMW OF STERLING 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 183
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 0
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 95
Total of all active and inactive participants 2020-01-01 95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 95
Number of participants with account balances 2020-01-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 3
2019: BMW OF STERLING 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 182
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 140
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 43
Total of all active and inactive participants 2019-01-01 183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 183
Number of participants with account balances 2019-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 6
2018: BMW OF STERLING 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 190
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 134
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 46
Total of all active and inactive participants 2018-01-01 180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 180
Number of participants with account balances 2018-01-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 9
2017: BMW OF STERLING 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 184
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 141
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 48
Total of all active and inactive participants 2017-01-01 189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 189
Number of participants with account balances 2017-01-01 101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 10
2016: BMW OF STERLING 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 182
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 162
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 44
Total of all active and inactive participants 2016-01-01 206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 206
Number of participants with account balances 2016-01-01 89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 6
2015: BMW OF STERLING 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 183
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 136
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 47
Total of all active and inactive participants 2015-01-01 183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 183
Number of participants with account balances 2015-01-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 12
2014: BMW OF STERLING 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 160
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 155
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 33
Total of all active and inactive participants 2014-01-01 188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 188
Number of participants with account balances 2014-01-01 95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 9
2013: BMW OF STERLING 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 136
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 132
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 25
Total of all active and inactive participants 2013-01-01 157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 157
Number of participants with account balances 2013-01-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 16
2012: BMW OF STERLING 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 123
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 119
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 13
Total of all active and inactive participants 2012-01-01 132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 132
Number of participants with account balances 2012-01-01 46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: BMW OF STERLING 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 93
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 11
Total of all active and inactive participants 2011-01-01 104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 104
Number of participants with account balances 2011-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2007: BMW OF STERLING 401(K) PLAN 2007 401k membership
Total participants, beginning-of-year 2007-01-01 68
Total number of active participants reported on line 7a of the Form 5500 2007-01-01 90
Number of retired or separated participants receiving benefits 2007-01-01 0
Number of other retired or separated participants entitled to future benefits 2007-01-01 11
Total of all active and inactive participants 2007-01-01 101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2007-01-01 0
Total participants 2007-01-01 101
Number of participants with account balances 2007-01-01 41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2007-01-01 3

Measure	Date	Value
2020: BMW OF STERLING 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	183
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	0
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	95
Total of all active and inactive participants	2020-01-01	95
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	95
Number of participants with account balances	2020-01-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	3
2019: BMW OF STERLING 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	182
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	140
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	43
Total of all active and inactive participants	2019-01-01	183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	183
Number of participants with account balances	2019-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	6
2018: BMW OF STERLING 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	190
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	134
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	46
Total of all active and inactive participants	2018-01-01	180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	180
Number of participants with account balances	2018-01-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	9
2017: BMW OF STERLING 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	184
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	141
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	48
Total of all active and inactive participants	2017-01-01	189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	189
Number of participants with account balances	2017-01-01	101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	10
2016: BMW OF STERLING 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	182
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	162
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	44
Total of all active and inactive participants	2016-01-01	206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	206
Number of participants with account balances	2016-01-01	89
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	6
2015: BMW OF STERLING 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	183
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	136
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	47
Total of all active and inactive participants	2015-01-01	183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	183
Number of participants with account balances	2015-01-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	12
2014: BMW OF STERLING 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	160
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	155
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	33
Total of all active and inactive participants	2014-01-01	188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	188
Number of participants with account balances	2014-01-01	95
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	9
2013: BMW OF STERLING 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	136
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	132
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	25
Total of all active and inactive participants	2013-01-01	157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	157
Number of participants with account balances	2013-01-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	16
2012: BMW OF STERLING 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	123
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	119
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	13
Total of all active and inactive participants	2012-01-01	132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	132
Number of participants with account balances	2012-01-01	46
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: BMW OF STERLING 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	93
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	11
Total of all active and inactive participants	2011-01-01	104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	104
Number of participants with account balances	2011-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2007: BMW OF STERLING 401(K) PLAN 2007 401k membership
Total participants, beginning-of-year	2007-01-01	68
Total number of active participants reported on line 7a of the Form 5500	2007-01-01	90
Number of retired or separated participants receiving benefits	2007-01-01	0
Number of other retired or separated participants entitled to future benefits	2007-01-01	11
Total of all active and inactive participants	2007-01-01	101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2007-01-01	0
Total participants	2007-01-01	101
Number of participants with account balances	2007-01-01	41
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2007-01-01	3

Financial Data on BMW OF STERLING 401(K) PLAN

Measure	Date	Value
2020 : BMW OF STERLING 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$25,546
Total unrealized appreciation/depreciation of assets	2020-12-31	$25,546
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	$0
Total income from all sources (including contributions)	2020-12-31	$832,500
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$744,047
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$721,054
Expenses. Certain deemed distributions of participant loans	2020-12-31	$15,266
Value of total corrective distributions	2020-12-31	$5,677
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$373,797
Value of total assets at end of year	2020-12-31	$3,870,748
Value of total assets at beginning of year	2020-12-31	$3,782,295
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$2,050
Total interest from all sources	2020-12-31	$12,924
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$344,087
Participant contributions at end of year	2020-12-31	$158,948
Participant contributions at beginning of year	2020-12-31	$124,978
Participant contributions at end of year	2020-12-31	$1,037
Participant contributions at beginning of year	2020-12-31	$1,037
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$88,453
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$3,870,748
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$3,782,295
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in pooled separate accounts at end of year	2020-12-31	$2,982,176
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$2,913,890
Interest on participant loans	2020-12-31	$6,190
Interest earned on other investments	2020-12-31	$6,734
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$727,962
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$741,765
Net investment gain/loss from pooled separate accounts	2020-12-31	$420,233
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$29,710
Employer contributions (assets) at end of year	2020-12-31	$625
Employer contributions (assets) at beginning of year	2020-12-31	$625
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$721,054
Contract administrator fees	2020-12-31	$2,050
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	CITRIN COOPERMAN& COMPANY LLC
Accountancy firm EIN	2020-12-31	222428965
2019 : BMW OF STERLING 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$41,493
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$41,493
Total unrealized appreciation/depreciation of assets	2019-12-31	$41,493
Total unrealized appreciation/depreciation of assets	2019-12-31	$41,493
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$1,156,325
Total income from all sources (including contributions)	2019-12-31	$1,156,325
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$344,041
Total of all expenses incurred	2019-12-31	$344,041
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$313,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$313,745
Value of total corrective distributions	2019-12-31	$26,622
Value of total corrective distributions	2019-12-31	$26,622
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$570,864
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$570,864
Value of total assets at end of year	2019-12-31	$3,782,295
Value of total assets at end of year	2019-12-31	$3,782,295
Value of total assets at beginning of year	2019-12-31	$2,970,011
Value of total assets at beginning of year	2019-12-31	$2,970,011
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$3,674
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$3,674
Total interest from all sources	2019-12-31	$13,608
Total interest from all sources	2019-12-31	$13,608
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$438,092
Contributions received from participants	2019-12-31	$438,092
Participant contributions at end of year	2019-12-31	$124,978
Participant contributions at end of year	2019-12-31	$124,978
Participant contributions at beginning of year	2019-12-31	$92,356
Participant contributions at beginning of year	2019-12-31	$92,356
Participant contributions at end of year	2019-12-31	$1,037
Participant contributions at end of year	2019-12-31	$1,037
Participant contributions at beginning of year	2019-12-31	$20
Participant contributions at beginning of year	2019-12-31	$20
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$812,284
Value of net income/loss	2019-12-31	$812,284
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,782,295
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$3,782,295
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,970,011
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$2,970,011
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in pooled separate accounts at end of year	2019-12-31	$2,913,890
Value of interest in pooled separate accounts at end of year	2019-12-31	$2,913,890
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$2,207,371
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$2,207,371
Interest on participant loans	2019-12-31	$6,710
Interest on participant loans	2019-12-31	$6,710
Interest earned on other investments	2019-12-31	$6,898
Interest earned on other investments	2019-12-31	$6,898
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$741,765
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$741,765
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$668,939
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$668,939
Net investment gain/loss from pooled separate accounts	2019-12-31	$530,360
Net investment gain/loss from pooled separate accounts	2019-12-31	$530,360
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$132,772
Contributions received in cash from employer	2019-12-31	$132,772
Employer contributions (assets) at end of year	2019-12-31	$625
Employer contributions (assets) at end of year	2019-12-31	$625
Employer contributions (assets) at beginning of year	2019-12-31	$1,325
Employer contributions (assets) at beginning of year	2019-12-31	$1,325
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$313,745
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$313,745
Contract administrator fees	2019-12-31	$3,674
Contract administrator fees	2019-12-31	$3,674
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	MITCHELL WIGGINS AND COMPANY
Accountancy firm name	2019-12-31	MITCHELL WIGGINS AND COMPANY
Accountancy firm EIN	2019-12-31	540565834
Accountancy firm EIN	2019-12-31	540565834
2018 : BMW OF STERLING 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$-37,054
Total unrealized appreciation/depreciation of assets	2018-12-31	$-37,054
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$407,632
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$187,685
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$180,291
Value of total corrective distributions	2018-12-31	$4,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$588,160
Value of total assets at end of year	2018-12-31	$2,970,011
Value of total assets at beginning of year	2018-12-31	$2,750,064
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$3,325
Total interest from all sources	2018-12-31	$12,995
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$378,984
Participant contributions at end of year	2018-12-31	$92,356
Participant contributions at beginning of year	2018-12-31	$104,257
Participant contributions at end of year	2018-12-31	$20
Participant contributions at beginning of year	2018-12-31	$20
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$81,432
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$219,947
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$2,970,011
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$2,750,064
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in pooled separate accounts at end of year	2018-12-31	$2,207,371
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$2,017,863
Interest on participant loans	2018-12-31	$6,486
Interest earned on other investments	2018-12-31	$6,509
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$668,939
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$627,524
Net investment gain/loss from pooled separate accounts	2018-12-31	$-156,469
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$127,744
Employer contributions (assets) at end of year	2018-12-31	$1,325
Employer contributions (assets) at beginning of year	2018-12-31	$400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$180,291
Contract administrator fees	2018-12-31	$3,325
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	MITCHELL WIGGINS AND COMPANY
Accountancy firm EIN	2018-12-31	540565834
2017 : BMW OF STERLING 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$5,209
Total unrealized appreciation/depreciation of assets	2017-12-31	$5,209
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
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	$688,382
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$110,386
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$105,737
Expenses. Certain deemed distributions of participant loans	2017-12-31	$2,299
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$386,452
Value of total assets at end of year	2017-12-31	$2,750,064
Value of total assets at beginning of year	2017-12-31	$2,172,068
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$2,350
Total interest from all sources	2017-12-31	$10,173
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Administrative expenses professional fees incurred	2017-12-31	$2,350
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$314,050
Participant contributions at end of year	2017-12-31	$104,257
Participant contributions at beginning of year	2017-12-31	$62,208
Participant contributions at end of year	2017-12-31	$20
Participant contributions at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$577,996
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$2,750,064
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,172,068
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in pooled separate accounts at end of year	2017-12-31	$2,017,863
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$1,557,088
Interest on participant loans	2017-12-31	$4,519
Interest earned on other investments	2017-12-31	$5,654
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$627,524
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$552,772
Net investment gain/loss from pooled separate accounts	2017-12-31	$286,548
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$72,402
Employer contributions (assets) at end of year	2017-12-31	$400
Employer contributions (assets) at beginning of year	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$105,737
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	MITCHELL WIGGINS AND COMPANY
Accountancy firm EIN	2017-12-31	540565834
2016 : BMW OF STERLING 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$-17,655
Total unrealized appreciation/depreciation of assets	2016-12-31	$-17,655
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	$477,750
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$437,944
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$434,219
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$348,151
Value of total assets at end of year	2016-12-31	$2,172,068
Value of total assets at beginning of year	2016-12-31	$2,132,262
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$3,725
Total interest from all sources	2016-12-31	$8,237
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Administrative expenses professional fees incurred	2016-12-31	$3,725
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$241,179
Participant contributions at end of year	2016-12-31	$62,208
Participant contributions at beginning of year	2016-12-31	$23,564
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$31
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$14,819
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$39,806
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,172,068
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,132,262
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in pooled separate accounts at end of year	2016-12-31	$1,557,088
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$1,460,290
Interest on participant loans	2016-12-31	$2,229
Interest earned on other investments	2016-12-31	$6,008
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$552,772
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$648,362
Net investment gain/loss from pooled separate accounts	2016-12-31	$139,017
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$92,153
Employer contributions (assets) at end of year	2016-12-31	$0
Employer contributions (assets) at beginning of year	2016-12-31	$15
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$434,219
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	MITCHELL WIGGINS AND COMPANY
Accountancy firm EIN	2016-12-31	540565834
2015 : BMW OF STERLING 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$29,550
Total unrealized appreciation/depreciation of assets	2015-12-31	$29,550
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$380,520
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$71,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$66,966
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$358,075
Value of total assets at end of year	2015-12-31	$2,132,262
Value of total assets at beginning of year	2015-12-31	$1,823,333
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$4,625
Total interest from all sources	2015-12-31	$1,124
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$256,200
Participant contributions at end of year	2015-12-31	$23,564
Participant contributions at beginning of year	2015-12-31	$18,487
Participant contributions at end of year	2015-12-31	$31
Participant contributions at beginning of year	2015-12-31	$36
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$308,929
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$2,132,262
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,823,333
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in pooled separate accounts at end of year	2015-12-31	$1,460,290
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$1,227,951
Interest on participant loans	2015-12-31	$1,071
Interest earned on other investments	2015-12-31	$53
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$648,362
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$576,763
Net investment gain/loss from pooled separate accounts	2015-12-31	$-8,229
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$101,875
Employer contributions (assets) at end of year	2015-12-31	$15
Employer contributions (assets) at beginning of year	2015-12-31	$96
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$66,966
Contract administrator fees	2015-12-31	$4,625
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	MITCHELL WIGGINS AND COMPANY
Accountancy firm EIN	2015-12-31	540565834
2014 : BMW OF STERLING 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$511,281
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$118,507
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$115,707
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$420,547
Value of total assets at end of year	2014-12-31	$1,823,333
Value of total assets at beginning of year	2014-12-31	$1,430,559
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$2,800
Total interest from all sources	2014-12-31	$1,525
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$300,368
Participant contributions at end of year	2014-12-31	$18,487
Participant contributions at beginning of year	2014-12-31	$21,469
Participant contributions at end of year	2014-12-31	$36
Participant contributions at beginning of year	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$392,774
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,823,333
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$1,430,559
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in pooled separate accounts at end of year	2014-12-31	$1,227,951
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$860,369
Interest on participant loans	2014-12-31	$847
Interest earned on other investments	2014-12-31	$678
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$576,763
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$548,721
Net investment gain/loss from pooled separate accounts	2014-12-31	$89,209
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$120,179
Employer contributions (assets) at end of year	2014-12-31	$96
Employer contributions (assets) at beginning of year	2014-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$115,707
Contract administrator fees	2014-12-31	$2,800
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	MITCHELL WIGGINS AND COMPANY
Accountancy firm EIN	2014-12-31	540565834
2013 : BMW OF STERLING 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$500,096
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$278,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$276,795
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$368,661
Value of total assets at end of year	2013-12-31	$1,430,559
Value of total assets at beginning of year	2013-12-31	$1,209,263
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$2,005
Total interest from all sources	2013-12-31	$7,265
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$265,721
Participant contributions at end of year	2013-12-31	$21,469
Participant contributions at beginning of year	2013-12-31	$20,270
Participant contributions at end of year	2013-12-31	$0
Participant contributions at beginning of year	2013-12-31	$2,213
Other income not declared elsewhere	2013-12-31	$19
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$221,296
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$1,430,559
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,209,263
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in pooled separate accounts at end of year	2013-12-31	$860,369
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$909,792
Interest on participant loans	2013-12-31	$1,031
Interest earned on other investments	2013-12-31	$6,234
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$548,721
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$276,254
Net investment gain/loss from pooled separate accounts	2013-12-31	$124,151
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$102,940
Employer contributions (assets) at end of year	2013-12-31	$0
Employer contributions (assets) at beginning of year	2013-12-31	$734
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$276,795
Contract administrator fees	2013-12-31	$2,005
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	Yes
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	MITCHELL WIGGINS AND COMPANY
Accountancy firm EIN	2013-12-31	540565834
2012 : BMW OF STERLING 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$282,852
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$379,180
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$316,782
Value of total corrective distributions	2012-12-31	$41,720
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$213,275
Value of total assets at end of year	2012-12-31	$1,209,263
Value of total assets at beginning of year	2012-12-31	$1,305,591
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$20,678
Total interest from all sources	2012-12-31	$7,564
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$160,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$181,684
Participant contributions at end of year	2012-12-31	$20,270
Participant contributions at beginning of year	2012-12-31	$24,745
Participant contributions at end of year	2012-12-31	$2,213
Participant contributions at beginning of year	2012-12-31	$1,702
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$-96,328
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$1,209,263
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$1,305,591
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in pooled separate accounts at end of year	2012-12-31	$909,792
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$1,029,788
Interest on participant loans	2012-12-31	$1,099
Interest earned on other investments	2012-12-31	$6,465
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$276,254
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$249,356
Net investment gain/loss from pooled separate accounts	2012-12-31	$62,013
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$31,591
Employer contributions (assets) at end of year	2012-12-31	$734
Employer contributions (assets) at beginning of year	2012-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$316,782
Contract administrator fees	2012-12-31	$20,678
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	MITCHELL WIGGINS AND COMPANY
Accountancy firm EIN	2012-12-31	540565834
2011 : BMW OF STERLING 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$127,504
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$456,875
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$408,984
Value of total corrective distributions	2011-12-31	$47,401
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$150,746
Value of total assets at end of year	2011-12-31	$1,305,591
Value of total assets at beginning of year	2011-12-31	$1,634,962
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$490
Total interest from all sources	2011-12-31	$2,965
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$160,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$150,746
Participant contributions at end of year	2011-12-31	$24,745
Participant contributions at beginning of year	2011-12-31	$54,715
Participant contributions at end of year	2011-12-31	$1,702
Participant contributions at beginning of year	2011-12-31	$111
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$-329,371
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$1,305,591
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$1,634,962
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in pooled separate accounts at end of year	2011-12-31	$1,029,788
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$1,359,753
Interest on participant loans	2011-12-31	$2,965
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$249,356
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$220,383
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$34
Net investment gain/loss from pooled separate accounts	2011-12-31	$-26,241
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$408,984
Contract administrator fees	2011-12-31	$490
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	MITCHELL WIGGINS AND COMPANY
Accountancy firm EIN	2011-12-31	540565834
2010 : BMW OF STERLING 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets to this plan	2010-12-31	$0
Total transfer of assets from this plan	2010-12-31	$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	$254,030
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$85,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$18,512
Value of total corrective distributions	2010-12-31	$66,814
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$165,321
Value of total assets at end of year	2010-12-31	$1,634,962
Value of total assets at beginning of year	2010-12-31	$1,466,560
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$302
Total interest from all sources	2010-12-31	$2,466
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 year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	No
If this is an individual account plan, was there a blackout period	2010-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$165,321
Participant contributions at end of year	2010-12-31	$54,715
Participant contributions at beginning of year	2010-12-31	$61,427
Participant contributions at end of year	2010-12-31	$111
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$168,402
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$1,634,962
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,466,560
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in pooled separate accounts at end of year	2010-12-31	$1,359,753
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$1,212,490
Interest on participant loans	2010-12-31	$2,466
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$220,383
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$192,643
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$5,104
Net investment gain/loss from pooled separate accounts	2010-12-31	$81,139
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$18,512
Contract administrator fees	2010-12-31	$302
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	MORRISON, BROWN, ARGIZ & FARRA LLC
Accountancy firm EIN	2010-12-31	274677688

Form 5500 Responses for BMW OF STERLING 401(K) PLAN

2020: BMW OF STERLING 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: BMW OF STERLING 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: BMW OF STERLING 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: BMW OF STERLING 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: BMW OF STERLING 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: BMW OF STERLING 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: BMW OF STERLING 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: BMW OF STERLING 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: BMW OF STERLING 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: BMW OF STERLING 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2007: BMW OF STERLING 401(K) PLAN 2007 form 5500 responses
2007-01-01	Type of plan entity	Single employer plan
2007-01-01	Submission has been amended	No
2007-01-01	This submission is the final filing	No
2007-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2007-01-01	Plan is a collectively bargained plan	No
2007-01-01	Plan funding arrangement – Insurance	Yes
2007-01-01	Plan funding arrangement – Trust	Yes
2007-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

872973

Policy instance

Insurance contract or identification number	872973
Number of Individuals Covered	93
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $8,479
Total amount of fees paid to insurance company	USD $1,691
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $8,479
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	0
Insurance broker organization code?	3

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

872973

Policy instance

Insurance contract or identification number	872973
Number of Individuals Covered	102
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $8,208
Total amount of fees paid to insurance company	USD $1,598
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $8,208
Insurance broker organization code?	3
Amount paid for insurance broker fees	1598
Additional information about fees paid to insurance broker	TPA PROGRAM PAYMENTS

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

872973

Policy instance

Insurance contract or identification number	872973
Number of Individuals Covered	104
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $7,110
Total amount of fees paid to insurance company	USD $1,385
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,110
Insurance broker organization code?	3
Amount paid for insurance broker fees	1385
Additional information about fees paid to insurance broker	TPA PROGRAM PAYMENTS

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

872973

Policy instance

Insurance contract or identification number	872973
Number of Individuals Covered	102
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $5,822
Total amount of fees paid to insurance company	USD $1,123
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5,822
Insurance broker organization code?	3
Amount paid for insurance broker fees	1123
Additional information about fees paid to insurance broker	TPA PROGRAM PAYMENTS
Insurance broker name	UNIGLOBAL PENSION PLANNING, INC.

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

872973

Policy instance

Insurance contract or identification number	872973
Number of Individuals Covered	92
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $4,836
Total amount of fees paid to insurance company	USD $943
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,977
Insurance broker organization code?	3
Amount paid for insurance broker fees	943
Additional information about fees paid to insurance broker	TPA PROGRAM PAYMENTS
Insurance broker name	WELLS FARGO ADVISORS INS AGENCY

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

872973

Policy instance

Insurance contract or identification number	872973
Number of Individuals Covered	94
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $4,016
Total amount of fees paid to insurance company	USD $6,046
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	6046
Additional information about fees paid to insurance broker	TPA PROGRAM PAYMENTS
Insurance broker organization code?	5
Commission paid to Insurance Broker	USD $3,641
Insurance broker name	WELLS FARGO ADVISORS LLC

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

91675034

Policy instance

Insurance contract or identification number	91675034
Number of Individuals Covered	0
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $1,500
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,500
Insurance broker organization code?	3
Insurance broker name	TERRANCE BLOUNT

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

872973

Policy instance

Insurance contract or identification number	872973
Number of Individuals Covered	95
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $13,634
Total amount of fees paid to insurance company	USD $1,753
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $13,634
Insurance broker organization code?	3
Amount paid for insurance broker fees	1753
Additional information about fees paid to insurance broker	TPA PROGRAM PAYMENTS
Insurance broker name	TRITON SERVICES CORPORATION

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

91675034

Policy instance

Insurance contract or identification number	91675034
Number of Individuals Covered	46
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $3,160
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,160
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	TERRANCE BLOUNT

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

91675034

Policy instance

Insurance contract or identification number	91675034
Number of Individuals Covered	34
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $3,731
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

91675034

Policy instance

Insurance contract or identification number	91675034
Number of Individuals Covered	56
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $3,620
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
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?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

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Company Name:	BMW OF STERLING
Employer identification number (EIN):	912044141
NAIC Classification:	441110
NAIC Description:	New Car Dealers

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	LELAND ROTH	2023-10-16
001	2021-01-01	LELAND ROTH	2022-10-11
001	2020-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	LELAND ROTH
001	2016-01-01	LELAND ROTH
001	2015-01-01	LELAND ROTH
001	2014-01-01	LELAND ROTH
001	2013-01-01	LELAND ROTH
001	2012-01-01	LELAND ROTH
001	2011-01-01	LELAND ROTH
001	2007-01-01	AMMANDA RIOS