Logo

GERMAN MOTORS CORP. DBA BMW OF SF 401K PLAN 401k Plan overview

Plan NameGERMAN MOTORS CORP. DBA BMW OF SF 401K PLAN
Plan identification number 001

GERMAN MOTORS CORP. DBA BMW OF SF 401K PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • 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

GERMAN MOTORS CORP DBA BMW OF SAN FRANCISCO has sponsored the creation of one or more 401k plans.

Company Name:GERMAN MOTORS CORP DBA BMW OF SAN FRANCISCO
Employer identification number (EIN):941590348
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GERMAN MOTORS CORP. DBA BMW OF SF 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01NEDA NEJAD
0012017-01-01NEDA NJAD
0012016-01-01NEDA NEJAD
0012016-01-01NEDA NEJAD
0012015-01-01CHERLYN GERARDO
0012014-01-01CHERLYN GERARDO
0012013-01-01CHERLYN GERARDO
0012012-01-01CHERLYN GERARDO CHERLYN GERARDO2013-09-10
0012011-01-01CHERLYN GERARDO
0012010-01-01CHERLYN GERARDO
0012009-01-01CHERLYN GERARDO

Plan Statistics for GERMAN MOTORS CORP. DBA BMW OF SF 401K PLAN

401k plan membership statisitcs for GERMAN MOTORS CORP. DBA BMW OF SF 401K PLAN

Measure Date Value
2020: GERMAN MOTORS CORP. DBA BMW OF SF 401K PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01247
Number of other retired or separated participants entitled to future benefits2020-01-013
Total of all active and inactive participants2020-01-013
Total participants2020-01-013
Number of participants with account balances2020-01-013
2019: GERMAN MOTORS CORP. DBA BMW OF SF 401K PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01292
Total number of active participants reported on line 7a of the Form 55002019-01-01140
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-01105
Total of all active and inactive participants2019-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01247
Number of participants with account balances2019-01-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0118
2018: GERMAN MOTORS CORP. DBA BMW OF SF 401K PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01399
Total number of active participants reported on line 7a of the Form 55002018-01-01215
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0175
Total of all active and inactive participants2018-01-01292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01292
Number of participants with account balances2018-01-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0110
2017: GERMAN MOTORS CORP. DBA BMW OF SF 401K PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01365
Total number of active participants reported on line 7a of the Form 55002017-01-01240
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-01156
Total of all active and inactive participants2017-01-01399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01399
Number of participants with account balances2017-01-01333
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0143
2016: GERMAN MOTORS CORP. DBA BMW OF SF 401K PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01325
Total number of active participants reported on line 7a of the Form 55002016-01-01236
Number of other retired or separated participants entitled to future benefits2016-01-01116
Total of all active and inactive participants2016-01-01352
Total participants2016-01-01352
Number of participants with account balances2016-01-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0126
2015: GERMAN MOTORS CORP. DBA BMW OF SF 401K PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01322
Total number of active participants reported on line 7a of the Form 55002015-01-01222
Number of other retired or separated participants entitled to future benefits2015-01-0190
Total of all active and inactive participants2015-01-01312
Total participants2015-01-01312
Number of participants with account balances2015-01-01237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0119
2014: GERMAN MOTORS CORP. DBA BMW OF SF 401K PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01294
Total number of active participants reported on line 7a of the Form 55002014-01-01198
Number of other retired or separated participants entitled to future benefits2014-01-0199
Total of all active and inactive participants2014-01-01297
Total participants2014-01-01297
Number of participants with account balances2014-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2013: GERMAN MOTORS CORP. DBA BMW OF SF 401K PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01273
Total number of active participants reported on line 7a of the Form 55002013-01-01188
Number of other retired or separated participants entitled to future benefits2013-01-0189
Total of all active and inactive participants2013-01-01277
Total participants2013-01-01277
Number of participants with account balances2013-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0111
2012: GERMAN MOTORS CORP. DBA BMW OF SF 401K PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01279
Total number of active participants reported on line 7a of the Form 55002012-01-01180
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0182
Total of all active and inactive participants2012-01-01262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01262
Number of participants with account balances2012-01-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-017
2011: GERMAN MOTORS CORP. DBA BMW OF SF 401K PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01277
Total number of active participants reported on line 7a of the Form 55002011-01-01193
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0175
Total of all active and inactive participants2011-01-01268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01268
Number of participants with account balances2011-01-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2010: GERMAN MOTORS CORP. DBA BMW OF SF 401K PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01280
Total number of active participants reported on line 7a of the Form 55002010-01-01191
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0174
Total of all active and inactive participants2010-01-01265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01265
Number of participants with account balances2010-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-015
2009: GERMAN MOTORS CORP. DBA BMW OF SF 401K PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01277
Total number of active participants reported on line 7a of the Form 55002009-01-01202
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0177
Total of all active and inactive participants2009-01-01279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01279
Number of participants with account balances2009-01-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on GERMAN MOTORS CORP. DBA BMW OF SF 401K PLAN

Measure Date Value
2020 : GERMAN MOTORS CORP. DBA BMW OF SF 401K PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
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
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$841,050
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$10,782,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$10,733,055
Expenses. Certain deemed distributions of participant loans2020-12-31$17,097
Value of total corrective distributions2020-12-31$550
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$553,295
Value of total assets at end of year2020-12-31$396,594
Value of total assets at beginning of year2020-12-31$10,338,359
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$32,113
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$10,669
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$43,683
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2020-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$43,683
Assets. Real estate other than employer real property at end of year2020-12-31$0
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$484,265
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$331,396
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$0
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$3,228
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$30,212
Liabilities. Value of operating payables at end of year2020-12-31$0
Liabilities. Value of operating payables at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$-9,941,765
Value of net assets at end of year (total assets less liabilities)2020-12-31$396,594
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,338,359
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Investment advisory and management fees2020-12-31$1,901
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$17,713
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$9,681,908
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$10,669
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in master investment trust accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$378,738
Value of interest in common/collective trusts at beginning of year2020-12-31$325,055
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$143
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$217,416
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$15,987
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Assets. Value of employer real property at end of year2020-12-31$0
Assets. Value of employer real property at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$65,802
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$10,733,055
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
Contract administrator fees2020-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$0
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MOSS ADAMS, LLP
Accountancy firm EIN2020-12-31910189318
2019 : GERMAN MOTORS CORP. DBA BMW OF SF 401K PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$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
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,946,326
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,301,493
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,249,069
Expenses. Certain deemed distributions of participant loans2019-12-31$13,941
Value of total corrective distributions2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$986,500
Value of total assets at end of year2019-12-31$10,338,359
Value of total assets at beginning of year2019-12-31$8,693,526
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$38,483
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$13,653
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,235,288
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,235,288
Assets. Real estate other than employer real property at end of year2019-12-31$0
Assets. Real estate other than employer real property at beginning of year2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$903,643
Participant contributions at end of year2019-12-31$331,396
Participant contributions at beginning of year2019-12-31$295,624
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at end of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$496
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Assets. Loans (other than to participants) at end of year2019-12-31$0
Assets. Loans (other than to participants) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$36,410
Liabilities. Value of operating payables at end of year2019-12-31$0
Liabilities. Value of operating payables at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$1,644,833
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,338,359
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,693,526
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Investment advisory and management fees2019-12-31$2,073
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$9,681,908
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,360,971
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$13,653
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$325,055
Value of interest in common/collective trusts at beginning of year2019-12-31$36,931
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$702,909
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$7,976
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Assets. Value of employer real property at end of year2019-12-31$0
Assets. Value of employer real property at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$82,361
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,249,069
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Contract administrator fees2019-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MOSS ADAMS, LLP
Accountancy firm EIN2019-12-31910189318
2018 : GERMAN MOTORS CORP. DBA BMW OF SF 401K PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
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$54,947
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$958,990
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,590,316
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,588,034
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$-24,666
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,589,586
Value of total assets at end of year2018-12-31$8,693,526
Value of total assets at beginning of year2018-12-31$11,379,799
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$26,948
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$21,459
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$184,488
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$184,488
Assets. Real estate other than employer real property at end of year2018-12-31$0
Assets. Real estate other than employer real property at beginning of year2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$992,645
Participant contributions at end of year2018-12-31$295,624
Participant contributions at beginning of year2018-12-31$336,381
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$467,416
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Assets. Loans (other than to participants) at end of year2018-12-31$0
Assets. Loans (other than to participants) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$54,947
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$26,594
Liabilities. Value of operating payables at end of year2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-2,631,326
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,693,526
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$11,324,852
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$0
Assets. partnership/joint venture interests at beginning of year2018-12-31$0
Investment advisory and management fees2018-12-31$354
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$8,360,971
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$0
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$9,395,467
Interest on participant loans2018-12-31$13,150
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$8,309
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in master investment trust accounts at end of year2018-12-31$0
Value of interest in master investment trust accounts at beginning of year2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$36,931
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,647,951
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Asset value of US Government securities at end of year2018-12-31$0
Asset value of US Government securities at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-952,099
Net investment gain/loss from pooled separate accounts2018-12-31$115,554
Net investment gain or loss from common/collective trusts2018-12-31$2
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$0
Assets. Value of employer real property at end of year2018-12-31$0
Assets. Value of employer real property at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$129,525
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,588,034
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$0
Contract administrator fees2018-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$0
Liabilities. Value of benefit claims payable at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MOSS ADAMS, LLP
Accountancy firm EIN2018-12-31910189318
2017 : GERMAN MOTORS CORP. DBA BMW OF SF 401K PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$54,947
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,098
Total income from all sources (including contributions)2017-12-31$2,526,120
Total of all expenses incurred2017-12-31$502,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$462,621
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,139,616
Value of total assets at end of year2017-12-31$11,379,799
Value of total assets at beginning of year2017-12-31$9,301,888
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$39,437
Total interest from all sources2017-12-31$32,022
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,006,274
Participant contributions at end of year2017-12-31$336,381
Participant contributions at beginning of year2017-12-31$290,124
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$54,947
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$1,098
Administrative expenses (other) incurred2017-12-31$39,437
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$2,024,062
Value of net assets at end of year (total assets less liabilities)2017-12-31$11,324,852
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,300,790
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$9,395,467
Value of interest in pooled separate accounts at beginning of year2017-12-31$7,372,199
Interest on participant loans2017-12-31$13,163
Interest earned on other investments2017-12-31$18,859
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,647,951
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,639,565
Net investment gain/loss from pooled separate accounts2017-12-31$1,354,482
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$133,342
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$462,621
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MOSS ADAMS, LLP
Accountancy firm EIN2017-12-31910189318
2016 : GERMAN MOTORS CORP. DBA BMW OF SF 401K PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,098
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$48,126
Total income from all sources (including contributions)2016-12-31$1,733,634
Total of all expenses incurred2016-12-31$979,100
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$929,248
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,113,952
Value of total assets at end of year2016-12-31$9,301,888
Value of total assets at beginning of year2016-12-31$8,595,480
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$49,852
Total interest from all sources2016-12-31$13,330
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$964,690
Participant contributions at end of year2016-12-31$290,124
Participant contributions at beginning of year2016-12-31$377,917
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$23,406
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$1,098
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$48,126
Other income not declared elsewhere2016-12-31$20,341
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$754,534
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,301,888
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,547,354
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$7,372,199
Value of interest in pooled separate accounts at beginning of year2016-12-31$6,613,163
Interest on participant loans2016-12-31$13,330
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,639,565
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,604,400
Net investment gain/loss from pooled separate accounts2016-12-31$586,011
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$125,856
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$929,248
Contract administrator fees2016-12-31$49,852
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31LAUTZE & LAUTZE
Accountancy firm EIN2016-12-31942313310
2015 : GERMAN MOTORS CORP. DBA BMW OF SF 401K PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$48,126
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$12,982
Total income from all sources (including contributions)2015-12-31$919,869
Total of all expenses incurred2015-12-31$524,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$487,493
Expenses. Certain deemed distributions of participant loans2015-12-31$3,775
Value of total corrective distributions2015-12-31$432
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$959,955
Value of total assets at end of year2015-12-31$8,595,480
Value of total assets at beginning of year2015-12-31$8,164,641
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$32,474
Total interest from all sources2015-12-31$14,995
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$4,140
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$812,961
Participant contributions at end of year2015-12-31$377,917
Participant contributions at beginning of year2015-12-31$397,877
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$44,016
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$48,126
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$12,982
Other income not declared elsewhere2015-12-31$21,201
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$395,695
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,547,354
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,151,659
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$28,334
Value of interest in pooled separate accounts at end of year2015-12-31$6,613,163
Value of interest in pooled separate accounts at beginning of year2015-12-31$6,126,567
Interest on participant loans2015-12-31$14,995
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,604,400
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,640,197
Net investment gain/loss from pooled separate accounts2015-12-31$-76,282
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$102,978
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$487,493
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31LAUTZE & LAUTZE
Accountancy firm EIN2015-12-31942313310
2014 : GERMAN MOTORS CORP. DBA BMW OF SF 401K PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$12,982
Total income from all sources (including contributions)2014-12-31$1,148,487
Total of all expenses incurred2014-12-31$840,866
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$807,306
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$806,599
Value of total assets at end of year2014-12-31$8,164,641
Value of total assets at beginning of year2014-12-31$7,844,038
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$33,560
Total interest from all sources2014-12-31$14,081
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$3,700
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$712,098
Participant contributions at end of year2014-12-31$397,877
Participant contributions at beginning of year2014-12-31$226,348
Participant contributions at beginning of year2014-12-31$4,540
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$13,445
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$12,982
Other income not declared elsewhere2014-12-31$21,868
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$307,621
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,151,659
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,844,038
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$29,860
Value of interest in pooled separate accounts at end of year2014-12-31$6,126,567
Value of interest in pooled separate accounts at beginning of year2014-12-31$5,988,951
Interest on participant loans2014-12-31$14,081
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,640,197
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,623,651
Net investment gain/loss from pooled separate accounts2014-12-31$305,939
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$81,056
Employer contributions (assets) at beginning of year2014-12-31$548
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$807,306
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31LAUTZE & LAUTZE
Accountancy firm EIN2014-12-31942313310
2013 : GERMAN MOTORS CORP. DBA BMW OF SF 401K PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$2,012,905
Total of all expenses incurred2013-12-31$472,242
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$423,501
Expenses. Certain deemed distributions of participant loans2013-12-31$10,522
Value of total corrective distributions2013-12-31$1,767
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$915,357
Value of total assets at end of year2013-12-31$7,844,038
Value of total assets at beginning of year2013-12-31$6,303,375
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$36,452
Total interest from all sources2013-12-31$31,801
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$2,889
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$629,549
Participant contributions at end of year2013-12-31$226,348
Participant contributions at beginning of year2013-12-31$279,555
Participant contributions at end of year2013-12-31$4,540
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$214,363
Other income not declared elsewhere2013-12-31$8,232
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,540,663
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,844,038
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,303,375
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$33,563
Value of interest in pooled separate accounts at end of year2013-12-31$5,988,951
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,347,232
Interest on participant loans2013-12-31$8,953
Interest earned on other investments2013-12-31$22,848
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,623,651
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,676,588
Net investment gain/loss from pooled separate accounts2013-12-31$1,057,515
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$71,445
Employer contributions (assets) at end of year2013-12-31$548
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$423,501
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31LAUTZE & LAUTZE
Accountancy firm EIN2013-12-31942313310
2012 : GERMAN MOTORS CORP. DBA BMW OF SF 401K PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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$1,235,120
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$474,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$425,780
Expenses. Certain deemed distributions of participant loans2012-12-31$17,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$656,440
Value of total assets at end of year2012-12-31$6,303,375
Value of total assets at beginning of year2012-12-31$5,543,088
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$31,816
Total interest from all sources2012-12-31$13,265
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 year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$3,300
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$585,461
Participant contributions at end of year2012-12-31$279,555
Participant contributions at beginning of year2012-12-31$375,584
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$2,182
Other income not declared elsewhere2012-12-31$26,653
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$760,287
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,303,375
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,543,088
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$28,516
Value of interest in pooled separate accounts at end of year2012-12-31$4,347,232
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,767,846
Interest on participant loans2012-12-31$13,265
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,676,588
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,399,658
Net investment gain/loss from pooled separate accounts2012-12-31$538,762
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$68,797
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$425,780
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31LAUTZE & LAUTZE
Accountancy firm EIN2012-12-31942513310
2011 : GERMAN MOTORS CORP. DBA BMW OF SF 401K PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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$545,285
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$299,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$241,224
Expenses. Certain deemed distributions of participant loans2011-12-31$11,662
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$647,308
Value of total assets at end of year2011-12-31$5,543,088
Value of total assets at beginning of year2011-12-31$5,297,076
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$46,387
Total interest from all sources2011-12-31$14,189
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 year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$20,254
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$578,195
Participant contributions at end of year2011-12-31$375,584
Participant contributions at beginning of year2011-12-31$268,930
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$1,839
Other income not declared elsewhere2011-12-31$33,507
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$246,012
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,543,088
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,297,076
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$26,133
Value of interest in pooled separate accounts at end of year2011-12-31$3,767,846
Value of interest in pooled separate accounts at beginning of year2011-12-31$3,652,322
Interest on participant loans2011-12-31$14,189
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,399,658
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,375,824
Net investment gain/loss from pooled separate accounts2011-12-31$-149,719
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$67,274
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$241,224
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31LAUTZE & LAUTZE
Accountancy firm EIN2011-12-31942513310
2010 : GERMAN MOTORS CORP. DBA BMW OF SF 401K PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,152,372
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$372,435
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$344,985
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$653,013
Value of total assets at end of year2010-12-31$5,297,076
Value of total assets at beginning of year2010-12-31$4,517,139
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$27,450
Total interest from all sources2010-12-31$11,384
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$5,005
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$523,007
Participant contributions at end of year2010-12-31$268,930
Participant contributions at beginning of year2010-12-31$193,276
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$68,083
Other income not declared elsewhere2010-12-31$35,984
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$779,937
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,297,076
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,517,139
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$22,445
Value of interest in pooled separate accounts at end of year2010-12-31$3,652,322
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,953,408
Interest on participant loans2010-12-31$11,384
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,375,824
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,370,455
Net investment gain/loss from pooled separate accounts2010-12-31$451,991
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$61,923
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$344,985
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31LAUTZE & LAUTZE
Accountancy firm EIN2010-12-31942513310
2009 : GERMAN MOTORS CORP. DBA BMW OF SF 401K PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for GERMAN MOTORS CORP. DBA BMW OF SF 401K PLAN

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

Insurance Providers Used on plan

TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600016-000
Policy instance 1
Insurance contract or identification number600016-000
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-05-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600016
Policy instance 1
Insurance contract or identification number600016
Number of Individuals Covered333
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $50,150
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,332
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY INC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600016-000
Policy instance 1
Insurance contract or identification number600016-000
Number of Individuals Covered237
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $40,352
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,176
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY INC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600016-000
Policy instance 1
Insurance contract or identification number600016-000
Number of Individuals Covered196
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $38,779
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $33,917
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY INC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600016-000
Policy instance 1
Insurance contract or identification number600016-000
Number of Individuals Covered181
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $33,248
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $33,248
Insurance broker organization code?3
Insurance broker namePATRICK GREENING-MERRILL LYNCH LIFE
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600016-000
Policy instance 1
Insurance contract or identification number600016-000
Number of Individuals Covered173
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $28,379
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $28,379
Insurance broker organization code?3
Insurance broker namePATRICK GREENING-MERRILL LYNCH LIFE
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600016-000
Policy instance 1
Insurance contract or identification number600016-000
Number of Individuals Covered178
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $26,084
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600016-000
Policy instance 1
Insurance contract or identification number600016-000
Number of Individuals Covered169
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $22,305
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $22,305
Insurance broker organization code?3
Insurance broker namePATRICK GREENING-MERRILL LYNCH LIFE

Potentially related plans

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

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

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

See full terms and conditions

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