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BOARDWALK AUTO CENTER, INC. PROFIT SHARING 401(K) PLAN 401k Plan overview

Plan NameBOARDWALK AUTO CENTER, INC. PROFIT SHARING 401(K) PLAN
Plan identification number 001

BOARDWALK AUTO CENTER, INC. PROFIT SHARING 401(K) 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BOARDWALK AUTO CENTER, INC. has sponsored the creation of one or more 401k plans.

Company Name:BOARDWALK AUTO CENTER, INC.
Employer identification number (EIN):942638147
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BOARDWALK AUTO CENTER, INC. PROFIT SHARING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DAVID EVANS
0012016-01-01DAVID EVANS
0012015-01-01DAVID EVANS
0012014-01-01DAVID
0012013-01-01DAVID
0012012-01-01DAVID W. EVANS
0012011-01-01DAVID W. EVANS DAVID W. EVANS2012-09-26
0012009-01-01DAVID W EVANS DAVID W EVANS2010-10-14

Plan Statistics for BOARDWALK AUTO CENTER, INC. PROFIT SHARING 401(K) PLAN

401k plan membership statisitcs for BOARDWALK AUTO CENTER, INC. PROFIT SHARING 401(K) PLAN

Measure Date Value
2022: BOARDWALK AUTO CENTER, INC. PROFIT SHARING 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01135
Total number of active participants reported on line 7a of the Form 55002022-01-0170
Number of retired or separated participants receiving benefits2022-01-013
Number of other retired or separated participants entitled to future benefits2022-01-0143
Total of all active and inactive participants2022-01-01116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01116
Number of participants with account balances2022-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0115
2021: BOARDWALK AUTO CENTER, INC. PROFIT SHARING 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01134
Total number of active participants reported on line 7a of the Form 55002021-01-0198
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-0133
Total of all active and inactive participants2021-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01133
Number of participants with account balances2021-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: BOARDWALK AUTO CENTER, INC. PROFIT SHARING 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01143
Total number of active participants reported on line 7a of the Form 55002020-01-0198
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0135
Total of all active and inactive participants2020-01-01134
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01134
Number of participants with account balances2020-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: BOARDWALK AUTO CENTER, INC. PROFIT SHARING 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01115
Total number of active participants reported on line 7a of the Form 55002019-01-0199
Number of retired or separated participants receiving benefits2019-01-012
Number of other retired or separated participants entitled to future benefits2019-01-0135
Total of all active and inactive participants2019-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01136
Number of participants with account balances2019-01-01106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: BOARDWALK AUTO CENTER, INC. PROFIT SHARING 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01150
Total number of active participants reported on line 7a of the Form 55002018-01-01109
Number of retired or separated participants receiving benefits2018-01-012
Number of other retired or separated participants entitled to future benefits2018-01-0135
Total of all active and inactive participants2018-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01146
Number of participants with account balances2018-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: BOARDWALK AUTO CENTER, INC. PROFIT SHARING 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01180
Total number of active participants reported on line 7a of the Form 55002017-01-01100
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-0134
Total of all active and inactive participants2017-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01136
Number of participants with account balances2017-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: BOARDWALK AUTO CENTER, INC. PROFIT SHARING 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01181
Total number of active participants reported on line 7a of the Form 55002016-01-01102
Number of other retired or separated participants entitled to future benefits2016-01-0173
Total of all active and inactive participants2016-01-01175
Total participants2016-01-01175
Number of participants with account balances2016-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: BOARDWALK AUTO CENTER, INC. PROFIT SHARING 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01182
Total number of active participants reported on line 7a of the Form 55002015-01-0194
Number of other retired or separated participants entitled to future benefits2015-01-0176
Total of all active and inactive participants2015-01-01170
Total participants2015-01-01170
Number of participants with account balances2015-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: BOARDWALK AUTO CENTER, INC. PROFIT SHARING 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01195
Total number of active participants reported on line 7a of the Form 55002014-01-01101
Number of other retired or separated participants entitled to future benefits2014-01-0174
Total of all active and inactive participants2014-01-01175
Total participants2014-01-01175
Number of participants with account balances2014-01-01141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-016
2013: BOARDWALK AUTO CENTER, INC. PROFIT SHARING 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01162
Total number of active participants reported on line 7a of the Form 55002013-01-01108
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0175
Total of all active and inactive participants2013-01-01183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01183
Number of participants with account balances2013-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: BOARDWALK AUTO CENTER, INC. PROFIT SHARING 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01237
Total number of active participants reported on line 7a of the Form 55002012-01-01208
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0160
Total of all active and inactive participants2012-01-01268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01268
Number of participants with account balances2012-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-012
2011: BOARDWALK AUTO CENTER, INC. PROFIT SHARING 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01225
Total number of active participants reported on line 7a of the Form 55002011-01-01178
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0159
Total of all active and inactive participants2011-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01237
Number of participants with account balances2011-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: BOARDWALK AUTO CENTER, INC. PROFIT SHARING 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01233
Total number of active participants reported on line 7a of the Form 55002009-01-01163
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0156
Total of all active and inactive participants2009-01-01219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01219
Number of participants with account balances2009-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on BOARDWALK AUTO CENTER, INC. PROFIT SHARING 401(K) PLAN

Measure Date Value
2022 : BOARDWALK AUTO CENTER, INC. PROFIT SHARING 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-1,391,568
Total of all expenses incurred2022-12-31$231,829
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$263,757
Expenses. Certain deemed distributions of participant loans2022-12-31$-66,255
Value of total corrective distributions2022-12-31$29,565
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$527,148
Value of total assets at end of year2022-12-31$9,375,959
Value of total assets at beginning of year2022-12-31$10,999,356
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$4,762
Total interest from all sources2022-12-31$43,730
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$389,466
Participant contributions at end of year2022-12-31$199,475
Participant contributions at beginning of year2022-12-31$117,308
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$6,698
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$31,921
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$2,858
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,623,397
Value of net assets at end of year (total assets less liabilities)2022-12-31$9,375,959
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$10,999,356
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$1,904
Value of interest in pooled separate accounts at end of year2022-12-31$5,971,808
Value of interest in pooled separate accounts at beginning of year2022-12-31$8,022,877
Interest on participant loans2022-12-31$8,461
Interest earned on other investments2022-12-31$35,269
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$3,100,279
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,628,327
Net investment gain/loss from pooled separate accounts2022-12-31$-1,962,446
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$105,761
Employer contributions (assets) at end of year2022-12-31$104,397
Employer contributions (assets) at beginning of year2022-12-31$224,146
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$263,757
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BPM LLP
Accountancy firm EIN2022-12-31814234542
2021 : BOARDWALK AUTO CENTER, INC. PROFIT SHARING 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,963,681
Total of all expenses incurred2021-12-31$337,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$240,509
Expenses. Certain deemed distributions of participant loans2021-12-31$74,450
Value of total corrective distributions2021-12-31$18,203
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$617,889
Value of total assets at end of year2021-12-31$10,999,356
Value of total assets at beginning of year2021-12-31$9,372,708
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,871
Total interest from all sources2021-12-31$34,627
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$393,743
Participant contributions at end of year2021-12-31$117,308
Participant contributions at beginning of year2021-12-31$168,792
Participant contributions at end of year2021-12-31$6,698
Participant contributions at beginning of year2021-12-31$6,900
Administrative expenses (other) incurred2021-12-31$1,873
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,626,648
Value of net assets at end of year (total assets less liabilities)2021-12-31$10,999,356
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$9,372,708
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$1,998
Value of interest in pooled separate accounts at end of year2021-12-31$8,022,877
Value of interest in pooled separate accounts at beginning of year2021-12-31$6,541,319
Interest on participant loans2021-12-31$6,144
Interest earned on other investments2021-12-31$28,483
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,628,327
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,655,697
Net investment gain/loss from pooled separate accounts2021-12-31$1,311,165
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$224,146
Employer contributions (assets) at end of year2021-12-31$224,146
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$240,509
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BPM LLP
Accountancy firm EIN2021-12-31814234542
2020 : BOARDWALK AUTO CENTER, INC. PROFIT SHARING 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$1,701,508
Total of all expenses incurred2020-12-31$461,187
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$454,435
Expenses. Certain deemed distributions of participant loans2020-12-31$3,051
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$700,982
Value of total assets at end of year2020-12-31$9,372,708
Value of total assets at beginning of year2020-12-31$8,132,387
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,701
Total interest from all sources2020-12-31$36,287
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$290,202
Participant contributions at end of year2020-12-31$168,792
Participant contributions at beginning of year2020-12-31$136,307
Participant contributions at end of year2020-12-31$6,900
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$410,780
Administrative expenses (other) incurred2020-12-31$3,701
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,240,321
Value of net assets at end of year (total assets less liabilities)2020-12-31$9,372,708
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,132,387
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
Value of interest in pooled separate accounts at end of year2020-12-31$6,541,319
Value of interest in pooled separate accounts at beginning of year2020-12-31$5,801,778
Interest on participant loans2020-12-31$7,972
Interest earned on other investments2020-12-31$28,315
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,655,697
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,194,302
Net investment gain/loss from pooled separate accounts2020-12-31$964,239
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$454,435
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
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BPM LLP
Accountancy firm EIN2020-12-31814234542
2019 : BOARDWALK AUTO CENTER, INC. PROFIT SHARING 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,492,050
Total of all expenses incurred2019-12-31$251,792
Total of all expenses incurred2019-12-31$251,792
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$247,258
Expenses. Certain deemed distributions of participant loans2019-12-31$-503
Value of total corrective distributions2019-12-31$1,499
Value of total corrective distributions2019-12-31$1,499
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$289,696
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$289,696
Value of total assets at end of year2019-12-31$8,132,387
Value of total assets at end of year2019-12-31$8,132,387
Value of total assets at beginning of year2019-12-31$6,892,129
Value of total assets at beginning of year2019-12-31$6,892,129
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,538
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,538
Total interest from all sources2019-12-31$34,770
Total interest from all sources2019-12-31$34,770
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$289,696
Contributions received from participants2019-12-31$289,696
Participant contributions at end of year2019-12-31$136,307
Participant contributions at end of year2019-12-31$136,307
Participant contributions at beginning of year2019-12-31$114,784
Participant contributions at beginning of year2019-12-31$114,784
Administrative expenses (other) incurred2019-12-31$2,040
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,240,258
Value of net income/loss2019-12-31$1,240,258
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,132,387
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,132,387
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,892,129
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,892,129
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$1,498
Investment advisory and management fees2019-12-31$1,498
Value of interest in pooled separate accounts at end of year2019-12-31$5,801,778
Value of interest in pooled separate accounts at end of year2019-12-31$5,801,778
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,485,307
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,485,307
Interest on participant loans2019-12-31$7,536
Interest on participant loans2019-12-31$7,536
Interest earned on other investments2019-12-31$27,234
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,194,302
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,194,302
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,292,038
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,292,038
Net investment gain/loss from pooled separate accounts2019-12-31$1,167,584
Net investment gain/loss from pooled separate accounts2019-12-31$1,167,584
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$247,258
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$247,258
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
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
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BPM LLP
Accountancy firm name2019-12-31BPM LLP
Accountancy firm EIN2019-12-31814234542
Accountancy firm EIN2019-12-31814234542
2018 : BOARDWALK AUTO CENTER, INC. PROFIT SHARING 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$123,923
Total of all expenses incurred2018-12-31$889,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$881,917
Value of total corrective distributions2018-12-31$3,575
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$274,844
Value of total assets at end of year2018-12-31$6,892,129
Value of total assets at beginning of year2018-12-31$7,657,527
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,829
Total interest from all sources2018-12-31$26,987
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$274,844
Participant contributions at end of year2018-12-31$114,784
Participant contributions at beginning of year2018-12-31$154,395
Administrative expenses (other) incurred2018-12-31$3,829
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-765,398
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,892,129
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,657,527
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$4,485,307
Value of interest in pooled separate accounts at beginning of year2018-12-31$5,425,053
Interest on participant loans2018-12-31$5,317
Interest earned on other investments2018-12-31$21,670
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,292,038
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,078,079
Net investment gain/loss from pooled separate accounts2018-12-31$-177,908
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$881,917
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BPM LLP
Accountancy firm EIN2018-12-31814234542
2017 : BOARDWALK AUTO CENTER, INC. PROFIT SHARING 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,266,763
Total of all expenses incurred2017-12-31$287,482
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$272,694
Expenses. Certain deemed distributions of participant loans2017-12-31$10,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$288,970
Value of total assets at end of year2017-12-31$7,657,527
Value of total assets at beginning of year2017-12-31$6,678,246
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,146
Total interest from all sources2017-12-31$27,679
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$281,290
Participant contributions at end of year2017-12-31$154,395
Participant contributions at beginning of year2017-12-31$203,070
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$7,680
Administrative expenses (other) incurred2017-12-31$2,738
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$979,281
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,657,527
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,678,246
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$1,408
Value of interest in pooled separate accounts at end of year2017-12-31$5,425,053
Value of interest in pooled separate accounts at beginning of year2017-12-31$4,401,040
Interest on participant loans2017-12-31$7,821
Interest earned on other investments2017-12-31$19,858
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,078,079
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,074,136
Net investment gain/loss from pooled separate accounts2017-12-31$950,114
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$272,694
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 name2017-12-31BPM LLP
Accountancy firm EIN2017-12-31814234542
2016 : BOARDWALK AUTO CENTER, INC. PROFIT SHARING 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$655,905
Total of all expenses incurred2016-12-31$380,439
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$353,623
Value of total corrective distributions2016-12-31$20,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$355,065
Value of total assets at end of year2016-12-31$6,678,246
Value of total assets at beginning of year2016-12-31$6,402,780
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,983
Total interest from all sources2016-12-31$8,342
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$296,782
Participant contributions at end of year2016-12-31$203,070
Participant contributions at beginning of year2016-12-31$149,297
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$58,283
Other income not declared elsewhere2016-12-31$23,652
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$275,466
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,678,246
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,402,780
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$4,401,040
Value of interest in pooled separate accounts at beginning of year2016-12-31$4,180,639
Interest on participant loans2016-12-31$8,342
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,074,136
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,072,844
Net investment gain/loss from pooled separate accounts2016-12-31$268,846
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$353,623
Contract administrator fees2016-12-31$5,983
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BPM LLP
Accountancy firm EIN2016-12-31814234542
2015 : BOARDWALK AUTO CENTER, INC. PROFIT SHARING 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$296,718
Total of all expenses incurred2015-12-31$518,919
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$510,233
Expenses. Certain deemed distributions of participant loans2015-12-31$909
Value of total corrective distributions2015-12-31$4,195
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$292,663
Value of total assets at end of year2015-12-31$6,402,780
Value of total assets at beginning of year2015-12-31$6,624,981
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,582
Total interest from all sources2015-12-31$5,535
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$2,310
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$292,663
Participant contributions at end of year2015-12-31$149,297
Participant contributions at beginning of year2015-12-31$188,058
Other income not declared elsewhere2015-12-31$24,064
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-222,201
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,402,780
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,624,981
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$1,272
Value of interest in pooled separate accounts at end of year2015-12-31$4,180,639
Value of interest in pooled separate accounts at beginning of year2015-12-31$4,492,158
Interest on participant loans2015-12-31$5,535
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,072,844
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,944,765
Net investment gain/loss from pooled separate accounts2015-12-31$-25,544
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$510,233
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BURR PILGER MAYER INC
Accountancy firm EIN2015-12-31263839190
2014 : BOARDWALK AUTO CENTER, INC. PROFIT SHARING 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$645,079
Total of all expenses incurred2014-12-31$908,162
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$890,701
Value of total corrective distributions2014-12-31$14,216
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$268,428
Value of total assets at end of year2014-12-31$6,624,981
Value of total assets at beginning of year2014-12-31$6,888,064
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,245
Total interest from all sources2014-12-31$8,304
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$1,950
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$268,428
Participant contributions at end of year2014-12-31$188,058
Participant contributions at beginning of year2014-12-31$220,414
Other income not declared elsewhere2014-12-31$25,076
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-263,083
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,624,981
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,888,064
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$1,295
Value of interest in pooled separate accounts at end of year2014-12-31$4,492,158
Value of interest in pooled separate accounts at beginning of year2014-12-31$4,580,815
Interest on participant loans2014-12-31$8,304
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$2,862
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$2,862
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,944,765
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,083,973
Net investment gain/loss from pooled separate accounts2014-12-31$343,271
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$890,701
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BURR PILGER MAYER INC
Accountancy firm EIN2014-12-31263839190
2013 : BOARDWALK AUTO CENTER, INC. PROFIT SHARING 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,211,995
Total of all expenses incurred2013-12-31$290,019
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$282,516
Value of total corrective distributions2013-12-31$3,756
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$287,288
Value of total assets at end of year2013-12-31$6,888,064
Value of total assets at beginning of year2013-12-31$5,966,088
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,747
Total interest from all sources2013-12-31$8,437
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$4,371
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$4,371
Administrative expenses professional fees incurred2013-12-31$1,600
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 period2013-12-31Yes
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$283,453
Participant contributions at end of year2013-12-31$220,414
Participant contributions at beginning of year2013-12-31$120,409
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$25,447
Administrative expenses (other) incurred2013-12-31$1,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$921,976
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,888,064
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,966,088
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$1,147
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,789,597
Value of interest in pooled separate accounts at end of year2013-12-31$4,580,815
Interest on participant loans2013-12-31$8,437
Value of interest in common/collective trusts at beginning of year2013-12-31$1,056,082
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$2,862
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,083,973
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$167,834
Net investment gain/loss from pooled separate accounts2013-12-31$718,618
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$3,835
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$282,516
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31Yes
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BURR PILGER MAYER INC
Accountancy firm EIN2013-12-31263839190
2012 : BOARDWALK AUTO CENTER, INC. PROFIT SHARING 401(K) 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$13,591
Total income from all sources (including contributions)2012-12-31$829,004
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$285,309
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$283,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$226,516
Value of total assets at end of year2012-12-31$5,966,088
Value of total assets at beginning of year2012-12-31$5,435,984
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,650
Total interest from all sources2012-12-31$5,382
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$93,031
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$93,031
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
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$206,940
Participant contributions at end of year2012-12-31$120,409
Participant contributions at beginning of year2012-12-31$152,287
Participant contributions at beginning of year2012-12-31$3,649
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$129,069
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$13,591
Administrative expenses (other) incurred2012-12-31$1,650
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$543,695
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,966,088
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,422,393
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,789,597
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,046,662
Interest on participant loans2012-12-31$5,382
Value of interest in common/collective trusts at end of year2012-12-31$1,056,082
Value of interest in common/collective trusts at beginning of year2012-12-31$1,104,317
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$437,350
Net investment gain or loss from common/collective trusts2012-12-31$66,725
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$19,576
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$283,659
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BURR PILGER MAYER INC
Accountancy firm EIN2012-12-31263839190
2011 : BOARDWALK AUTO CENTER, INC. PROFIT SHARING 401(K) 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$13,591
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$4,348
Total income from all sources (including contributions)2011-12-31$130,950
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$286,344
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$284,694
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$187,500
Value of total assets at end of year2011-12-31$5,435,984
Value of total assets at beginning of year2011-12-31$5,582,135
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,650
Total interest from all sources2011-12-31$10,565
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$72,339
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$72,339
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
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$187,500
Participant contributions at end of year2011-12-31$152,287
Participant contributions at beginning of year2011-12-31$207,027
Participant contributions at end of year2011-12-31$3,649
Participant contributions at beginning of year2011-12-31$3,616
Assets. Other investments not covered elsewhere at end of year2011-12-31$129,069
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$128,953
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$13,591
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$4,348
Other income not declared elsewhere2011-12-31$116
Administrative expenses (other) incurred2011-12-31$1,650
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-155,394
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,422,393
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,577,787
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,046,662
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,052,356
Interest on participant loans2011-12-31$10,565
Value of interest in common/collective trusts at end of year2011-12-31$1,104,317
Value of interest in common/collective trusts at beginning of year2011-12-31$1,190,183
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-156,504
Net investment gain or loss from common/collective trusts2011-12-31$16,934
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$284,694
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BURR PILGER MAYER INC
Accountancy firm EIN2011-12-31263839190
2010 : BOARDWALK AUTO CENTER, INC. PROFIT SHARING 401(K) 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$4,348
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$674,726
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$706,709
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$705,109
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$187,570
Value of total assets at end of year2010-12-31$5,582,135
Value of total assets at beginning of year2010-12-31$5,609,770
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,600
Total interest from all sources2010-12-31$12,495
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$91,812
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$91,812
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
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$187,570
Participant contributions at end of year2010-12-31$207,027
Participant contributions at beginning of year2010-12-31$195,895
Participant contributions at end of year2010-12-31$3,616
Participant contributions at beginning of year2010-12-31$5,546
Assets. Other investments not covered elsewhere at end of year2010-12-31$128,953
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$128,746
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$4,348
Other income not declared elsewhere2010-12-31$208
Administrative expenses (other) incurred2010-12-31$1,600
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-31,983
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,577,787
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,609,770
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,052,356
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,064,883
Interest on participant loans2010-12-31$12,495
Value of interest in common/collective trusts at end of year2010-12-31$1,190,183
Value of interest in common/collective trusts at beginning of year2010-12-31$1,214,700
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$316,747
Net investment gain or loss from common/collective trusts2010-12-31$65,894
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$705,109
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BURR PILGER MAYER INC
Accountancy firm EIN2010-12-31263839190
2009 : BOARDWALK AUTO CENTER, INC. PROFIT SHARING 401(K) 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 BOARDWALK AUTO CENTER, INC. PROFIT SHARING 401(K) PLAN

2022: BOARDWALK AUTO CENTER, INC. PROFIT SHARING 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: BOARDWALK AUTO CENTER, INC. PROFIT SHARING 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: BOARDWALK AUTO CENTER, INC. PROFIT SHARING 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: BOARDWALK AUTO CENTER, INC. PROFIT SHARING 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: BOARDWALK AUTO CENTER, INC. PROFIT SHARING 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: BOARDWALK AUTO CENTER, INC. PROFIT SHARING 401(K) 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: BOARDWALK AUTO CENTER, INC. PROFIT SHARING 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: BOARDWALK AUTO CENTER, INC. PROFIT SHARING 401(K) 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: BOARDWALK AUTO CENTER, INC. PROFIT SHARING 401(K) 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: BOARDWALK AUTO CENTER, INC. PROFIT SHARING 401(K) 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: BOARDWALK AUTO CENTER, INC. PROFIT SHARING 401(K) 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: BOARDWALK AUTO CENTER, INC. PROFIT SHARING 401(K) 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: BOARDWALK AUTO CENTER, INC. PROFIT SHARING 401(K) 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 – TrustYes
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 number342354
Policy instance 1
Insurance contract or identification number342354
Number of Individuals Covered109
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $24,012
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 $24,012
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342354
Policy instance 1
Insurance contract or identification number342354
Number of Individuals Covered94
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $24,820
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 $24,820
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342354
Policy instance 1
Insurance contract or identification number342354
Number of Individuals Covered107
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $20,208
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 $20,208
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342354
Policy instance 1
Insurance contract or identification number342354
Number of Individuals Covered106
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $18,597
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
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342354
Policy instance 1
Insurance contract or identification number342354
Number of Individuals Covered100
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $18,597
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 $18,597
Insurance broker organization code?3
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342354
Policy instance 1
Insurance contract or identification number342354
Number of Individuals Covered104
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $17,529
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 $17,529
Insurance broker organization code?3
Insurance broker nameSBHU LIFE AGENCY INC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342354000
Policy instance 1
Insurance contract or identification number342354000
Number of Individuals Covered138
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $15,855
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 $15,855
Insurance broker organization code?3
Insurance broker nameSBHU LIFE AGENCY INC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342354000
Policy instance 1
Insurance contract or identification number342354000
Number of Individuals Covered141
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $13,808
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 $13,808
Insurance broker organization code?3
Insurance broker nameSBHU LIFE AGENCY INC
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number342354000
Policy instance 1
Insurance contract or identification number342354000
Number of Individuals Covered147
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $31,332
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 $31,332
Insurance broker organization code?3
Insurance broker nameSBHU LIFE AGENCY INC

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