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TOM PRICE AUTOMOTIVE RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameTOM PRICE AUTOMOTIVE RETIREMENT SAVINGS PLAN
Plan identification number 001

TOM PRICE AUTOMOTIVE RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MARIN LUXURY CARS, LLC DBA JAGUAR/LAND ROVER/VOLVO MARIN has sponsored the creation of one or more 401k plans.

Company Name:MARIN LUXURY CARS, LLC DBA JAGUAR/LAND ROVER/VOLVO MARIN
Employer identification number (EIN):943345065
NAIC Classification:441110
NAIC Description:New Car Dealers

Additional information about MARIN LUXURY CARS, LLC DBA JAGUAR/LAND ROVER/VOLVO MARIN

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: 199931310012

More information about MARIN LUXURY CARS, LLC DBA JAGUAR/LAND ROVER/VOLVO MARIN

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TOM PRICE AUTOMOTIVE RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012020-01-01KIMBERLY ST. CLAIR DAVIS2021-10-15
0012019-01-01GREGORY PRICE2020-10-15
0012018-01-01ADAM SIMMS2019-10-15
0012017-01-01
0012016-01-01
0012015-01-01MARTHA TALLANT SOGOL
0012014-01-01MARTHA TALLANT SOGOL
0012013-01-01MARTHA TALLANT SOGOL
0012012-01-01MARTHA TALLANT SOGOL
0012011-01-01MARTHA TALLANT SOGOL
0012010-01-01MARTHA TALLANT SOGOL
0012009-01-01MARTHA TALLANT SOGOL

Plan Statistics for TOM PRICE AUTOMOTIVE RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for TOM PRICE AUTOMOTIVE RETIREMENT SAVINGS PLAN

Measure Date Value
2020: TOM PRICE AUTOMOTIVE RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01876
Total number of active participants reported on line 7a of the Form 55002020-01-01638
Number of retired or separated participants receiving benefits2020-01-0116
Number of other retired or separated participants entitled to future benefits2020-01-01221
Total of all active and inactive participants2020-01-01875
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01875
Number of participants with account balances2020-01-01663
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: TOM PRICE AUTOMOTIVE RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01846
Total number of active participants reported on line 7a of the Form 55002019-01-01564
Number of retired or separated participants receiving benefits2019-01-0119
Number of other retired or separated participants entitled to future benefits2019-01-01293
Total of all active and inactive participants2019-01-01876
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01876
Number of participants with account balances2019-01-01711
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: TOM PRICE AUTOMOTIVE RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01766
Total number of active participants reported on line 7a of the Form 55002018-01-01592
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01254
Total of all active and inactive participants2018-01-01846
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01846
Number of participants with account balances2018-01-01682
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: TOM PRICE AUTOMOTIVE RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01720
Total number of active participants reported on line 7a of the Form 55002017-01-01581
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01182
Total of all active and inactive participants2017-01-01763
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-01766
Number of participants with account balances2017-01-01594
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: TOM PRICE AUTOMOTIVE RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01715
Total number of active participants reported on line 7a of the Form 55002016-01-01616
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01126
Total of all active and inactive participants2016-01-01742
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-01745
Number of participants with account balances2016-01-01540
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: TOM PRICE AUTOMOTIVE RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01631
Total number of active participants reported on line 7a of the Form 55002015-01-01578
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01134
Total of all active and inactive participants2015-01-01712
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-01715
Number of participants with account balances2015-01-01523
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: TOM PRICE AUTOMOTIVE RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01615
Total number of active participants reported on line 7a of the Form 55002014-01-01631
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0177
Total of all active and inactive participants2014-01-01708
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01709
Number of participants with account balances2014-01-01496
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: TOM PRICE AUTOMOTIVE RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01583
Total number of active participants reported on line 7a of the Form 55002013-01-01544
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0170
Total of all active and inactive participants2013-01-01614
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01615
Number of participants with account balances2013-01-01421
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: TOM PRICE AUTOMOTIVE RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01619
Total number of active participants reported on line 7a of the Form 55002012-01-01495
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0141
Total of all active and inactive participants2012-01-01536
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01536
Number of participants with account balances2012-01-01380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: TOM PRICE AUTOMOTIVE RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01471
Total number of active participants reported on line 7a of the Form 55002011-01-01543
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0129
Total of all active and inactive participants2011-01-01572
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01572
Number of participants with account balances2011-01-01379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: TOM PRICE AUTOMOTIVE RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01426
Total number of active participants reported on line 7a of the Form 55002010-01-01389
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0137
Total of all active and inactive participants2010-01-01426
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01426
Number of participants with account balances2010-01-01318
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: TOM PRICE AUTOMOTIVE RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01442
Total number of active participants reported on line 7a of the Form 55002009-01-01381
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0126
Total of all active and inactive participants2009-01-01407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01407
Number of participants with account balances2009-01-01314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-019

Financial Data on TOM PRICE AUTOMOTIVE RETIREMENT SAVINGS PLAN

Measure Date Value
2020 : TOM PRICE AUTOMOTIVE RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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
Total income from all sources (including contributions)2020-12-31$3,693,115
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,060,422
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,960,902
Expenses. Certain deemed distributions of participant loans2020-12-31$68,261
Value of total corrective distributions2020-12-31$8,939
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,139,765
Value of total assets at end of year2020-12-31$20,555,285
Value of total assets at beginning of year2020-12-31$18,922,592
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$22,320
Total interest from all sources2020-12-31$64,666
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$505,410
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$505,410
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$1,505,818
Participant contributions at end of year2020-12-31$36,328
Participant contributions at beginning of year2020-12-31$47,757
Assets. Other investments not covered elsewhere at end of year2020-12-31$3,547,812
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$3,002,320
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$260,028
Assets. Loans (other than to participants) at end of year2020-12-31$237,913
Assets. Loans (other than to participants) at beginning of year2020-12-31$333,994
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$1,632,693
Value of net assets at end of year (total assets less liabilities)2020-12-31$20,555,285
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$18,922,592
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$22,320
Interest on participant loans2020-12-31$11,067
Interest earned on other investments2020-12-31$53,600
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$-1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$16,439,588
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$15,334,025
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$983,274
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$373,919
Employer contributions (assets) at end of year2020-12-31$293,644
Employer contributions (assets) at beginning of year2020-12-31$204,496
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,960,902
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 name2020-12-31DIXON HUGHES GOODMAN
Accountancy firm EIN2020-12-31910189318
2019 : TOM PRICE AUTOMOTIVE RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets from this plan2019-12-31$949,356
Total transfer of assets from this plan2019-12-31$949,356
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$4,874,605
Total income from all sources (including contributions)2019-12-31$4,874,605
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,644,323
Total of all expenses incurred2019-12-31$1,644,323
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,562,199
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,562,199
Expenses. Certain deemed distributions of participant loans2019-12-31$34,039
Expenses. Certain deemed distributions of participant loans2019-12-31$34,039
Value of total corrective distributions2019-12-31$5,684
Value of total corrective distributions2019-12-31$5,684
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,097,706
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,097,706
Value of total assets at end of year2019-12-31$18,922,592
Value of total assets at end of year2019-12-31$18,922,592
Value of total assets at beginning of year2019-12-31$16,641,666
Value of total assets at beginning of year2019-12-31$16,641,666
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$42,401
Total interest from all sources2019-12-31$266,109
Total interest from all sources2019-12-31$266,109
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$589,416
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$589,416
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$589,416
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$589,416
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$1,608,678
Contributions received from participants2019-12-31$1,608,678
Participant contributions at end of year2019-12-31$333,994
Participant contributions at end of year2019-12-31$333,994
Participant contributions at beginning of year2019-12-31$366,527
Participant contributions at beginning of year2019-12-31$366,527
Participant contributions at end of year2019-12-31$47,757
Participant contributions at end of year2019-12-31$47,757
Participant contributions at beginning of year2019-12-31$53,995
Participant contributions at beginning of year2019-12-31$53,995
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$117,392
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$117,392
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$3,230,282
Value of net income/loss2019-12-31$3,230,282
Value of net assets at end of year (total assets less liabilities)2019-12-31$18,922,592
Value of net assets at end of year (total assets less liabilities)2019-12-31$18,922,592
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$16,641,666
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$16,641,666
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$42,401
Investment advisory and management fees2019-12-31$42,401
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$15,334,025
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$15,334,025
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,884,862
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,884,862
Interest on participant loans2019-12-31$22,212
Interest on participant loans2019-12-31$22,212
Interest earned on other investments2019-12-31$242,457
Interest earned on other investments2019-12-31$242,457
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
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$389,205
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$389,205
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$389,205
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$389,205
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,440
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,440
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,002,320
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,002,320
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,719,902
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,719,902
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,921,374
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,921,374
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 contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$371,636
Contributions received in cash from employer2019-12-31$371,636
Employer contributions (assets) at end of year2019-12-31$204,496
Employer contributions (assets) at end of year2019-12-31$204,496
Employer contributions (assets) at beginning of year2019-12-31$227,175
Employer contributions (assets) at beginning of year2019-12-31$227,175
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,562,199
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,562,199
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DIXON HUGHES GOODMAN
Accountancy firm name2019-12-31DIXON HUGHES GOODMAN
Accountancy firm EIN2019-12-31910189318
Accountancy firm EIN2019-12-31910189318
2018 : TOM PRICE AUTOMOTIVE RETIREMENT SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-64,195
Total unrealized appreciation/depreciation of assets2018-12-31$-64,195
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,160,052
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,804,158
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,736,233
Expenses. Certain deemed distributions of participant loans2018-12-31$57,285
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,083,013
Value of total assets at end of year2018-12-31$16,641,666
Value of total assets at beginning of year2018-12-31$17,285,772
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$10,640
Total interest from all sources2018-12-31$123,412
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$537,568
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$537,568
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$1,646,420
Participant contributions at end of year2018-12-31$366,527
Participant contributions at beginning of year2018-12-31$370,402
Participant contributions at end of year2018-12-31$53,995
Participant contributions at beginning of year2018-12-31$25,012
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$26,098
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-644,106
Value of net assets at end of year (total assets less liabilities)2018-12-31$16,641,666
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$17,285,772
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$10,640
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$12,884,862
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$13,842,784
Income. Interest from loans (other than to participants)2018-12-31$14,801
Interest earned on other investments2018-12-31$103,044
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$389,205
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$532,786
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$532,786
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$5,567
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,719,902
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,381,147
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,519,746
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$410,495
Employer contributions (assets) at end of year2018-12-31$227,175
Employer contributions (assets) at beginning of year2018-12-31$133,641
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,736,233
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 name2018-12-31MOSS ADAMS LLP
Accountancy firm EIN2018-12-31910189318
2017 : TOM PRICE AUTOMOTIVE RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,876,459
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,973,868
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,868,323
Expenses. Certain deemed distributions of participant loans2017-12-31$56,501
Value of total corrective distributions2017-12-31$12,346
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,110,009
Value of total assets at end of year2017-12-31$17,285,772
Value of total assets at beginning of year2017-12-31$15,383,181
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$36,698
Total interest from all sources2017-12-31$99,948
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$358,221
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$358,221
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$1,476,237
Participant contributions at end of year2017-12-31$370,402
Participant contributions at beginning of year2017-12-31$377,358
Participant contributions at end of year2017-12-31$25,012
Participant contributions at beginning of year2017-12-31$29,769
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$256,656
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$7,343
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,902,591
Value of net assets at end of year (total assets less liabilities)2017-12-31$17,285,772
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$15,383,181
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$13,842,784
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$12,405,230
Interest on participant loans2017-12-31$15,719
Interest earned on other investments2017-12-31$83,204
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$532,786
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$497,475
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$497,475
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,025
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,381,147
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,926,384
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,308,281
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$377,116
Employer contributions (assets) at end of year2017-12-31$133,641
Employer contributions (assets) at beginning of year2017-12-31$146,965
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,860,980
Contract administrator fees2017-12-31$36,698
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 : TOM PRICE AUTOMOTIVE RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,764,846
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,816,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,772,940
Expenses. Certain deemed distributions of participant loans2016-12-31$10,347
Value of total corrective distributions2016-12-31$25,437
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,042,156
Value of total assets at end of year2016-12-31$15,383,181
Value of total assets at beginning of year2016-12-31$14,435,114
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$8,055
Total interest from all sources2016-12-31$17,675
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$324,761
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$324,761
Administrative expenses professional fees incurred2016-12-31$8,055
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$1,547,966
Participant contributions at end of year2016-12-31$377,358
Participant contributions at beginning of year2016-12-31$446,273
Participant contributions at end of year2016-12-31$29,769
Participant contributions at beginning of year2016-12-31$2,706
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$121,320
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$948,067
Value of net assets at end of year (total assets less liabilities)2016-12-31$15,383,181
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$14,435,114
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$12,405,230
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$13,447,479
Interest on participant loans2016-12-31$17,468
Interest earned on other investments2016-12-31$207
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$497,475
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$433,193
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$433,193
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,926,384
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$380,254
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$372,870
Employer contributions (assets) at end of year2016-12-31$146,965
Employer contributions (assets) at beginning of year2016-12-31$105,463
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,772,940
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 name2016-12-31MOSS ADAMS LLP
Accountancy firm EIN2016-12-31910189318
2015 : TOM PRICE AUTOMOTIVE RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,526,337
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,518,346
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,443,637
Expenses. Certain deemed distributions of participant loans2015-12-31$54,517
Value of total corrective distributions2015-12-31$11,387
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,346,168
Value of total assets at end of year2015-12-31$14,435,114
Value of total assets at beginning of year2015-12-31$13,427,123
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$8,805
Total interest from all sources2015-12-31$16,270
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$754,701
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$754,701
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$1,653,977
Participant contributions at end of year2015-12-31$446,273
Participant contributions at beginning of year2015-12-31$230,492
Participant contributions at end of year2015-12-31$2,706
Participant contributions at beginning of year2015-12-31$17,150
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$295,573
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$235
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,524
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$1,007,991
Value of net assets at end of year (total assets less liabilities)2015-12-31$14,435,114
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$13,427,123
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$13,447,479
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$12,572,943
Interest on participant loans2015-12-31$16,270
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$433,193
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$484,937
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$484,937
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-590,802
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$396,618
Employer contributions (assets) at end of year2015-12-31$105,463
Employer contributions (assets) at beginning of year2015-12-31$120,077
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,443,402
Contract administrator fees2015-12-31$8,805
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 name2015-12-31MOSS ADAMS LLP
Accountancy firm EIN2015-12-31910189318
2014 : TOM PRICE AUTOMOTIVE RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,882,977
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,118,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,043,928
Expenses. Certain deemed distributions of participant loans2014-12-31$52,483
Value of total corrective distributions2014-12-31$16,769
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,056,620
Value of total assets at end of year2014-12-31$13,427,123
Value of total assets at beginning of year2014-12-31$11,662,510
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,184
Total interest from all sources2014-12-31$14,099
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$756,351
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$756,351
Administrative expenses professional fees incurred2014-12-31$5,184
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$1,349,531
Participant contributions at end of year2014-12-31$230,492
Participant contributions at beginning of year2014-12-31$312,243
Participant contributions at end of year2014-12-31$17,150
Participant contributions at beginning of year2014-12-31$8,322
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$333,628
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,524
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1,693
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$1,764,613
Value of net assets at end of year (total assets less liabilities)2014-12-31$13,427,123
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,662,510
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$12,572,943
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$10,763,440
Interest on participant loans2014-12-31$14,099
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$484,937
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$455,087
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$455,087
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$55,907
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$373,461
Employer contributions (assets) at end of year2014-12-31$120,077
Employer contributions (assets) at beginning of year2014-12-31$121,725
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,043,928
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 name2014-12-31MOSS ADAMS LLP
Accountancy firm EIN2014-12-31910189318
2013 : TOM PRICE AUTOMOTIVE RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,710,455
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$841,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$714,492
Expenses. Certain deemed distributions of participant loans2013-12-31$70,811
Value of total corrective distributions2013-12-31$50,212
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,701,137
Value of total assets at end of year2013-12-31$11,662,510
Value of total assets at beginning of year2013-12-31$8,793,090
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$5,520
Total interest from all sources2013-12-31$15,970
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$392,570
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$392,570
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$1,136,225
Participant contributions at end of year2013-12-31$312,243
Participant contributions at beginning of year2013-12-31$253,624
Participant contributions at end of year2013-12-31$8,322
Participant contributions at beginning of year2013-12-31$909
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$230,282
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$2,040
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1,693
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$283
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$2,869,420
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,662,510
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,793,090
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$10,763,440
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$7,968,709
Interest on participant loans2013-12-31$15,970
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$455,087
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$450,600
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$450,600
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,600,778
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$334,630
Employer contributions (assets) at end of year2013-12-31$121,725
Employer contributions (assets) at beginning of year2013-12-31$118,965
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$712,452
Contract administrator fees2013-12-31$5,520
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 name2013-12-31MOSS ADAMS LLP
Accountancy firm EIN2013-12-31910189318
2012 : TOM PRICE AUTOMOTIVE RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets from this plan2012-12-31$1,782,317
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$2,871,402
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$607,954
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$558,683
Expenses. Certain deemed distributions of participant loans2012-12-31$29,231
Value of total corrective distributions2012-12-31$14,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,644,527
Value of total assets at end of year2012-12-31$8,793,090
Value of total assets at beginning of year2012-12-31$8,311,959
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,330
Total interest from all sources2012-12-31$18,291
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$209,485
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$209,485
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$1,122,400
Participant contributions at end of year2012-12-31$253,624
Participant contributions at beginning of year2012-12-31$278,028
Participant contributions at end of year2012-12-31$909
Participant contributions at beginning of year2012-12-31$14,515
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$193,727
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$283
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$3,841
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$2,263,448
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,793,090
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,311,959
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$7,968,709
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$7,421,655
Interest on participant loans2012-12-31$18,291
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$450,600
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$493,754
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$493,754
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$999,099
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$328,400
Employer contributions (assets) at end of year2012-12-31$118,965
Employer contributions (assets) at beginning of year2012-12-31$100,166
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$558,683
Contract administrator fees2012-12-31$5,330
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 name2012-12-31MOSS ADAMS LLP
Accountancy firm EIN2012-12-31910189318
2011 : TOM PRICE AUTOMOTIVE RETIREMENT SAVINGS 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$1,252,015
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$448,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$408,324
Expenses. Certain deemed distributions of participant loans2011-12-31$29,941
Value of total corrective distributions2011-12-31$8,143
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,352,326
Value of total assets at end of year2011-12-31$8,311,959
Value of total assets at beginning of year2011-12-31$7,508,307
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,955
Total interest from all sources2011-12-31$23,623
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$156,537
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$156,537
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$937,547
Participant contributions at end of year2011-12-31$278,028
Participant contributions at beginning of year2011-12-31$349,031
Participant contributions at end of year2011-12-31$14,515
Participant contributions at beginning of year2011-12-31$3,047
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$132,313
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$3,841
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
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$803,652
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,311,959
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,508,307
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$7,421,655
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$6,637,908
Interest on participant loans2011-12-31$23,623
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$493,754
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$463,818
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$463,818
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-280,471
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$282,466
Employer contributions (assets) at end of year2011-12-31$100,166
Employer contributions (assets) at beginning of year2011-12-31$54,503
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$408,324
Contract administrator fees2011-12-31$1,955
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 name2011-12-31MOSS ADAMS LLP
Accountancy firm EIN2011-12-31910189318
2010 : TOM PRICE AUTOMOTIVE RETIREMENT SAVINGS 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$1,736,354
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,134,357
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,040,580
Expenses. Certain deemed distributions of participant loans2010-12-31$81,697
Value of total corrective distributions2010-12-31$4,310
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$990,354
Value of total assets at end of year2010-12-31$7,508,307
Value of total assets at beginning of year2010-12-31$6,906,310
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$7,770
Total interest from all sources2010-12-31$28,774
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
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$801,775
Participant contributions at end of year2010-12-31$349,031
Participant contributions at beginning of year2010-12-31$302,301
Participant contributions at end of year2010-12-31$3,047
Participant contributions at beginning of year2010-12-31$5,182
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$41,411
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$601,997
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,508,307
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,906,310
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$7,770
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$6,637,908
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$5,959,184
Interest on participant loans2010-12-31$28,774
Income. Interest from US Government securities2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$463,818
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$607,286
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$607,286
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$717,226
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$147,168
Employer contributions (assets) at end of year2010-12-31$54,503
Employer contributions (assets) at beginning of year2010-12-31$32,357
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,040,580
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 name2010-12-31MOSS ADAMS LLP
Accountancy firm EIN2010-12-31910189318
2009 : TOM PRICE AUTOMOTIVE RETIREMENT SAVINGS 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 TOM PRICE AUTOMOTIVE RETIREMENT SAVINGS PLAN

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

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberTOPA-001
Policy instance 1
Insurance contract or identification numberTOPA-001
Number of Individuals Covered663
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberTOPA-001
Policy instance 1
Insurance contract or identification numberTOPA-001
Number of Individuals Covered711
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $63,426
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
Amount paid for insurance broker fees45981
Additional information about fees paid to insurance brokerRECORDKEEPING
Insurance broker organization code?2
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberTOPA-001
Policy instance 1
Insurance contract or identification numberTOPA-001
Number of Individuals Covered682
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $74,373
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
Amount paid for insurance broker fees24645
Additional information about fees paid to insurance brokerADMINISTRATION
Insurance broker organization code?5
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract numberTOPA-001
Policy instance 1
Insurance contract or identification numberTOPA-001
Number of Individuals Covered763
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $35,963
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?Yes
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
Other information about contractGIC
Amount paid for insurance broker fees17000
Additional information about fees paid to insurance brokerAUDIT
Insurance broker organization code?0
Insurance broker nameLINCOLN NATIONAL CORPORATION

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