2026-09-23T10:06:08-05:00 2025-11-30 751044330 LANE GORMAN TRUBITT LLC 2626 HOWELL ST SUITE 700 DALLAS TX 75204 990 2024-12-01 464230139 KAHLIG AUTO GROUP HEALTH BENEFIT PLAN KAHL 2102205937 9207 SAN PEDRO AVENUE SAN ANTONIO TX 78205 FROST BANK TRUSTEE 2102205937 2026-09-19 1 1 JESSICA BROWN P01817812 2148717500 2024 FROST BANK 9207 SAN PEDRO AVENUE SAN ANTONIO TX 78205 11446807 0 X N/A X 2013 TX PROVIDES MEDICAL BENEFITS, INCLUDING PRESCRIPTION DRUG BENEFITS, TO ELIGIBLE REGULAR FULL-TIME EMPLOYEES AND THEIR DEPENDENTS OF KAHLIG AUTO GROUP AND ITS AFFILIATES. 1 1 0 0 131341 127341 0 0 10842115 11315466 103961 131341 0 0 10946076 11446807 0 0 7812230 9922825 0 0 0 0 0 1489279 1671812 9301509 11594637 1644567 -147830 3497310 3349480 0 0 3497310 3349480 PROVIDES MEDICAL BENEFITS, INCLUDING PRESCRIPTION DRUG BENEFITS, TO ELIGIBLE REGULAR FULL-TIME EMPLOYEES AND THEIR DEPENDENTS OF KAHLIG AUTO GROUP AND ITS AFFILIATES. 0 0 PROVIDES MEDICAL BENEFITS, INCLUDING PRESCRIPTION DRUG BENEFITS, TO ELIGIBLE REGULAR FULL-TIME EMPLOYEES AND THEIR DEPENDENTS OF KAHLIG AUTO GROUP AND ITS AFFILIATES. 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 X 1 1 0 0 0 0 0 1 0 0 0 0 0 1 0 1 1 0 0 0 X THOMAS KEENAN 2104263235 9207 SAN PEDRO AVENUE SAN ANTONIO TX 78205 X FROST BANK TRUSTEE 2.00 X 0 0 0 0 0 0 0 0 0 0 0 EE & ER PLAN CONTRIBUTIONS 900099 11315466 11315466 11315466 131341 131341 11446807 11315466 131341 0 9922825 981126 16662 30750 3000 603274 UNRELATED BUSINESS INCO 37000 11594637 3496549 3339480 761 10000 3497310 3349480 0 0 X 0 0 0 0 0 0 3497310 3349480 3497310 3349480 -147830 0 X X 0 1 X 1 0 0 X 11446807 0 11446807 0 11446807 11594637 0 11594637 0 11594637 PART X, LINE 2: THE TRUST FUNDING THE PLAN HAS RECEIVED A FAVORABLE DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE DATED JUNE 6, 2016, STATING THAT THE TRUST IS GENERALLY TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (THE "CODE") AS A VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION. THE PLAN AND TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE CODE TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. HOWEVER, THE PLAN ADMINISTRATOR BELIEVES THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE CODE AND, THEREFORE, BELIEVES THE RELATED TRUST IS TAX-EXEMPT. HOWEVER, FROM TIME TO TIME, THE TRUST CAN BE SUBJECT TO UNRELATED BUSINESS INCOME TAXES BASED ON THE PLAN'S FUNDING EXPERIENCE. FOR 2025 AND 2024 FEDERAL INCOME TAXES OF $37,000 AND $24,340 HAVE BEEN RECORDED AS A RESULT OF UNRELATED BUSINESS TAXABLE INCOME. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2021. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF NOVEMBER 30, 2025 AND 2024 THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. FORM 990, PART VI, SECTION A, LINE 7A APPOINT & REMOVE TRUSTEES - THE EMPLOYER PLAN SPONSOR HAS THE POWER TO APPOINT OR REMOVE ONE OR MORE MEMBERS OF THE GOVERNING BODY OF THE TRUST. FORM 990, PART VI, SECTION A, LINE 8A FROST BANK IS THE INSTITUTIONAL TRUSTEE OF THIS VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION UNDER IRC SECTION 501(C)(9) FORMED TO FUND CERTAIN WELFARE BENEFITS OF KAHLIG AUTO GROUP. THERE ARE NO MEETINGS OF THE GOVERNING BODY OR COMMITTEES TO DOCUMENT. FORM 990, PART VI, SECTION A, LINE 8B FROST BANK IS THE INSTITUTIONAL TRUSTEE OF THIS VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION UNDER IRC SECTION 501(C)(9) FORMED TO FUND CERTAIN WELFARE BENEFITS OF KAHLIG AUTO GROUP. THERE ARE NO MEETINGS OF THE GOVERNING BODY OR COMMITTEES TO DOCUMENT. FORM 990, PART VI, SECTION B, LINE 11B AN ACCOUNTING FIRM PREPARED THE FORM 990 FROM DATA PROVIDED BY THE TRUSTEE, FROST BANK. THE FORM 990 IS REVIEWED BY THE PLAN SPONSOR AND ITS ATTORNEY. THE FINAL FORM 990 IS SENT TO THE TRUSTEE BEFORE FILING WITH THE IRS. FORM 990, PART VI, SECTION C, LINE 19 AS A 501(C)(9) ORGANIZATION, THE TRUST IS NOT REQUIRED TO MAKE THE DOCUMENTS REFERENCED IN QUESTION 19 AVAILABLE TO THE GENERAL PUBLIC FORM 990, PART XII, LINE 3 THE TRUSTEE ASSUMES THE RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS. 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