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CLARK & REID COMPANY, INC. EMPLOYEE TAX SHELTERED SAVINGS PLAN 401k Plan overview

Plan NameCLARK & REID COMPANY, INC. EMPLOYEE TAX SHELTERED SAVINGS PLAN
Plan identification number 002

CLARK & REID COMPANY, INC. EMPLOYEE TAX SHELTERED SAVINGS PLAN Benefits

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

401k Sponsoring company profile

CLARK & REID COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:CLARK & REID COMPANY, INC.
Employer identification number (EIN):041182490
NAIC Classification:484200
NAIC Description: Specialized Freight Trucking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CLARK & REID COMPANY, INC. EMPLOYEE TAX SHELTERED SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022014-01-01
0022013-01-01
0022012-01-01MARK BALDING
0022011-01-01MARK BALDING
0022009-01-01MARK BALDING

Plan Statistics for CLARK & REID COMPANY, INC. EMPLOYEE TAX SHELTERED SAVINGS PLAN

401k plan membership statisitcs for CLARK & REID COMPANY, INC. EMPLOYEE TAX SHELTERED SAVINGS PLAN

Measure Date Value
2012: CLARK & REID COMPANY, INC. EMPLOYEE TAX SHELTERED SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0177
Total number of active participants reported on line 7a of the Form 55002012-01-0155
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0114
Total of all active and inactive participants2012-01-0170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-0170
Number of participants with account balances2012-01-0139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CLARK & REID COMPANY, INC. EMPLOYEE TAX SHELTERED SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0173
Total number of active participants reported on line 7a of the Form 55002011-01-0161
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-0115
Total of all active and inactive participants2011-01-0177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0177
Number of participants with account balances2011-01-0142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: CLARK & REID COMPANY, INC. EMPLOYEE TAX SHELTERED SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0176
Total number of active participants reported on line 7a of the Form 55002009-01-0159
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0114
Total of all active and inactive participants2009-01-0173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0173
Number of participants with account balances2009-01-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CLARK & REID COMPANY, INC. EMPLOYEE TAX SHELTERED SAVINGS PLAN

Measure Date Value
2012 : CLARK & REID COMPANY, INC. EMPLOYEE TAX SHELTERED SAVINGS PLAN 2012 401k financial data
Total income from all sources2012-12-31$736,721
Expenses. Total of all expenses incurred2012-12-31$1,013,658
Benefits paid (including direct rollovers)2012-12-31$1,008,415
Total plan assets at end of year2012-12-31$4,607,879
Total plan assets at beginning of year2012-12-31$4,884,816
Value of fidelity bond covering the plan2012-12-31$500,000
Total contributions received or receivable from participants2012-12-31$128,447
Other income received2012-12-31$607,940
Net income (gross income less expenses)2012-12-31$-276,937
Net plan assets at end of year (total assets less liabilities)2012-12-31$4,607,879
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$4,884,816
Assets. Value of participant loans2012-12-31$31,587
Total contributions received or receivable from employer(s)2012-12-31$334
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$5,243
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : CLARK & REID COMPANY, INC. EMPLOYEE TAX SHELTERED SAVINGS PLAN 2011 401k financial data
Total income from all sources2011-12-31$85,169
Expenses. Total of all expenses incurred2011-12-31$127,903
Benefits paid (including direct rollovers)2011-12-31$123,121
Total plan assets at end of year2011-12-31$4,884,816
Total plan assets at beginning of year2011-12-31$4,927,550
Value of fidelity bond covering the plan2011-12-31$500,000
Total contributions received or receivable from participants2011-12-31$129,459
Other income received2011-12-31$-44,290
Net income (gross income less expenses)2011-12-31$-42,734
Net plan assets at end of year (total assets less liabilities)2011-12-31$4,884,816
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$4,927,550
Assets. Value of participant loans2011-12-31$43,869
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$4,782
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : CLARK & REID COMPANY, INC. EMPLOYEE TAX SHELTERED SAVINGS PLAN 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$658,839
Expenses. Total of all expenses incurred2010-12-31$673,794
Benefits paid (including direct rollovers)2010-12-31$666,556
Total plan assets at end of year2010-12-31$4,927,550
Total plan assets at beginning of year2010-12-31$4,942,505
Value of fidelity bond covering the plan2010-12-31$500,000
Total contributions received or receivable from participants2010-12-31$119,113
Expenses. Other expenses not covered elsewhere2010-12-31$0
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$539,726
Noncash contributions received2010-12-31$0
Net income (gross income less expenses)2010-12-31$-14,955
Net plan assets at end of year (total assets less liabilities)2010-12-31$4,927,550
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$4,942,505
Assets. Value of participant loans2010-12-31$34,317
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$2,660
Value of corrective distributions2010-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$4,578
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : CLARK & REID COMPANY, INC. EMPLOYEE TAX SHELTERED 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 CLARK & REID COMPANY, INC. EMPLOYEE TAX SHELTERED SAVINGS PLAN

2012: CLARK & REID COMPANY, INC. EMPLOYEE TAX SHELTERED SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CLARK & REID COMPANY, INC. EMPLOYEE TAX SHELTERED SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01First time form 5500 has been submittedYes
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CLARK & REID COMPANY, INC. EMPLOYEE TAX SHELTERED SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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