M & M CARTAGE, INC. has sponsored the creation of one or more 401k plans.
Additional information about M & M CARTAGE, INC.
Submission information for form 5500 for 401k plan M & M CARTAGE CO., INC. 401(K) RETIREMENT PLAN
401k plan membership statisitcs for M & M CARTAGE CO., INC. 401(K) RETIREMENT PLAN
Measure | Date | Value |
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2023 : M & M CARTAGE CO., INC. 401(K) RETIREMENT PLAN 2023 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
Total income from all sources (including contributions) | 2023-12-31 | $2,668,372 |
Total loss/gain on sale of assets | 2023-12-31 | $0 |
Total of all expenses incurred | 2023-12-31 | $874,407 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $807,023 |
Value of total corrective distributions | 2023-12-31 | $1,206 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $1,204,400 |
Value of total assets at end of year | 2023-12-31 | $9,076,802 |
Value of total assets at beginning of year | 2023-12-31 | $7,282,837 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $66,178 |
Total interest from all sources | 2023-12-31 | $42,043 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $166,812 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $166,812 |
Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
Value of fidelity bond cover | 2023-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
Contributions received from participants | 2023-12-31 | $849,164 |
Participant contributions at end of year | 2023-12-31 | $187,036 |
Participant contributions at beginning of year | 2023-12-31 | $255,735 |
Participant contributions at end of year | 2023-12-31 | $16,031 |
Participant contributions at beginning of year | 2023-12-31 | $14,895 |
Income. Received or receivable in cash from other sources (including rollovers) | 2023-12-31 | $1,081 |
Administrative expenses (other) incurred | 2023-12-31 | $19,055 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Value of net income/loss | 2023-12-31 | $1,793,965 |
Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $9,076,802 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $7,282,837 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $8,383,668 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $6,511,775 |
Interest on participant loans | 2023-12-31 | $18,499 |
Income. Interest from loans (other than to participants) | 2023-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-12-31 | $483,369 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-12-31 | $494,290 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-12-31 | $494,290 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2023-12-31 | $23,544 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $1,255,117 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
Contributions received in cash from employer | 2023-12-31 | $354,155 |
Employer contributions (assets) at end of year | 2023-12-31 | $6,698 |
Employer contributions (assets) at beginning of year | 2023-12-31 | $6,142 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $807,023 |
Contract administrator fees | 2023-12-31 | $47,123 |
Did the plan have assets held for investment | 2023-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
Accountancy firm name | 2023-12-31 | KSM CPA'S & ADVISORS |
Accountancy firm EIN | 2023-12-31 | 351090346 |
2022 : M & M CARTAGE CO., INC. 401(K) RETIREMENT PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-426,911 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $1,785,788 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,721,139 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,105,513 |
Value of total assets at end of year | 2022-12-31 | $7,282,837 |
Value of total assets at beginning of year | 2022-12-31 | $9,495,536 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $64,649 |
Total interest from all sources | 2022-12-31 | $17,978 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $124,517 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $124,517 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $782,489 |
Participant contributions at end of year | 2022-12-31 | $255,735 |
Participant contributions at beginning of year | 2022-12-31 | $200,194 |
Participant contributions at end of year | 2022-12-31 | $14,895 |
Participant contributions at beginning of year | 2022-12-31 | $13,634 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $5,740 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-2,212,699 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $7,282,837 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $9,495,536 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $19,341 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $6,511,775 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $8,885,312 |
Interest on participant loans | 2022-12-31 | $11,292 |
Income. Interest from loans (other than to participants) | 2022-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $494,290 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $391,058 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $391,058 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $6,686 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,674,919 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $317,284 |
Employer contributions (assets) at end of year | 2022-12-31 | $6,142 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $5,338 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,721,139 |
Contract administrator fees | 2022-12-31 | $45,308 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | MCM CPAS & ADVISORS LLP |
Accountancy firm EIN | 2022-12-31 | 271235638 |
2021 : M & M CARTAGE CO., INC. 401(K) RETIREMENT PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $2,218,769 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $723,612 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $661,781 |
Value of total corrective distributions | 2021-12-31 | $1,565 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,024,813 |
Value of total assets at end of year | 2021-12-31 | $9,495,536 |
Value of total assets at beginning of year | 2021-12-31 | $8,000,379 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $60,266 |
Total interest from all sources | 2021-12-31 | $9,550 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $142,526 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $142,526 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $735,191 |
Participant contributions at end of year | 2021-12-31 | $200,194 |
Participant contributions at beginning of year | 2021-12-31 | $184,887 |
Participant contributions at end of year | 2021-12-31 | $13,634 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $500 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,495,157 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $9,495,536 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $8,000,379 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $20,846 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $8,885,312 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $7,403,885 |
Interest on participant loans | 2021-12-31 | $9,505 |
Income. Interest from loans (other than to participants) | 2021-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $391,058 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $411,607 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $411,607 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $45 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,041,880 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $289,122 |
Employer contributions (assets) at end of year | 2021-12-31 | $5,338 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $661,781 |
Contract administrator fees | 2021-12-31 | $39,420 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | MCM CPAS & ADVISORS LLP |
Accountancy firm EIN | 2021-12-31 | 271235638 |
2020 : M & M CARTAGE CO., INC. 401(K) RETIREMENT PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 | $1,955,668 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $881,624 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $829,702 |
Value of total corrective distributions | 2020-12-31 | $4,684 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $969,075 |
Value of total assets at end of year | 2020-12-31 | $8,000,379 |
Value of total assets at beginning of year | 2020-12-31 | $6,926,335 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $47,238 |
Total interest from all sources | 2020-12-31 | $14,135 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $100,214 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $100,214 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $622,418 |
Participant contributions at end of year | 2020-12-31 | $184,887 |
Participant contributions at beginning of year | 2020-12-31 | $178,167 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $87,233 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $1,074,044 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $8,000,379 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $6,926,335 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $10,971 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $7,403,885 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $6,358,111 |
Interest on participant loans | 2020-12-31 | $12,377 |
Income. Interest from loans (other than to participants) | 2020-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $411,607 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $390,057 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $390,057 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $1,758 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $872,244 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $259,424 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $829,702 |
Contract administrator fees | 2020-12-31 | $36,267 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | MCM CPAS & ADVISORS LLP |
Accountancy firm EIN | 2020-12-31 | 271235638 |
2019 : M & M CARTAGE CO., INC. 401(K) RETIREMENT PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 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 income from all sources (including contributions) | 2019-12-31 | $2,142,579 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $828,270 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $779,179 |
Value of total corrective distributions | 2019-12-31 | $12,477 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $949,659 |
Value of total assets at end of year | 2019-12-31 | $6,926,335 |
Value of total assets at beginning of year | 2019-12-31 | $5,612,026 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $36,614 |
Total interest from all sources | 2019-12-31 | $19,693 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $126,691 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $126,691 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $800,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $650,276 |
Participant contributions at end of year | 2019-12-31 | $178,167 |
Participant contributions at beginning of year | 2019-12-31 | $142,850 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $25,456 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $36,970 |
Administrative expenses (other) incurred | 2019-12-31 | $10,915 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $1,314,309 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $6,926,335 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $5,612,026 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $6,358,111 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $4,934,018 |
Interest on participant loans | 2019-12-31 | $10,991 |
Income. Interest from loans (other than to participants) | 2019-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $390,057 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $499,746 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $499,746 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $8,702 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,046,536 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $262,413 |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $9,956 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $779,179 |
Contract administrator fees | 2019-12-31 | $25,699 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | MCM CPAS & ADVISORS LLP |
Accountancy firm EIN | 2019-12-31 | 271235638 |
2018 : M & M CARTAGE CO., INC. 401(K) RETIREMENT PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $442,239 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $368,718 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $341,041 |
Value of total corrective distributions | 2018-12-31 | $16,387 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $828,926 |
Value of total assets at end of year | 2018-12-31 | $5,612,026 |
Value of total assets at beginning of year | 2018-12-31 | $5,538,505 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $11,290 |
Total interest from all sources | 2018-12-31 | $9,206 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $183,688 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $183,688 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $550,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $601,342 |
Participant contributions at end of year | 2018-12-31 | $142,850 |
Participant contributions at beginning of year | 2018-12-31 | $136,439 |
Participant contributions at end of year | 2018-12-31 | $25,456 |
Participant contributions at beginning of year | 2018-12-31 | $18,745 |
Administrative expenses (other) incurred | 2018-12-31 | $10,450 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $73,521 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $5,612,026 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $5,538,505 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $4,934,018 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $4,716,298 |
Interest on participant loans | 2018-12-31 | $7,449 |
Income. Interest from loans (other than to participants) | 2018-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $300,806 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $499,746 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $360,161 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $360,161 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $1,757 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-597,776 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $18,195 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $227,584 |
Employer contributions (assets) at end of year | 2018-12-31 | $9,956 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $6,056 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $341,041 |
Contract administrator fees | 2018-12-31 | $840 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | Yes |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | MCM CPAS & ADVISORS LLP |
Accountancy firm EIN | 2018-12-31 | 271235638 |
2017 : M & M CARTAGE CO., INC. 401(K) RETIREMENT PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $0 |
Total transfer of assets from this plan | 2017-12-31 | $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 | $1,510,189 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $367,538 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $320,917 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $29,139 |
Value of total corrective distributions | 2017-12-31 | $7,355 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $772,714 |
Value of total assets at end of year | 2017-12-31 | $5,538,505 |
Value of total assets at beginning of year | 2017-12-31 | $4,395,854 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $10,127 |
Total interest from all sources | 2017-12-31 | $8,321 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $260,728 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $260,728 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $440,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $436,492 |
Participant contributions at end of year | 2017-12-31 | $136,439 |
Participant contributions at beginning of year | 2017-12-31 | $133,105 |
Participant contributions at end of year | 2017-12-31 | $18,745 |
Participant contributions at beginning of year | 2017-12-31 | $24,409 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $169,157 |
Administrative expenses (other) incurred | 2017-12-31 | $10,127 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $1,142,651 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $5,538,505 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $4,395,854 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $4,716,298 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $3,681,330 |
Interest on participant loans | 2017-12-31 | $7,602 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $300,806 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $208,279 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $360,161 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $339,170 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $339,170 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $719 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $416,422 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $52,004 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $167,065 |
Employer contributions (assets) at end of year | 2017-12-31 | $6,056 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $9,561 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $320,917 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | MCM CPAS & ADVISORS LLP |
Accountancy firm EIN | 2017-12-31 | 271235638 |
2016 : M & M CARTAGE CO., INC. 401(K) RETIREMENT PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $0 |
Total transfer of assets from this plan | 2016-12-31 | $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 | $703,473 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $250,548 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $242,228 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $745 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $384,224 |
Value of total assets at end of year | 2016-12-31 | $4,395,854 |
Value of total assets at beginning of year | 2016-12-31 | $3,942,929 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $7,575 |
Total interest from all sources | 2016-12-31 | $8,604 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $162,384 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $162,384 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $395,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $263,154 |
Participant contributions at end of year | 2016-12-31 | $133,105 |
Participant contributions at beginning of year | 2016-12-31 | $195,701 |
Participant contributions at end of year | 2016-12-31 | $24,409 |
Participant contributions at beginning of year | 2016-12-31 | $7,265 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $88,113 |
Administrative expenses (other) incurred | 2016-12-31 | $7,575 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $452,925 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $4,395,854 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,942,929 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $3,681,330 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $3,203,197 |
Interest on participant loans | 2016-12-31 | $8,604 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $208,279 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $201,697 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $339,170 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $335,069 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $335,069 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $142,060 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $6,201 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $32,957 |
Employer contributions (assets) at end of year | 2016-12-31 | $9,561 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $242,228 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | MOUNTJOY, CHILTON, MEDLEY, LLP |
Accountancy firm EIN | 2016-12-31 | 271235638 |
2015 : M & M CARTAGE CO., INC. 401(K) RETIREMENT PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $0 |
Total transfer of assets from this plan | 2015-12-31 | $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 | $212,074 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $173,553 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $171,246 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $782 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $200,134 |
Value of total assets at end of year | 2015-12-31 | $3,942,929 |
Value of total assets at beginning of year | 2015-12-31 | $3,904,408 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $1,525 |
Total interest from all sources | 2015-12-31 | $10,096 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $242,629 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $242,629 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $391,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $200,134 |
Participant contributions at end of year | 2015-12-31 | $195,701 |
Participant contributions at beginning of year | 2015-12-31 | $165,574 |
Participant contributions at end of year | 2015-12-31 | $7,265 |
Administrative expenses (other) incurred | 2015-12-31 | $1,525 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $38,521 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $3,942,929 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,904,408 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $3,203,197 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $3,224,183 |
Interest on participant loans | 2015-12-31 | $10,096 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $201,697 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $192,107 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $335,069 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $322,544 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $322,544 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-238,453 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-2,332 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $171,246 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | MOUNTJOY, CHILTON, MEDLEY, LLP |
Accountancy firm EIN | 2015-12-31 | 271235638 |
2014 : M & M CARTAGE CO., INC. 401(K) RETIREMENT PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets to this plan | 2014-12-31 | $0 |
Total transfer of assets from this plan | 2014-12-31 | $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 | $385,961 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $273,614 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $249,884 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $21,705 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $206,824 |
Value of total assets at end of year | 2014-12-31 | $3,904,408 |
Value of total assets at beginning of year | 2014-12-31 | $3,792,061 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $2,025 |
Total interest from all sources | 2014-12-31 | $8,978 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $181,198 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $181,198 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $380,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $187,731 |
Participant contributions at end of year | 2014-12-31 | $165,574 |
Participant contributions at beginning of year | 2014-12-31 | $139,726 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $19,093 |
Administrative expenses (other) incurred | 2014-12-31 | $2,025 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $112,347 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $3,904,408 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,792,061 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $3,224,183 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $3,135,123 |
Interest on participant loans | 2014-12-31 | $8,978 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $192,107 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $261,789 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $322,544 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $255,423 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $255,423 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-2,419 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $-8,620 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $249,884 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | MOUNTJOY, CHILTON, MEDLEY, LLP |
Accountancy firm EIN | 2014-12-31 | 271235638 |
2013 : M & M CARTAGE CO., INC. 401(K) RETIREMENT PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $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 | $880,988 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $152,866 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $150,193 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $1,098 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $250,430 |
Value of total assets at end of year | 2013-12-31 | $3,792,061 |
Value of total assets at beginning of year | 2013-12-31 | $3,063,939 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $1,575 |
Total interest from all sources | 2013-12-31 | $7,145 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $95,072 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $95,072 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $307,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $177,129 |
Participant contributions at end of year | 2013-12-31 | $139,726 |
Participant contributions at beginning of year | 2013-12-31 | $126,355 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $73,301 |
Administrative expenses (other) incurred | 2013-12-31 | $1,575 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $728,122 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $3,792,061 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,063,939 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $3,135,123 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $2,512,925 |
Interest on participant loans | 2013-12-31 | $7,145 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $261,789 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $203,887 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $255,423 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $220,772 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $220,772 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $479,121 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $49,220 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $150,193 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | MOUNTJOY, CHILTON, MEDLEY, LLP |
Accountancy firm EIN | 2013-12-31 | 271235638 |
2012 : M & M CARTAGE CO., INC. 401(K) RETIREMENT PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $551,158 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $174,745 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $172,132 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $513 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $180,083 |
Value of total assets at end of year | 2012-12-31 | $3,063,939 |
Value of total assets at beginning of year | 2012-12-31 | $2,687,526 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $2,100 |
Total interest from all sources | 2012-12-31 | $7,406 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $53,800 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $53,800 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $269,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $180,083 |
Participant contributions at end of year | 2012-12-31 | $126,355 |
Participant contributions at beginning of year | 2012-12-31 | $129,590 |
Administrative expenses (other) incurred | 2012-12-31 | $2,100 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $376,413 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $3,063,939 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,687,526 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $2,512,925 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $2,180,783 |
Interest on participant loans | 2012-12-31 | $7,406 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $203,887 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $169,830 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $220,772 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $207,323 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $207,323 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $280,403 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $29,466 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $172,132 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | MOUNTJOY, CHILTON, MEDLEY, LLP |
Accountancy firm EIN | 2012-12-31 | 271235638 |
2011 : M & M CARTAGE CO., INC. 401(K) RETIREMENT PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $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 | $133,719 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $207,073 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $201,340 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $3,008 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $179,298 |
Value of total assets at end of year | 2011-12-31 | $2,687,526 |
Value of total assets at beginning of year | 2011-12-31 | $2,760,880 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $2,725 |
Total interest from all sources | 2011-12-31 | $5,878 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $36,477 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $36,477 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $277,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $179,298 |
Participant contributions at end of year | 2011-12-31 | $129,590 |
Participant contributions at beginning of year | 2011-12-31 | $121,087 |
Administrative expenses (other) incurred | 2011-12-31 | $2,725 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-73,354 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $2,687,526 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,760,880 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $2,180,783 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $2,639,793 |
Interest on participant loans | 2011-12-31 | $5,878 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $377,153 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-63,956 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $-23,978 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $201,340 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | MOUNTJOY, CHILTON, MEDLEY, LLP |
Accountancy firm EIN | 2011-12-31 | 271235638 |
2010 : M & M CARTAGE CO., INC. 401(K) RETIREMENT PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $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 | $463,538 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $156,170 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $153,043 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $452 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $189,624 |
Value of total assets at end of year | 2010-12-31 | $2,760,880 |
Value of total assets at beginning of year | 2010-12-31 | $2,453,512 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $2,675 |
Total interest from all sources | 2010-12-31 | $7,655 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $42,772 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $42,772 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $246,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $189,624 |
Participant contributions at end of year | 2010-12-31 | $121,087 |
Participant contributions at beginning of year | 2010-12-31 | $126,638 |
Administrative expenses (other) incurred | 2010-12-31 | $2,675 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $307,368 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $2,760,880 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,453,512 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $2,639,793 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $2,326,874 |
Interest on participant loans | 2010-12-31 | $7,655 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $223,487 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $153,043 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | MOUNTJOY, CHILTON, MEDLEY, LLP |
Accountancy firm EIN | 2010-12-31 | 271235638 |
2009 : M & M CARTAGE CO., INC. 401(K) RETIREMENT PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |