Logo

LONGUST DISTRIBUTING, LLC RETIREMENT SAVINGS PLAN & TRUST 401k Plan overview

Plan NameLONGUST DISTRIBUTING, LLC RETIREMENT SAVINGS PLAN & TRUST
Plan identification number 001

LONGUST DISTRIBUTING, LLC RETIREMENT SAVINGS PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

LONGUST DISTRIBUTING, LLC has sponsored the creation of one or more 401k plans.

Company Name:LONGUST DISTRIBUTING, LLC
Employer identification number (EIN):814777536
NAIC Classification:423990
NAIC Description:Other Miscellaneous Durable Goods Merchant Wholesalers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LONGUST DISTRIBUTING, LLC RETIREMENT SAVINGS PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01WILLIAM H. BOBERTZ

Plan Statistics for LONGUST DISTRIBUTING, LLC RETIREMENT SAVINGS PLAN & TRUST

401k plan membership statisitcs for LONGUST DISTRIBUTING, LLC RETIREMENT SAVINGS PLAN & TRUST

Measure Date Value
2023: LONGUST DISTRIBUTING, LLC RETIREMENT SAVINGS PLAN & TRUST 2023 401k membership
Total participants, beginning-of-year2023-01-01128
Total number of active participants reported on line 7a of the Form 55002023-01-0199
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0131
Total of all active and inactive participants2023-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-011
Total participants2023-01-01131
Number of participants with account balances2023-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-015
2022: LONGUST DISTRIBUTING, LLC RETIREMENT SAVINGS PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01147
Total number of active participants reported on line 7a of the Form 55002022-01-01105
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0122
Total of all active and inactive participants2022-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01128
Number of participants with account balances2022-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: LONGUST DISTRIBUTING, LLC RETIREMENT SAVINGS PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01149
Total number of active participants reported on line 7a of the Form 55002021-01-01110
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0137
Total of all active and inactive participants2021-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01147
Number of participants with account balances2021-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: LONGUST DISTRIBUTING, LLC RETIREMENT SAVINGS PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01155
Total number of active participants reported on line 7a of the Form 55002020-01-01114
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0135
Total of all active and inactive participants2020-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01149
Number of participants with account balances2020-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-014
2019: LONGUST DISTRIBUTING, LLC RETIREMENT SAVINGS PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01152
Total number of active participants reported on line 7a of the Form 55002019-01-01121
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0134
Total of all active and inactive participants2019-01-01155
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01155
Number of participants with account balances2019-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: LONGUST DISTRIBUTING, LLC RETIREMENT SAVINGS PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01154
Total number of active participants reported on line 7a of the Form 55002018-01-01133
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0119
Total of all active and inactive participants2018-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01152
Number of participants with account balances2018-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: LONGUST DISTRIBUTING, LLC RETIREMENT SAVINGS PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01157
Total number of active participants reported on line 7a of the Form 55002017-01-01135
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0119
Total of all active and inactive participants2017-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01154
Number of participants with account balances2017-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010

Financial Data on LONGUST DISTRIBUTING, LLC RETIREMENT SAVINGS PLAN & TRUST

Measure Date Value
2023 : LONGUST DISTRIBUTING, LLC RETIREMENT SAVINGS PLAN & TRUST 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$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$1,372,207
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$735,491
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$709,674
Value of total corrective distributions2023-12-31$417
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$544,517
Value of total assets at end of year2023-12-31$6,591,626
Value of total assets at beginning of year2023-12-31$5,954,910
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$25,400
Total interest from all sources2023-12-31$11,683
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$170,968
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$170,968
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$381,958
Participant contributions at end of year2023-12-31$125,874
Participant contributions at beginning of year2023-12-31$192,766
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$132,402
Total non interest bearing cash at end of year2023-12-31$540
Total non interest bearing cash at beginning of year2023-12-31$19
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$636,716
Value of net assets at end of year (total assets less liabilities)2023-12-31$6,591,626
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$5,954,910
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$5,656,873
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$4,998,478
Interest on participant loans2023-12-31$11,683
Value of interest in common/collective trusts at end of year2023-12-31$778,182
Value of interest in common/collective trusts at beginning of year2023-12-31$732,736
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$626,260
Net investment gain or loss from common/collective trusts2023-12-31$18,779
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$30,157
Employer contributions (assets) at end of year2023-12-31$30,157
Employer contributions (assets) at beginning of year2023-12-31$30,911
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$709,674
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CBIZ CPAS P.C.
Accountancy firm EIN2023-12-31431947695
2022 : LONGUST DISTRIBUTING, LLC RETIREMENT SAVINGS PLAN & TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-480,597
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,201,184
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,172,772
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$689,008
Value of total assets at end of year2022-12-31$5,954,910
Value of total assets at beginning of year2022-12-31$7,636,691
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$28,412
Total interest from all sources2022-12-31$13,930
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$151,902
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$151,902
Administrative expenses professional fees incurred2022-12-31$28,412
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$372,409
Participant contributions at end of year2022-12-31$192,766
Participant contributions at beginning of year2022-12-31$196,126
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$285,688
Other income not declared elsewhere2022-12-31$5
Total non interest bearing cash at end of year2022-12-31$19
Total non interest bearing cash at beginning of year2022-12-31$2,740
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,681,781
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,954,910
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,636,691
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,998,478
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$7,211,511
Interest on participant loans2022-12-31$13,930
Value of interest in common/collective trusts at end of year2022-12-31$732,736
Value of interest in common/collective trusts at beginning of year2022-12-31$195,717
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,343,431
Net investment gain or loss from common/collective trusts2022-12-31$7,989
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$30,911
Employer contributions (assets) at end of year2022-12-31$30,911
Employer contributions (assets) at beginning of year2022-12-31$30,597
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,172,772
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2022-12-31431947695
2021 : LONGUST DISTRIBUTING, LLC RETIREMENT SAVINGS PLAN & TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$1,201,764
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,084,434
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,058,211
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$372,574
Value of total assets at end of year2021-12-31$7,636,691
Value of total assets at beginning of year2021-12-31$7,519,361
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$26,223
Total interest from all sources2021-12-31$17,166
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$961,107
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$961,107
Administrative expenses professional fees incurred2021-12-31$26,223
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$336,080
Participant contributions at end of year2021-12-31$196,126
Participant contributions at beginning of year2021-12-31$301,081
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$619
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$5,897
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$210
Other income not declared elsewhere2021-12-31$843
Total non interest bearing cash at end of year2021-12-31$2,740
Total non interest bearing cash at beginning of year2021-12-31$9,531
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$117,330
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,636,691
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,519,361
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$7,211,511
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,500,675
Interest on participant loans2021-12-31$17,166
Value of interest in common/collective trusts at end of year2021-12-31$195,717
Value of interest in common/collective trusts at beginning of year2021-12-31$676,657
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-157,122
Net investment gain or loss from common/collective trusts2021-12-31$7,196
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$30,597
Employer contributions (assets) at end of year2021-12-31$30,597
Employer contributions (assets) at beginning of year2021-12-31$30,588
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,058,211
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2021-12-31431947695
2020 : LONGUST DISTRIBUTING, LLC RETIREMENT SAVINGS PLAN & TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$103
Total income from all sources (including contributions)2020-12-31$1,164,303
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$603,608
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$575,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$340,958
Value of total assets at end of year2020-12-31$7,519,361
Value of total assets at beginning of year2020-12-31$6,958,769
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$27,980
Total interest from all sources2020-12-31$15,658
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$96,249
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$96,249
Administrative expenses professional fees incurred2020-12-31$27,980
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$310,370
Participant contributions at end of year2020-12-31$301,081
Participant contributions at beginning of year2020-12-31$261,261
Participant contributions at end of year2020-12-31$619
Participant contributions at beginning of year2020-12-31$103
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$210
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$270
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$103
Other income not declared elsewhere2020-12-31$23
Total non interest bearing cash at end of year2020-12-31$9,531
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$560,695
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,519,361
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,958,666
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$6,500,675
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,376,716
Interest on participant loans2020-12-31$15,658
Value of interest in common/collective trusts at end of year2020-12-31$676,657
Value of interest in common/collective trusts at beginning of year2020-12-31$288,648
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$702,359
Net investment gain or loss from common/collective trusts2020-12-31$9,056
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$30,588
Employer contributions (assets) at end of year2020-12-31$30,588
Employer contributions (assets) at beginning of year2020-12-31$31,771
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$575,628
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2020-12-31431947695
2019 : LONGUST DISTRIBUTING, LLC RETIREMENT SAVINGS PLAN & TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$103
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$1,691,731
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$529,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$503,016
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$525,025
Value of total assets at end of year2019-12-31$6,958,769
Value of total assets at beginning of year2019-12-31$5,795,939
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$25,988
Total interest from all sources2019-12-31$17,620
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$143,394
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$143,394
Administrative expenses professional fees incurred2019-12-31$25,988
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$348,245
Participant contributions at end of year2019-12-31$261,261
Participant contributions at beginning of year2019-12-31$250,192
Participant contributions at end of year2019-12-31$103
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$145,009
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$270
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$17
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$103
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$1,707
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,162,727
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,958,666
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,795,939
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,376,716
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,255,444
Interest on participant loans2019-12-31$17,620
Value of interest in common/collective trusts at end of year2019-12-31$288,648
Value of interest in common/collective trusts at beginning of year2019-12-31$256,435
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,002,078
Net investment gain or loss from common/collective trusts2019-12-31$1,907
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$31,771
Employer contributions (assets) at end of year2019-12-31$31,771
Employer contributions (assets) at beginning of year2019-12-31$33,851
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$503,016
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2019-12-31431947695
2018 : LONGUST DISTRIBUTING, LLC RETIREMENT SAVINGS PLAN & TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$75,657
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$979,744
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$952,288
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$404,172
Value of total assets at end of year2018-12-31$5,795,939
Value of total assets at beginning of year2018-12-31$6,700,026
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$27,456
Total interest from all sources2018-12-31$11,602
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$124,379
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$124,379
Administrative expenses professional fees incurred2018-12-31$27,456
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$370,321
Participant contributions at end of year2018-12-31$250,192
Participant contributions at beginning of year2018-12-31$212,275
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$17
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$208
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-904,087
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,795,939
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,700,026
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$5,255,444
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,457,518
Interest on participant loans2018-12-31$11,602
Value of interest in common/collective trusts at end of year2018-12-31$256,435
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-464,772
Net investment gain or loss from common/collective trusts2018-12-31$68
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$33,851
Employer contributions (assets) at end of year2018-12-31$33,851
Employer contributions (assets) at beginning of year2018-12-31$30,233
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$952,288
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2018-12-31431947695
2017 : LONGUST DISTRIBUTING, LLC RETIREMENT SAVINGS PLAN & TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,082,191
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$244,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$240,267
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$331,919
Value of total assets at end of year2017-12-31$6,700,026
Value of total assets at beginning of year2017-12-31$5,862,128
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,026
Total interest from all sources2017-12-31$12,375
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$136,130
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$136,130
Administrative expenses professional fees incurred2017-12-31$4,026
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$301,686
Participant contributions at end of year2017-12-31$212,275
Participant contributions at beginning of year2017-12-31$240,470
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$156
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$1,797
Other income not declared elsewhere2017-12-31$685
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$50
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$837,898
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,700,026
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,862,128
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,457,518
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,162,524
Interest on participant loans2017-12-31$12,375
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$1,457,131
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$583,693
Net investment gain or loss from common/collective trusts2017-12-31$17,389
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$30,233
Employer contributions (assets) at end of year2017-12-31$30,233
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$240,267
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2017-12-31431947695

Form 5500 Responses for LONGUST DISTRIBUTING, LLC RETIREMENT SAVINGS PLAN & TRUST

2023: LONGUST DISTRIBUTING, LLC RETIREMENT SAVINGS PLAN & TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: LONGUST DISTRIBUTING, LLC RETIREMENT SAVINGS PLAN & TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LONGUST DISTRIBUTING, LLC RETIREMENT SAVINGS PLAN & TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LONGUST DISTRIBUTING, LLC RETIREMENT SAVINGS PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LONGUST DISTRIBUTING, LLC RETIREMENT SAVINGS PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LONGUST DISTRIBUTING, LLC RETIREMENT SAVINGS PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LONGUST DISTRIBUTING, LLC RETIREMENT SAVINGS PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1