Logo

PETERBILT OF UTAH 401(K) RETIREMENT PLAN 401k Plan overview

Plan NamePETERBILT OF UTAH 401(K) RETIREMENT PLAN
Plan identification number 001

PETERBILT OF UTAH 401(K) RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PETERBILT OF UTAH has sponsored the creation of one or more 401k plans.

Company Name:PETERBILT OF UTAH
Employer identification number (EIN):841370523
NAIC Classification:441228
NAIC Description:Motorcycle, ATV, and All Other Motor Vehicle Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PETERBILT OF UTAH 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012018-01-01
0012017-01-01BRYAN COATS BRYAN COATS2018-07-31
0012016-01-01BLAKE JACKSON
0012015-01-01BLAKE JACKSON BLAKE JACKSON2016-12-02
0012015-01-01BLAKE JACKSON BLAKE JACKSON2016-10-14
0012014-01-01BRYAN COATS BRYAN COATS2015-10-14
0012013-01-01BRYAN COATS BRYAN COATS2014-10-15
0012012-01-01BRYAN COATS BRYAN COATS2013-10-15
0012011-01-01CARY DAVIS CARY DAVIS2012-10-15
0012010-01-01CARY DAVIS CARY DAVIS2011-10-17
0012009-01-01BLAKE A. JACKSON BLAKE A. JACKSON2010-10-13

Plan Statistics for PETERBILT OF UTAH 401(K) RETIREMENT PLAN

401k plan membership statisitcs for PETERBILT OF UTAH 401(K) RETIREMENT PLAN

Measure Date Value
2018: PETERBILT OF UTAH 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01374
Total number of active participants reported on line 7a of the Form 55002018-01-01307
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-0144
Total of all active and inactive participants2018-01-01354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01354
Number of participants with account balances2018-01-01331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0135
2017: PETERBILT OF UTAH 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01321
Total number of active participants reported on line 7a of the Form 55002017-01-01298
Number of retired or separated participants receiving benefits2017-01-017
Number of other retired or separated participants entitled to future benefits2017-01-0170
Total of all active and inactive participants2017-01-01375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01375
Number of participants with account balances2017-01-01343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0133
2016: PETERBILT OF UTAH 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01317
Total number of active participants reported on line 7a of the Form 55002016-01-01280
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-0135
Total of all active and inactive participants2016-01-01318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01318
Number of participants with account balances2016-01-01296
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: PETERBILT OF UTAH 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01279
Total number of active participants reported on line 7a of the Form 55002015-01-01274
Number of retired or separated participants receiving benefits2015-01-013
Number of other retired or separated participants entitled to future benefits2015-01-0128
Total of all active and inactive participants2015-01-01305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01305
Number of participants with account balances2015-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: PETERBILT OF UTAH 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01265
Total number of active participants reported on line 7a of the Form 55002014-01-01229
Number of retired or separated participants receiving benefits2014-01-015
Number of other retired or separated participants entitled to future benefits2014-01-0129
Total of all active and inactive participants2014-01-01263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01263
Number of participants with account balances2014-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PETERBILT OF UTAH 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01243
Total number of active participants reported on line 7a of the Form 55002013-01-01215
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-0127
Total of all active and inactive participants2013-01-01245
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01245
Number of participants with account balances2013-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: PETERBILT OF UTAH 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01208
Total number of active participants reported on line 7a of the Form 55002012-01-01182
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-0136
Total of all active and inactive participants2012-01-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01221
Number of participants with account balances2012-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: PETERBILT OF UTAH 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01196
Total number of active participants reported on line 7a of the Form 55002011-01-01173
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-0128
Total of all active and inactive participants2011-01-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01203
Number of participants with account balances2011-01-01107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: PETERBILT OF UTAH 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01179
Total number of active participants reported on line 7a of the Form 55002010-01-01140
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0134
Total of all active and inactive participants2010-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01174
Number of participants with account balances2010-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-011
2009: PETERBILT OF UTAH 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01172
Total number of active participants reported on line 7a of the Form 55002009-01-01129
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0131
Total of all active and inactive participants2009-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01160
Number of participants with account balances2009-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on PETERBILT OF UTAH 401(K) RETIREMENT PLAN

Measure Date Value
2018 : PETERBILT OF UTAH 401(K) RETIREMENT PLAN 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$890,679
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$220,940
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$220,940
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,355,321
Value of total assets at end of year2018-12-31$5,417,932
Value of total assets at beginning of year2018-12-31$4,748,193
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$5,902
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,128,975
Participant contributions at end of year2018-12-31$143,998
Participant contributions at beginning of year2018-12-31$69,166
Participant contributions at end of year2018-12-31$13,552
Participant contributions at beginning of year2018-12-31$12,479
Assets. Other investments not covered elsewhere at end of year2018-12-31$1,056,452
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$1,144,289
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$82,346
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$78
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$58
Other income not declared elsewhere2018-12-31$-112,597
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$669,739
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,417,932
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,748,193
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$4,146,014
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,484,445
Interest on participant loans2018-12-31$5,902
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-357,947
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$144,000
Employer contributions (assets) at end of year2018-12-31$57,838
Employer contributions (assets) at beginning of year2018-12-31$37,756
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$220,940
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 name2018-12-31COOK MARTIN POULSON, P.C.
Accountancy firm EIN2018-12-31870517946
2017 : PETERBILT OF UTAH 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,726,632
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$158,544
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$158,544
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,171,766
Value of total assets at end of year2017-12-31$4,748,193
Value of total assets at beginning of year2017-12-31$3,180,105
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$2,877
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$947,182
Participant contributions at end of year2017-12-31$69,166
Participant contributions at beginning of year2017-12-31$76,644
Participant contributions at end of year2017-12-31$12,479
Participant contributions at beginning of year2017-12-31$12,033
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$124,833
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$58
Other income not declared elsewhere2017-12-31$125,624
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,568,088
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,748,193
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,180,105
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$3,484,445
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,105,521
Interest on participant loans2017-12-31$2,877
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,144,289
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$964,635
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$426,365
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 contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$99,751
Employer contributions (assets) at end of year2017-12-31$37,756
Employer contributions (assets) at beginning of year2017-12-31$21,272
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$158,544
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 name2017-12-31COOK MARTIN POULSON, P.C.
Accountancy firm EIN2017-12-31870517946
2016 : PETERBILT OF UTAH 401(K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$674,778
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$206,790
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$206,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$647,587
Value of total assets at end of year2016-12-31$3,180,105
Value of total assets at beginning of year2016-12-31$2,712,117
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$4,306
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$350,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$538,634
Participant contributions at end of year2016-12-31$76,644
Participant contributions at beginning of year2016-12-31$118,249
Participant contributions at end of year2016-12-31$12,033
Participant contributions at beginning of year2016-12-31$6,104
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$869,313
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$24,983
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,855
Other income not declared elsewhere2016-12-31$47,383
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$467,988
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,180,105
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,712,117
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,105,521
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$822,004
Interest on participant loans2016-12-31$4,306
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$964,635
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$869,553
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$-24,498
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$83,970
Employer contributions (assets) at end of year2016-12-31$21,272
Employer contributions (assets) at beginning of year2016-12-31$25,039
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$206,790
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31COOK MARTIN POULSON, P.C.
Accountancy firm EIN2016-12-31870517946
2015 : PETERBILT OF UTAH 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$425,859
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$487,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$487,791
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$508,260
Value of total assets at end of year2015-12-31$2,712,117
Value of total assets at beginning of year2015-12-31$2,774,049
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$5,114
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,220,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$405,596
Participant contributions at end of year2015-12-31$118,249
Participant contributions at beginning of year2015-12-31$121,529
Participant contributions at end of year2015-12-31$6,104
Participant contributions at beginning of year2015-12-31$6,991
Assets. Other investments not covered elsewhere at end of year2015-12-31$869,313
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$92,032
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,067
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$1,855
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$3,655
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-61,932
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,712,117
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,774,049
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$822,004
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,549,842
Interest on participant loans2015-12-31$5,114
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$869,553
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-87,515
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$100,597
Employer contributions (assets) at end of year2015-12-31$25,039
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$487,791
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SHAW & CO. P.C.
Accountancy firm EIN2015-12-31460952065
2014 : PETERBILT OF UTAH 401(K) RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$1,942
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$23,535
Total unrealized appreciation/depreciation of assets2014-12-31$25,477
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$17,356
Total income from all sources (including contributions)2014-12-31$309,429
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$426,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$426,791
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$303,825
Value of total assets at end of year2014-12-31$2,774,049
Value of total assets at beginning of year2014-12-31$2,908,767
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$8,511
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,220,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$286,468
Participant contributions at end of year2014-12-31$121,529
Participant contributions at beginning of year2014-12-31$180,549
Participant contributions at end of year2014-12-31$6,991
Participant contributions at beginning of year2014-12-31$6,473
Assets. Other investments not covered elsewhere at end of year2014-12-31$92,032
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$90,090
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$17,357
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$3,655
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$2,295
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-117,362
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,774,049
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,891,411
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,549,842
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,629,360
Interest on participant loans2014-12-31$6,569
Interest earned on other investments2014-12-31$1,942
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-28,384
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$426,791
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$17,356
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SHAW & CO. P.C.
Accountancy firm EIN2014-12-31460952065
2013 : PETERBILT OF UTAH 401(K) RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$-99,100
Total unrealized appreciation/depreciation of assets2013-12-31$-99,100
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$17,356
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$17,356
Total income from all sources (including contributions)2013-12-31$422,273
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$121,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$121,820
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$262,183
Value of total assets at end of year2013-12-31$2,908,767
Value of total assets at beginning of year2013-12-31$2,608,314
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$4,483
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,220,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$253,232
Participant contributions at end of year2013-12-31$180,549
Participant contributions at beginning of year2013-12-31$215,240
Participant contributions at end of year2013-12-31$6,473
Participant contributions at beginning of year2013-12-31$2,701
Assets. Other investments not covered elsewhere at end of year2013-12-31$90,090
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$189,190
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$8,951
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$2,295
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$1,902
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$300,453
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,891,411
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,590,958
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,629,360
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,199,281
Interest on participant loans2013-12-31$9,712
Interest earned on other investments2013-12-31$-5,229
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$254,707
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$121,820
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Liabilities. Value of benefit claims payable at end of year2013-12-31$17,356
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$17,356
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SHAW & CO. P.C.
Accountancy firm EIN2013-12-31460952065
2012 : PETERBILT OF UTAH 401(K) RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$17,356
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$17,356
Total income from all sources (including contributions)2012-12-31$456,884
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$541,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$514,101
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$234,655
Value of total assets at end of year2012-12-31$2,608,314
Value of total assets at beginning of year2012-12-31$2,692,821
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$27,290
Total interest from all sources2012-12-31$7,001
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Administrative expenses professional fees incurred2012-12-31$27,290
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,220,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$227,862
Participant contributions at end of year2012-12-31$215,240
Participant contributions at beginning of year2012-12-31$185,291
Participant contributions at end of year2012-12-31$2,701
Participant contributions at beginning of year2012-12-31$7,030
Assets. Other investments not covered elsewhere at end of year2012-12-31$189,190
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$189,190
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$6,793
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$1,902
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$2,385
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-84,507
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,590,958
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,675,465
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,199,281
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,944,005
Interest on participant loans2012-12-31$7,001
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$364,920
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$364,920
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$215,228
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$514,101
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Liabilities. Value of benefit claims payable at end of year2012-12-31$17,356
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$17,356
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SHAW & CO. P.C.
Accountancy firm EIN2012-12-31460952065
2011 : PETERBILT OF UTAH 401(K) RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$-36,035
Total unrealized appreciation/depreciation of assets2011-12-31$-36,035
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$17,356
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$17,356
Total income from all sources (including contributions)2011-12-31$199,819
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$370,105
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$339,243
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$277,758
Value of total assets at end of year2011-12-31$2,692,821
Value of total assets at beginning of year2011-12-31$2,863,107
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$30,862
Total interest from all sources2011-12-31$7,603
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,220,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$228,143
Participant contributions at end of year2011-12-31$185,291
Participant contributions at beginning of year2011-12-31$148,091
Participant contributions at end of year2011-12-31$7,030
Participant contributions at beginning of year2011-12-31$15,948
Assets. Other investments not covered elsewhere at end of year2011-12-31$189,190
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$225,225
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$49,615
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$2,385
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$6,023
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-170,286
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,675,465
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,845,751
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$30,862
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,944,005
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,134,381
Interest on participant loans2011-12-31$6,294
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$364,920
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$331,712
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$331,712
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,309
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-49,507
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$339,243
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$1,727
Liabilities. Value of benefit claims payable at end of year2011-12-31$17,356
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$17,356
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SHAW MUMFORD AND CO. P.C.
Accountancy firm EIN2011-12-31841420542
2010 : PETERBILT OF UTAH 401(K) RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$-134,775
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$-198
Total unrealized appreciation/depreciation of assets2010-12-31$-134,973
Total transfer of assets to this plan2010-12-31$118,370
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$17,356
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$11,059
Total income from all sources (including contributions)2010-12-31$196,750
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$85,413
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$85,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$169,332
Value of total assets at end of year2010-12-31$2,863,107
Value of total assets at beginning of year2010-12-31$2,627,103
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$7,272
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$-40,918
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$220,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$132,035
Participant contributions at end of year2010-12-31$148,091
Participant contributions at beginning of year2010-12-31$114,327
Participant contributions at end of year2010-12-31$15,948
Assets. Other investments not covered elsewhere at end of year2010-12-31$225,225
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$360,000
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$37,297
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$6,023
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$111,337
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,845,751
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,616,044
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,134,381
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,772,475
Interest on participant loans2010-12-31$6,964
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$331,712
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$18,740
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$18,740
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$308
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$15,309
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,568
Net investment gain/loss from pooled separate accounts2010-12-31$194,469
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Income. Dividends from common stock2010-12-31$-40,918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$85,413
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$1,727
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$346,252
Liabilities. Value of benefit claims payable at end of year2010-12-31$17,356
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$11,059
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31SHAW MUMFORD AND CO. P.C.
Accountancy firm EIN2010-12-31841420542
2009 : PETERBILT OF UTAH 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 securities2009-12-31$0

Form 5500 Responses for PETERBILT OF UTAH 401(K) RETIREMENT PLAN

2018: PETERBILT OF UTAH 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PETERBILT OF UTAH 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PETERBILT OF UTAH 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PETERBILT OF UTAH 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PETERBILT OF UTAH 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PETERBILT OF UTAH 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PETERBILT OF UTAH 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PETERBILT OF UTAH 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: PETERBILT OF UTAH 401(K) RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: PETERBILT OF UTAH 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number196-80319
Policy instance 1
Insurance contract or identification number196-80319
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberPFT4451
Policy instance 2
Insurance contract or identification numberPFT4451
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $6,859
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $6,436
Insurance broker organization code?3
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberPFT4451
Policy instance 1
Insurance contract or identification numberPFT4451
Number of Individuals Covered6
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $384
Total amount of fees paid to insurance companyUSD $1,072
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $384
Insurance broker organization code?3
Amount paid for insurance broker fees1072
Additional information about fees paid to insurance brokerSALES; FIXED EXPENSE; AUM
Insurance broker nameLPL FINANCIAL CORPORATION
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract numberPFT4451
Policy instance 1
Insurance contract or identification numberPFT4451
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $9,714
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $9,714
Insurance broker organization code?3
Insurance broker nameLPL FINANCIAL CORP
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number13458
Policy instance 1
Insurance contract or identification number13458
Number of Individuals Covered0
Insurance policy start date2010-01-01
Insurance policy end date2010-12-27
Total amount of commissions paid to insurance brokerUSD $11,386
Total amount of fees paid to insurance companyUSD $625
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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