M&M TRANSPORT SERVICES, INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan M&M TRANSPORT SERVICES, INC RETIREMENT SAVINGS PLAN
401k plan membership statisitcs for M&M TRANSPORT SERVICES, INC RETIREMENT SAVINGS PLAN
Measure | Date | Value |
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2023 : M&M TRANSPORT SERVICES, INC RETIREMENT SAVINGS PLAN 2023 401k financial data |
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Total income from all sources (including contributions) | 2023-10-30 | $1,579,073 |
Total of all expenses incurred | 2023-10-30 | $9,378,787 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-10-30 | $9,316,311 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-10-30 | $1,060,422 |
Value of total assets at end of year | 2023-10-30 | $0 |
Value of total assets at beginning of year | 2023-10-30 | $7,799,714 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-10-30 | $62,476 |
Total interest from all sources | 2023-10-30 | $17,601 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-10-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-10-30 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2023-10-30 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2023-10-30 | $0 |
Was this plan covered by a fidelity bond | 2023-10-30 | Yes |
Value of fidelity bond cover | 2023-10-30 | $500,000 |
If this is an individual account plan, was there a blackout period | 2023-10-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-10-30 | No |
Contributions received from participants | 2023-10-30 | $709,865 |
Participant contributions at end of year | 2023-10-30 | $0 |
Participant contributions at beginning of year | 2023-10-30 | $362,993 |
Participant contributions at end of year | 2023-10-30 | $0 |
Participant contributions at beginning of year | 2023-10-30 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2023-10-30 | $159,355 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-10-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-10-30 | $0 |
Administrative expenses (other) incurred | 2023-10-30 | $26,875 |
Total non interest bearing cash at end of year | 2023-10-30 | $0 |
Total non interest bearing cash at beginning of year | 2023-10-30 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-10-30 | No |
Value of net income/loss | 2023-10-30 | $-7,799,714 |
Value of net assets at end of year (total assets less liabilities) | 2023-10-30 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-10-30 | $7,799,714 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-10-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-10-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-10-30 | No |
Investment advisory and management fees | 2023-10-30 | $35,601 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-10-30 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-10-30 | $7,420,642 |
Interest on participant loans | 2023-10-30 | $17,601 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-10-30 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-10-30 | $16,079 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2023-10-30 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-10-30 | $501,050 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-10-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-10-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-10-30 | No |
Contributions received in cash from employer | 2023-10-30 | $191,202 |
Employer contributions (assets) at end of year | 2023-10-30 | $0 |
Employer contributions (assets) at beginning of year | 2023-10-30 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-10-30 | $9,316,311 |
Did the plan have assets held for investment | 2023-10-30 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-10-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-10-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2023-10-30 | Unqualified |
Accountancy firm name | 2023-10-30 | LEONARD, MULHERIN & GREENE, P.C. |
Accountancy firm EIN | 2023-10-30 | 043108635 |
2022 : M&M TRANSPORT SERVICES, INC RETIREMENT SAVINGS PLAN 2022 401k financial data |
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Total income from all sources (including contributions) | 2022-12-31 | $71,619 |
Total of all expenses incurred | 2022-12-31 | $872,628 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $821,147 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,790,786 |
Value of total assets at end of year | 2022-12-31 | $7,799,714 |
Value of total assets at beginning of year | 2022-12-31 | $8,600,723 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $51,481 |
Total interest from all sources | 2022-12-31 | $13,403 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $0 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,125,228 |
Participant contributions at end of year | 2022-12-31 | $362,993 |
Participant contributions at beginning of year | 2022-12-31 | $304,185 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $393,820 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $0 |
Administrative expenses (other) incurred | 2022-12-31 | $8,125 |
Total non interest bearing cash at end of year | 2022-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-801,009 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $7,799,714 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $8,600,723 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $43,356 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $7,420,642 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $8,274,519 |
Interest on participant loans | 2022-12-31 | $13,403 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $16,079 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $22,019 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,732,570 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $271,738 |
Employer contributions (assets) at end of year | 2022-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $821,147 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | LEONARD, MULHERIN & GREENE, P.C. |
Accountancy firm EIN | 2022-12-31 | 043108635 |
2021 : M&M TRANSPORT SERVICES, INC RETIREMENT SAVINGS PLAN 2021 401k financial data |
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Total income from all sources (including contributions) | 2021-12-31 | $2,172,808 |
Total of all expenses incurred | 2021-12-31 | $874,013 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $821,447 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,110,227 |
Value of total assets at end of year | 2021-12-31 | $8,600,723 |
Value of total assets at beginning of year | 2021-12-31 | $7,301,928 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $52,566 |
Total interest from all sources | 2021-12-31 | $12,137 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $0 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $843,550 |
Participant contributions at end of year | 2021-12-31 | $304,185 |
Participant contributions at beginning of year | 2021-12-31 | $296,993 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $85,672 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $0 |
Administrative expenses (other) incurred | 2021-12-31 | $6,900 |
Total non interest bearing cash at end of year | 2021-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,298,795 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $8,600,723 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $7,301,928 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $45,666 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $8,274,519 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $6,986,661 |
Interest on participant loans | 2021-12-31 | $12,137 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $22,019 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $18,274 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $1,050,444 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $181,005 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $821,447 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | LEONARD, MULHERIN & GREENE, P.C. |
Accountancy firm EIN | 2021-12-31 | 043108635 |
2020 : M&M TRANSPORT SERVICES, INC RETIREMENT SAVINGS PLAN 2020 401k financial data |
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Total income from all sources (including contributions) | 2020-12-31 | $2,390,317 |
Total of all expenses incurred | 2020-12-31 | $1,400,529 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,356,285 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,213,245 |
Value of total assets at end of year | 2020-12-31 | $7,301,928 |
Value of total assets at beginning of year | 2020-12-31 | $6,312,140 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $44,244 |
Total interest from all sources | 2020-12-31 | $13,475 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $0 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $914,263 |
Participant contributions at end of year | 2020-12-31 | $296,993 |
Participant contributions at beginning of year | 2020-12-31 | $310,922 |
Participant contributions at end of year | 2020-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $73,661 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $0 |
Administrative expenses (other) incurred | 2020-12-31 | $8,300 |
Total non interest bearing cash at end of year | 2020-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $989,788 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $7,301,928 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $6,312,140 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $35,944 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $6,986,661 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $5,984,965 |
Interest on participant loans | 2020-12-31 | $13,475 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $18,274 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $16,253 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,163,597 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $225,321 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,356,285 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | LEONARD, MULHERIN & GREENE, P.C. |
Accountancy firm EIN | 2020-12-31 | 043108635 |
2019 : M&M TRANSPORT SERVICES, INC RETIREMENT SAVINGS PLAN 2019 401k financial data |
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Total income from all sources (including contributions) | 2019-12-31 | $3,006,591 |
Total of all expenses incurred | 2019-12-31 | $659,004 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $618,935 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,039,559 |
Value of total assets at end of year | 2019-12-31 | $6,312,140 |
Value of total assets at beginning of year | 2019-12-31 | $3,964,553 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $40,069 |
Total interest from all sources | 2019-12-31 | $11,687 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $0 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $924,814 |
Participant contributions at end of year | 2019-12-31 | $310,922 |
Participant contributions at beginning of year | 2019-12-31 | $211,779 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $887,671 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
Administrative expenses (other) incurred | 2019-12-31 | $8,728 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $2,347,587 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $6,312,140 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,964,553 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $31,341 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $5,984,965 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $3,741,382 |
Interest on participant loans | 2019-12-31 | $11,687 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $16,253 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $11,392 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $955,345 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $227,074 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $618,935 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | LEONARD, MULHERIN & GREENE, P.C. |
Accountancy firm EIN | 2019-12-31 | 043108635 |
2018 : M&M TRANSPORT SERVICES, INC RETIREMENT SAVINGS PLAN 2018 401k financial data |
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Total income from all sources (including contributions) | 2018-12-31 | $718,606 |
Total of all expenses incurred | 2018-12-31 | $472,912 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $444,810 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $981,456 |
Value of total assets at end of year | 2018-12-31 | $3,964,553 |
Value of total assets at beginning of year | 2018-12-31 | $3,718,859 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $28,102 |
Total interest from all sources | 2018-12-31 | $8,511 |
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 year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $0 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $325,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $753,164 |
Participant contributions at end of year | 2018-12-31 | $211,779 |
Participant contributions at beginning of year | 2018-12-31 | $225,491 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $70,509 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $0 |
Administrative expenses (other) incurred | 2018-12-31 | $4,800 |
Total non interest bearing cash at end of year | 2018-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $245,694 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $3,964,553 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,718,859 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $23,302 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $3,741,382 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $3,486,411 |
Interest on participant loans | 2018-12-31 | $8,511 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $11,392 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $6,957 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-271,361 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $157,783 |
Employer contributions (assets) at end of year | 2018-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $444,810 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | LEONARD, MULHERIN & GREENE, P.C. |
Accountancy firm EIN | 2018-12-31 | 043108635 |
2017 : M&M TRANSPORT SERVICES, INC RETIREMENT SAVINGS PLAN 2017 401k financial data |
---|
Total income from all sources (including contributions) | 2017-12-31 | $1,262,803 |
Total of all expenses incurred | 2017-12-31 | $215,321 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $189,647 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $790,281 |
Value of total assets at end of year | 2017-12-31 | $3,718,859 |
Value of total assets at beginning of year | 2017-12-31 | $2,671,377 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $25,674 |
Total interest from all sources | 2017-12-31 | $7,608 |
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 year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $0 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $325,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $635,748 |
Participant contributions at end of year | 2017-12-31 | $225,491 |
Participant contributions at beginning of year | 2017-12-31 | $127,769 |
Participant contributions at end of year | 2017-12-31 | $0 |
Participant contributions at beginning of year | 2017-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $45,402 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $0 |
Administrative expenses (other) incurred | 2017-12-31 | $5,950 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $1,047,482 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $3,718,859 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,671,377 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $19,724 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $3,486,411 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $2,536,696 |
Interest on participant loans | 2017-12-31 | $7,608 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $6,957 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $6,912 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $464,914 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $109,131 |
Employer contributions (assets) at end of year | 2017-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $189,647 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | LEONARD, MULHERIN & GREENE, P.C. |
Accountancy firm EIN | 2017-12-31 | 043108635 |
2016 : M&M TRANSPORT SERVICES, INC RETIREMENT SAVINGS PLAN 2016 401k financial data |
---|
Total income from all sources (including contributions) | 2016-12-31 | $776,810 |
Total of all expenses incurred | 2016-12-31 | $381,565 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $349,859 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $11,696 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $600,089 |
Value of total assets at end of year | 2016-12-31 | $2,671,377 |
Value of total assets at beginning of year | 2016-12-31 | $2,276,132 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $20,010 |
Total interest from all sources | 2016-12-31 | $5,431 |
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 year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $0 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $325,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $497,896 |
Participant contributions at end of year | 2016-12-31 | $127,769 |
Participant contributions at beginning of year | 2016-12-31 | $130,487 |
Participant contributions at end of year | 2016-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $40,755 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $0 |
Administrative expenses (other) incurred | 2016-12-31 | $4,900 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $395,245 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $2,671,377 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,276,132 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $2,536,696 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $2,115,713 |
Interest on participant loans | 2016-12-31 | $5,431 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $6,912 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $29,932 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $171,290 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $61,438 |
Employer contributions (assets) at end of year | 2016-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $349,859 |
Contract administrator fees | 2016-12-31 | $15,110 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | LEONARD, MULHERIN & GREENE, P.C. |
Accountancy firm EIN | 2016-12-31 | 043108635 |
2015 : M&M TRANSPORT SERVICES, INC RETIREMENT SAVINGS PLAN 2015 401k financial data |
---|
Total income from all sources (including contributions) | 2015-12-31 | $483,658 |
Total of all expenses incurred | 2015-12-31 | $467,145 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $448,114 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $1,962 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $530,827 |
Value of total assets at end of year | 2015-12-31 | $2,276,132 |
Value of total assets at beginning of year | 2015-12-31 | $2,259,619 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $17,069 |
Total interest from all sources | 2015-12-31 | $4,644 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $325,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $433,163 |
Participant contributions at end of year | 2015-12-31 | $130,487 |
Participant contributions at beginning of year | 2015-12-31 | $105,842 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $45,981 |
Administrative expenses (other) incurred | 2015-12-31 | $3,000 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $16,513 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $2,276,132 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,259,619 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $2,115,713 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $2,124,173 |
Interest on participant loans | 2015-12-31 | $4,644 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $29,932 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $29,604 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-51,813 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $51,683 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $448,114 |
Contract administrator fees | 2015-12-31 | $14,069 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | LEONARD, MULHERIN & GREENE, P.C. |
Accountancy firm EIN | 2015-12-31 | 043108635 |
2014 : M&M TRANSPORT SERVICES, INC RETIREMENT SAVINGS PLAN 2014 401k financial data |
---|
Total income from all sources (including contributions) | 2014-12-31 | $525,564 |
Total of all expenses incurred | 2014-12-31 | $427,233 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $411,609 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $443,870 |
Value of total assets at end of year | 2014-12-31 | $2,259,619 |
Value of total assets at beginning of year | 2014-12-31 | $2,161,288 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $15,624 |
Total interest from all sources | 2014-12-31 | $3,791 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $325,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $334,066 |
Participant contributions at end of year | 2014-12-31 | $105,842 |
Participant contributions at beginning of year | 2014-12-31 | $82,022 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $66,256 |
Administrative expenses (other) incurred | 2014-12-31 | $15,624 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $98,331 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $2,259,619 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,161,288 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $2,124,173 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $2,044,328 |
Interest on participant loans | 2014-12-31 | $3,791 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $29,604 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $34,938 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $77,903 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $43,548 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $411,609 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | LEONARD, MULHERIN & GREENE, P.C. |
Accountancy firm EIN | 2014-12-31 | 043108635 |
2013 : M&M TRANSPORT SERVICES, INC RETIREMENT SAVINGS PLAN 2013 401k financial data |
---|
Total income from all sources (including contributions) | 2013-12-31 | $631,813 |
Total of all expenses incurred | 2013-12-31 | $226,275 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $209,729 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $332,536 |
Value of total assets at end of year | 2013-12-31 | $2,161,288 |
Value of total assets at beginning of year | 2013-12-31 | $1,755,750 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $16,546 |
Total interest from all sources | 2013-12-31 | $3,389 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $325,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $296,012 |
Participant contributions at end of year | 2013-12-31 | $82,022 |
Participant contributions at beginning of year | 2013-12-31 | $85,620 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $3,535 |
Administrative expenses (other) incurred | 2013-12-31 | $16,546 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $405,538 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $2,161,288 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,755,750 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $2,079,266 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $1,669,537 |
Interest on participant loans | 2013-12-31 | $3,389 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $593 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $593 |
Net gain/loss from 103.12 investment entities | 2013-12-31 | $295,888 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $32,989 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $209,729 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | LEONARD, MULHERIN & GREENE, P.C. |
Accountancy firm EIN | 2013-12-31 | 043108635 |
2012 : M&M TRANSPORT SERVICES, INC RETIREMENT SAVINGS PLAN 2012 401k financial data |
---|
Total income from all sources (including contributions) | 2012-12-31 | $507,741 |
Total of all expenses incurred | 2012-12-31 | $163,595 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $148,259 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $313,672 |
Value of total assets at end of year | 2012-12-31 | $1,755,750 |
Value of total assets at beginning of year | 2012-12-31 | $1,411,604 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $15,336 |
Total interest from all sources | 2012-12-31 | $3,328 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $325,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $271,423 |
Participant contributions at end of year | 2012-12-31 | $85,620 |
Participant contributions at beginning of year | 2012-12-31 | $68,466 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $24,772 |
Administrative expenses (other) incurred | 2012-12-31 | $15,336 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $344,146 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $1,755,750 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,411,604 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $1,669,537 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $1,343,138 |
Interest on participant loans | 2012-12-31 | $3,328 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $593 |
Net gain/loss from 103.12 investment entities | 2012-12-31 | $190,741 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $17,477 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $148,259 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | LEONARD, MULHERIN & GREENE, P.C. |
Accountancy firm EIN | 2012-12-31 | 043108635 |
2011 : M&M TRANSPORT SERVICES, INC RETIREMENT SAVINGS PLAN 2011 401k financial data |
---|
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $269,973 |
Total of all expenses incurred | 2011-12-31 | $232,068 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $217,251 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $305,987 |
Value of total assets at end of year | 2011-12-31 | $1,411,604 |
Value of total assets at beginning of year | 2011-12-31 | $1,373,699 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $14,817 |
Total interest from all sources | 2011-12-31 | $2,709 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $325,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $247,176 |
Participant contributions at end of year | 2011-12-31 | $68,466 |
Participant contributions at beginning of year | 2011-12-31 | $58,391 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $48,153 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $0 |
Administrative expenses (other) incurred | 2011-12-31 | $14,817 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $37,905 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $1,411,604 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,373,699 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $1,343,138 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $1,311,395 |
Interest on participant loans | 2011-12-31 | $2,709 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $3,913 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $3,913 |
Net gain/loss from 103.12 investment entities | 2011-12-31 | $-38,723 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $10,658 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $217,251 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $0 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | LEONARD, MULHERIN & GREENE, P.C. |
Accountancy firm EIN | 2011-12-31 | 043108635 |
2010 : M&M TRANSPORT SERVICES, INC RETIREMENT SAVINGS PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $405,234 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $133,631 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $120,300 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $252,860 |
Value of total assets at end of year | 2010-12-31 | $1,373,699 |
Value of total assets at beginning of year | 2010-12-31 | $1,102,096 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $13,331 |
Total interest from all sources | 2010-12-31 | $3,121 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $0 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $100,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $240,471 |
Participant contributions at end of year | 2010-12-31 | $58,391 |
Participant contributions at beginning of year | 2010-12-31 | $56,223 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $0 |
Administrative expenses (other) incurred | 2010-12-31 | $13,331 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $271,603 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $1,373,699 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,102,096 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $1,311,395 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $1,045,873 |
Interest on participant loans | 2010-12-31 | $3,121 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $3,913 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $149,253 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $12,389 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $120,300 |
Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $0 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | LEONARD, MULHERIN & GREENE, P.C. |
Accountancy firm EIN | 2010-12-31 | 043108635 |