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TRUEX INCORPORATED RETIREMENT PLAN 401k Plan overview

Plan NameTRUEX INCORPORATED RETIREMENT PLAN
Plan identification number 001

TRUEX INCORPORATED RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • 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

TRUEX INCORPORATED has sponsored the creation of one or more 401k plans.

Company Name:TRUEX INCORPORATED
Employer identification number (EIN):050367478
NAIC Classification:332110

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRUEX INCORPORATED RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01
0012017-01-01BRIAN WOJTYNA
0012016-01-01BRIAN WOJTYNA
0012015-01-01BRIAN WOJTYNA LAURIE MEISNER2016-10-03
0012014-01-01JAMES E. MORRISON LAURIE MEISNER2015-07-02
0012013-01-01JAMES E. MORRISON LAURIE MEISNER2014-10-10
0012012-01-01JAMES E. MORRISON JAMES E. MORRISON2013-07-29
0012011-01-01JAMES E. MORRISON VICTOR BAXT2012-07-06
0012010-01-01JAMES E. MORRISON VICTOR BAXT2011-07-18
0012009-01-01JAMES E. MORRISON VICTOR BAXT2010-10-01

Plan Statistics for TRUEX INCORPORATED RETIREMENT PLAN

401k plan membership statisitcs for TRUEX INCORPORATED RETIREMENT PLAN

Measure Date Value
2019: TRUEX INCORPORATED RETIREMENT PLAN 2019 401k membership
Market value of plan assets2019-12-314,483,785
Acturial value of plan assets2019-12-314,598,808
Funding target for retired participants and beneficiaries receiving payment2019-12-312,001,212
Number of terminated vested participants2019-12-3119
Fundng target for terminated vested participants2019-12-31806,534
Active participant vested funding target2019-12-311,714,839
Number of active participants2019-12-3126
Total funding liabilities for active participants2019-12-311,722,323
Total participant count2019-12-3170
Total funding target for all participants2019-12-314,530,069
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31541,638
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-31181,539
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-31360,099
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-31358,046
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31156,862
Net shortfall amortization installment of oustanding balance2019-12-31289,307
Total funding amount beforereflecting carryover/prefunding balances2019-12-31220,018
Prefunding balance elected to use to offset funding requirement2019-12-31220,018
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-0170
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: TRUEX INCORPORATED RETIREMENT PLAN 2018 401k membership
Market value of plan assets2018-12-314,697,191
Acturial value of plan assets2018-12-314,479,067
Funding target for retired participants and beneficiaries receiving payment2018-12-311,960,459
Number of terminated vested participants2018-12-3117
Fundng target for terminated vested participants2018-12-31713,105
Active participant vested funding target2018-12-311,452,156
Number of active participants2018-12-3128
Total funding liabilities for active participants2018-12-311,458,264
Total participant count2018-12-3172
Total funding target for all participants2018-12-314,131,828
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31526,325
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-31230,331
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-31295,994
Present value of excess contributions2018-12-31182,020
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31206,247
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-31206,247
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-31541,638
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31165,013
Net shortfall amortization installment of oustanding balance2018-12-31194,399
Total funding amount beforereflecting carryover/prefunding balances2018-12-31181,539
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-31181,539
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-0172
Total number of active participants reported on line 7a of the Form 55002018-01-0126
Number of retired or separated participants receiving benefits2018-01-0118
Number of other retired or separated participants entitled to future benefits2018-01-0119
Total of all active and inactive participants2018-01-0163
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-017
Total participants2018-01-0170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: TRUEX INCORPORATED RETIREMENT PLAN 2017 401k membership
Market value of plan assets2017-12-314,170,859
Acturial value of plan assets2017-12-314,147,952
Funding target for retired participants and beneficiaries receiving payment2017-12-311,925,273
Number of terminated vested participants2017-12-3117
Fundng target for terminated vested participants2017-12-31660,720
Active participant vested funding target2017-12-311,230,735
Number of active participants2017-12-3129
Total funding liabilities for active participants2017-12-311,236,995
Total participant count2017-12-3172
Total funding target for all participants2017-12-313,822,988
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31530,449
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-31268,707
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-31261,742
Present value of excess contributions2017-12-31217,345
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31238,775
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-31238,775
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-31526,325
Total employer contributions2017-12-31200,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31182,020
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31148,791
Net shortfall amortization installment of oustanding balance2017-12-31201,361
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31230,331
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-31230,331
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-31182,020
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-0172
Total number of active participants reported on line 7a of the Form 55002017-01-0128
Number of retired or separated participants receiving benefits2017-01-0119
Number of other retired or separated participants entitled to future benefits2017-01-0117
Total of all active and inactive participants2017-01-0164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-018
Total participants2017-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: TRUEX INCORPORATED RETIREMENT PLAN 2016 401k membership
Market value of plan assets2016-12-313,783,478
Acturial value of plan assets2016-12-313,917,939
Funding target for retired participants and beneficiaries receiving payment2016-12-311,904,669
Number of terminated vested participants2016-12-3116
Fundng target for terminated vested participants2016-12-31394,843
Active participant vested funding target2016-12-311,269,645
Number of active participants2016-12-3133
Total funding liabilities for active participants2016-12-311,283,368
Total participant count2016-12-3174
Total funding target for all participants2016-12-313,582,880
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31352,488
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-31203,406
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-31149,082
Present value of excess contributions2016-12-31364,694
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31378,654
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-31378,654
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-31530,449
Total employer contributions2016-12-31237,177
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31217,345
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31135,267
Net shortfall amortization installment of oustanding balance2016-12-31195,390
Total funding amount beforereflecting carryover/prefunding balances2016-12-31268,707
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-31268,707
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-31217,345
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-0174
Total number of active participants reported on line 7a of the Form 55002016-01-0129
Number of retired or separated participants receiving benefits2016-01-0118
Number of other retired or separated participants entitled to future benefits2016-01-0117
Total of all active and inactive participants2016-01-0164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-018
Total participants2016-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: TRUEX INCORPORATED RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0174
Total number of active participants reported on line 7a of the Form 55002015-01-0133
Number of retired or separated participants receiving benefits2015-01-0118
Number of other retired or separated participants entitled to future benefits2015-01-0116
Total of all active and inactive participants2015-01-0167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-017
Total participants2015-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: TRUEX INCORPORATED RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0172
Total number of active participants reported on line 7a of the Form 55002014-01-0133
Number of retired or separated participants receiving benefits2014-01-0114
Number of other retired or separated participants entitled to future benefits2014-01-0121
Total of all active and inactive participants2014-01-0168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-016
Total participants2014-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: TRUEX INCORPORATED RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0169
Total number of active participants reported on line 7a of the Form 55002013-01-0132
Number of retired or separated participants receiving benefits2013-01-0114
Number of other retired or separated participants entitled to future benefits2013-01-0122
Total of all active and inactive participants2013-01-0168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: TRUEX INCORPORATED RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0170
Total number of active participants reported on line 7a of the Form 55002012-01-0132
Number of retired or separated participants receiving benefits2012-01-0114
Number of other retired or separated participants entitled to future benefits2012-01-0120
Total of all active and inactive participants2012-01-0166
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: TRUEX INCORPORATED RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0166
Total number of active participants reported on line 7a of the Form 55002011-01-0135
Number of retired or separated participants receiving benefits2011-01-0111
Number of other retired or separated participants entitled to future benefits2011-01-0121
Total of all active and inactive participants2011-01-0167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-0169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: TRUEX INCORPORATED RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0167
Total number of active participants reported on line 7a of the Form 55002010-01-0134
Number of retired or separated participants receiving benefits2010-01-019
Number of other retired or separated participants entitled to future benefits2010-01-0121
Total of all active and inactive participants2010-01-0164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-012
Total participants2010-01-0166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: TRUEX INCORPORATED RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0167
Total number of active participants reported on line 7a of the Form 55002009-01-0137
Number of retired or separated participants receiving benefits2009-01-019
Number of other retired or separated participants entitled to future benefits2009-01-0119
Total of all active and inactive participants2009-01-0165
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on TRUEX INCORPORATED RETIREMENT PLAN

Measure Date Value
2019 : TRUEX INCORPORATED RETIREMENT PLAN 2019 401k financial data
Transfers to/from the plan2019-12-31$-4,836,267
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$104,691
Total income from all sources2019-12-31$778,418
Expenses. Total of all expenses incurred2019-12-31$425,936
Benefits paid (including direct rollovers)2019-12-31$398,766
Total plan assets at end of year2019-12-31$0
Total plan assets at beginning of year2019-12-31$4,588,476
Value of fidelity bond covering the plan2019-12-31$1,000,000
Total contributions received or receivable from participants2019-12-31$0
Contributions received from other sources (not participants or employers)2019-12-31$0
Other income received2019-12-31$778,418
Noncash contributions received2019-12-31$0
Net income (gross income less expenses)2019-12-31$352,482
Net plan assets at end of year (total assets less liabilities)2019-12-31$0
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$4,483,785
Total contributions received or receivable from employer(s)2019-12-31$0
Value of certain deemed distributions of participant loans2019-12-31$0
Value of corrective distributions2019-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$27,170
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : TRUEX INCORPORATED RETIREMENT PLAN 2018 401k financial data
Transfers to/from the plan2018-12-31$0
Total plan liabilities at end of year2018-12-31$104,691
Total plan liabilities at beginning of year2018-12-31$466
Total income from all sources2018-12-31$-18,363
Expenses. Total of all expenses incurred2018-12-31$202,138
Benefits paid (including direct rollovers)2018-12-31$182,705
Total plan assets at end of year2018-12-31$4,588,476
Total plan assets at beginning of year2018-12-31$4,704,752
Value of fidelity bond covering the plan2018-12-31$1,000,000
Total contributions received or receivable from participants2018-12-31$0
Expenses. Other expenses not covered elsewhere2018-12-31$0
Contributions received from other sources (not participants or employers)2018-12-31$0
Other income received2018-12-31$-18,363
Noncash contributions received2018-12-31$0
Net income (gross income less expenses)2018-12-31$-220,501
Net plan assets at end of year (total assets less liabilities)2018-12-31$4,483,785
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$4,704,286
Total contributions received or receivable from employer(s)2018-12-31$0
Value of certain deemed distributions of participant loans2018-12-31$0
Value of corrective distributions2018-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$19,433
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : TRUEX INCORPORATED RETIREMENT PLAN 2017 401k financial data
Transfers to/from the plan2017-12-31$0
Total plan liabilities at end of year2017-12-31$466
Total plan liabilities at beginning of year2017-12-31$912
Total income from all sources2017-12-31$734,395
Expenses. Total of all expenses incurred2017-12-31$210,399
Benefits paid (including direct rollovers)2017-12-31$184,369
Total plan assets at end of year2017-12-31$4,704,752
Total plan assets at beginning of year2017-12-31$4,181,202
Value of fidelity bond covering the plan2017-12-31$1,000,000
Total contributions received or receivable from participants2017-12-31$0
Expenses. Other expenses not covered elsewhere2017-12-31$6,231
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$534,395
Noncash contributions received2017-12-31$0
Net income (gross income less expenses)2017-12-31$523,996
Net plan assets at end of year (total assets less liabilities)2017-12-31$4,704,286
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$4,180,290
Total contributions received or receivable from employer(s)2017-12-31$200,000
Value of certain deemed distributions of participant loans2017-12-31$0
Value of corrective distributions2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$19,799
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : TRUEX INCORPORATED RETIREMENT PLAN 2016 401k financial data
Total plan liabilities at end of year2016-12-31$912
Total plan liabilities at beginning of year2016-12-31$17,012
Total income from all sources2016-12-31$586,439
Expenses. Total of all expenses incurred2016-12-31$201,738
Benefits paid (including direct rollovers)2016-12-31$176,883
Total plan assets at end of year2016-12-31$4,181,202
Total plan assets at beginning of year2016-12-31$3,812,601
Value of fidelity bond covering the plan2016-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2016-12-31$24,855
Other income received2016-12-31$349,262
Net income (gross income less expenses)2016-12-31$384,701
Net plan assets at end of year (total assets less liabilities)2016-12-31$4,180,290
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$3,795,589
Total contributions received or receivable from employer(s)2016-12-31$237,177
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : TRUEX INCORPORATED RETIREMENT PLAN 2015 401k financial data
Total plan liabilities at end of year2015-12-31$17,012
Total plan liabilities at beginning of year2015-12-31$18,466
Total income from all sources2015-12-31$465,820
Expenses. Total of all expenses incurred2015-12-31$187,656
Benefits paid (including direct rollovers)2015-12-31$177,730
Total plan assets at end of year2015-12-31$3,812,601
Total plan assets at beginning of year2015-12-31$3,535,891
Value of fidelity bond covering the plan2015-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2015-12-31$9,926
Other income received2015-12-31$65,820
Net income (gross income less expenses)2015-12-31$278,164
Net plan assets at end of year (total assets less liabilities)2015-12-31$3,795,589
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$3,517,425
Total contributions received or receivable from employer(s)2015-12-31$400,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : TRUEX INCORPORATED RETIREMENT PLAN 2014 401k financial data
Transfers to/from the plan2014-12-31$0
Total plan liabilities at end of year2014-12-31$18,466
Total plan liabilities at beginning of year2014-12-31$7,312
Total income from all sources2014-12-31$353,315
Expenses. Total of all expenses incurred2014-12-31$148,304
Benefits paid (including direct rollovers)2014-12-31$127,975
Total plan assets at end of year2014-12-31$3,535,891
Total plan assets at beginning of year2014-12-31$3,319,726
Value of fidelity bond covering the plan2014-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2014-12-31$20,329
Other income received2014-12-31$146,315
Net income (gross income less expenses)2014-12-31$205,011
Net plan assets at end of year (total assets less liabilities)2014-12-31$3,517,425
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$3,312,414
Total contributions received or receivable from employer(s)2014-12-31$207,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : TRUEX INCORPORATED RETIREMENT PLAN 2013 401k financial data
Total plan liabilities at end of year2013-12-31$7,312
Total plan liabilities at beginning of year2013-12-31$1,445
Total income from all sources2013-12-31$906,626
Expenses. Total of all expenses incurred2013-12-31$137,258
Benefits paid (including direct rollovers)2013-12-31$118,230
Total plan assets at end of year2013-12-31$3,319,726
Total plan assets at beginning of year2013-12-31$2,544,491
Value of fidelity bond covering the plan2013-12-31$1,000,000
Expenses. Other expenses not covered elsewhere2013-12-31$19,028
Other income received2013-12-31$481,290
Net income (gross income less expenses)2013-12-31$769,368
Net plan assets at end of year (total assets less liabilities)2013-12-31$3,312,414
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$2,543,046
Total contributions received or receivable from employer(s)2013-12-31$425,336
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : TRUEX INCORPORATED RETIREMENT PLAN 2012 401k financial data
Total plan liabilities at end of year2012-12-31$1,445
Total plan liabilities at beginning of year2012-12-31$9,140
Total income from all sources2012-12-31$473,994
Expenses. Total of all expenses incurred2012-12-31$109,585
Benefits paid (including direct rollovers)2012-12-31$91,002
Total plan assets at end of year2012-12-31$2,544,491
Total plan assets at beginning of year2012-12-31$2,187,777
Value of fidelity bond covering the plan2012-12-31$1,000,000
Other income received2012-12-31$259,572
Net income (gross income less expenses)2012-12-31$364,409
Net plan assets at end of year (total assets less liabilities)2012-12-31$2,543,046
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,178,637
Total contributions received or receivable from employer(s)2012-12-31$214,422
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$18,583
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : TRUEX INCORPORATED RETIREMENT PLAN 2011 401k financial data
Total plan liabilities at end of year2011-12-31$9,140
Total plan liabilities at beginning of year2011-12-31$11,234
Total income from all sources2011-12-31$318,294
Expenses. Total of all expenses incurred2011-12-31$108,956
Benefits paid (including direct rollovers)2011-12-31$93,924
Total plan assets at end of year2011-12-31$2,187,777
Total plan assets at beginning of year2011-12-31$1,980,533
Value of fidelity bond covering the plan2011-12-31$1,000,000
Other income received2011-12-31$-4,350
Net income (gross income less expenses)2011-12-31$209,338
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,178,637
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,969,299
Total contributions received or receivable from employer(s)2011-12-31$322,644
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$15,032
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : TRUEX INCORPORATED RETIREMENT PLAN 2010 401k financial data
Total plan liabilities at end of year2010-12-31$11,234
Total income from all sources2010-12-31$459,822
Expenses. Total of all expenses incurred2010-12-31$105,636
Benefits paid (including direct rollovers)2010-12-31$92,007
Total plan assets at end of year2010-12-31$1,980,533
Total plan assets at beginning of year2010-12-31$1,615,113
Value of fidelity bond covering the plan2010-12-31$2,000,000
Other income received2010-12-31$240,408
Net income (gross income less expenses)2010-12-31$354,186
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,969,299
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,615,113
Total contributions received or receivable from employer(s)2010-12-31$219,414
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$13,629
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : TRUEX INCORPORATED 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 TRUEX INCORPORATED RETIREMENT PLAN

2019: TRUEX INCORPORATED RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingYes
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: TRUEX INCORPORATED 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 – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: TRUEX INCORPORATED 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 – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: TRUEX INCORPORATED 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: TRUEX INCORPORATED RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: TRUEX INCORPORATED 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: TRUEX INCORPORATED RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedYes
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: TRUEX INCORPORATED 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: TRUEX INCORPORATED 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: TRUEX INCORPORATED RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
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 – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: TRUEX INCORPORATED 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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