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LOGISTICS PLUS 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameLOGISTICS PLUS 401(K) PROFIT SHARING PLAN
Plan identification number 001

LOGISTICS PLUS 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

LOGISTICS PLUS, INC. has sponsored the creation of one or more 401k plans.

Company Name:LOGISTICS PLUS, INC.
Employer identification number (EIN):161570188
NAIC Classification:488990

Additional information about LOGISTICS PLUS, INC.

Jurisdiction of Incorporation: Nevada Department of State
Incorporation Date: 2003-12-24
Company Identification Number: 20031554685
Legal Registered Office Address: 500 N RAINBOW BLVD STE 300A

LAS VEGAS
United States of America (USA)
89107

More information about LOGISTICS PLUS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOGISTICS PLUS 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JAMES BERLIN2023-10-13 JAMES BERLIN2023-10-13
0012021-01-01JAMES BERLIN2022-09-28 JAMES BERLIN2022-09-28
0012020-01-01JAMES BERLIN2021-07-14 JAMES BERLIN2021-07-14
0012019-01-01JAMES BERLIN2020-09-11 JAMES BERLIN2020-09-11
0012018-01-01JAMES BERLIN2019-10-08 JAMES BERLIN2019-10-08
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01JAMES BERLIN JAMES BERLIN2013-09-18

Plan Statistics for LOGISTICS PLUS 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for LOGISTICS PLUS 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: LOGISTICS PLUS 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01430
Total number of active participants reported on line 7a of the Form 55002022-01-01441
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0191
Total of all active and inactive participants2022-01-01532
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01532
Number of participants with account balances2022-01-01441
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0111
2021: LOGISTICS PLUS 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01344
Total number of active participants reported on line 7a of the Form 55002021-01-01372
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0156
Total of all active and inactive participants2021-01-01428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01428
Number of participants with account balances2021-01-01339
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0117
2020: LOGISTICS PLUS 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01320
Total number of active participants reported on line 7a of the Form 55002020-01-01251
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0159
Total of all active and inactive participants2020-01-01310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01310
Number of participants with account balances2020-01-01268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0117
2019: LOGISTICS PLUS 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01320
Total number of active participants reported on line 7a of the Form 55002019-01-01290
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0133
Total of all active and inactive participants2019-01-01323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01323
Number of participants with account balances2019-01-01247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0110
2018: LOGISTICS PLUS 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01257
Total number of active participants reported on line 7a of the Form 55002018-01-01279
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0138
Total of all active and inactive participants2018-01-01317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01317
Number of participants with account balances2018-01-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0113
2017: LOGISTICS PLUS 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01200
Total number of active participants reported on line 7a of the Form 55002017-01-01230
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0125
Total of all active and inactive participants2017-01-01255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01255
Number of participants with account balances2017-01-01182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-016
2016: LOGISTICS PLUS 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01204
Total number of active participants reported on line 7a of the Form 55002016-01-01176
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0123
Total of all active and inactive participants2016-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01200
Number of participants with account balances2016-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-011
2015: LOGISTICS PLUS 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01198
Total number of active participants reported on line 7a of the Form 55002015-01-01154
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0146
Total of all active and inactive participants2015-01-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01200
Number of participants with account balances2015-01-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017
2014: LOGISTICS PLUS 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01161
Total number of active participants reported on line 7a of the Form 55002014-01-01141
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0133
Total of all active and inactive participants2014-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01174
Number of participants with account balances2014-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0111
2013: LOGISTICS PLUS 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01139
Total number of active participants reported on line 7a of the Form 55002013-01-01159
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0115
Total of all active and inactive participants2013-01-01174
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01174
Number of participants with account balances2013-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: LOGISTICS PLUS 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01133
Total number of active participants reported on line 7a of the Form 55002012-01-01124
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0113
Total of all active and inactive participants2012-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01137
Number of participants with account balances2012-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010

Financial Data on LOGISTICS PLUS 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : LOGISTICS PLUS 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$1,069,925
Total of all expenses incurred2022-12-31$781,443
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$687,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,913,114
Value of total assets at end of year2022-12-31$9,887,297
Value of total assets at beginning of year2022-12-31$9,598,815
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$93,608
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,688,015
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$333,263
Administrative expenses (other) incurred2022-12-31$8,210
Total non interest bearing cash at end of year2022-12-31$51,710
Total non interest bearing cash at beginning of year2022-12-31$39,776
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$288,482
Value of net assets at end of year (total assets less liabilities)2022-12-31$9,887,297
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$9,598,815
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$27,567
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$9,835,587
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$9,559,039
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,843,189
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$891,836
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$687,835
Contract administrator fees2022-12-31$57,831
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CHIAMPOU TRAVIS BESAW & KERSHNER
Accountancy firm EIN2022-12-31161468002
2021 : LOGISTICS PLUS 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$3,009,298
Total of all expenses incurred2021-12-31$1,069,715
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$980,537
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,882,998
Value of total assets at end of year2021-12-31$9,598,815
Value of total assets at beginning of year2021-12-31$7,659,232
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$89,178
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,178,431
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$99,934
Administrative expenses (other) incurred2021-12-31$5,000
Total non interest bearing cash at end of year2021-12-31$39,776
Total non interest bearing cash at beginning of year2021-12-31$17,550
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,939,583
Value of net assets at end of year (total assets less liabilities)2021-12-31$9,598,815
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,659,232
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$25,917
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$9,559,039
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$7,641,682
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,126,300
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$604,633
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$980,537
Contract administrator fees2021-12-31$58,261
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CHIAMPOU TRAVIS BESAW & KERSHNER
Accountancy firm EIN2021-12-31161468002
2020 : LOGISTICS PLUS 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,482,409
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$255,551
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$194,477
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,365,353
Value of total assets at end of year2020-12-31$7,659,232
Value of total assets at beginning of year2020-12-31$5,432,374
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$61,074
Total interest from all sources2020-12-31$0
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 year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$979,079
Participant contributions at beginning of year2020-12-31$2,707
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$195,343
Administrative expenses (other) incurred2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$17,550
Total non interest bearing cash at beginning of year2020-12-31$12,977
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,226,858
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,659,232
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,432,374
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$15,711
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$7,641,682
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,048,422
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,117,056
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$190,931
Employer contributions (assets) at beginning of year2020-12-31$368,268
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$194,477
Contract administrator fees2020-12-31$45,363
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CHIAMPOU TRAVIS BESAW & KERSHNER
Accountancy firm EIN2020-12-31161468002
2019 : LOGISTICS PLUS 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,200,505
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$274,414
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$215,766
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,384,043
Value of total assets at end of year2019-12-31$5,432,374
Value of total assets at beginning of year2019-12-31$3,506,283
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$58,648
Total interest from all sources2019-12-31$0
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 year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$17,370
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$864,047
Participant contributions at end of year2019-12-31$2,707
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$152,893
Administrative expenses (other) incurred2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$12,977
Total non interest bearing cash at beginning of year2019-12-31$14,444
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,926,091
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,432,374
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,506,283
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$857
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,048,422
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,223,137
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$816,462
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$367,103
Employer contributions (assets) at end of year2019-12-31$368,268
Employer contributions (assets) at beginning of year2019-12-31$268,702
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$215,766
Contract administrator fees2019-12-31$40,421
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CHIAMPOU TRAVIS BESAW & KERSHNER
Accountancy firm EIN2019-12-31161468002
2018 : LOGISTICS PLUS 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$208
Total income from all sources (including contributions)2018-12-31$731,369
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$155,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$116,343
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$939,015
Value of total assets at end of year2018-12-31$3,506,283
Value of total assets at beginning of year2018-12-31$2,930,239
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$38,774
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$7,601
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$636,526
Participant contributions at beginning of year2018-12-31$1,407
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$33,787
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$208
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$14,444
Total non interest bearing cash at beginning of year2018-12-31$8,002
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$576,252
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,506,283
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,930,031
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$630
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,223,137
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,729,421
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-207,646
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$268,702
Employer contributions (assets) at end of year2018-12-31$268,702
Employer contributions (assets) at beginning of year2018-12-31$191,409
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$116,343
Contract administrator fees2018-12-31$30,543
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CHIAMPOU TRAVIS BESAW & KERSHNER
Accountancy firm EIN2018-12-31161468002
2017 : LOGISTICS PLUS 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$208
Total income from all sources (including contributions)2017-12-31$1,002,329
Total of all expenses incurred2017-12-31$414,756
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$388,429
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$630,105
Value of total assets at end of year2017-12-31$2,930,239
Value of total assets at beginning of year2017-12-31$2,342,458
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$26,327
Total interest from all sources2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$1,885
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$402,083
Participant contributions at end of year2017-12-31$1,407
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$36,613
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$208
Liabilities. Value of operating payables at end of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$8,002
Total non interest bearing cash at beginning of year2017-12-31$2,876
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$587,573
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,930,031
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,342,458
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$506
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,729,421
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,173,970
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$372,224
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$191,409
Employer contributions (assets) at end of year2017-12-31$191,409
Employer contributions (assets) at beginning of year2017-12-31$165,612
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$388,429
Contract administrator fees2017-12-31$23,936
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CHIAMPOU TRAVIS BESAW & KERSHNER
Accountancy firm EIN2017-12-31161468002
2016 : LOGISTICS PLUS 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$12,948
Total income from all sources (including contributions)2016-12-31$836,510
Total of all expenses incurred2016-12-31$364,344
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$341,663
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$697,151
Value of total assets at end of year2016-12-31$2,342,458
Value of total assets at beginning of year2016-12-31$1,883,240
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$22,681
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$4,286
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$333,852
Participant contributions at end of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$197,687
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$2,876
Total non interest bearing cash at beginning of year2016-12-31$464
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$472,166
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,342,458
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,870,292
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$391
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,173,970
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,882,776
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$139,359
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$165,612
Employer contributions (assets) at end of year2016-12-31$165,612
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$341,663
Contract administrator fees2016-12-31$18,004
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$12,948
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CHIAMPOU TRAVIS BESAW & KERSHNER
Accountancy firm EIN2016-12-31161468002
2015 : LOGISTICS PLUS 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$12,948
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$21,453
Total income from all sources (including contributions)2015-12-31$336,169
Total of all expenses incurred2015-12-31$120,430
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$108,190
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$350,069
Value of total assets at end of year2015-12-31$1,883,240
Value of total assets at beginning of year2015-12-31$1,676,006
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$12,240
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$73
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$73
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$265,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$350,069
Total non interest bearing cash at end of year2015-12-31$464
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$215,739
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,870,292
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,654,553
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$63
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,882,776
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,676,006
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-13,973
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$108,190
Contract administrator fees2015-12-31$12,177
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Liabilities. Value of benefit claims payable at end of year2015-12-31$12,948
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$21,453
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CHIAMPOU TRAVIS BESAW & KERSHNER
Accountancy firm EIN2015-12-31161468002
2014 : LOGISTICS PLUS 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$21,453
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$9,870
Total income from all sources (including contributions)2014-12-31$413,647
Total of all expenses incurred2014-12-31$124,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$95,892
Value of total corrective distributions2014-12-31$21,453
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$348,584
Value of total assets at end of year2014-12-31$1,676,006
Value of total assets at beginning of year2014-12-31$1,374,809
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$6,688
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$265,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$340,535
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$8,049
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$289,614
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,654,553
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,364,939
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,676,006
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$1,374,809
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$65,063
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$95,892
Contract administrator fees2014-12-31$6,688
Liabilities. Value of benefit claims payable at end of year2014-12-31$21,453
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$9,870
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CHIAMPOU TRAVIS BESAW & KERSHNER
Accountancy firm EIN2014-12-31161468002
2013 : LOGISTICS PLUS 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$9,870
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$4,547
Total income from all sources (including contributions)2013-12-31$522,975
Total of all expenses incurred2013-12-31$75,065
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$58,221
Value of total corrective distributions2013-12-31$9,870
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$356,915
Value of total assets at end of year2013-12-31$1,374,809
Value of total assets at beginning of year2013-12-31$921,576
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$6,974
Total interest from all sources2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$265,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$316,015
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$40,900
Other income not declared elsewhere2013-12-31$241
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$447,910
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,364,939
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$917,029
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$1,374,809
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$862,755
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$165,819
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$58,821
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$58,221
Contract administrator fees2013-12-31$6,974
Liabilities. Value of benefit claims payable at end of year2013-12-31$9,870
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$4,547
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CHIAMPOU TRAVIS BESAW & KERSHNER
Accountancy firm EIN2013-12-31161468002
2012 : LOGISTICS PLUS 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$4,547
Total income from all sources (including contributions)2012-12-31$957,204
Total of all expenses incurred2012-12-31$40,175
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$32,333
Value of total corrective distributions2012-12-31$4,547
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$930,536
Value of total assets at end of year2012-12-31$921,576
Value of total assets at beginning of year2012-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,295
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31No
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$338,936
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$532,779
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$917,029
Value of net assets at end of year (total assets less liabilities)2012-12-31$917,029
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$862,755
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$26,668
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$58,821
Employer contributions (assets) at end of year2012-12-31$58,821
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$32,333
Contract administrator fees2012-12-31$3,295
Liabilities. Value of benefit claims payable at end of year2012-12-31$4,547
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CHIAMPOU TRAVIS BESAW & KERSHNER
Accountancy firm EIN2012-12-31161468002

Form 5500 Responses for LOGISTICS PLUS 401(K) PROFIT SHARING PLAN

2022: LOGISTICS PLUS 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LOGISTICS PLUS 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LOGISTICS PLUS 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LOGISTICS PLUS 401(K) PROFIT SHARING 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 filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LOGISTICS PLUS 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LOGISTICS PLUS 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LOGISTICS PLUS 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LOGISTICS PLUS 401(K) PROFIT SHARING 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: LOGISTICS PLUS 401(K) PROFIT SHARING 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: LOGISTICS PLUS 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: LOGISTICS PLUS 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01First time form 5500 has been submittedYes
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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number120395
Policy instance 1
Insurance contract or identification number120395
Number of Individuals Covered526
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $12,799
Amount paid for insurance broker fees12799
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number120395
Policy instance 1
Insurance contract or identification number120395
Number of Individuals Covered419
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $12,638
Amount paid for insurance broker fees12638
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number120395
Policy instance 1
Insurance contract or identification number120395
Number of Individuals Covered346
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $10,280
Amount paid for insurance broker fees10280
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number120395
Policy instance 1
Insurance contract or identification number120395
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $12,411
Total amount of fees paid to insurance companyUSD $10,869
Commission paid to Insurance BrokerUSD $12,411
Amount paid for insurance broker fees328
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number120395
Policy instance 1
Insurance contract or identification number120395
Number of Individuals Covered309
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $9,342
Total amount of fees paid to insurance companyUSD $10,425
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees9224
Insurance broker organization code?5
Additional information about fees paid to insurance brokerOTHER ALLOWANCES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number120395
Policy instance 1
Insurance contract or identification number120395
Number of Individuals Covered256
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $7,450
Total amount of fees paid to insurance companyUSD $4,123
Commission paid to Insurance BrokerUSD $7,450
Amount paid for insurance broker fees996
Additional information about fees paid to insurance brokerOTHER ALLOWANCES
Insurance broker organization code?3
Insurance broker nameMETRO BENEFITS, INC.
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600986-000
Policy instance 2
Insurance contract or identification number600986-000
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $7,300
Total amount of fees paid to insurance companyUSD $868
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,650
Insurance broker organization code?3
Amount paid for insurance broker fees868
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker nameMETRO BENEFITS, INC.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number120395
Policy instance 1
Insurance contract or identification number120395
Number of Individuals Covered243
Insurance policy start date2015-10-23
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $14,215
Total amount of fees paid to insurance companyUSD $4,285
Commission paid to Insurance BrokerUSD $14,215
Amount paid for insurance broker fees65
Additional information about fees paid to insurance brokerRIA FEES
Insurance broker organization code?3
Insurance broker nameMETRO BENEFITS, INC.
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600986-000
Policy instance 1
Insurance contract or identification number600986-000
Number of Individuals Covered144
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $8,465
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $3,853
Insurance broker organization code?3
Insurance broker nameMETRO BENEFITS, INC.
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600986-000
Policy instance 1
Insurance contract or identification number600986-000
Number of Individuals Covered127
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $5,328
Total amount of fees paid to insurance companyUSD $529
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,664
Insurance broker organization code?3
Amount paid for insurance broker fees529
Additional information about fees paid to insurance brokerADMINISTRATION FEES
Insurance broker nameMETRO BENEFITS, INC.
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70688 )
Policy contract number600986-000
Policy instance 1
Insurance contract or identification number600986-000
Number of Individuals Covered135
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $4,291
Total amount of fees paid to insurance companyUSD $234
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,146
Insurance broker organization code?3
Amount paid for insurance broker fees234
Additional information about fees paid to insurance brokerFEES
Insurance broker nameMETRO BENEFITS, INC.

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