KIMRAD TRANSPORT, LP has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2022 : KIMRAD TRANSPORT 401(K) PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $227,564 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $560,967 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $541,809 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $973,085 |
Value of total assets at end of year | 2022-12-31 | $4,729,911 |
Value of total assets at beginning of year | 2022-12-31 | $5,063,314 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $19,158 |
Total interest from all sources | 2022-12-31 | $8,539 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $60,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $589,978 |
Participant contributions at end of year | 2022-12-31 | $43,714 |
Participant contributions at beginning of year | 2022-12-31 | $83,591 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $126,522 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-333,403 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $4,729,911 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $5,063,314 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $3,847,400 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $4,196,341 |
Interest on participant loans | 2022-12-31 | $2,428 |
Interest earned on other investments | 2022-12-31 | $6,111 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $838,797 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $783,382 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-754,060 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $256,585 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $541,809 |
Contract administrator fees | 2022-12-31 | $19,158 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | STEWART, MARTIN, DUDLEY & WEBB PC |
Accountancy firm EIN | 2022-12-31 | 752290093 |
2021 : KIMRAD TRANSPORT 401(K) PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $1,110,772 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $275,281 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $247,633 |
Value of total corrective distributions | 2021-12-31 | $9,103 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $682,493 |
Value of total assets at end of year | 2021-12-31 | $5,063,314 |
Value of total assets at beginning of year | 2021-12-31 | $4,227,823 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $18,545 |
Total interest from all sources | 2021-12-31 | $8,457 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $60,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $471,595 |
Participant contributions at end of year | 2021-12-31 | $83,591 |
Participant contributions at beginning of year | 2021-12-31 | $92,543 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $835,491 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $5,063,314 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $4,227,823 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $4,196,341 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $3,512,675 |
Interest on participant loans | 2021-12-31 | $3,474 |
Interest earned on other investments | 2021-12-31 | $4,983 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $783,382 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $622,605 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $419,822 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $210,898 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $247,633 |
Contract administrator fees | 2021-12-31 | $18,545 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | STEWART, MARTIN, DUDLEY & WEBB PC |
Accountancy firm EIN | 2021-12-31 | 752290093 |
2020 : KIMRAD TRANSPORT 401(K) PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 | $1,050,404 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $250,016 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $218,600 |
Value of total corrective distributions | 2020-12-31 | $14,475 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $606,235 |
Value of total assets at end of year | 2020-12-31 | $4,227,823 |
Value of total assets at beginning of year | 2020-12-31 | $3,427,435 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $16,941 |
Total interest from all sources | 2020-12-31 | $8,798 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $60,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $388,560 |
Participant contributions at end of year | 2020-12-31 | $92,543 |
Participant contributions at beginning of year | 2020-12-31 | $82,180 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $43,114 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $800,388 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $4,227,823 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,427,435 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $3,512,675 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $2,856,780 |
Interest on participant loans | 2020-12-31 | $4,140 |
Interest earned on other investments | 2020-12-31 | $4,658 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $622,605 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $488,475 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $435,371 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $174,561 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $218,600 |
Contract administrator fees | 2020-12-31 | $16,941 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | STEWART, MARTIN, DUDLEY & WEBB, PC |
Accountancy firm EIN | 2020-12-31 | 752290093 |
2019 : KIMRAD TRANSPORT 401(K) PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $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 | $980,375 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $242,151 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $218,761 |
Value of total corrective distributions | 2019-12-31 | $7,514 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $487,279 |
Value of total assets at end of year | 2019-12-31 | $3,427,435 |
Value of total assets at beginning of year | 2019-12-31 | $2,689,211 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $15,876 |
Total interest from all sources | 2019-12-31 | $8,102 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $60,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $331,156 |
Participant contributions at end of year | 2019-12-31 | $82,180 |
Participant contributions at beginning of year | 2019-12-31 | $55,241 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $10,036 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $738,224 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $3,427,435 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,689,211 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $2,856,780 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $2,317,073 |
Interest on participant loans | 2019-12-31 | $3,695 |
Interest earned on other investments | 2019-12-31 | $4,407 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $488,475 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $316,897 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $484,994 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $146,087 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $218,761 |
Contract administrator fees | 2019-12-31 | $15,876 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | STEWART, MARTIN, DUDLEY & WEBB CPA |
Accountancy firm EIN | 2019-12-31 | 752290093 |
2018 : KIMRAD TRANSPORT 401(K) PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $151,328 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $474,708 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $449,141 |
Value of total corrective distributions | 2018-12-31 | $9,117 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $297,557 |
Value of total assets at end of year | 2018-12-31 | $2,689,211 |
Value of total assets at beginning of year | 2018-12-31 | $3,012,591 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $16,450 |
Total interest from all sources | 2018-12-31 | $5,768 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $60,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $297,557 |
Participant contributions at end of year | 2018-12-31 | $55,241 |
Participant contributions at beginning of year | 2018-12-31 | $38,659 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-323,380 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $2,689,211 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,012,591 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $2,317,073 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $2,642,167 |
Interest on participant loans | 2018-12-31 | $2,421 |
Interest earned on other investments | 2018-12-31 | $3,347 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $316,897 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $331,765 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-151,997 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $449,141 |
Contract administrator fees | 2018-12-31 | $16,450 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | STEWART, MARTIN, DUDLEY & WEBB CPA |
Accountancy firm EIN | 2018-12-31 | 752290093 |
2017 : KIMRAD TRANSPORT 401(K) PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $684,473 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $575,574 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $546,471 |
Value of total corrective distributions | 2017-12-31 | $9,084 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $337,403 |
Value of total assets at end of year | 2017-12-31 | $3,012,591 |
Value of total assets at beginning of year | 2017-12-31 | $2,903,692 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $20,019 |
Total interest from all sources | 2017-12-31 | $3,115 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $60,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $337,403 |
Participant contributions at end of year | 2017-12-31 | $38,659 |
Participant contributions at beginning of year | 2017-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $108,899 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $3,012,591 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,903,692 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $2,642,167 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $2,585,235 |
Interest on participant loans | 2017-12-31 | $373 |
Interest earned on other investments | 2017-12-31 | $2,742 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $331,765 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $318,457 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $343,955 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $546,471 |
Contract administrator fees | 2017-12-31 | $20,019 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | STEWART, MARTIN, DUDLEY & WEBB CPA |
Accountancy firm EIN | 2017-12-31 | 752290093 |
2016 : KIMRAD TRANSPORT 401(K) PLAN 2016 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $793,835 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $462,739 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $441,180 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $620,254 |
Value of total assets at end of year | 2016-12-31 | $2,903,692 |
Value of total assets at beginning of year | 2016-12-31 | $2,572,596 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $21,559 |
Total interest from all sources | 2016-12-31 | $2,120 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $60,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $490,683 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $331,096 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $2,903,692 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,572,596 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $2,585,235 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $2,293,504 |
Interest earned on other investments | 2016-12-31 | $2,120 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $318,457 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $279,092 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $171,461 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $129,571 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $441,180 |
Contract administrator fees | 2016-12-31 | $21,559 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | STEWART, MARTIN, DUDLEY & WEBB CPA |
Accountancy firm EIN | 2016-12-31 | 752290093 |
2015 : KIMRAD TRANSPORT 401(K) PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $843,143 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $471,298 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $448,322 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $890,967 |
Value of total assets at end of year | 2015-12-31 | $2,572,596 |
Value of total assets at beginning of year | 2015-12-31 | $2,200,751 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $22,976 |
Total interest from all sources | 2015-12-31 | $1,491 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $60,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $597,558 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $29,237 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $371,845 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $2,572,596 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,200,751 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $2,293,504 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $1,978,843 |
Interest earned on other investments | 2015-12-31 | $1,491 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $279,092 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $221,908 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-49,315 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $264,172 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $448,322 |
Contract administrator fees | 2015-12-31 | $22,976 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | STEWART, MARTIN, DUDLEY & WEBB, CPA |
Accountancy firm EIN | 2015-12-31 | 752290093 |
2014 : KIMRAD TRANSPORT 401(K) PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $837,166 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $411,201 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $396,565 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $722,197 |
Value of total assets at end of year | 2014-12-31 | $2,200,751 |
Value of total assets at beginning of year | 2014-12-31 | $1,774,786 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $14,636 |
Total interest from all sources | 2014-12-31 | $1,125 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $60,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $505,006 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $984 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $425,965 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $2,200,751 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,774,786 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $1,978,843 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $1,601,698 |
Interest earned on other investments | 2014-12-31 | $1,125 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $221,908 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $173,088 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $113,844 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $216,207 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $396,565 |
Contract administrator fees | 2014-12-31 | $14,636 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | STEWART, MARTIN, DUDLEY, & WEBB, P. |
Accountancy firm EIN | 2014-12-31 | 752290093 |
2013 : KIMRAD TRANSPORT 401(K) PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $912,068 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $194,105 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $185,953 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $711,869 |
Value of total assets at end of year | 2013-12-31 | $1,774,786 |
Value of total assets at beginning of year | 2013-12-31 | $1,056,823 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $8,152 |
Total interest from all sources | 2013-12-31 | $1,048 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $60,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $408,568 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $114,353 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $717,963 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $1,774,786 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,056,823 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $1,601,698 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $951,345 |
Interest earned on other investments | 2013-12-31 | $1,048 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $173,088 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $105,478 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $199,151 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $188,948 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $185,953 |
Contract administrator fees | 2013-12-31 | $8,152 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | STEWART, MARTIN, DUDLEY & WEBB, PC |
Accountancy firm EIN | 2013-12-31 | 752290093 |
2011 : KIMRAD TRANSPORT 401(K) PLAN 2011 401k financial data |
---|
Total income from all sources | 2011-12-31 | $134,637 |
Expenses. Total of all expenses incurred | 2011-12-31 | $52,308 |
Benefits paid (including direct rollovers) | 2011-12-31 | $44,193 |
Total plan assets at end of year | 2011-12-31 | $627,705 |
Total plan assets at beginning of year | 2011-12-31 | $545,376 |
Total contributions received or receivable from participants | 2011-12-31 | $178,084 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $2,355 |
Other income received | 2011-12-31 | $-45,802 |
Net income (gross income less expenses) | 2011-12-31 | $82,329 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $627,705 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $545,376 |
Value of corrective distributions | 2011-12-31 | $8,115 |
2010 : KIMRAD TRANSPORT 401(K) PLAN 2010 401k financial data |
---|
Total income from all sources | 2010-12-31 | $187,714 |
Expenses. Total of all expenses incurred | 2010-12-31 | $93,620 |
Benefits paid (including direct rollovers) | 2010-12-31 | $93,620 |
Total plan assets at end of year | 2010-12-31 | $545,376 |
Total plan assets at beginning of year | 2010-12-31 | $451,282 |
Total contributions received or receivable from participants | 2010-12-31 | $161,138 |
Other income received | 2010-12-31 | $22,252 |
Net income (gross income less expenses) | 2010-12-31 | $94,094 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $545,376 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $451,282 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $4,324 |