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NATIONAL CART CO., LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameNATIONAL CART CO., LLC 401(K) PROFIT SHARING PLAN
Plan identification number 003

NATIONAL CART CO., LLC 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

NATIONAL CART CO., LLC has sponsored the creation of one or more 401k plans.

Company Name:NATIONAL CART CO., LLC
Employer identification number (EIN):202238318
NAIC Classification:332900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NATIONAL CART CO., LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-10-01
0032021-10-01
0032020-10-01
0032019-10-01
0032018-10-01
0032017-10-01
0032016-10-01KIM MCCLANAHAN
0032015-10-01JOHN UNNERSTALL
0032014-10-01
0032014-10-01
0032013-10-01

Plan Statistics for NATIONAL CART CO., LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for NATIONAL CART CO., LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: NATIONAL CART CO., LLC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-10-01264
Total number of active participants reported on line 7a of the Form 55002022-10-01189
Number of retired or separated participants receiving benefits2022-10-010
Number of other retired or separated participants entitled to future benefits2022-10-0150
Total of all active and inactive participants2022-10-01239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-10-010
Total participants2022-10-01239
Number of participants with account balances2022-10-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-10-0142
2021: NATIONAL CART CO., LLC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-01248
Total number of active participants reported on line 7a of the Form 55002021-10-01201
Number of retired or separated participants receiving benefits2021-10-010
Number of other retired or separated participants entitled to future benefits2021-10-0151
Total of all active and inactive participants2021-10-01252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-011
Total participants2021-10-01253
Number of participants with account balances2021-10-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-0131
2020: NATIONAL CART CO., LLC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-01229
Total number of active participants reported on line 7a of the Form 55002020-10-01183
Number of retired or separated participants receiving benefits2020-10-010
Number of other retired or separated participants entitled to future benefits2020-10-0141
Total of all active and inactive participants2020-10-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-010
Total participants2020-10-01224
Number of participants with account balances2020-10-01172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-0126
2019: NATIONAL CART CO., LLC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-01208
Total number of active participants reported on line 7a of the Form 55002019-10-01176
Number of retired or separated participants receiving benefits2019-10-010
Number of other retired or separated participants entitled to future benefits2019-10-0142
Total of all active and inactive participants2019-10-01218
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-010
Total participants2019-10-01218
Number of participants with account balances2019-10-01179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-0116
2018: NATIONAL CART CO., LLC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-01213
Total number of active participants reported on line 7a of the Form 55002018-10-01144
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-0154
Total of all active and inactive participants2018-10-01198
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-01198
Number of participants with account balances2018-10-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-0142
2017: NATIONAL CART CO., LLC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-01160
Total number of active participants reported on line 7a of the Form 55002017-10-01164
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-0136
Total of all active and inactive participants2017-10-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-011
Total participants2017-10-01201
Number of participants with account balances2017-10-01173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-017
2016: NATIONAL CART CO., LLC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-01145
Total number of active participants reported on line 7a of the Form 55002016-10-01144
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-0116
Total of all active and inactive participants2016-10-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-01160
Number of participants with account balances2016-10-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-013
2015: NATIONAL CART CO., LLC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-01128
Total number of active participants reported on line 7a of the Form 55002015-10-01136
Number of retired or separated participants receiving benefits2015-10-010
Number of other retired or separated participants entitled to future benefits2015-10-019
Total of all active and inactive participants2015-10-01145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-01145
Number of participants with account balances2015-10-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-019
2014: NATIONAL CART CO., LLC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-01110
Total number of active participants reported on line 7a of the Form 55002014-10-01107
Number of retired or separated participants receiving benefits2014-10-010
Number of other retired or separated participants entitled to future benefits2014-10-0112
Total of all active and inactive participants2014-10-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-01119
Number of participants with account balances2014-10-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-0115
2013: NATIONAL CART CO., LLC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-01113
Total number of active participants reported on line 7a of the Form 55002013-10-01105
Number of retired or separated participants receiving benefits2013-10-010
Number of other retired or separated participants entitled to future benefits2013-10-015
Total of all active and inactive participants2013-10-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-01110
Number of participants with account balances2013-10-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-012

Financial Data on NATIONAL CART CO., LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2023 : NATIONAL CART CO., LLC 401(K) PROFIT SHARING PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-09-30$17,301
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-09-30$0
Total income from all sources (including contributions)2023-09-30$3,925,247
Total loss/gain on sale of assets2023-09-30$0
Total of all expenses incurred2023-09-30$1,217,412
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-09-30$1,103,179
Value of total corrective distributions2023-09-30$17,301
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-09-30$1,674,333
Value of total assets at end of year2023-09-30$18,838,914
Value of total assets at beginning of year2023-09-30$16,113,778
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-09-30$96,932
Total interest from all sources2023-09-30$19,151
Total dividends received (eg from common stock, registered investment company shares)2023-09-30$333,120
Total dividends received from registered investment company shares (eg mutual funds)2023-09-30$333,120
Was this plan covered by a fidelity bond2023-09-30Yes
Value of fidelity bond cover2023-09-30$500,000
If this is an individual account plan, was there a blackout period2023-09-30No
Were there any nonexempt tranactions with any party-in-interest2023-09-30No
Contributions received from participants2023-09-30$847,677
Participant contributions at end of year2023-09-30$320,952
Participant contributions at beginning of year2023-09-30$322,019
Participant contributions at beginning of year2023-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2023-09-30$56,957
Administrative expenses (other) incurred2023-09-30$96,932
Total non interest bearing cash at end of year2023-09-30$141
Total non interest bearing cash at beginning of year2023-09-30$6,992
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-09-30No
Value of net income/loss2023-09-30$2,707,835
Value of net assets at end of year (total assets less liabilities)2023-09-30$18,821,613
Value of net assets at beginning of year (total assets less liabilities)2023-09-30$16,113,778
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-09-30No
Were any leases to which the plan was party in default or uncollectible2023-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-09-30$7,430,489
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-09-30$6,002,396
Interest on participant loans2023-09-30$19,151
Value of interest in common/collective trusts at end of year2023-09-30$10,756,916
Value of interest in common/collective trusts at beginning of year2023-09-30$9,486,560
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-09-30$724,372
Net investment gain or loss from common/collective trusts2023-09-30$1,174,271
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-09-30No
Was there a failure to transmit to the plan any participant contributions2023-09-30No
Has the plan failed to provide any benefit when due under the plan2023-09-30No
Contributions received in cash from employer2023-09-30$769,699
Employer contributions (assets) at end of year2023-09-30$330,416
Employer contributions (assets) at beginning of year2023-09-30$295,811
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-09-30$1,103,179
Liabilities. Value of benefit claims payable at end of year2023-09-30$17,301
Did the plan have assets held for investment2023-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-09-30No
Opinion of an independent qualified public accountant for this plan2023-09-30Unqualified
Accountancy firm name2023-09-30WIPFLI, LLP
Accountancy firm EIN2023-09-30390758449
2022 : NATIONAL CART CO., LLC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total income from all sources (including contributions)2022-09-30$-2,019,167
Total loss/gain on sale of assets2022-09-30$0
Total of all expenses incurred2022-09-30$1,641,831
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$1,531,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$1,479,355
Value of total assets at end of year2022-09-30$16,113,778
Value of total assets at beginning of year2022-09-30$19,774,776
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$110,226
Total interest from all sources2022-09-30$11,746
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$514,718
Total dividends received from registered investment company shares (eg mutual funds)2022-09-30$514,718
Administrative expenses professional fees incurred2022-09-30$11,041
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$500,000
If this is an individual account plan, was there a blackout period2022-09-30No
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Contributions received from participants2022-09-30$692,348
Participant contributions at end of year2022-09-30$322,019
Participant contributions at beginning of year2022-09-30$256,335
Participant contributions at end of year2022-09-30$0
Participant contributions at beginning of year2022-09-30$9,031
Income. Received or receivable in cash from other sources (including rollovers)2022-09-30$51,628
Administrative expenses (other) incurred2022-09-30$99,185
Total non interest bearing cash at end of year2022-09-30$6,992
Total non interest bearing cash at beginning of year2022-09-30$271
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-3,660,998
Value of net assets at end of year (total assets less liabilities)2022-09-30$16,113,778
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$19,774,776
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-09-30$6,002,396
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-09-30$7,629,060
Interest on participant loans2022-09-30$11,746
Value of interest in common/collective trusts at end of year2022-09-30$9,486,560
Value of interest in common/collective trusts at beginning of year2022-09-30$11,698,595
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-09-30$-2,185,607
Net investment gain or loss from common/collective trusts2022-09-30$-1,839,379
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30No
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Contributions received in cash from employer2022-09-30$735,379
Employer contributions (assets) at end of year2022-09-30$295,811
Employer contributions (assets) at beginning of year2022-09-30$181,484
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$1,531,605
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30WIPFLI, LLP
Accountancy firm EIN2022-09-30390758449
2021 : NATIONAL CART CO., LLC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total income from all sources (including contributions)2021-09-30$5,485,654
Total loss/gain on sale of assets2021-09-30$0
Total of all expenses incurred2021-09-30$440,939
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$340,803
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$1,425,279
Value of total assets at end of year2021-09-30$19,774,776
Value of total assets at beginning of year2021-09-30$14,730,061
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$100,136
Total interest from all sources2021-09-30$9,677
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$283,999
Total dividends received from registered investment company shares (eg mutual funds)2021-09-30$283,999
Administrative expenses professional fees incurred2021-09-30$9,262
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$500,000
If this is an individual account plan, was there a blackout period2021-09-30No
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Contributions received from participants2021-09-30$700,558
Participant contributions at end of year2021-09-30$256,335
Participant contributions at beginning of year2021-09-30$231,842
Participant contributions at end of year2021-09-30$9,031
Income. Received or receivable in cash from other sources (including rollovers)2021-09-30$172,622
Administrative expenses (other) incurred2021-09-30$90,874
Total non interest bearing cash at end of year2021-09-30$271
Total non interest bearing cash at beginning of year2021-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$5,044,715
Value of net assets at end of year (total assets less liabilities)2021-09-30$19,774,776
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$14,730,061
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-30$7,629,060
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-09-30$4,760,024
Interest on participant loans2021-09-30$9,677
Value of interest in common/collective trusts at end of year2021-09-30$11,698,595
Value of interest in common/collective trusts at beginning of year2021-09-30$9,436,931
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-09-30$1,486,549
Net investment gain or loss from common/collective trusts2021-09-30$2,280,150
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30No
Was there a failure to transmit to the plan any participant contributions2021-09-30No
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Contributions received in cash from employer2021-09-30$552,099
Employer contributions (assets) at end of year2021-09-30$181,484
Employer contributions (assets) at beginning of year2021-09-30$301,264
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$340,803
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Opinion of an independent qualified public accountant for this plan2021-09-30Disclaimer
Accountancy firm name2021-09-30WIPFLI LLP
Accountancy firm EIN2021-09-30390758449
2020 : NATIONAL CART CO., LLC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total income from all sources (including contributions)2020-09-30$2,093,922
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$803,007
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$720,083
Value of total corrective distributions2020-09-30$1,437
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$1,264,397
Value of total assets at end of year2020-09-30$14,730,061
Value of total assets at beginning of year2020-09-30$13,439,146
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$81,487
Total interest from all sources2020-09-30$15,196
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$278,863
Total dividends received from registered investment company shares (eg mutual funds)2020-09-30$278,863
Administrative expenses professional fees incurred2020-09-30$7,661
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$500,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Contributions received from participants2020-09-30$627,127
Participant contributions at end of year2020-09-30$231,842
Participant contributions at beginning of year2020-09-30$284,284
Administrative expenses (other) incurred2020-09-30$73,826
Total non interest bearing cash at end of year2020-09-30$0
Total non interest bearing cash at beginning of year2020-09-30$14,478
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$1,290,915
Value of net assets at end of year (total assets less liabilities)2020-09-30$14,730,061
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$13,439,146
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-09-30$4,760,024
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-09-30$3,945,214
Interest on participant loans2020-09-30$15,196
Value of interest in common/collective trusts at end of year2020-09-30$9,436,931
Value of interest in common/collective trusts at beginning of year2020-09-30$8,919,774
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-09-30$224,086
Net investment gain or loss from common/collective trusts2020-09-30$311,380
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30No
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$637,270
Employer contributions (assets) at end of year2020-09-30$301,264
Employer contributions (assets) at beginning of year2020-09-30$275,396
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$720,083
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30No
Opinion of an independent qualified public accountant for this plan2020-09-30Unqualified
Accountancy firm name2020-09-30WIPFLI LLP
Accountancy firm EIN2020-09-30390758449
2019 : NATIONAL CART CO., LLC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total income from all sources (including contributions)2019-09-30$1,574,841
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$2,592,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$2,495,222
Value of total corrective distributions2019-09-30$13,188
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$1,173,761
Value of total assets at end of year2019-09-30$13,439,146
Value of total assets at beginning of year2019-09-30$14,456,394
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$83,679
Total interest from all sources2019-09-30$15,375
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$377,494
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-09-30$377,494
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$500,000
If this is an individual account plan, was there a blackout period2019-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Contributions received from participants2019-09-30$578,312
Participant contributions at end of year2019-09-30$284,284
Participant contributions at beginning of year2019-09-30$262,927
Participant contributions at end of year2019-09-30$0
Participant contributions at beginning of year2019-09-30$7,729
Other income not declared elsewhere2019-09-30$1,105
Total non interest bearing cash at end of year2019-09-30$14,478
Total non interest bearing cash at beginning of year2019-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$-1,017,248
Value of net assets at end of year (total assets less liabilities)2019-09-30$13,439,146
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$14,456,394
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-09-30$3,945,214
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-09-30$5,201,818
Interest on participant loans2019-09-30$15,375
Value of interest in common/collective trusts at end of year2019-09-30$8,919,774
Value of interest in common/collective trusts at beginning of year2019-09-30$8,701,576
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-09-30$-249,870
Net investment gain or loss from common/collective trusts2019-09-30$256,976
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$595,449
Employer contributions (assets) at end of year2019-09-30$275,396
Employer contributions (assets) at beginning of year2019-09-30$282,344
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$2,495,222
Contract administrator fees2019-09-30$83,679
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30MUELLER PROST PC
Accountancy firm EIN2019-09-30430642511
2018 : NATIONAL CART CO., LLC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total income from all sources (including contributions)2018-09-30$2,217,332
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$315,649
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$228,500
Value of total corrective distributions2018-09-30$5,977
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$1,114,668
Value of total assets at end of year2018-09-30$14,456,394
Value of total assets at beginning of year2018-09-30$12,554,711
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$81,172
Total interest from all sources2018-09-30$13,024
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$368,901
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-09-30$368,901
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$500,000
If this is an individual account plan, was there a blackout period2018-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Contributions received from participants2018-09-30$543,969
Participant contributions at end of year2018-09-30$262,927
Participant contributions at beginning of year2018-09-30$256,437
Participant contributions at end of year2018-09-30$7,729
Participant contributions at beginning of year2018-09-30$5,648
Income. Received or receivable in cash from other sources (including rollovers)2018-09-30$510
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-09-30$0
Total non interest bearing cash at end of year2018-09-30$0
Total non interest bearing cash at beginning of year2018-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$1,901,683
Value of net assets at end of year (total assets less liabilities)2018-09-30$14,456,394
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$12,554,711
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-09-30$5,201,818
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-09-30$4,322,471
Interest on participant loans2018-09-30$13,024
Value of interest in common/collective trusts at end of year2018-09-30$8,701,576
Value of interest in common/collective trusts at beginning of year2018-09-30$7,677,470
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-09-30$1,063
Net investment gain or loss from common/collective trusts2018-09-30$719,676
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$570,189
Employer contributions (assets) at end of year2018-09-30$282,344
Employer contributions (assets) at beginning of year2018-09-30$292,685
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$228,500
Contract administrator fees2018-09-30$81,172
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30MUELLER PROST PC
Accountancy firm EIN2018-09-30430642511
2017 : NATIONAL CART CO., LLC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total income from all sources (including contributions)2017-09-30$2,221,994
Total loss/gain on sale of assets2017-09-30$0
Total of all expenses incurred2017-09-30$369,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$294,652
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$1,011,620
Value of total assets at end of year2017-09-30$12,554,711
Value of total assets at beginning of year2017-09-30$10,701,811
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$74,442
Total interest from all sources2017-09-30$9,698
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$215,109
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-09-30$215,109
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$500,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Contributions received from participants2017-09-30$463,760
Participant contributions at end of year2017-09-30$256,437
Participant contributions at beginning of year2017-09-30$255,531
Participant contributions at end of year2017-09-30$5,648
Participant contributions at beginning of year2017-09-30$5,275
Income. Received or receivable in cash from other sources (including rollovers)2017-09-30$4,346
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-09-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-09-30$-8,205
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-09-30$0
Total non interest bearing cash at end of year2017-09-30$0
Total non interest bearing cash at beginning of year2017-09-30$42,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$1,852,900
Value of net assets at end of year (total assets less liabilities)2017-09-30$12,554,711
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$10,701,811
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-09-30$4,322,471
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-09-30$3,504,959
Interest on participant loans2017-09-30$9,698
Value of interest in common/collective trusts at end of year2017-09-30$7,677,470
Value of interest in common/collective trusts at beginning of year2017-09-30$6,636,481
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-09-30$321,624
Net investment gain or loss from common/collective trusts2017-09-30$663,943
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$543,514
Employer contributions (assets) at end of year2017-09-30$292,685
Employer contributions (assets) at beginning of year2017-09-30$265,770
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$294,652
Contract administrator fees2017-09-30$74,442
Liabilities. Value of benefit claims payable at end of year2017-09-30$0
Liabilities. Value of benefit claims payable at beginning of year2017-09-30$0
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30MUELLER PROST PC
Accountancy firm EIN2017-09-30430642511
2016 : NATIONAL CART CO., LLC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total income from all sources (including contributions)2016-09-30$1,781,313
Total loss/gain on sale of assets2016-09-30$0
Total of all expenses incurred2016-09-30$961,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$884,889
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$905,077
Value of total assets at end of year2016-09-30$10,701,811
Value of total assets at beginning of year2016-09-30$9,881,871
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$76,484
Total interest from all sources2016-09-30$9,538
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$194,558
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-09-30$194,558
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$500,000
If this is an individual account plan, was there a blackout period2016-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Contributions received from participants2016-09-30$401,144
Participant contributions at end of year2016-09-30$255,531
Participant contributions at beginning of year2016-09-30$299,983
Participant contributions at end of year2016-09-30$5,275
Participant contributions at beginning of year2016-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2016-09-30$4,565
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-09-30$-8,205
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-09-30$-19,213
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-09-30$0
Other income not declared elsewhere2016-09-30$109
Total non interest bearing cash at end of year2016-09-30$42,000
Total non interest bearing cash at beginning of year2016-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$819,940
Value of net assets at end of year (total assets less liabilities)2016-09-30$10,701,811
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$9,881,871
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-30$3,504,959
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-30$2,916,751
Interest on participant loans2016-09-30$9,538
Value of interest in common/collective trusts at end of year2016-09-30$6,636,481
Value of interest in common/collective trusts at beginning of year2016-09-30$6,401,990
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-30$168,422
Net investment gain or loss from common/collective trusts2016-09-30$503,609
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$499,368
Employer contributions (assets) at end of year2016-09-30$265,770
Employer contributions (assets) at beginning of year2016-09-30$282,360
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$884,889
Contract administrator fees2016-09-30$76,484
Liabilities. Value of benefit claims payable at end of year2016-09-30$0
Liabilities. Value of benefit claims payable at beginning of year2016-09-30$0
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30MUELLER PROST LC
Accountancy firm EIN2016-09-30431594752
2015 : NATIONAL CART CO., LLC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$10,049
Total income from all sources (including contributions)2015-09-30$1,013,374
Total loss/gain on sale of assets2015-09-30$0
Total of all expenses incurred2015-09-30$249,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$192,896
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$1,093,437
Value of total assets at end of year2015-09-30$9,881,871
Value of total assets at beginning of year2015-09-30$9,128,459
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$57,017
Total interest from all sources2015-09-30$10,523
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$262,454
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$500,000
If this is an individual account plan, was there a blackout period2015-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Contributions received from participants2015-09-30$357,694
Participant contributions at end of year2015-09-30$299,983
Participant contributions at beginning of year2015-09-30$264,316
Participant contributions at end of year2015-09-30$0
Participant contributions at beginning of year2015-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2015-09-30$242,310
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-09-30$-19,213
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-09-30$-1,320
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-09-30$50
Total non interest bearing cash at end of year2015-09-30$0
Total non interest bearing cash at beginning of year2015-09-30$8,530
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$763,461
Value of net assets at end of year (total assets less liabilities)2015-09-30$9,881,871
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$9,118,410
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-09-30$2,916,751
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-09-30$2,875,558
Interest on participant loans2015-09-30$10,523
Value of interest in common/collective trusts at end of year2015-09-30$6,401,990
Value of interest in common/collective trusts at beginning of year2015-09-30$5,713,565
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-09-30$-307,785
Net investment gain or loss from common/collective trusts2015-09-30$-45,255
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30No
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$493,433
Employer contributions (assets) at end of year2015-09-30$282,360
Employer contributions (assets) at beginning of year2015-09-30$267,810
Income. Dividends from common stock2015-09-30$262,454
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$192,896
Contract administrator fees2015-09-30$57,017
Liabilities. Value of benefit claims payable at end of year2015-09-30$0
Liabilities. Value of benefit claims payable at beginning of year2015-09-30$9,999
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30MUELLER PROST LC
Accountancy firm EIN2015-09-30430642511
2014 : NATIONAL CART CO., LLC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$10,049
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total income from all sources (including contributions)2014-09-30$1,510,440
Total loss/gain on sale of assets2014-09-30$0
Total of all expenses incurred2014-09-30$673,971
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$609,139
Value of total corrective distributions2014-09-30$296
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$834,619
Value of total assets at end of year2014-09-30$9,128,459
Value of total assets at beginning of year2014-09-30$8,281,941
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$64,536
Total interest from all sources2014-09-30$8,723
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$183,912
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-09-30$183,912
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$500,000
If this is an individual account plan, was there a blackout period2014-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Contributions received from participants2014-09-30$358,997
Participant contributions at end of year2014-09-30$264,316
Participant contributions at beginning of year2014-09-30$198,443
Participant contributions at end of year2014-09-30$0
Participant contributions at beginning of year2014-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2014-09-30$13,512
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-09-30$-1,320
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-09-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-09-30$50
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-09-30$0
Total non interest bearing cash at end of year2014-09-30$8,530
Total non interest bearing cash at beginning of year2014-09-30$8,661
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$836,469
Value of net assets at end of year (total assets less liabilities)2014-09-30$9,118,410
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$8,281,941
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$2,875,558
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$2,700,581
Interest on participant loans2014-09-30$8,723
Value of interest in common/collective trusts at end of year2014-09-30$5,713,565
Value of interest in common/collective trusts at beginning of year2014-09-30$5,102,680
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-09-30$125,580
Net investment gain or loss from common/collective trusts2014-09-30$357,606
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30No
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$462,110
Employer contributions (assets) at end of year2014-09-30$267,810
Employer contributions (assets) at beginning of year2014-09-30$271,576
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$609,139
Contract administrator fees2014-09-30$64,536
Liabilities. Value of benefit claims payable at end of year2014-09-30$9,999
Liabilities. Value of benefit claims payable at beginning of year2014-09-30$0
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30MUELLER PROST LC
Accountancy firm EIN2014-09-30430642511

Form 5500 Responses for NATIONAL CART CO., LLC 401(K) PROFIT SHARING PLAN

2022: NATIONAL CART CO., LLC 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-10-01Type of plan entityMulitple employer plan
2022-10-01Submission has been amendedNo
2022-10-01This submission is the final filingNo
2022-10-01This return/report is a short plan year return/report (less than 12 months)No
2022-10-01Plan is a collectively bargained planNo
2022-10-01Plan funding arrangement – TrustYes
2022-10-01Plan benefit arrangement - TrustYes
2021: NATIONAL CART CO., LLC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-10-01Type of plan entityMulitple employer plan
2021-10-01Submission has been amendedNo
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement - TrustYes
2020: NATIONAL CART CO., LLC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-10-01Type of plan entityMulitple employer plan
2020-10-01Submission has been amendedNo
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement - TrustYes
2019: NATIONAL CART CO., LLC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-10-01Type of plan entityMulitple employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement - TrustYes
2018: NATIONAL CART CO., LLC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-10-01Type of plan entityMulitple employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement - TrustYes
2017: NATIONAL CART CO., LLC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-10-01Type of plan entityMulitple employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement - TrustYes
2016: NATIONAL CART CO., LLC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-10-01Type of plan entityMulitple employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement - TrustYes
2015: NATIONAL CART CO., LLC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-10-01Type of plan entityMulitple employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement - TrustYes
2014: NATIONAL CART CO., LLC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-10-01Type of plan entityMulitple employer plan
2014-10-01Submission has been amendedYes
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement - TrustYes
2013: NATIONAL CART CO., LLC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-10-01Type of plan entityMulitple employer plan
2013-10-01Submission has been amendedYes
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement - TrustYes

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