401k Plan data: AUTOMOTIVE TRANSPORT UNION PLAN plan

AUTOMOTIVE TRANSPORT UNION PLAN 401k Plan overview

Plan Name	AUTOMOTIVE TRANSPORT UNION PLAN
Plan identification number	002

AUTOMOTIVE TRANSPORT UNION PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

VALIANT MANAGEMENT & HOLDINGS has sponsored the creation of one or more 401k plans.

Company Name: VALIANT MANAGEMENT & HOLDINGS

Employer identification number (EIN): 204853723

NAIC Classification: 484110
NAIC Description: General Freight Trucking, Local

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AUTOMOTIVE TRANSPORT UNION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01
002 2017-01-01 PHIL VICKERS
002 2017-01-01 PHIL VICKERS
002 2016-01-01 PHIL VICKERS

Plan Statistics for AUTOMOTIVE TRANSPORT UNION PLAN

401k plan membership statisitcs for AUTOMOTIVE TRANSPORT UNION PLAN

Measure Date Value
2022: AUTOMOTIVE TRANSPORT UNION PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 253
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 171
Number of retired or separated participants receiving benefits 2022-01-01 22
Number of other retired or separated participants entitled to future benefits 2022-01-01 24
Total of all active and inactive participants 2022-01-01 217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 217
Number of participants with account balances 2022-01-01 166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: AUTOMOTIVE TRANSPORT UNION PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 276
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 209
Number of retired or separated participants receiving benefits 2021-01-01 17
Number of other retired or separated participants entitled to future benefits 2021-01-01 25
Total of all active and inactive participants 2021-01-01 251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 251
Number of participants with account balances 2021-01-01 178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: AUTOMOTIVE TRANSPORT UNION PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 283
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 225
Number of retired or separated participants receiving benefits 2020-01-01 16
Number of other retired or separated participants entitled to future benefits 2020-01-01 19
Total of all active and inactive participants 2020-01-01 260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 260
Number of participants with account balances 2020-01-01 187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: AUTOMOTIVE TRANSPORT UNION PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 251
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 216
Number of retired or separated participants receiving benefits 2019-01-01 6
Number of other retired or separated participants entitled to future benefits 2019-01-01 20
Total of all active and inactive participants 2019-01-01 242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 242
Number of participants with account balances 2019-01-01 170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: AUTOMOTIVE TRANSPORT UNION PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 241
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 293
Number of retired or separated participants receiving benefits 2018-01-01 8
Number of other retired or separated participants entitled to future benefits 2018-01-01 22
Total of all active and inactive participants 2018-01-01 323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 323
Number of participants with account balances 2018-01-01 177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: AUTOMOTIVE TRANSPORT UNION PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 180
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 213
Number of retired or separated participants receiving benefits 2017-01-01 5
Number of other retired or separated participants entitled to future benefits 2017-01-01 23
Total of all active and inactive participants 2017-01-01 241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 241
Number of participants with account balances 2017-01-01 173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 2
2016: AUTOMOTIVE TRANSPORT UNION PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 170
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 151
Number of retired or separated participants receiving benefits 2016-01-01 8
Number of other retired or separated participants entitled to future benefits 2016-01-01 21
Total of all active and inactive participants 2016-01-01 180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 180
Number of participants with account balances 2016-01-01 177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0

Measure	Date	Value
2022: AUTOMOTIVE TRANSPORT UNION PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	253
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	171
Number of retired or separated participants receiving benefits	2022-01-01	22
Number of other retired or separated participants entitled to future benefits	2022-01-01	24
Total of all active and inactive participants	2022-01-01	217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	217
Number of participants with account balances	2022-01-01	166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: AUTOMOTIVE TRANSPORT UNION PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	276
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	209
Number of retired or separated participants receiving benefits	2021-01-01	17
Number of other retired or separated participants entitled to future benefits	2021-01-01	25
Total of all active and inactive participants	2021-01-01	251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	251
Number of participants with account balances	2021-01-01	178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: AUTOMOTIVE TRANSPORT UNION PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	283
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	225
Number of retired or separated participants receiving benefits	2020-01-01	16
Number of other retired or separated participants entitled to future benefits	2020-01-01	19
Total of all active and inactive participants	2020-01-01	260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	260
Number of participants with account balances	2020-01-01	187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: AUTOMOTIVE TRANSPORT UNION PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	251
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	216
Number of retired or separated participants receiving benefits	2019-01-01	6
Number of other retired or separated participants entitled to future benefits	2019-01-01	20
Total of all active and inactive participants	2019-01-01	242
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	242
Number of participants with account balances	2019-01-01	170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: AUTOMOTIVE TRANSPORT UNION PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	241
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	293
Number of retired or separated participants receiving benefits	2018-01-01	8
Number of other retired or separated participants entitled to future benefits	2018-01-01	22
Total of all active and inactive participants	2018-01-01	323
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	323
Number of participants with account balances	2018-01-01	177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: AUTOMOTIVE TRANSPORT UNION PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	180
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	213
Number of retired or separated participants receiving benefits	2017-01-01	5
Number of other retired or separated participants entitled to future benefits	2017-01-01	23
Total of all active and inactive participants	2017-01-01	241
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	241
Number of participants with account balances	2017-01-01	173
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	2
2016: AUTOMOTIVE TRANSPORT UNION PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	170
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	151
Number of retired or separated participants receiving benefits	2016-01-01	8
Number of other retired or separated participants entitled to future benefits	2016-01-01	21
Total of all active and inactive participants	2016-01-01	180
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	180
Number of participants with account balances	2016-01-01	177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0

Financial Data on AUTOMOTIVE TRANSPORT UNION PLAN

Measure	Date	Value
2022 : AUTOMOTIVE TRANSPORT UNION PLAN 2022 401k financial data
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	$299,603
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$537,410
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$523,897
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$885,148
Value of total assets at end of year	2022-12-31	$4,403,493
Value of total assets at beginning of year	2022-12-31	$4,641,300
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$13,513
Total interest from all sources	2022-12-31	$12,258
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	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$286,973
Participant contributions at end of year	2022-12-31	$210,081
Participant contributions at beginning of year	2022-12-31	$298,565
Participant contributions at end of year	2022-12-31	$5,740
Participant contributions at beginning of year	2022-12-31	$5,773
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$5,330
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	$-237,807
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$4,403,493
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$4,641,300
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	$3,921,495
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$4,155,911
Interest on participant loans	2022-12-31	$10,506
Interest earned on other investments	2022-12-31	$1,752
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$255,077
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$171,417
Net investment gain/loss from pooled separate accounts	2022-12-31	$-597,803
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	$592,845
Employer contributions (assets) at end of year	2022-12-31	$11,100
Employer contributions (assets) at beginning of year	2022-12-31	$9,634
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$523,897
Contract administrator fees	2022-12-31	$13,513
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	MCM CPAS & ADVISORS LLP
Accountancy firm EIN	2022-12-31	271235368
2021 : AUTOMOTIVE TRANSPORT UNION PLAN 2021 401k financial data
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	$1,222,733
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$270,332
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$254,504
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$680,844
Value of total assets at end of year	2021-12-31	$4,641,300
Value of total assets at beginning of year	2021-12-31	$3,688,899
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$15,828
Total interest from all sources	2021-12-31	$14,971
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	$500,000
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	$249,433
Participant contributions at end of year	2021-12-31	$298,565
Participant contributions at beginning of year	2021-12-31	$409,186
Participant contributions at end of year	2021-12-31	$5,773
Participant contributions at beginning of year	2021-12-31	$7,239
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$0
Total non interest bearing cash at end of year	2021-12-31	$0
Total non interest bearing cash at beginning of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$952,401
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$4,641,300
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$3,688,899
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	$4,155,911
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$3,119,705
Interest on participant loans	2021-12-31	$12,492
Interest earned on other investments	2021-12-31	$2,479
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$171,417
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$140,110
Net investment gain/loss from pooled separate accounts	2021-12-31	$526,918
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	Yes
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	$431,411
Employer contributions (assets) at end of year	2021-12-31	$9,634
Employer contributions (assets) at beginning of year	2021-12-31	$12,659
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$254,504
Contract administrator fees	2021-12-31	$15,828
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	MCM CPAS & ADVISORS LLP
Accountancy firm EIN	2021-12-31	271235368
2020 : AUTOMOTIVE TRANSPORT UNION PLAN 2020 401k financial data
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	$1,248,528
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$2,449,303
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,421,884
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$874,500
Value of total assets at end of year	2020-12-31	$3,688,899
Value of total assets at beginning of year	2020-12-31	$4,889,674
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$27,419
Total interest from all sources	2020-12-31	$19,008
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
Administrative expenses professional fees incurred	2020-12-31	$27,419
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
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	$251,196
Participant contributions at end of year	2020-12-31	$409,186
Participant contributions at beginning of year	2020-12-31	$463,285
Participant contributions at end of year	2020-12-31	$7,239
Participant contributions at beginning of year	2020-12-31	$5,852
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$77,620
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Total non interest bearing cash at end of year	2020-12-31	$0
Total non interest bearing cash at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$-1,200,775
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$3,688,899
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$4,889,674
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	$3,119,705
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$4,138,735
Interest on participant loans	2020-12-31	$17,233
Interest earned on other investments	2020-12-31	$1,775
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$140,110
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$268,257
Net investment gain/loss from pooled separate accounts	2020-12-31	$355,020
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	Yes
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	$545,684
Employer contributions (assets) at end of year	2020-12-31	$12,659
Employer contributions (assets) at beginning of year	2020-12-31	$13,545
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,421,884
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	Unqualified
Accountancy firm name	2020-12-31	MCM CPAS & ADVISORS LLP
Accountancy firm EIN	2020-12-31	271235368
2019 : AUTOMOTIVE TRANSPORT UNION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets from this plan	2019-12-31	$17,013
Total transfer of assets from this plan	2019-12-31	$17,013
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	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 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	$1,591,765
Total income from all sources (including contributions)	2019-12-31	$1,591,765
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$255,752
Total of all expenses incurred	2019-12-31	$255,752
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$233,931
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$233,931
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$921,746
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$921,746
Value of total assets at end of year	2019-12-31	$4,889,674
Value of total assets at end of year	2019-12-31	$4,889,674
Value of total assets at beginning of year	2019-12-31	$3,570,674
Value of total assets at beginning of year	2019-12-31	$3,570,674
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$21,821
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$21,821
Total interest from all sources	2019-12-31	$24,599
Total interest from all sources	2019-12-31	$24,599
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Administrative expenses professional fees incurred	2019-12-31	$21,821
Administrative expenses professional fees incurred	2019-12-31	$21,821
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
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
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$248,037
Contributions received from participants	2019-12-31	$248,037
Participant contributions at end of year	2019-12-31	$463,285
Participant contributions at end of year	2019-12-31	$463,285
Participant contributions at beginning of year	2019-12-31	$365,212
Participant contributions at beginning of year	2019-12-31	$365,212
Participant contributions at end of year	2019-12-31	$5,852
Participant contributions at end of year	2019-12-31	$5,852
Participant contributions at beginning of year	2019-12-31	$4,703
Participant contributions at beginning of year	2019-12-31	$4,703
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$0
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
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
Income. Non cash contributions	2019-12-31	$0
Income. Non cash contributions	2019-12-31	$0
Value of net income/loss	2019-12-31	$1,336,013
Value of net income/loss	2019-12-31	$1,336,013
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,889,674
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$4,889,674
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,570,674
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$3,570,674
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
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 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
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	$4,138,735
Value of interest in pooled separate accounts at end of year	2019-12-31	$4,138,735
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$2,988,926
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$2,988,926
Interest on participant loans	2019-12-31	$22,412
Interest on participant loans	2019-12-31	$22,412
Interest earned on other investments	2019-12-31	$2,187
Interest earned on other investments	2019-12-31	$2,187
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$268,257
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$268,257
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$201,821
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$201,821
Net investment gain/loss from pooled separate accounts	2019-12-31	$645,420
Net investment gain/loss from pooled separate accounts	2019-12-31	$645,420
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
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	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	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	$673,709
Contributions received in cash from employer	2019-12-31	$673,709
Employer contributions (assets) at end of year	2019-12-31	$13,545
Employer contributions (assets) at end of year	2019-12-31	$13,545
Employer contributions (assets) at beginning of year	2019-12-31	$10,012
Employer contributions (assets) at beginning of year	2019-12-31	$10,012
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$233,931
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$233,931
Did the plan have assets held for investment	2019-12-31	Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	MCM CPAS & ADVISORS LLP
Accountancy firm name	2019-12-31	MCM CPAS & ADVISORS LLP
Accountancy firm EIN	2019-12-31	271235368
Accountancy firm EIN	2019-12-31	271235368
2018 : AUTOMOTIVE TRANSPORT UNION PLAN 2018 401k financial data
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	$696,407
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$124,598
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$105,140
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$802,949
Value of total assets at end of year	2018-12-31	$3,570,674
Value of total assets at beginning of year	2018-12-31	$2,998,865
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$19,458
Total interest from all sources	2018-12-31	$14,604
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
Administrative expenses professional fees incurred	2018-12-31	$19,458
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
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	$213,253
Participant contributions at end of year	2018-12-31	$365,212
Participant contributions at beginning of year	2018-12-31	$239,903
Participant contributions at end of year	2018-12-31	$4,703
Participant contributions at beginning of year	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$0
Total non interest bearing cash at end of year	2018-12-31	$0
Total non interest bearing cash at beginning of year	2018-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$571,809
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$3,570,674
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$2,998,865
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	$2,988,926
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$2,605,071
Interest on participant loans	2018-12-31	$13,332
Interest earned on other investments	2018-12-31	$1,272
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$201,821
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$153,891
Net investment gain/loss from pooled separate accounts	2018-12-31	$-121,146
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	Yes
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$589,696
Employer contributions (assets) at end of year	2018-12-31	$10,012
Employer contributions (assets) at beginning of year	2018-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$105,140
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	MCM CPAS & ADVISORS LLP
Accountancy firm EIN	2018-12-31	271235368
2017 : AUTOMOTIVE TRANSPORT UNION PLAN 2017 401k financial data
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	$1,103,760
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$164,439
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$128,502
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$780,599
Value of total assets at end of year	2017-12-31	$3,007,645
Value of total assets at beginning of year	2017-12-31	$2,068,324
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$35,937
Total interest from all sources	2017-12-31	$9,214
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
Administrative expenses professional fees incurred	2017-12-31	$35,937
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
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	$160,058
Participant contributions at end of year	2017-12-31	$239,903
Participant contributions at beginning of year	2017-12-31	$188,079
Participant contributions at end of year	2017-12-31	$57
Participant contributions at beginning of year	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$7,054
Total non interest bearing cash at end of year	2017-12-31	$0
Total non interest bearing cash 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	$939,321
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$3,007,645
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$2,068,324
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	$2,605,071
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$1,771,942
Income. Interest from loans (other than to participants)	2017-12-31	$8,344
Interest earned on other investments	2017-12-31	$870
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$870
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$153,891
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$101,249
Net investment gain/loss from pooled separate accounts	2017-12-31	$313,947
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$620,541
Employer contributions (assets) at end of year	2017-12-31	$8,723
Employer contributions (assets) at beginning of year	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$128,502
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	MOUNTJOY CHILTON MEDLEY, LLP
Accountancy firm EIN	2017-12-31	271235368
2016 : AUTOMOTIVE TRANSPORT UNION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total transfer of assets to this plan	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	$874,495
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$131,343
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$85,045
Expenses. Certain deemed distributions of participant loans	2016-12-31	$1,593
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$734,657
Value of total assets at end of year	2016-12-31	$2,068,324
Value of total assets at beginning of year	2016-12-31	$1,325,172
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$44,705
Total interest from all sources	2016-12-31	$4,776
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
Administrative expenses professional fees incurred	2016-12-31	$44,705
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
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	$127,162
Participant contributions at end of year	2016-12-31	$188,079
Participant contributions at beginning of year	2016-12-31	$54,146
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$12,227
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$13,017
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$7,054
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$7,054
Total non interest bearing cash at end of year	2016-12-31	$0
Total non interest bearing cash at beginning of year	2016-12-31	$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	2016-12-31	No
Value of net income/loss	2016-12-31	$743,152
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,068,324
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$1,325,172
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	$1,771,942
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$1,130,158
Interest on participant loans	2016-12-31	$4,257
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$519
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$101,249
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$54,073
Net investment gain/loss from pooled separate accounts	2016-12-31	$135,062
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	$594,478
Employer contributions (assets) at end of year	2016-12-31	$0
Employer contributions (assets) at beginning of year	2016-12-31	$67,514
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$85,045
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	MOUNTJOY CHILTON MEDLEY, LLP
Accountancy firm EIN	2016-12-31	271235368

Form 5500 Responses for AUTOMOTIVE TRANSPORT UNION PLAN

2022: AUTOMOTIVE TRANSPORT UNION PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: AUTOMOTIVE TRANSPORT UNION PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: AUTOMOTIVE TRANSPORT UNION PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: AUTOMOTIVE TRANSPORT UNION PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: AUTOMOTIVE TRANSPORT UNION PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: AUTOMOTIVE TRANSPORT UNION PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: AUTOMOTIVE TRANSPORT UNION PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

805776-000

Policy instance

Insurance contract or identification number	805776-000
Number of Individuals Covered	167
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $10,184
Total amount of fees paid to insurance company	USD $2,021
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $10,184
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	FEES
Insurance broker organization code?	3

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

805776-000

Policy instance

Insurance contract or identification number	805776-000
Number of Individuals Covered	178
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $9,478
Total amount of fees paid to insurance company	USD $1,920
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $9,478
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	FEES
Insurance broker organization code?	3

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

805776-000

Policy instance

Insurance contract or identification number	805776-000
Number of Individuals Covered	187
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $9,496
Total amount of fees paid to insurance company	USD $1,871
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $9,496
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	FEES
Insurance broker organization code?	3

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

805776-000

Policy instance

Insurance contract or identification number	805776-000
Number of Individuals Covered	170
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $9,425
Total amount of fees paid to insurance company	USD $1,903
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $9,425
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	FEES
Insurance broker organization code?	3

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

805776-000

Policy instance

Insurance contract or identification number	805776-000
Number of Individuals Covered	177
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $7,567
Total amount of fees paid to insurance company	USD $1,520
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $7,567
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	FEES
Insurance broker organization code?	3

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

805776-000

Policy instance

Insurance contract or identification number	805776-000
Number of Individuals Covered	173
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $5,646
Total amount of fees paid to insurance company	USD $1,142
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $5,646
Amount paid for insurance broker fees	0
Additional information about fees paid to insurance broker	FEES
Insurance broker organization code?	3
Insurance broker name	PENTEGRA RETIREMENT SERVICES

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	VALIANT MANAGEMENT & HOLDINGS
Employer identification number (EIN):	204853723
NAIC Classification:	484110
NAIC Description:	General Freight Trucking, Local