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DON MARTIN TRUCKING 401(K) PLAN 401k Plan overview

Plan NameDON MARTIN TRUCKING 401(K) PLAN
Plan identification number 002

DON MARTIN TRUCKING 401(K) PLAN Benefits

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

401k Sponsoring company profile

DTA, L.P. has sponsored the creation of one or more 401k plans.

Company Name:DTA, L.P.
Employer identification number (EIN):251810237
NAIC Classification:484110
NAIC Description:General Freight Trucking, Local

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DON MARTIN TRUCKING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022022-01-01MARK MCCLYMONDS
0022021-01-01
0022021-01-01MARK MCCLYMONDS
0022020-01-01
0022019-01-01MARK MCCLYMONDS2020-10-15 MARK MCCLYMONDS2020-10-15
0022018-01-01MARK RUSSO2019-04-24 MARK RUSSO2019-04-24
0022017-01-01MARK RUSSO2018-09-28 MARK RUSSO2018-09-28

Plan Statistics for DON MARTIN TRUCKING 401(K) PLAN

401k plan membership statisitcs for DON MARTIN TRUCKING 401(K) PLAN

Measure Date Value
2022: DON MARTIN TRUCKING 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01102
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: DON MARTIN TRUCKING 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01110
Total number of active participants reported on line 7a of the Form 55002021-01-0182
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0113
Total of all active and inactive participants2021-01-0195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0195
Number of participants with account balances2021-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-017
2020: DON MARTIN TRUCKING 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01122
Total number of active participants reported on line 7a of the Form 55002020-01-0196
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0110
Total of all active and inactive participants2020-01-01106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01106
Number of participants with account balances2020-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-014

Financial Data on DON MARTIN TRUCKING 401(K) PLAN

Measure Date Value
2022 : DON MARTIN TRUCKING 401(K) PLAN 2022 401k financial data
Total transfer of assets from this plan2022-06-06$1,980,253
Total income from all sources (including contributions)2022-06-06$-218,356
Total of all expenses incurred2022-06-06$103,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-06$95,404
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-06$85,836
Value of total assets at end of year2022-06-06$0
Value of total assets at beginning of year2022-06-06$2,301,762
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-06$7,749
Total interest from all sources2022-06-06$420
Total dividends received (eg from common stock, registered investment company shares)2022-06-06$3,527
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-06Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-06-06$0
Total dividends received from registered investment company shares (eg mutual funds)2022-06-06$3,527
Administrative expenses professional fees incurred2022-06-06$4,300
Was this plan covered by a fidelity bond2022-06-06Yes
Value of fidelity bond cover2022-06-06$265,000
If this is an individual account plan, was there a blackout period2022-06-06No
Were there any nonexempt tranactions with any party-in-interest2022-06-06No
Contributions received from participants2022-06-06$79,966
Participant contributions at end of year2022-06-06$0
Participant contributions at beginning of year2022-06-06$20,686
Total non interest bearing cash at end of year2022-06-06$0
Total non interest bearing cash at beginning of year2022-06-06$76
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-06No
Value of net income/loss2022-06-06$-321,509
Value of net assets at end of year (total assets less liabilities)2022-06-06$0
Value of net assets at beginning of year (total assets less liabilities)2022-06-06$2,301,762
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-06No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-06No
Were any leases to which the plan was party in default or uncollectible2022-06-06No
Investment advisory and management fees2022-06-06$3,449
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-06$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-06$1,178,116
Interest on participant loans2022-06-06$420
Value of interest in common/collective trusts at end of year2022-06-06$0
Value of interest in common/collective trusts at beginning of year2022-06-06$1,102,884
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-06$-154,396
Net investment gain or loss from common/collective trusts2022-06-06$-153,743
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-06No
Was there a failure to transmit to the plan any participant contributions2022-06-06No
Has the plan failed to provide any benefit when due under the plan2022-06-06No
Contributions received in cash from employer2022-06-06$5,870
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-06$95,404
Did the plan have assets held for investment2022-06-06No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-06No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-06Yes
Opinion of an independent qualified public accountant for this plan2022-06-06Unqualified
Accountancy firm name2022-06-06R.D. HOAG & ASSOCIATES, LLC
Accountancy firm EIN2022-06-06823685723
Total transfer of assets from this plan2022-01-01$1,980,253
Total income from all sources (including contributions)2022-01-01$-218,356
Total of all expenses incurred2022-01-01$103,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$95,404
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$85,836
Value of total assets at end of year2022-01-01$0
Value of total assets at beginning of year2022-01-01$2,301,762
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$7,749
Total interest from all sources2022-01-01$420
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$3,527
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-01-01$0
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$3,527
Administrative expenses professional fees incurred2022-01-01$4,300
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$265,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$79,966
Participant contributions at end of year2022-01-01$0
Participant contributions at beginning of year2022-01-01$20,686
Total non interest bearing cash at end of year2022-01-01$0
Total non interest bearing cash at beginning of year2022-01-01$76
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-321,509
Value of net assets at end of year (total assets less liabilities)2022-01-01$0
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$2,301,762
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Investment advisory and management fees2022-01-01$3,449
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$1,178,116
Interest on participant loans2022-01-01$420
Value of interest in common/collective trusts at end of year2022-01-01$0
Value of interest in common/collective trusts at beginning of year2022-01-01$1,102,884
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-154,396
Net investment gain or loss from common/collective trusts2022-01-01$-153,743
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$5,870
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$95,404
Did the plan have assets held for investment2022-01-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01Yes
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01R.D. HOAG & ASSOCIATES, LLC
Accountancy firm EIN2022-01-01823685723
2021 : DON MARTIN TRUCKING 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$614,707
Total of all expenses incurred2021-12-31$266,017
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$220,453
Expenses. Certain deemed distributions of participant loans2021-12-31$10,910
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$337,061
Value of total assets at end of year2021-12-31$2,301,762
Value of total assets at beginning of year2021-12-31$1,953,072
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$34,654
Total interest from all sources2021-12-31$1,896
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$62,032
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$62,032
Administrative expenses professional fees incurred2021-12-31$28,164
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$265,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$194,617
Participant contributions at end of year2021-12-31$20,686
Participant contributions at beginning of year2021-12-31$42,485
Total non interest bearing cash at end of year2021-12-31$76
Total non interest bearing cash at beginning of year2021-12-31$550
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$348,690
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,301,762
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,953,072
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$6,490
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,178,116
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$976,584
Interest on participant loans2021-12-31$1,896
Value of interest in common/collective trusts at end of year2021-12-31$1,102,884
Value of interest in common/collective trusts at beginning of year2021-12-31$933,453
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$140,384
Net investment gain or loss from common/collective trusts2021-12-31$73,334
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$142,444
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$220,453
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31R.D. HOAG & ASSOCIATES, LLC
Accountancy firm EIN2021-12-31823685723
2020 : DON MARTIN TRUCKING 401(K) PLAN 2020 401k financial data
Total transfer of assets from this plan2020-12-31$66,718
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$1,434
Total income from all sources (including contributions)2020-12-31$583,811
Total of all expenses incurred2020-12-31$395,482
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$376,347
Expenses. Certain deemed distributions of participant loans2020-12-31$4,732
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$337,946
Value of total assets at end of year2020-12-31$1,953,072
Value of total assets at beginning of year2020-12-31$1,832,895
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$14,403
Total interest from all sources2020-12-31$2,958
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$49,914
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$49,914
Administrative expenses professional fees incurred2020-12-31$9,238
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$265,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$184,710
Participant contributions at end of year2020-12-31$42,485
Participant contributions at beginning of year2020-12-31$50,887
Total non interest bearing cash at end of year2020-12-31$550
Total non interest bearing cash at beginning of year2020-12-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$188,329
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,953,072
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,831,461
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$5,165
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$976,584
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,110,497
Interest on participant loans2020-12-31$2,958
Value of interest in common/collective trusts at end of year2020-12-31$933,453
Value of interest in common/collective trusts at beginning of year2020-12-31$671,510
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$79,042
Net investment gain or loss from common/collective trusts2020-12-31$113,951
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$153,236
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$376,347
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$1,434
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31R.D. HOAG & ASSOCIATES, LLC
Accountancy firm EIN2020-12-31823685723

Form 5500 Responses for DON MARTIN TRUCKING 401(K) PLAN

2022: DON MARTIN TRUCKING 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: DON MARTIN TRUCKING 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: DON MARTIN TRUCKING 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes

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