EZE LOGISTICS, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EZE/PATTERSON 401(K)PLAN AND TRUST
| Measure | Date | Value |
|---|
| 2017 : EZE/PATTERSON 401(K)PLAN AND TRUST 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 | $16,261 |
| Total income from all sources (including contributions) | 2017-12-31 | $334,531 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $484,233 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $482,642 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $122,772 |
| Value of total assets at end of year | 2017-12-31 | $1,437,369 |
| Value of total assets at beginning of year | 2017-12-31 | $1,603,332 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $1,591 |
| Total interest from all sources | 2017-12-31 | $3,760 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $130,000 |
| 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 | $122,772 |
| Participant contributions at end of year | 2017-12-31 | $22,759 |
| Participant contributions at beginning of year | 2017-12-31 | $74,928 |
| Participant contributions at end of year | 2017-12-31 | $523 |
| Participant contributions at beginning of year | 2017-12-31 | $14,722 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2017-12-31 | $10,820 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $16,261 |
| 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 | $-149,702 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $1,437,369 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,587,071 |
| 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 |
| Investment advisory and management fees | 2017-12-31 | $1,591 |
| Value of interest in pooled separate accounts at end of year | 2017-12-31 | $1,357,806 |
| Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $1,465,450 |
| Interest on participant loans | 2017-12-31 | $3,760 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $56,281 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $48,232 |
| Net investment gain or loss from common/collective trusts | 2017-12-31 | $207,999 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $471,822 |
| 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 | RUSSON & JOHNSTON LLP |
| Accountancy firm EIN | 2017-12-31 | 300840934 |
| 2016 : EZE/PATTERSON 401(K)PLAN AND TRUST 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $16,261 |
| 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 | $262,457 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $48,724 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $31,042 |
| Value of total corrective distributions | 2016-12-31 | $16,261 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $168,193 |
| Value of total assets at end of year | 2016-12-31 | $1,603,332 |
| Value of total assets at beginning of year | 2016-12-31 | $1,373,338 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $1,421 |
| Total interest from all sources | 2016-12-31 | $3,465 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $130,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $158,584 |
| Participant contributions at end of year | 2016-12-31 | $74,928 |
| Participant contributions at beginning of year | 2016-12-31 | $66,168 |
| Participant contributions at end of year | 2016-12-31 | $14,722 |
| Participant contributions at beginning of year | 2016-12-31 | $3,046 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $9,609 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $16,261 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) 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 | $213,733 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $1,587,071 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,373,338 |
| 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 | $1,465,450 |
| Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $1,296,673 |
| Interest on participant loans | 2016-12-31 | $3,467 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $-2 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $48,232 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $7,451 |
| Net investment gain or loss from common/collective trusts | 2016-12-31 | $90,799 |
| 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 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $31,042 |
| Contract administrator fees | 2016-12-31 | $1,421 |
| 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 | RUSSON & JOHNSTON LLP |
| Accountancy firm EIN | 2016-12-31 | 300840934 |
| 2015 : EZE/PATTERSON 401(K)PLAN AND TRUST 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total income from all sources (including contributions) | 2015-12-31 | $135,877 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $289,846 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $287,018 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $145,824 |
| Value of total assets at end of year | 2015-12-31 | $1,373,338 |
| Value of total assets at beginning of year | 2015-12-31 | $1,527,307 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $2,828 |
| Total interest from all sources | 2015-12-31 | $3,472 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $130,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $145,824 |
| Participant contributions at end of year | 2015-12-31 | $66,168 |
| Participant contributions at beginning of year | 2015-12-31 | $64,044 |
| Participant contributions at end of year | 2015-12-31 | $3,046 |
| Participant contributions at beginning of year | 2015-12-31 | $1,094 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $-153,969 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $1,373,338 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,527,307 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2015-12-31 | $1,296,673 |
| Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $1,455,138 |
| Interest on participant loans | 2015-12-31 | $3,458 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $14 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $7,451 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $7,031 |
| Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-13,419 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $287,018 |
| Contract administrator fees | 2015-12-31 | $2,828 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | RUSSON & JOHNSTON LLP |
| Accountancy firm EIN | 2015-12-31 | 300840934 |
| 2014 : EZE/PATTERSON 401(K)PLAN AND TRUST 2014 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total income from all sources (including contributions) | 2014-12-31 | $253,645 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $175,548 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $172,696 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $173,535 |
| Value of total assets at end of year | 2014-12-31 | $1,526,213 |
| Value of total assets at beginning of year | 2014-12-31 | $1,448,116 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $2,852 |
| Total interest from all sources | 2014-12-31 | $4,651 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
| Administrative expenses professional fees incurred | 2014-12-31 | $2,852 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $130,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $173,535 |
| Participant contributions at end of year | 2014-12-31 | $64,044 |
| Participant contributions at beginning of year | 2014-12-31 | $89,551 |
| Participant contributions at end of year | 2014-12-31 | $0 |
| Participant contributions at beginning of year | 2014-12-31 | $2,891 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $78,097 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $1,526,213 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,448,116 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Value of interest in pooled separate accounts at end of year | 2014-12-31 | $1,455,138 |
| Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $1,348,002 |
| Interest on participant loans | 2014-12-31 | $4,651 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $7,031 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $7,672 |
| Net investment gain/loss from pooled separate accounts | 2014-12-31 | $75,459 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $172,696 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | RUSSON & JOHNSTON LLP |
| Accountancy firm EIN | 2014-12-31 | 300840934 |