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EZE/PATTERSON 401(K)PLAN AND TRUST 401k Plan overview

Plan NameEZE/PATTERSON 401(K)PLAN AND TRUST
Plan identification number 001

EZE/PATTERSON 401(K)PLAN AND TRUST 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

EZE LOGISTICS, LLC has sponsored the creation of one or more 401k plans.

Company Name:EZE LOGISTICS, LLC
Employer identification number (EIN):264457746
NAIC Classification:484110
NAIC Description:General Freight Trucking, Local

Additional information about EZE LOGISTICS, LLC

Jurisdiction of Incorporation: California Department of State
Incorporation Date:
Company Identification Number: 200907910226

More information about EZE LOGISTICS, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EZE/PATTERSON 401(K)PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012017-01-01
0012016-01-01
0012015-01-01
0012015-01-01
0012015-01-01
0012014-01-01RANDAL DUMAS
0012013-01-01RANDY DUMAS2014-09-30
0012012-01-01TIM BURKE2013-10-07

Plan Statistics for EZE/PATTERSON 401(K)PLAN AND TRUST

401k plan membership statisitcs for EZE/PATTERSON 401(K)PLAN AND TRUST

Measure Date Value
2017: EZE/PATTERSON 401(K)PLAN AND TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01203
Total number of active participants reported on line 7a of the Form 55002017-01-01181
Number of retired or separated participants receiving benefits2017-01-0120
Number of other retired or separated participants entitled to future benefits2017-01-012
Total of all active and inactive participants2017-01-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01203
Number of participants with account balances2017-01-0144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: EZE/PATTERSON 401(K)PLAN AND TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01192
Total number of active participants reported on line 7a of the Form 55002016-01-01178
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0122
Total of all active and inactive participants2016-01-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01200
Number of participants with account balances2016-01-0154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: EZE/PATTERSON 401(K)PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01209
Total number of active participants reported on line 7a of the Form 55002015-01-01169
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0123
Total of all active and inactive participants2015-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01192
Number of participants with account balances2015-01-0137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: EZE/PATTERSON 401(K)PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01195
Total number of active participants reported on line 7a of the Form 55002014-01-01196
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0113
Total of all active and inactive participants2014-01-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01209
Number of participants with account balances2014-01-0163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010

Financial Data on 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 assets2017-12-31$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 assets2017-12-31$0
Total of all expenses incurred2017-12-31$484,233
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$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 year2017-12-31$1,437,369
Value of total assets at beginning of year2017-12-31$1,603,332
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,591
Total interest from all sources2017-12-31$3,760
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$130,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$122,772
Participant contributions at end of year2017-12-31$22,759
Participant contributions at beginning of year2017-12-31$74,928
Participant contributions at end of year2017-12-31$523
Participant contributions at beginning of year2017-12-31$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 year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$16,261
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-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)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$1,591
Value of interest in pooled separate accounts at end of year2017-12-31$1,357,806
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,465,450
Interest on participant loans2017-12-31$3,760
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$56,281
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$48,232
Net investment gain or loss from common/collective trusts2017-12-31$207,999
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$471,822
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31RUSSON & JOHNSTON LLP
Accountancy firm EIN2017-12-31300840934
2016 : EZE/PATTERSON 401(K)PLAN AND TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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 assets2016-12-31$0
Total of all expenses incurred2016-12-31$48,724
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$31,042
Value of total corrective distributions2016-12-31$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 year2016-12-31$1,603,332
Value of total assets at beginning of year2016-12-31$1,373,338
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,421
Total interest from all sources2016-12-31$3,465
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$130,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$158,584
Participant contributions at end of year2016-12-31$74,928
Participant contributions at beginning of year2016-12-31$66,168
Participant contributions at end of year2016-12-31$14,722
Participant contributions at beginning of year2016-12-31$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 year2016-12-31$16,261
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$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)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$1,465,450
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,296,673
Interest on participant loans2016-12-31$3,467
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$-2
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$48,232
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$7,451
Net investment gain or loss from common/collective trusts2016-12-31$90,799
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$31,042
Contract administrator fees2016-12-31$1,421
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31RUSSON & JOHNSTON LLP
Accountancy firm EIN2016-12-31300840934
2015 : EZE/PATTERSON 401(K)PLAN AND TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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 assets2015-12-31$0
Total of all expenses incurred2015-12-31$289,846
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$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 year2015-12-31$1,373,338
Value of total assets at beginning of year2015-12-31$1,527,307
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,828
Total interest from all sources2015-12-31$3,472
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$130,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$145,824
Participant contributions at end of year2015-12-31$66,168
Participant contributions at beginning of year2015-12-31$64,044
Participant contributions at end of year2015-12-31$3,046
Participant contributions at beginning of year2015-12-31$1,094
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-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)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$1,296,673
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,455,138
Interest on participant loans2015-12-31$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 year2015-12-31$7,451
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$7,031
Net investment gain/loss from pooled separate accounts2015-12-31$-13,419
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$287,018
Contract administrator fees2015-12-31$2,828
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31RUSSON & JOHNSTON LLP
Accountancy firm EIN2015-12-31300840934
2014 : EZE/PATTERSON 401(K)PLAN AND TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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 assets2014-12-31$0
Total of all expenses incurred2014-12-31$175,548
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$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 year2014-12-31$1,526,213
Value of total assets at beginning of year2014-12-31$1,448,116
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,852
Total interest from all sources2014-12-31$4,651
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$2,852
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$130,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$173,535
Participant contributions at end of year2014-12-31$64,044
Participant contributions at beginning of year2014-12-31$89,551
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$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 appraiser2014-12-31No
Value of net income/loss2014-12-31$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)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$1,455,138
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,348,002
Interest on participant loans2014-12-31$4,651
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$7,031
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$7,672
Net investment gain/loss from pooled separate accounts2014-12-31$75,459
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$172,696
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31RUSSON & JOHNSTON LLP
Accountancy firm EIN2014-12-31300840934

Form 5500 Responses for EZE/PATTERSON 401(K)PLAN AND TRUST

2017: EZE/PATTERSON 401(K)PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EZE/PATTERSON 401(K)PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EZE/PATTERSON 401(K)PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EZE/PATTERSON 401(K)PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number877180
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number877180
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number877180
Policy instance 1

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