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CUSTOM TRUCK & EQUIPMENT 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameCUSTOM TRUCK & EQUIPMENT 401(K) PROFIT SHARING PLAN
Plan identification number 001

CUSTOM TRUCK & EQUIPMENT 401(K) PROFIT SHARING 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.
  • Plan covering Self-Employed individuals.
  • 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

CUSTOM TRUCK & EQUIPMENT, LLC has sponsored the creation of one or more 401k plans.

Company Name:CUSTOM TRUCK & EQUIPMENT, LLC
Employer identification number (EIN):300141952
NAIC Classification:484110
NAIC Description:General Freight Trucking, Local

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CUSTOM TRUCK & EQUIPMENT 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01JACKIE MICHAELS
0012015-01-01JACKIE MICHAELS JACKIE MICHAELS2016-10-17
0012014-01-01DARREL G. TYREE DARREL G. TYREE2015-10-09
0012013-01-01DARREL G. TYREE DARREL G. TYREE2014-10-06
0012012-01-01DARREL G. TYREE DARREL G. TYREE2013-10-15
0012011-01-01DARREL G. TYREE DARREL G. TYREE2012-07-06
0012009-01-01DARREL G. TYREE DARREL G. TYREE2010-10-13

Plan Statistics for CUSTOM TRUCK & EQUIPMENT 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CUSTOM TRUCK & EQUIPMENT 401(K) PROFIT SHARING PLAN

Measure Date Value
2016: CUSTOM TRUCK & EQUIPMENT 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01815
Total number of active participants reported on line 7a of the Form 55002016-01-01651
Number of retired or separated participants receiving benefits2016-01-015
Number of other retired or separated participants entitled to future benefits2016-01-01153
Total of all active and inactive participants2016-01-01809
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01809
Number of participants with account balances2016-01-01612
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018
2015: CUSTOM TRUCK & EQUIPMENT 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01459
Total number of active participants reported on line 7a of the Form 55002015-01-01522
Number of retired or separated participants receiving benefits2015-01-011
Number of other retired or separated participants entitled to future benefits2015-01-0144
Total of all active and inactive participants2015-01-01567
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01567
Number of participants with account balances2015-01-01444
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0159
2014: CUSTOM TRUCK & EQUIPMENT 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01316
Total number of active participants reported on line 7a of the Form 55002014-01-01402
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0127
Total of all active and inactive participants2014-01-01430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01430
Number of participants with account balances2014-01-01338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0130
2013: CUSTOM TRUCK & EQUIPMENT 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01287
Total number of active participants reported on line 7a of the Form 55002013-01-01270
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0137
Total of all active and inactive participants2013-01-01308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01308
Number of participants with account balances2013-01-01249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0131
2012: CUSTOM TRUCK & EQUIPMENT 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01254
Total number of active participants reported on line 7a of the Form 55002012-01-01234
Number of retired or separated participants receiving benefits2012-01-014
Number of other retired or separated participants entitled to future benefits2012-01-0148
Total of all active and inactive participants2012-01-01286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01286
Number of participants with account balances2012-01-01238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0124
2011: CUSTOM TRUCK & EQUIPMENT 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01231
Total number of active participants reported on line 7a of the Form 55002011-01-01218
Number of retired or separated participants receiving benefits2011-01-015
Number of other retired or separated participants entitled to future benefits2011-01-0134
Total of all active and inactive participants2011-01-01257
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01257
Number of participants with account balances2011-01-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0122
2009: CUSTOM TRUCK & EQUIPMENT 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01207
Total number of active participants reported on line 7a of the Form 55002009-01-01191
Number of retired or separated participants receiving benefits2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-0130
Total of all active and inactive participants2009-01-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01225
Number of participants with account balances2009-01-01176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0124

Financial Data on CUSTOM TRUCK & EQUIPMENT 401(K) PROFIT SHARING PLAN

Measure Date Value
2016 : CUSTOM TRUCK & EQUIPMENT 401(K) PROFIT SHARING PLAN 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$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$4,250,817
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$501,531
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$460,886
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,389,694
Value of total assets at end of year2016-12-31$11,971,282
Value of total assets at beginning of year2016-12-31$8,221,996
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$40,645
Total interest from all sources2016-12-31$5,115
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$175,429
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$175,429
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,245,912
Participant contributions at end of year2016-12-31$478,006
Participant contributions at beginning of year2016-12-31$212,152
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$481,116
Administrative expenses (other) incurred2016-12-31$22,798
Total non interest bearing cash at end of year2016-12-31$8,569
Total non interest bearing cash at beginning of year2016-12-31$127,361
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$3,749,286
Value of net assets at end of year (total assets less liabilities)2016-12-31$11,971,282
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,221,996
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
Investment advisory and management fees2016-12-31$17,847
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$10,590,390
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$7,301,103
Interest on participant loans2016-12-31$5,115
Value of interest in common/collective trusts at end of year2016-12-31$881,366
Value of interest in common/collective trusts at beginning of year2016-12-31$570,484
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$12,951
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$10,896
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$10,896
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$674,986
Net investment gain or loss from common/collective trusts2016-12-31$5,593
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 contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$662,666
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$460,886
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
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 name2016-12-31MILLER, HAVILAND & KETTER, PC PA
Accountancy firm EIN2016-12-31480958002
2015 : CUSTOM TRUCK & EQUIPMENT 401(K) PROFIT SHARING PLAN 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$1,991,060
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$272,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$243,694
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,007,032
Value of total assets at end of year2015-12-31$8,221,996
Value of total assets at beginning of year2015-12-31$6,503,053
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$28,423
Total interest from all sources2015-12-31$7,701
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$263,562
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$263,562
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
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$1,484,688
Participant contributions at end of year2015-12-31$212,152
Participant contributions at beginning of year2015-12-31$173,808
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$113,982
Total non interest bearing cash at end of year2015-12-31$127,361
Total non interest bearing cash at beginning of year2015-12-31$5,055
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$1,718,943
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,221,996
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,503,053
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
Investment advisory and management fees2015-12-31$11,106
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$7,301,103
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,751,523
Interest on participant loans2015-12-31$7,701
Value of interest in common/collective trusts at end of year2015-12-31$570,484
Value of interest in common/collective trusts at beginning of year2015-12-31$566,865
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$10,896
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$5,802
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$5,802
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-291,802
Net investment gain or loss from common/collective trusts2015-12-31$4,567
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
Contributions received in cash from employer2015-12-31$408,362
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$243,694
Contract administrator fees2015-12-31$17,317
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 name2015-12-31MILLER, HAVILAND & KETTER, PC PA
Accountancy firm EIN2015-12-31480958002
2014 : CUSTOM TRUCK & EQUIPMENT 401(K) PROFIT SHARING PLAN 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$1,724,023
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$248,816
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$224,252
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,409,391
Value of total assets at end of year2014-12-31$6,503,053
Value of total assets at beginning of year2014-12-31$5,027,846
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$24,564
Total interest from all sources2014-12-31$7,285
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$252,117
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$252,117
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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$921,367
Participant contributions at end of year2014-12-31$173,808
Participant contributions at beginning of year2014-12-31$171,842
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$183,943
Total non interest bearing cash at end of year2014-12-31$5,055
Total non interest bearing cash at beginning of year2014-12-31$5,292
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$1,475,207
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,503,053
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,027,846
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
Investment advisory and management fees2014-12-31$8,842
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$5,751,523
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,522,528
Interest on participant loans2014-12-31$7,285
Value of interest in common/collective trusts at end of year2014-12-31$566,865
Value of interest in common/collective trusts at beginning of year2014-12-31$313,017
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$5,802
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$15,167
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$15,167
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$52,127
Net investment gain or loss from common/collective trusts2014-12-31$3,103
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 contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$304,081
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$224,252
Contract administrator fees2014-12-31$15,722
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 name2014-12-31MILLER, HAVILAND & KETTER, PC PA
Accountancy firm EIN2014-12-31480958002
2013 : CUSTOM TRUCK & EQUIPMENT 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,474,051
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$230,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$210,115
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$770,265
Value of total assets at end of year2013-12-31$5,027,846
Value of total assets at beginning of year2013-12-31$3,784,610
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$20,700
Total interest from all sources2013-12-31$6,899
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$572,649
Participant contributions at end of year2013-12-31$171,842
Participant contributions at beginning of year2013-12-31$146,983
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$14,447
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,296
Total non interest bearing cash at end of year2013-12-31$5,292
Total non interest bearing cash at beginning of year2013-12-31$399
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,243,236
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,027,846
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,784,610
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$5,964
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,522,528
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,707,857
Interest on participant loans2013-12-31$6,899
Value of interest in common/collective trusts at end of year2013-12-31$313,017
Value of interest in common/collective trusts at beginning of year2013-12-31$868,656
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$15,167
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$40,877
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$40,877
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$694,161
Net investment gain or loss from common/collective trusts2013-12-31$2,726
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$195,320
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$5,391
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$210,115
Contract administrator fees2013-12-31$14,736
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MILLER, HAVILAND & KETTER, PC PA
Accountancy firm EIN2013-12-31480958002
2012 : CUSTOM TRUCK & EQUIPMENT 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,061,849
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$116,630
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$103,358
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$684,125
Value of total assets at end of year2012-12-31$3,784,610
Value of total assets at beginning of year2012-12-31$2,839,391
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$13,272
Total interest from all sources2012-12-31$7,316
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$469,421
Participant contributions at end of year2012-12-31$146,983
Participant contributions at beginning of year2012-12-31$111,713
Participant contributions at end of year2012-12-31$14,447
Participant contributions at beginning of year2012-12-31$12,836
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$40,947
Total non interest bearing cash at end of year2012-12-31$399
Total non interest bearing cash at beginning of year2012-12-31$1,761
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$945,219
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,784,610
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,839,391
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$4,080
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,707,857
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,107,804
Interest on participant loans2012-12-31$7,316
Value of interest in common/collective trusts at end of year2012-12-31$868,656
Value of interest in common/collective trusts at beginning of year2012-12-31$591,587
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$40,877
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$8,770
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$8,770
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$293,011
Net investment gain or loss from common/collective trusts2012-12-31$77,397
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$173,757
Employer contributions (assets) at end of year2012-12-31$5,391
Employer contributions (assets) at beginning of year2012-12-31$4,920
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$103,358
Contract administrator fees2012-12-31$9,192
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MILLER, HAVILAND & KETTER, PC PA
Accountancy firm EIN2012-12-31480958002
2011 : CUSTOM TRUCK & EQUIPMENT 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$492,213
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$289,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$272,042
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$541,484
Value of total assets at end of year2011-12-31$2,839,391
Value of total assets at beginning of year2011-12-31$2,637,094
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$17,874
Total interest from all sources2011-12-31$6,850
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$72,095
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$72,095
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$300,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$370,689
Participant contributions at end of year2011-12-31$111,713
Participant contributions at beginning of year2011-12-31$114,590
Participant contributions at end of year2011-12-31$12,836
Participant contributions at beginning of year2011-12-31$11,466
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$30,137
Total non interest bearing cash at end of year2011-12-31$1,761
Total non interest bearing cash at beginning of year2011-12-31$1,258
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$202,297
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,839,391
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,637,094
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$6,266
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,107,804
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,937,806
Interest on participant loans2011-12-31$6,850
Value of interest in common/collective trusts at end of year2011-12-31$591,587
Value of interest in common/collective trusts at beginning of year2011-12-31$567,482
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$8,770
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$374
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$374
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-122,315
Net investment gain or loss from common/collective trusts2011-12-31$-5,901
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$140,658
Employer contributions (assets) at end of year2011-12-31$4,920
Employer contributions (assets) at beginning of year2011-12-31$4,118
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$272,042
Contract administrator fees2011-12-31$11,608
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MILLER, HAVILAND & KETTER, PC PA
Accountancy firm EIN2011-12-31480958002
2010 : CUSTOM TRUCK & EQUIPMENT 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$805,201
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$134,190
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$119,913
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$497,048
Value of total assets at end of year2010-12-31$2,637,094
Value of total assets at beginning of year2010-12-31$1,966,083
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$14,277
Total interest from all sources2010-12-31$6,479
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$25,011
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$25,011
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$300,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$350,754
Participant contributions at end of year2010-12-31$114,590
Participant contributions at beginning of year2010-12-31$84,857
Participant contributions at end of year2010-12-31$11,466
Participant contributions at beginning of year2010-12-31$12,301
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$18,568
Total non interest bearing cash at end of year2010-12-31$1,258
Total non interest bearing cash at beginning of year2010-12-31$5,138
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$671,011
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,637,094
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,966,083
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$6,299
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,937,806
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,269,236
Interest on participant loans2010-12-31$6,479
Value of interest in common/collective trusts at end of year2010-12-31$567,482
Value of interest in common/collective trusts at beginning of year2010-12-31$584,700
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$374
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$5,480
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$5,480
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$221,860
Net investment gain or loss from common/collective trusts2010-12-31$54,803
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$127,726
Employer contributions (assets) at end of year2010-12-31$4,118
Employer contributions (assets) at beginning of year2010-12-31$4,371
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$119,913
Contract administrator fees2010-12-31$7,978
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MILLER, HAVILAND & KETTER, PC PA
Accountancy firm EIN2010-12-31480958002
2009 : CUSTOM TRUCK & EQUIPMENT 401(K) PROFIT SHARING PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CUSTOM TRUCK & EQUIPMENT 401(K) PROFIT SHARING PLAN

2016: CUSTOM TRUCK & EQUIPMENT 401(K) PROFIT SHARING PLAN 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 – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CUSTOM TRUCK & EQUIPMENT 401(K) PROFIT SHARING PLAN 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 – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CUSTOM TRUCK & EQUIPMENT 401(K) PROFIT SHARING PLAN 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CUSTOM TRUCK & EQUIPMENT 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CUSTOM TRUCK & EQUIPMENT 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CUSTOM TRUCK & EQUIPMENT 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CUSTOM TRUCK & EQUIPMENT 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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