Logo

KUHNLE BROTHERS TRUCKING, INC. 401(K) PLAN & TRUST 401k Plan overview

Plan NameKUHNLE BROTHERS TRUCKING, INC. 401(K) PLAN & TRUST
Plan identification number 001

KUHNLE BROTHERS TRUCKING, INC. 401(K) PLAN & 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.
  • 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.
  • 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

KUHNLE BROTHERS TRUCKING, INC. has sponsored the creation of one or more 401k plans.

Company Name:KUHNLE BROTHERS TRUCKING, INC.
Employer identification number (EIN):340978307
NAIC Classification:484120
NAIC Description: General Freight Trucking, Long-Distance

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KUHNLE BROTHERS TRUCKING, INC. 401(K) PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01THOMAS KUHNLE
0012017-01-01THOMAS KUHNLE
0012016-01-01ROBERT RUSSELL
0012015-01-01ROBERT RUSSELL
0012014-01-01ROBERT RUSSELL2015-09-08
0012013-01-01ROBERT RUSSELL2014-10-06
0012012-01-01ROBERT RUSSELL2013-07-25
0012011-01-01ROBERT RUSSELL2012-07-28
0012009-01-01ROBERT RUSSELL ROBERT RUSSELL2010-08-23
0012009-01-01ROBERT RUSSELL ROBERT RUSSELL2010-08-23
0012009-01-01ROBERT RUSSELL ROBERT RUSSELL2010-07-22

Plan Statistics for KUHNLE BROTHERS TRUCKING, INC. 401(K) PLAN & TRUST

401k plan membership statisitcs for KUHNLE BROTHERS TRUCKING, INC. 401(K) PLAN & TRUST

Measure Date Value
2022: KUHNLE BROTHERS TRUCKING, INC. 401(K) PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01213
Total number of active participants reported on line 7a of the Form 55002022-01-01194
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0143
Total of all active and inactive participants2022-01-01237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01237
Number of participants with account balances2022-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: KUHNLE BROTHERS TRUCKING, INC. 401(K) PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01190
Total number of active participants reported on line 7a of the Form 55002021-01-01169
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0141
Total of all active and inactive participants2021-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01210
Number of participants with account balances2021-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: KUHNLE BROTHERS TRUCKING, INC. 401(K) PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01185
Total number of active participants reported on line 7a of the Form 55002020-01-01153
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0136
Total of all active and inactive participants2020-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01189
Number of participants with account balances2020-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: KUHNLE BROTHERS TRUCKING, INC. 401(K) PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01172
Total number of active participants reported on line 7a of the Form 55002019-01-01148
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0136
Total of all active and inactive participants2019-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01184
Number of participants with account balances2019-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: KUHNLE BROTHERS TRUCKING, INC. 401(K) PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year2018-01-01153
Total number of active participants reported on line 7a of the Form 55002018-01-01130
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0139
Total of all active and inactive participants2018-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01169
Number of participants with account balances2018-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: KUHNLE BROTHERS TRUCKING, INC. 401(K) PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01147
Total number of active participants reported on line 7a of the Form 55002017-01-01114
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0136
Total of all active and inactive participants2017-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01150
Number of participants with account balances2017-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: KUHNLE BROTHERS TRUCKING, INC. 401(K) PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01146
Total number of active participants reported on line 7a of the Form 55002016-01-01111
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0135
Total of all active and inactive participants2016-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01147
Number of participants with account balances2016-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: KUHNLE BROTHERS TRUCKING, INC. 401(K) PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01127
Total number of active participants reported on line 7a of the Form 55002015-01-01121
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0120
Total of all active and inactive participants2015-01-01141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01141
Number of participants with account balances2015-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-015
2009: KUHNLE BROTHERS TRUCKING, INC. 401(K) PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-0171
Total number of active participants reported on line 7a of the Form 55002009-01-0174
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-018
Total of all active and inactive participants2009-01-0182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-0184
Number of participants with account balances2009-01-0135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on KUHNLE BROTHERS TRUCKING, INC. 401(K) PLAN & TRUST

Measure Date Value
2022 : KUHNLE BROTHERS TRUCKING, INC. 401(K) PLAN & TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$62,330
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$856,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$837,950
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$735,719
Value of total assets at end of year2022-12-31$4,014,467
Value of total assets at beginning of year2022-12-31$4,808,958
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$18,871
Total interest from all sources2022-12-31$19,982
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$117,875
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$117,875
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$488,269
Participant contributions at end of year2022-12-31$112,939
Participant contributions at beginning of year2022-12-31$75,018
Participant contributions at end of year2022-12-31$7,906
Participant contributions at beginning of year2022-12-31$6,115
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$198,631
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-794,491
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,014,467
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,808,958
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$13,555
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$2,933,799
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,058,098
Interest on participant loans2022-12-31$4,044
Income. Interest from loans (other than to participants)2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$959,012
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$669,183
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$669,183
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$15,938
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-811,246
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$48,819
Employer contributions (assets) at end of year2022-12-31$811
Employer contributions (assets) at beginning of year2022-12-31$544
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$837,950
Contract administrator fees2022-12-31$5,316
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DEMARCHI & SCHAEFER
Accountancy firm EIN2022-12-31920767184
2021 : KUHNLE BROTHERS TRUCKING, INC. 401(K) PLAN & TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$868,396
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$689,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$672,963
Value of total corrective distributions2021-12-31$1,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$387,432
Value of total assets at end of year2021-12-31$4,808,958
Value of total assets at beginning of year2021-12-31$4,629,987
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$15,437
Total interest from all sources2021-12-31$11,145
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$95,324
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$95,324
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$341,241
Participant contributions at end of year2021-12-31$75,018
Participant contributions at beginning of year2021-12-31$109,796
Participant contributions at end of year2021-12-31$6,115
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$12,130
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$178,971
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,808,958
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,629,987
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$14,129
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,058,098
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,977,898
Interest on participant loans2021-12-31$4,167
Income. Interest from loans (other than to participants)2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$669,183
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$542,293
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$542,293
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$6,978
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$374,495
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$34,061
Employer contributions (assets) at end of year2021-12-31$544
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$672,963
Contract administrator fees2021-12-31$1,308
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31DEMARCHI & SCHAEFER
Accountancy firm EIN2021-12-31341804454
2020 : KUHNLE BROTHERS TRUCKING, INC. 401(K) PLAN & TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$818,950
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$128,329
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$113,199
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$317,147
Value of total assets at end of year2020-12-31$4,629,987
Value of total assets at beginning of year2020-12-31$3,939,366
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$15,130
Total interest from all sources2020-12-31$7,811
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$52,697
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$52,697
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$350,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$288,315
Participant contributions at end of year2020-12-31$109,796
Participant contributions at beginning of year2020-12-31$107,051
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$5,238
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$690,621
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,629,987
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,939,366
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$12,585
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,977,898
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,404,516
Value of interest in pooled separate accounts at end of year2020-12-31$3,977,898
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,404,516
Interest on participant loans2020-12-31$5,020
Income. Interest from loans (other than to participants)2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$542,293
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$422,037
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$422,037
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$2,791
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$441,295
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$28,832
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$524
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$113,199
Contract administrator fees2020-12-31$2,545
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DEMARCHI & ASSOCIATES
Accountancy firm EIN2020-12-31341804454
2019 : KUHNLE BROTHERS TRUCKING, INC. 401(K) PLAN & TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$833,481
Total income from all sources (including contributions)2019-12-31$833,481
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$237,042
Total of all expenses incurred2019-12-31$237,042
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$219,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$219,106
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$271,079
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$271,079
Value of total assets at end of year2019-12-31$3,939,366
Value of total assets at end of year2019-12-31$3,939,366
Value of total assets at beginning of year2019-12-31$3,342,927
Value of total assets at beginning of year2019-12-31$3,342,927
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$17,936
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$17,936
Total interest from all sources2019-12-31$9,097
Total interest from all sources2019-12-31$9,097
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$45,788
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$45,788
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$45,788
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$45,788
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$350,000
Value of fidelity bond cover2019-12-31$350,000
If this is an individual account plan, was there a blackout period2019-12-31Yes
If this is an individual account plan, was there a blackout period2019-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$246,435
Contributions received from participants2019-12-31$246,435
Participant contributions at end of year2019-12-31$107,051
Participant contributions at end of year2019-12-31$107,051
Participant contributions at beginning of year2019-12-31$113,291
Participant contributions at beginning of year2019-12-31$113,291
Participant contributions at end of year2019-12-31$5,238
Participant contributions at end of year2019-12-31$5,238
Administrative expenses (other) incurred2019-12-31$13,463
Administrative expenses (other) incurred2019-12-31$13,463
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$720
Total non interest bearing cash at beginning of year2019-12-31$720
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$596,439
Value of net income/loss2019-12-31$596,439
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,939,366
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,939,366
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,342,927
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,342,927
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$3,051
Investment advisory and management fees2019-12-31$3,051
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$3,404,516
Value of interest in pooled separate accounts at end of year2019-12-31$3,404,516
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,228,916
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,228,916
Interest on participant loans2019-12-31$4,819
Interest on participant loans2019-12-31$4,819
Income. Interest from loans (other than to participants)2019-12-31$0
Income. Interest from loans (other than to participants)2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$422,037
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$422,037
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$4,278
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$4,278
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$130,367
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$130,367
Net investment gain/loss from pooled separate accounts2019-12-31$377,150
Net investment gain/loss from pooled separate accounts2019-12-31$377,150
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$24,644
Contributions received in cash from employer2019-12-31$24,644
Employer contributions (assets) at end of year2019-12-31$524
Employer contributions (assets) at end of year2019-12-31$524
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$219,106
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$219,106
Contract administrator fees2019-12-31$1,422
Contract administrator fees2019-12-31$1,422
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DEMARCHI & ASSOCIATES
Accountancy firm name2019-12-31DEMARCHI & ASSOCIATES
Accountancy firm EIN2019-12-31341804454
Accountancy firm EIN2019-12-31341804454
2018 : KUHNLE BROTHERS TRUCKING, INC. 401(K) PLAN & TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$263,742
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$50,551
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$35,772
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$474,487
Value of total assets at end of year2018-12-31$3,342,927
Value of total assets at beginning of year2018-12-31$3,129,736
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$14,779
Total interest from all sources2018-12-31$3,298
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$350,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$278,579
Participant contributions at end of year2018-12-31$113,291
Participant contributions at beginning of year2018-12-31$44,779
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$168,050
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$720
Total non interest bearing cash at beginning of year2018-12-31$736
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$213,191
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,342,927
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,129,736
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$0
Value of interest in pooled separate accounts at end of year2018-12-31$3,228,916
Value of interest in pooled separate accounts at beginning of year2018-12-31$3,084,221
Interest on participant loans2018-12-31$3,298
Interest earned on other investments2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$-214,043
Net investment gain or loss from common/collective trusts2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$27,858
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$35,772
Contract administrator fees2018-12-31$14,779
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DEMARCHI & ASSOCIATES
Accountancy firm EIN2018-12-31341804454
2017 : KUHNLE BROTHERS TRUCKING, INC. 401(K) PLAN & 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$0
Total income from all sources (including contributions)2017-12-31$501,097
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$312,217
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$310,009
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$205,089
Value of total assets at end of year2017-12-31$3,129,736
Value of total assets at beginning of year2017-12-31$2,940,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,208
Total interest from all sources2017-12-31$1,544
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$350,000
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$186,444
Participant contributions at end of year2017-12-31$44,779
Participant contributions at beginning of year2017-12-31$37,566
Total non interest bearing cash at end of year2017-12-31$736
Total non interest bearing cash at beginning of year2017-12-31$720
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$188,880
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,129,736
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,940,856
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
Value of interest in pooled separate accounts at end of year2017-12-31$3,084,221
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,902,570
Interest on participant loans2017-12-31$1,544
Net investment gain/loss from pooled separate accounts2017-12-31$294,464
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
Contributions received in cash from employer2017-12-31$18,645
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$310,009
Contract administrator fees2017-12-31$2,208
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31DEMARCHI & ASSOCIATES
Accountancy firm EIN2017-12-31341804454
2016 : KUHNLE BROTHERS TRUCKING, INC. 401(K) PLAN & 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$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$439,897
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$232,736
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$229,269
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$210,332
Value of total assets at end of year2016-12-31$2,940,856
Value of total assets at beginning of year2016-12-31$2,733,695
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,467
Total interest from all sources2016-12-31$1,120
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$350,000
If this is an individual account plan, was there a blackout period2016-12-31No
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$178,885
Participant contributions at end of year2016-12-31$37,566
Participant contributions at beginning of year2016-12-31$25,543
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$13,558
Total non interest bearing cash at end of year2016-12-31$720
Total non interest bearing cash at beginning of year2016-12-31$720
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$207,161
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,940,856
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,733,695
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$2,902,570
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,707,432
Interest on participant loans2016-12-31$1,120
Net investment gain/loss from pooled separate accounts2016-12-31$228,445
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$17,889
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$229,269
Contract administrator fees2016-12-31$3,467
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31DEMARCHI & ASSOCIATES
Accountancy firm EIN2016-12-31341804454
2015 : KUHNLE BROTHERS TRUCKING, INC. 401(K) PLAN & 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$827,331
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$48,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$46,268
Value of total corrective distributions2015-12-31$198
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$912,807
Value of total assets at end of year2015-12-31$2,733,695
Value of total assets at beginning of year2015-12-31$1,954,920
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,090
Total interest from all sources2015-12-31$467
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$350,000
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$184,123
Participant contributions at end of year2015-12-31$25,543
Participant contributions at beginning of year2015-12-31$8,793
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$698,753
Total non interest bearing cash at end of year2015-12-31$720
Total non interest bearing cash at beginning of year2015-12-31$309
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$778,775
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,733,695
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,954,920
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$2,707,432
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,945,818
Interest on participant loans2015-12-31$467
Net investment gain/loss from pooled separate accounts2015-12-31$-85,943
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$29,931
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$46,268
Contract administrator fees2015-12-31$2,090
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31DEMARCHI & ASSOCIATES
Accountancy firm EIN2015-12-31341804454
2009 : KUHNLE BROTHERS TRUCKING, INC. 401(K) PLAN & TRUST 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for KUHNLE BROTHERS TRUCKING, INC. 401(K) PLAN & TRUST

2022: KUHNLE BROTHERS TRUCKING, INC. 401(K) PLAN & TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: KUHNLE BROTHERS TRUCKING, INC. 401(K) PLAN & TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: KUHNLE BROTHERS TRUCKING, INC. 401(K) PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: KUHNLE BROTHERS TRUCKING, INC. 401(K) PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: KUHNLE BROTHERS TRUCKING, INC. 401(K) PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: KUHNLE BROTHERS TRUCKING, INC. 401(K) PLAN & 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: KUHNLE BROTHERS TRUCKING, INC. 401(K) PLAN & 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 – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: KUHNLE BROTHERS TRUCKING, INC. 401(K) PLAN & 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 benefit arrangement – InsuranceYes
2009: KUHNLE BROTHERS TRUCKING, INC. 401(K) PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number99558
Policy instance 1
Insurance contract or identification number99558
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-07-15
Total amount of commissions paid to insurance brokerUSD $5,060
Total amount of fees paid to insurance companyUSD $1,616
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,060
Insurance broker organization code?4
Amount paid for insurance broker fees891
Additional information about fees paid to insurance brokerTPA COMPENSATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number99558
Policy instance 1
Insurance contract or identification number99558
Number of Individuals Covered121
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $11,444
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees8004
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?4
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number99558
Policy instance 1
Insurance contract or identification number99558
Number of Individuals Covered118
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $7,605
Total amount of fees paid to insurance companyUSD $3,042
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,605
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?4
Insurance broker nameCBIZ RETIREMENT PLAN SERVICES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number99558
Policy instance 1
Insurance contract or identification number99558
Number of Individuals Covered119
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $5,357
Total amount of fees paid to insurance companyUSD $2,709
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,357
Amount paid for insurance broker fees0
Insurance broker organization code?4
Insurance broker nameMHM RETIREMENT PLAN SOLUTIONS

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

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

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

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1