KUHNLE BROTHERS TRUCKING, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan KUHNLE BROTHERS TRUCKING, INC. 401(K) PLAN & TRUST
401k plan membership statisitcs for KUHNLE BROTHERS TRUCKING, INC. 401(K) PLAN & TRUST
Measure | Date | Value |
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2022 : KUHNLE BROTHERS TRUCKING, INC. 401(K) PLAN & TRUST 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $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 assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $856,821 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $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 year | 2022-12-31 | $4,014,467 |
Value of total assets at beginning of year | 2022-12-31 | $4,808,958 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $18,871 |
Total interest from all sources | 2022-12-31 | $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 year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $117,875 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $488,269 |
Participant contributions at end of year | 2022-12-31 | $112,939 |
Participant contributions at beginning of year | 2022-12-31 | $75,018 |
Participant contributions at end of year | 2022-12-31 | $7,906 |
Participant contributions at beginning of year | 2022-12-31 | $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 appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-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) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $13,555 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $2,933,799 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $4,058,098 |
Interest on participant loans | 2022-12-31 | $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 year | 2022-12-31 | $959,012 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $669,183 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $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 assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $48,819 |
Employer contributions (assets) at end of year | 2022-12-31 | $811 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $544 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $837,950 |
Contract administrator fees | 2022-12-31 | $5,316 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | DEMARCHI & SCHAEFER |
Accountancy firm EIN | 2022-12-31 | 920767184 |
2021 : KUHNLE BROTHERS TRUCKING, INC. 401(K) PLAN & TRUST 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $689,425 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $672,963 |
Value of total corrective distributions | 2021-12-31 | $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 year | 2021-12-31 | $4,808,958 |
Value of total assets at beginning of year | 2021-12-31 | $4,629,987 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $15,437 |
Total interest from all sources | 2021-12-31 | $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 year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $95,324 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $341,241 |
Participant contributions at end of year | 2021-12-31 | $75,018 |
Participant contributions at beginning of year | 2021-12-31 | $109,796 |
Participant contributions at end of year | 2021-12-31 | $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 appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $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) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $14,129 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $4,058,098 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $3,977,898 |
Interest on participant loans | 2021-12-31 | $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 year | 2021-12-31 | $669,183 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $542,293 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $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 assets | 2021-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $34,061 |
Employer contributions (assets) at end of year | 2021-12-31 | $544 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $672,963 |
Contract administrator fees | 2021-12-31 | $1,308 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | DEMARCHI & SCHAEFER |
Accountancy firm EIN | 2021-12-31 | 341804454 |
2020 : KUHNLE BROTHERS TRUCKING, INC. 401(K) PLAN & TRUST 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $128,329 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $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 year | 2020-12-31 | $4,629,987 |
Value of total assets at beginning of year | 2020-12-31 | $3,939,366 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $15,130 |
Total interest from all sources | 2020-12-31 | $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 year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $52,697 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $350,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $288,315 |
Participant contributions at end of year | 2020-12-31 | $109,796 |
Participant contributions at beginning of year | 2020-12-31 | $107,051 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $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 appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $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) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $12,585 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $3,977,898 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $3,404,516 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $3,977,898 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $3,404,516 |
Interest on participant loans | 2020-12-31 | $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 year | 2020-12-31 | $542,293 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $422,037 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $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 assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $28,832 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $524 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $113,199 |
Contract administrator fees | 2020-12-31 | $2,545 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | DEMARCHI & ASSOCIATES |
Accountancy firm EIN | 2020-12-31 | 341804454 |
2019 : KUHNLE BROTHERS TRUCKING, INC. 401(K) PLAN & TRUST 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 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 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 assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $237,042 |
Total of all expenses incurred | 2019-12-31 | $237,042 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $219,106 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $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 year | 2019-12-31 | $3,939,366 |
Value of total assets at end of year | 2019-12-31 | $3,939,366 |
Value of total assets at beginning of year | 2019-12-31 | $3,342,927 |
Value of total assets at beginning of year | 2019-12-31 | $3,342,927 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $17,936 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $17,936 |
Total interest from all sources | 2019-12-31 | $9,097 |
Total interest from all sources | 2019-12-31 | $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 year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
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 bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $350,000 |
Value of fidelity bond cover | 2019-12-31 | $350,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | Yes |
If this is an individual account plan, was there a blackout period | 2019-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $246,435 |
Contributions received from participants | 2019-12-31 | $246,435 |
Participant contributions at end of year | 2019-12-31 | $107,051 |
Participant contributions at end of year | 2019-12-31 | $107,051 |
Participant contributions at beginning of year | 2019-12-31 | $113,291 |
Participant contributions at beginning of year | 2019-12-31 | $113,291 |
Participant contributions at end of year | 2019-12-31 | $5,238 |
Participant contributions at end of year | 2019-12-31 | $5,238 |
Administrative expenses (other) incurred | 2019-12-31 | $13,463 |
Administrative expenses (other) incurred | 2019-12-31 | $13,463 |
Total non interest bearing cash at end of year | 2019-12-31 | $0 |
Total non interest bearing cash at end of year | 2019-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $720 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $720 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $596,439 |
Value of net income/loss | 2019-12-31 | $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) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $3,051 |
Investment advisory and management fees | 2019-12-31 | $3,051 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $3,404,516 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $3,404,516 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $3,228,916 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $3,228,916 |
Interest on participant loans | 2019-12-31 | $4,819 |
Interest on participant loans | 2019-12-31 | $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 year | 2019-12-31 | $422,037 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $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 accounts | 2019-12-31 | $377,150 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $377,150 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $24,644 |
Contributions received in cash from employer | 2019-12-31 | $24,644 |
Employer contributions (assets) at end of year | 2019-12-31 | $524 |
Employer contributions (assets) at end of year | 2019-12-31 | $524 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $219,106 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $219,106 |
Contract administrator fees | 2019-12-31 | $1,422 |
Contract administrator fees | 2019-12-31 | $1,422 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | Yes |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | DEMARCHI & ASSOCIATES |
Accountancy firm name | 2019-12-31 | DEMARCHI & ASSOCIATES |
Accountancy firm EIN | 2019-12-31 | 341804454 |
Accountancy firm EIN | 2019-12-31 | 341804454 |
2018 : KUHNLE BROTHERS TRUCKING, INC. 401(K) PLAN & TRUST 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $0 |
Total transfer of assets from this plan | 2018-12-31 | $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 assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $50,551 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $35,772 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of total corrective distributions | 2018-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $474,487 |
Value of total assets at end of year | 2018-12-31 | $3,342,927 |
Value of total assets at beginning of year | 2018-12-31 | $3,129,736 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $14,779 |
Total interest from all sources | 2018-12-31 | $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 year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $0 |
Administrative expenses professional fees incurred | 2018-12-31 | $0 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $350,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $278,579 |
Participant contributions at end of year | 2018-12-31 | $113,291 |
Participant contributions at beginning of year | 2018-12-31 | $44,779 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $168,050 |
Other income not declared elsewhere | 2018-12-31 | $0 |
Administrative expenses (other) incurred | 2018-12-31 | $0 |
Total non interest bearing cash at end of year | 2018-12-31 | $720 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $736 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $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) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $3,228,916 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $3,084,221 |
Interest on participant loans | 2018-12-31 | $3,298 |
Interest earned on other investments | 2018-12-31 | $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 accounts | 2018-12-31 | $-214,043 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $27,858 |
Employer contributions (assets) at end of year | 2018-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $0 |
Income. Dividends from common stock | 2018-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $35,772 |
Contract administrator fees | 2018-12-31 | $14,779 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Aggregate proceeds on sale of assets | 2018-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | DEMARCHI & ASSOCIATES |
Accountancy firm EIN | 2018-12-31 | 341804454 |
2017 : KUHNLE BROTHERS TRUCKING, INC. 401(K) PLAN & TRUST 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $501,097 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $312,217 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $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 year | 2017-12-31 | $3,129,736 |
Value of total assets at beginning of year | 2017-12-31 | $2,940,856 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $2,208 |
Total interest from all sources | 2017-12-31 | $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 year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $350,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $186,444 |
Participant contributions at end of year | 2017-12-31 | $44,779 |
Participant contributions at beginning of year | 2017-12-31 | $37,566 |
Total non interest bearing cash at end of year | 2017-12-31 | $736 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $720 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $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) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $3,084,221 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $2,902,570 |
Interest on participant loans | 2017-12-31 | $1,544 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $294,464 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $18,645 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $310,009 |
Contract administrator fees | 2017-12-31 | $2,208 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | DEMARCHI & ASSOCIATES |
Accountancy firm EIN | 2017-12-31 | 341804454 |
2016 : KUHNLE BROTHERS TRUCKING, INC. 401(K) PLAN & TRUST 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $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 assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $232,736 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $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 year | 2016-12-31 | $2,940,856 |
Value of total assets at beginning of year | 2016-12-31 | $2,733,695 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $3,467 |
Total interest from all sources | 2016-12-31 | $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 year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $350,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $178,885 |
Participant contributions at end of year | 2016-12-31 | $37,566 |
Participant contributions at beginning of year | 2016-12-31 | $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 year | 2016-12-31 | $720 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $720 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $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) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $2,902,570 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $2,707,432 |
Interest on participant loans | 2016-12-31 | $1,120 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $228,445 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $17,889 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $229,269 |
Contract administrator fees | 2016-12-31 | $3,467 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | DEMARCHI & ASSOCIATES |
Accountancy firm EIN | 2016-12-31 | 341804454 |
2015 : KUHNLE BROTHERS TRUCKING, INC. 401(K) PLAN & TRUST 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $827,331 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $48,556 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $46,268 |
Value of total corrective distributions | 2015-12-31 | $198 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $912,807 |
Value of total assets at end of year | 2015-12-31 | $2,733,695 |
Value of total assets at beginning of year | 2015-12-31 | $1,954,920 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $2,090 |
Total interest from all sources | 2015-12-31 | $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 year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $350,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $184,123 |
Participant contributions at end of year | 2015-12-31 | $25,543 |
Participant contributions at beginning of year | 2015-12-31 | $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 year | 2015-12-31 | $720 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $309 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $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) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $2,707,432 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $1,945,818 |
Interest on participant loans | 2015-12-31 | $467 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-85,943 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $29,931 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $46,268 |
Contract administrator fees | 2015-12-31 | $2,090 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | DEMARCHI & ASSOCIATES |
Accountancy firm EIN | 2015-12-31 | 341804454 |
2009 : KUHNLE BROTHERS TRUCKING, INC. 401(K) PLAN & TRUST 2009 401k financial data |
---|
Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |