Plan Name | ROGER BETTIS TRUCKING, INC. 401(K) PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | ROGER BETTIS TRUCKING, INC. |
Employer identification number (EIN): | 341723452 |
NAIC Classification: | 484200 |
NAIC Description: | Specialized Freight Trucking |
Additional information about ROGER BETTIS TRUCKING, INC.
Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
Incorporation Date: | 1992-12-31 |
Company Identification Number: | 834886 |
Legal Registered Office Address: |
7089 ALLIANCE RD - MALVERN United States of America (USA) 44644 |
More information about ROGER BETTIS TRUCKING, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | ROGER BETTIS | |||
001 | 2016-01-01 | ROGER BETTIS | |||
001 | 2015-01-01 | ROGER BETTIS | |||
001 | 2014-01-01 | ROGER BETTIS | |||
001 | 2013-01-01 | ROGER BETTIS | |||
001 | 2012-01-01 | ROGER BETTIS | |||
001 | 2011-01-01 | ROGER BETTIS | 2012-06-25 | ||
001 | 2010-01-01 | ROGER BETTIS | 2011-07-20 | ROGER BETTIS | 2011-07-20 |
Measure | Date | Value |
---|---|---|
2022: ROGER BETTIS TRUCKING, INC. 401(K) PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 134 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 108 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 14 |
Total of all active and inactive participants | 2022-01-01 | 122 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 122 |
Number of participants with account balances | 2022-01-01 | 108 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: ROGER BETTIS TRUCKING, INC. 401(K) PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 133 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 102 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 19 |
Total of all active and inactive participants | 2021-01-01 | 122 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 122 |
Number of participants with account balances | 2021-01-01 | 102 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: ROGER BETTIS TRUCKING, INC. 401(K) PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 138 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 106 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 17 |
Total of all active and inactive participants | 2020-01-01 | 127 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 127 |
Number of participants with account balances | 2020-01-01 | 98 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: ROGER BETTIS TRUCKING, INC. 401(K) PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 114 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 106 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 18 |
Total of all active and inactive participants | 2019-01-01 | 124 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 124 |
Number of participants with account balances | 2019-01-01 | 92 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 5 |
2018: ROGER BETTIS TRUCKING, INC. 401(K) PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 107 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 99 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 15 |
Total of all active and inactive participants | 2018-01-01 | 114 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 114 |
Number of participants with account balances | 2018-01-01 | 92 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: ROGER BETTIS TRUCKING, INC. 401(K) PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 122 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 94 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 13 |
Total of all active and inactive participants | 2017-01-01 | 107 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 107 |
Number of participants with account balances | 2017-01-01 | 83 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 2 |
2016: ROGER BETTIS TRUCKING, INC. 401(K) PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 117 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 95 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 27 |
Total of all active and inactive participants | 2016-01-01 | 122 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 122 |
Number of participants with account balances | 2016-01-01 | 94 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: ROGER BETTIS TRUCKING, INC. 401(K) PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 113 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 96 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 21 |
Total of all active and inactive participants | 2015-01-01 | 117 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 117 |
Number of participants with account balances | 2015-01-01 | 87 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: ROGER BETTIS TRUCKING, INC. 401(K) PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 126 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 99 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 14 |
Total of all active and inactive participants | 2014-01-01 | 113 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 113 |
Number of participants with account balances | 2014-01-01 | 62 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: ROGER BETTIS TRUCKING, INC. 401(K) PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 130 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 121 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 5 |
Total of all active and inactive participants | 2013-01-01 | 126 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 126 |
Number of participants with account balances | 2013-01-01 | 61 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 2 |
2012: ROGER BETTIS TRUCKING, INC. 401(K) PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 129 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 126 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 4 |
Total of all active and inactive participants | 2012-01-01 | 130 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 130 |
Number of participants with account balances | 2012-01-01 | 59 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 1 |
Measure | Date | Value |
---|---|---|
2022 : ROGER BETTIS TRUCKING, INC. 401(K) PLAN 2022 401k financial data | ||
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 | $-244,327 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $698,911 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $697,786 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $846,471 |
Value of total assets at end of year | 2022-12-31 | $5,741,237 |
Value of total assets at beginning of year | 2022-12-31 | $6,684,475 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $1,125 |
Total interest from all sources | 2022-12-31 | $7,244 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $254,248 |
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 | $254,248 |
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 | $520,983 |
Participant contributions at end of year | 2022-12-31 | $182,806 |
Participant contributions at beginning of year | 2022-12-31 | $173,941 |
Participant contributions at end of year | 2022-12-31 | $10,007 |
Participant contributions at beginning of year | 2022-12-31 | $8,409 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $58,458 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-943,238 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $5,741,237 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $6,684,475 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $5,392,225 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $6,342,677 |
Interest on participant loans | 2022-12-31 | $7,244 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $143,782 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $146,336 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,352,290 |
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 | $267,030 |
Employer contributions (assets) at end of year | 2022-12-31 | $12,417 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $13,112 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $697,786 |
Contract administrator fees | 2022-12-31 | $1,125 |
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 | BOBER MARKEY FEDOROVICH |
Accountancy firm EIN | 2022-12-31 | 341523030 |
2021 : ROGER BETTIS TRUCKING, INC. 401(K) PLAN 2021 401k financial data | ||
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 | $1,393,706 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $180,447 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $180,447 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $699,052 |
Value of total assets at end of year | 2021-12-31 | $6,684,475 |
Value of total assets at beginning of year | 2021-12-31 | $5,471,216 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $0 |
Total interest from all sources | 2021-12-31 | $5,717 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $330,954 |
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 | $330,954 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $436,861 |
Participant contributions at end of year | 2021-12-31 | $173,941 |
Participant contributions at beginning of year | 2021-12-31 | $139,195 |
Participant contributions at end of year | 2021-12-31 | $8,409 |
Participant contributions at beginning of year | 2021-12-31 | $6,708 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $24,388 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,213,259 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $6,684,475 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $5,471,216 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $6,342,677 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $5,114,054 |
Income. Interest from loans (other than to participants) | 2021-12-31 | $5,717 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $146,336 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $207,318 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
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 | $237,803 |
Employer contributions (assets) at end of year | 2021-12-31 | $13,112 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $3,941 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $180,447 |
Contract administrator fees | 2021-12-31 | $0 |
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 | BOBER MARKEY FEDOROVICH |
Accountancy firm EIN | 2021-12-31 | 341523030 |
2020 : ROGER BETTIS TRUCKING, INC. 401(K) PLAN 2020 401k financial data | ||
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 | $1,310,666 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $440,384 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $437,103 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $621,196 |
Value of total assets at end of year | 2020-12-31 | $5,471,216 |
Value of total assets at beginning of year | 2020-12-31 | $4,600,934 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $3,281 |
Total interest from all sources | 2020-12-31 | $6,419 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $143,588 |
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 | $143,588 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $360,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $406,310 |
Participant contributions at end of year | 2020-12-31 | $139,195 |
Participant contributions at beginning of year | 2020-12-31 | $150,364 |
Participant contributions at end of year | 2020-12-31 | $6,708 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $870,282 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $5,471,216 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,600,934 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $5,114,054 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $4,246,917 |
Interest on participant loans | 2020-12-31 | $6,419 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $207,318 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $195,218 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $537,371 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $2,092 |
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 | $214,886 |
Employer contributions (assets) at end of year | 2020-12-31 | $3,941 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $8,435 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $437,103 |
Contract administrator fees | 2020-12-31 | $3,281 |
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 | BOBER MARKEY FEDOROVICH |
Accountancy firm EIN | 2020-12-31 | 341523030 |
2019 : ROGER BETTIS TRUCKING, INC. 401(K) PLAN 2019 401k financial data | ||
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 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 | $1,409,337 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $240,085 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $207,060 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $30,158 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $767,436 |
Value of total assets at end of year | 2019-12-31 | $4,600,934 |
Value of total assets at beginning of year | 2019-12-31 | $3,431,682 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $2,867 |
Total interest from all sources | 2019-12-31 | $6,626 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $153,664 |
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 | $153,664 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $360,000 |
If this is an individual account plan, was there a blackout period | 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 | $381,740 |
Participant contributions at end of year | 2019-12-31 | $150,364 |
Participant contributions at beginning of year | 2019-12-31 | $163,148 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $175,356 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $1,169,252 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $4,600,934 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,431,682 |
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 leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $4,246,917 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $2,852,639 |
Interest on participant loans | 2019-12-31 | $6,626 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $195,218 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $412,042 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $477,957 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $3,654 |
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 |
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 | $210,340 |
Employer contributions (assets) at end of year | 2019-12-31 | $8,435 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $3,853 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $207,060 |
Contract administrator fees | 2019-12-31 | $2,867 |
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 |
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 |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | BOBER MARKEY FEDOROVICH |
Accountancy firm EIN | 2019-12-31 | 341523030 |
2018 : ROGER BETTIS TRUCKING, INC. 401(K) PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 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 | $361,692 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $64,064 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $60,464 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $529,223 |
Value of total assets at end of year | 2018-12-31 | $3,431,682 |
Value of total assets at beginning of year | 2018-12-31 | $3,134,054 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $3,600 |
Total interest from all sources | 2018-12-31 | $4,196 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $129,489 |
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 | $129,489 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $310,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $343,635 |
Participant contributions at end of year | 2018-12-31 | $163,148 |
Participant contributions at beginning of year | 2018-12-31 | $124,280 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $5,152 |
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 | $297,628 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $3,431,682 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,134,054 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $2,852,639 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $2,911,682 |
Interest on participant loans | 2018-12-31 | $4,196 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $412,042 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $88,758 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-303,444 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $2,228 |
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 | $185,588 |
Employer contributions (assets) at end of year | 2018-12-31 | $3,853 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $4,182 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $60,464 |
Contract administrator fees | 2018-12-31 | $3,600 |
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 |
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 | BOBER MARKEY FEDOROVICH |
Accountancy firm EIN | 2018-12-31 | 341523030 |
2017 : ROGER BETTIS TRUCKING, INC. 401(K) PLAN 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 | $870,913 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $219,363 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $210,963 |
Value of total corrective distributions | 2017-12-31 | $777 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $454,316 |
Value of total assets at end of year | 2017-12-31 | $3,134,054 |
Value of total assets at beginning of year | 2017-12-31 | $2,482,504 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $7,623 |
Total interest from all sources | 2017-12-31 | $3,680 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $76,499 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $76,499 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $240,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $289,050 |
Participant contributions at end of year | 2017-12-31 | $124,280 |
Participant contributions at beginning of year | 2017-12-31 | $114,816 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $12,071 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $5,152 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $4,832 |
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 | $651,550 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $3,134,054 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,482,504 |
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 registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $2,911,682 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $2,260,456 |
Interest on participant loans | 2017-12-31 | $3,680 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $88,758 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $98,202 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $335,727 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $691 |
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 | $153,195 |
Employer contributions (assets) at end of year | 2017-12-31 | $4,182 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $4,198 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $210,963 |
Contract administrator fees | 2017-12-31 | $7,623 |
Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $0 |
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 | BOBER MARKEY FEDOROVICH |
Accountancy firm EIN | 2017-12-31 | 341523030 |
2016 : ROGER BETTIS TRUCKING, INC. 401(K) PLAN 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 | $541,367 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $395,644 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $388,440 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $393,298 |
Value of total assets at end of year | 2016-12-31 | $2,482,504 |
Value of total assets at beginning of year | 2016-12-31 | $2,336,781 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $7,204 |
Total interest from all sources | 2016-12-31 | $3,015 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $65,159 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $65,159 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $240,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $253,894 |
Participant contributions at end of year | 2016-12-31 | $114,816 |
Participant contributions at beginning of year | 2016-12-31 | $98,435 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $4,832 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $4,459 |
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 | $145,723 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $2,482,504 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,336,781 |
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 registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $2,260,456 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $2,125,831 |
Interest on participant loans | 2016-12-31 | $3,015 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $98,202 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $91,507 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $79,085 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $810 |
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 | $139,404 |
Employer contributions (assets) at end of year | 2016-12-31 | $4,198 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $16,549 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $388,440 |
Contract administrator fees | 2016-12-31 | $7,204 |
Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $0 |
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 | BOBER MARKEY FEDOROVICH |
Accountancy firm EIN | 2016-12-31 | 341523030 |
2015 : ROGER BETTIS TRUCKING, INC. 401(K) PLAN 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 | $378,310 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $101,170 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $99,245 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $397,934 |
Value of total assets at end of year | 2015-12-31 | $2,336,781 |
Value of total assets at beginning of year | 2015-12-31 | $2,059,641 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $1,925 |
Total interest from all sources | 2015-12-31 | $3,047 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $96,610 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $96,610 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $240,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $244,089 |
Participant contributions at end of year | 2015-12-31 | $98,435 |
Participant contributions at beginning of year | 2015-12-31 | $83,264 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $14,974 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $4,459 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $1,030 |
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 | $277,140 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $2,336,781 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,059,641 |
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 registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $2,125,831 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $1,894,682 |
Interest on participant loans | 2015-12-31 | $3,047 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $91,507 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $78,058 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-120,068 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $787 |
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 | $138,871 |
Employer contributions (assets) at end of year | 2015-12-31 | $16,549 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $2,607 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $99,245 |
Contract administrator fees | 2015-12-31 | $1,925 |
Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $0 |
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 | BOBER MARKEY FEDOROVICH |
Accountancy firm EIN | 2015-12-31 | 341523030 |
2014 : ROGER BETTIS TRUCKING, INC. 401(K) PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $421 |
Total income from all sources (including contributions) | 2014-12-31 | $410,634 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $59,683 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $56,203 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $305,553 |
Value of total assets at end of year | 2014-12-31 | $2,059,641 |
Value of total assets at beginning of year | 2014-12-31 | $1,709,111 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $3,480 |
Total interest from all sources | 2014-12-31 | $3,035 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $70,242 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $70,242 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $240,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $207,207 |
Participant contributions at end of year | 2014-12-31 | $83,264 |
Participant contributions at beginning of year | 2014-12-31 | $82,149 |
Participant contributions at end of year | 2014-12-31 | $0 |
Participant contributions at beginning of year | 2014-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $1,030 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $1,030 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $350,951 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $2,059,641 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,708,690 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $1,894,682 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $0 |
Interest on participant loans | 2014-12-31 | $3,035 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $78,058 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $1,626,962 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $1,626,962 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $31,476 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $328 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $97,316 |
Employer contributions (assets) at end of year | 2014-12-31 | $2,607 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $56,203 |
Contract administrator fees | 2014-12-31 | $3,480 |
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 | 2014-12-31 | Yes |
Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $421 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | BOBER MARKEY FEDOROVICH |
Accountancy firm EIN | 2014-12-31 | 341523030 |
2013 : ROGER BETTIS TRUCKING, INC. 401(K) PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $421 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $56 |
Total income from all sources (including contributions) | 2013-12-31 | $543,423 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $205,613 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $198,827 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $344,859 |
Value of total assets at end of year | 2013-12-31 | $1,709,111 |
Value of total assets at beginning of year | 2013-12-31 | $1,370,936 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $6,786 |
Total interest from all sources | 2013-12-31 | $3,955 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $10,723 |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $10,723 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $100,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $174,340 |
Participant contributions at end of year | 2013-12-31 | $82,149 |
Participant contributions at beginning of year | 2013-12-31 | $36,482 |
Participant contributions at end of year | 2013-12-31 | $0 |
Participant contributions at beginning of year | 2013-12-31 | $11,582 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $112,591 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $337,810 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $1,708,690 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,370,880 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $1,482 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $1,270,607 |
Interest on participant loans | 2013-12-31 | $2,750 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $48,130 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $1,626,962 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $107 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $107 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $1,205 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $183,564 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $322 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $57,928 |
Employer contributions (assets) at end of year | 2013-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $4,028 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $198,827 |
Contract administrator fees | 2013-12-31 | $5,304 |
Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $421 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $56 |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | BOBER MARKEY FEDOROVICH |
Accountancy firm EIN | 2013-12-31 | 341523030 |
2012 : ROGER BETTIS TRUCKING, INC. 401(K) PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $56 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $95 |
Total income from all sources (including contributions) | 2012-12-31 | $172,925 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $248,454 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $246,150 |
Value of total corrective distributions | 2012-12-31 | $203 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $221,246 |
Value of total assets at end of year | 2012-12-31 | $1,370,936 |
Value of total assets at beginning of year | 2012-12-31 | $1,446,504 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $2,101 |
Total interest from all sources | 2012-12-31 | $2,188 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $4,079 |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $4,079 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $100,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $167,377 |
Participant contributions at end of year | 2012-12-31 | $36,482 |
Participant contributions at beginning of year | 2012-12-31 | $58,034 |
Participant contributions at end of year | 2012-12-31 | $11,582 |
Participant contributions at beginning of year | 2012-12-31 | $15,778 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $95 |
Total non interest bearing cash at end of year | 2012-12-31 | $107 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $1,934 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $-75,529 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $1,370,880 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,446,409 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $622 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $1,270,607 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $1,314,114 |
Interest on participant loans | 2012-12-31 | $2,188 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $48,130 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $51,521 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $-54,981 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $393 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $53,869 |
Employer contributions (assets) at end of year | 2012-12-31 | $4,028 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $5,123 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $246,150 |
Contract administrator fees | 2012-12-31 | $1,479 |
Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $56 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $0 |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | BOBER MARKEY FEDOROVICH |
Accountancy firm EIN | 2012-12-31 | 341523030 |
2022: ROGER BETTIS TRUCKING, INC. 401(K) PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: ROGER BETTIS TRUCKING, INC. 401(K) PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: ROGER BETTIS TRUCKING, INC. 401(K) PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: ROGER BETTIS TRUCKING, INC. 401(K) PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: ROGER BETTIS TRUCKING, INC. 401(K) PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: ROGER BETTIS TRUCKING, INC. 401(K) PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: ROGER BETTIS TRUCKING, INC. 401(K) PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: ROGER BETTIS TRUCKING, INC. 401(K) PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: ROGER BETTIS TRUCKING, INC. 401(K) PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: ROGER BETTIS TRUCKING, INC. 401(K) PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: ROGER BETTIS TRUCKING, INC. 401(K) PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |