Logo

ROGER BETTIS TRUCKING, INC. 401(K) PLAN 401k Plan overview

Plan NameROGER BETTIS TRUCKING, INC. 401(K) PLAN
Plan identification number 001

ROGER BETTIS TRUCKING, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ROGER BETTIS TRUCKING, INC. has sponsored the creation of one or more 401k plans.

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.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROGER BETTIS TRUCKING, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ROGER BETTIS
0012016-01-01ROGER BETTIS
0012015-01-01ROGER BETTIS
0012014-01-01ROGER BETTIS
0012013-01-01ROGER BETTIS
0012012-01-01ROGER BETTIS
0012011-01-01ROGER BETTIS2012-06-25
0012010-01-01ROGER BETTIS2011-07-20 ROGER BETTIS2011-07-20

Plan Statistics for ROGER BETTIS TRUCKING, INC. 401(K) PLAN

401k plan membership statisitcs for ROGER BETTIS TRUCKING, INC. 401(K) PLAN

Measure Date Value
2022: ROGER BETTIS TRUCKING, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01134
Total number of active participants reported on line 7a of the Form 55002022-01-01108
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0114
Total of all active and inactive participants2022-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01122
Number of participants with account balances2022-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ROGER BETTIS TRUCKING, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01133
Total number of active participants reported on line 7a of the Form 55002021-01-01102
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0119
Total of all active and inactive participants2021-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01122
Number of participants with account balances2021-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ROGER BETTIS TRUCKING, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01138
Total number of active participants reported on line 7a of the Form 55002020-01-01106
Number of retired or separated participants receiving benefits2020-01-014
Number of other retired or separated participants entitled to future benefits2020-01-0117
Total of all active and inactive participants2020-01-01127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01127
Number of participants with account balances2020-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ROGER BETTIS TRUCKING, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01114
Total number of active participants reported on line 7a of the Form 55002019-01-01106
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0118
Total of all active and inactive participants2019-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01124
Number of participants with account balances2019-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-015
2018: ROGER BETTIS TRUCKING, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01107
Total number of active participants reported on line 7a of the Form 55002018-01-0199
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0115
Total of all active and inactive participants2018-01-01114
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01114
Number of participants with account balances2018-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ROGER BETTIS TRUCKING, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01122
Total number of active participants reported on line 7a of the Form 55002017-01-0194
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0113
Total of all active and inactive participants2017-01-01107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01107
Number of participants with account balances2017-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: ROGER BETTIS TRUCKING, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01117
Total number of active participants reported on line 7a of the Form 55002016-01-0195
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0127
Total of all active and inactive participants2016-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01122
Number of participants with account balances2016-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ROGER BETTIS TRUCKING, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01113
Total number of active participants reported on line 7a of the Form 55002015-01-0196
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0121
Total of all active and inactive participants2015-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01117
Number of participants with account balances2015-01-0187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ROGER BETTIS TRUCKING, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01126
Total number of active participants reported on line 7a of the Form 55002014-01-0199
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0114
Total of all active and inactive participants2014-01-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01113
Number of participants with account balances2014-01-0162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ROGER BETTIS TRUCKING, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01130
Total number of active participants reported on line 7a of the Form 55002013-01-01121
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-015
Total of all active and inactive participants2013-01-01126
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01126
Number of participants with account balances2013-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: ROGER BETTIS TRUCKING, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01129
Total number of active participants reported on line 7a of the Form 55002012-01-01126
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-014
Total of all active and inactive participants2012-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01130
Number of participants with account balances2012-01-0159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011

Financial Data on ROGER BETTIS TRUCKING, INC. 401(K) PLAN

Measure Date Value
2022 : ROGER BETTIS TRUCKING, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-244,327
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$698,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$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 year2022-12-31$5,741,237
Value of total assets at beginning of year2022-12-31$6,684,475
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,125
Total interest from all sources2022-12-31$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 year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$254,248
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$520,983
Participant contributions at end of year2022-12-31$182,806
Participant contributions at beginning of year2022-12-31$173,941
Participant contributions at end of year2022-12-31$10,007
Participant contributions at beginning of year2022-12-31$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 year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-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)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$5,392,225
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$6,342,677
Interest on participant loans2022-12-31$7,244
Value of interest in common/collective trusts at end of year2022-12-31$143,782
Value of interest in common/collective trusts at beginning of year2022-12-31$146,336
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,352,290
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$267,030
Employer contributions (assets) at end of year2022-12-31$12,417
Employer contributions (assets) at beginning of year2022-12-31$13,112
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$697,786
Contract administrator fees2022-12-31$1,125
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BOBER MARKEY FEDOROVICH
Accountancy firm EIN2022-12-31341523030
2021 : ROGER BETTIS TRUCKING, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,393,706
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$180,447
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$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 year2021-12-31$6,684,475
Value of total assets at beginning of year2021-12-31$5,471,216
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$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 year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$330,954
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$436,861
Participant contributions at end of year2021-12-31$173,941
Participant contributions at beginning of year2021-12-31$139,195
Participant contributions at end of year2021-12-31$8,409
Participant contributions at beginning of year2021-12-31$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 year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$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)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$6,342,677
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$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 year2021-12-31$146,336
Value of interest in common/collective trusts at beginning of year2021-12-31$207,318
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$237,803
Employer contributions (assets) at end of year2021-12-31$13,112
Employer contributions (assets) at beginning of year2021-12-31$3,941
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$180,447
Contract administrator fees2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BOBER MARKEY FEDOROVICH
Accountancy firm EIN2021-12-31341523030
2020 : ROGER BETTIS TRUCKING, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,310,666
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$440,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$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 year2020-12-31$5,471,216
Value of total assets at beginning of year2020-12-31$4,600,934
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,281
Total interest from all sources2020-12-31$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 year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$143,588
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$360,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$406,310
Participant contributions at end of year2020-12-31$139,195
Participant contributions at beginning of year2020-12-31$150,364
Participant contributions at end of year2020-12-31$6,708
Participant contributions at beginning of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$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)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,114,054
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,246,917
Interest on participant loans2020-12-31$6,419
Value of interest in common/collective trusts at end of year2020-12-31$207,318
Value of interest in common/collective trusts at beginning of year2020-12-31$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 trusts2020-12-31$2,092
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$214,886
Employer contributions (assets) at end of year2020-12-31$3,941
Employer contributions (assets) at beginning of year2020-12-31$8,435
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$437,103
Contract administrator fees2020-12-31$3,281
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BOBER MARKEY FEDOROVICH
Accountancy firm EIN2020-12-31341523030
2019 : ROGER BETTIS TRUCKING, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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 assets2019-12-31$0
Total of all expenses incurred2019-12-31$240,085
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$207,060
Expenses. Certain deemed distributions of participant loans2019-12-31$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 year2019-12-31$4,600,934
Value of total assets at beginning of year2019-12-31$3,431,682
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,867
Total interest from all sources2019-12-31$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 year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$153,664
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$360,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$381,740
Participant contributions at end of year2019-12-31$150,364
Participant contributions at beginning of year2019-12-31$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 year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$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)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,246,917
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,852,639
Interest on participant loans2019-12-31$6,626
Value of interest in common/collective trusts at end of year2019-12-31$195,218
Value of interest in common/collective trusts at beginning of year2019-12-31$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 trusts2019-12-31$3,654
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$210,340
Employer contributions (assets) at end of year2019-12-31$8,435
Employer contributions (assets) at beginning of year2019-12-31$3,853
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$207,060
Contract administrator fees2019-12-31$2,867
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BOBER MARKEY FEDOROVICH
Accountancy firm EIN2019-12-31341523030
2018 : ROGER BETTIS TRUCKING, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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 assets2018-12-31$0
Total of all expenses incurred2018-12-31$64,064
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$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 year2018-12-31$3,431,682
Value of total assets at beginning of year2018-12-31$3,134,054
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,600
Total interest from all sources2018-12-31$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 year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$129,489
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$310,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$343,635
Participant contributions at end of year2018-12-31$163,148
Participant contributions at beginning of year2018-12-31$124,280
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$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 appraiser2018-12-31No
Value of net income/loss2018-12-31$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)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,852,639
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,911,682
Interest on participant loans2018-12-31$4,196
Value of interest in common/collective trusts at end of year2018-12-31$412,042
Value of interest in common/collective trusts at beginning of year2018-12-31$88,758
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-303,444
Net investment gain or loss from common/collective trusts2018-12-31$2,228
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$185,588
Employer contributions (assets) at end of year2018-12-31$3,853
Employer contributions (assets) at beginning of year2018-12-31$4,182
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$60,464
Contract administrator fees2018-12-31$3,600
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BOBER MARKEY FEDOROVICH
Accountancy firm EIN2018-12-31341523030
2017 : ROGER BETTIS TRUCKING, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$870,913
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$219,363
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$210,963
Value of total corrective distributions2017-12-31$777
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$454,316
Value of total assets at end of year2017-12-31$3,134,054
Value of total assets at beginning of year2017-12-31$2,482,504
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$7,623
Total interest from all sources2017-12-31$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 year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$76,499
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$240,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$289,050
Participant contributions at end of year2017-12-31$124,280
Participant contributions at beginning of year2017-12-31$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 year2017-12-31$5,152
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$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 appraiser2017-12-31No
Value of net income/loss2017-12-31$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)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,911,682
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,260,456
Interest on participant loans2017-12-31$3,680
Value of interest in common/collective trusts at end of year2017-12-31$88,758
Value of interest in common/collective trusts at beginning of year2017-12-31$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 trusts2017-12-31$691
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$153,195
Employer contributions (assets) at end of year2017-12-31$4,182
Employer contributions (assets) at beginning of year2017-12-31$4,198
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$210,963
Contract administrator fees2017-12-31$7,623
Liabilities. Value of benefit claims payable at end of year2017-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BOBER MARKEY FEDOROVICH
Accountancy firm EIN2017-12-31341523030
2016 : ROGER BETTIS TRUCKING, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$541,367
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$395,644
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$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 year2016-12-31$2,482,504
Value of total assets at beginning of year2016-12-31$2,336,781
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$7,204
Total interest from all sources2016-12-31$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 year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$65,159
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$240,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$253,894
Participant contributions at end of year2016-12-31$114,816
Participant contributions at beginning of year2016-12-31$98,435
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$4,832
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$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 appraiser2016-12-31No
Value of net income/loss2016-12-31$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)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,260,456
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,125,831
Interest on participant loans2016-12-31$3,015
Value of interest in common/collective trusts at end of year2016-12-31$98,202
Value of interest in common/collective trusts at beginning of year2016-12-31$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 trusts2016-12-31$810
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$139,404
Employer contributions (assets) at end of year2016-12-31$4,198
Employer contributions (assets) at beginning of year2016-12-31$16,549
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$388,440
Contract administrator fees2016-12-31$7,204
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BOBER MARKEY FEDOROVICH
Accountancy firm EIN2016-12-31341523030
2015 : ROGER BETTIS TRUCKING, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$378,310
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$101,170
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$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 year2015-12-31$2,336,781
Value of total assets at beginning of year2015-12-31$2,059,641
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,925
Total interest from all sources2015-12-31$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 year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$96,610
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$240,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$244,089
Participant contributions at end of year2015-12-31$98,435
Participant contributions at beginning of year2015-12-31$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 year2015-12-31$4,459
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$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 appraiser2015-12-31No
Value of net income/loss2015-12-31$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)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,125,831
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,894,682
Interest on participant loans2015-12-31$3,047
Value of interest in common/collective trusts at end of year2015-12-31$91,507
Value of interest in common/collective trusts at beginning of year2015-12-31$78,058
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-120,068
Net investment gain or loss from common/collective trusts2015-12-31$787
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$138,871
Employer contributions (assets) at end of year2015-12-31$16,549
Employer contributions (assets) at beginning of year2015-12-31$2,607
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$99,245
Contract administrator fees2015-12-31$1,925
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BOBER MARKEY FEDOROVICH
Accountancy firm EIN2015-12-31341523030
2014 : ROGER BETTIS TRUCKING, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$421
Total income from all sources (including contributions)2014-12-31$410,634
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$59,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$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 year2014-12-31$2,059,641
Value of total assets at beginning of year2014-12-31$1,709,111
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,480
Total interest from all sources2014-12-31$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 year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$70,242
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$240,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$207,207
Participant contributions at end of year2014-12-31$83,264
Participant contributions at beginning of year2014-12-31$82,149
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$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 year2014-12-31$1,030
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$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)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,894,682
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$3,035
Value of interest in common/collective trusts at end of year2014-12-31$78,058
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,626,962
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$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 trusts2014-12-31$328
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$97,316
Employer contributions (assets) at end of year2014-12-31$2,607
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$56,203
Contract administrator fees2014-12-31$3,480
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$421
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BOBER MARKEY FEDOROVICH
Accountancy firm EIN2014-12-31341523030
2013 : ROGER BETTIS TRUCKING, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$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 assets2013-12-31$0
Total of all expenses incurred2013-12-31$205,613
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$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 year2013-12-31$1,709,111
Value of total assets at beginning of year2013-12-31$1,370,936
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$6,786
Total interest from all sources2013-12-31$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 bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$100,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$174,340
Participant contributions at end of year2013-12-31$82,149
Participant contributions at beginning of year2013-12-31$36,482
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$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 appraiser2013-12-31No
Value of net income/loss2013-12-31$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)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$1,482
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,270,607
Interest on participant loans2013-12-31$2,750
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$48,130
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,626,962
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$107
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$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 trusts2013-12-31$322
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$57,928
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$4,028
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$198,827
Contract administrator fees2013-12-31$5,304
Liabilities. Value of benefit claims payable at end of year2013-12-31$421
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$56
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BOBER MARKEY FEDOROVICH
Accountancy firm EIN2013-12-31341523030
2012 : ROGER BETTIS TRUCKING, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$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 assets2012-12-31$0
Total of all expenses incurred2012-12-31$248,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$246,150
Value of total corrective distributions2012-12-31$203
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$221,246
Value of total assets at end of year2012-12-31$1,370,936
Value of total assets at beginning of year2012-12-31$1,446,504
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,101
Total interest from all sources2012-12-31$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 bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$100,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$167,377
Participant contributions at end of year2012-12-31$36,482
Participant contributions at beginning of year2012-12-31$58,034
Participant contributions at end of year2012-12-31$11,582
Participant contributions at beginning of year2012-12-31$15,778
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$95
Total non interest bearing cash at end of year2012-12-31$107
Total non interest bearing cash at beginning of year2012-12-31$1,934
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-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)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$622
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,270,607
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,314,114
Interest on participant loans2012-12-31$2,188
Value of interest in common/collective trusts at end of year2012-12-31$48,130
Value of interest in common/collective trusts at beginning of year2012-12-31$51,521
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$-54,981
Net investment gain or loss from common/collective trusts2012-12-31$393
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$53,869
Employer contributions (assets) at end of year2012-12-31$4,028
Employer contributions (assets) at beginning of year2012-12-31$5,123
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$246,150
Contract administrator fees2012-12-31$1,479
Liabilities. Value of benefit claims payable at end of year2012-12-31$56
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BOBER MARKEY FEDOROVICH
Accountancy firm EIN2012-12-31341523030

Form 5500 Responses for ROGER BETTIS TRUCKING, INC. 401(K) PLAN

2022: ROGER BETTIS TRUCKING, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ROGER BETTIS TRUCKING, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ROGER BETTIS TRUCKING, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ROGER BETTIS TRUCKING, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ROGER BETTIS TRUCKING, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ROGER BETTIS TRUCKING, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ROGER BETTIS TRUCKING, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ROGER BETTIS TRUCKING, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ROGER BETTIS TRUCKING, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ROGER BETTIS TRUCKING, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ROGER BETTIS TRUCKING, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes

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

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

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

See full terms and conditions

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