SUMMITT TRUCKING, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SUMMITT TRUCKING, LLC 401(K) PLAN
Measure | Date | Value |
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2022 : SUMMITT TRUCKING, LLC 401(K) PLAN 2022 401k financial data |
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Total income from all sources (including contributions) | 2022-12-31 | $160,834 |
Total of all expenses incurred | 2022-12-31 | $302,692 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $286,505 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $386,408 |
Value of total assets at end of year | 2022-12-31 | $1,418,838 |
Value of total assets at beginning of year | 2022-12-31 | $1,560,696 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $16,187 |
Total interest from all sources | 2022-12-31 | $3,444 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $84 |
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 | $84 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
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 | $209,804 |
Participant contributions at end of year | 2022-12-31 | $50,958 |
Participant contributions at beginning of year | 2022-12-31 | $50,186 |
Participant contributions at end of year | 2022-12-31 | $6,944 |
Participant contributions at beginning of year | 2022-12-31 | $3,277 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $106,640 |
Other income not declared elsewhere | 2022-12-31 | $258 |
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 | $-141,858 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $1,418,838 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,560,696 |
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 | $7,884 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $3,182 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $9,100 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $0 |
Interest on participant loans | 2022-12-31 | $1,319 |
Interest earned on other investments | 2022-12-31 | $2,125 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $1,131,291 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $1,417,403 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $142,697 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $86,648 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,498 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $493 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-228,355 |
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 | Yes |
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 | $69,964 |
Employer contributions (assets) at end of year | 2022-12-31 | $69,964 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $286,505 |
Contract administrator fees | 2022-12-31 | $16,187 |
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 | MCM CPAS & ADVISORS LLP |
Accountancy firm EIN | 2022-12-31 | 271235638 |
2021 : SUMMITT TRUCKING, LLC 401(K) PLAN 2021 401k financial data |
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Total income from all sources (including contributions) | 2021-12-31 | $342,218 |
Total of all expenses incurred | 2021-12-31 | $429,333 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $411,851 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $153,347 |
Value of total assets at end of year | 2021-12-31 | $1,560,696 |
Value of total assets at beginning of year | 2021-12-31 | $1,647,811 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $17,482 |
Total interest from all sources | 2021-12-31 | $1,727 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $29 |
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 | $29 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
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 | $133,240 |
Participant contributions at end of year | 2021-12-31 | $50,186 |
Participant contributions at beginning of year | 2021-12-31 | $36,435 |
Participant contributions at end of year | 2021-12-31 | $3,277 |
Participant contributions at beginning of year | 2021-12-31 | $3,119 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $20,107 |
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 | $-87,115 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $1,560,696 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $1,647,811 |
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 | $3,182 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $1,487 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $0 |
Interest on participant loans | 2021-12-31 | $1,215 |
Interest earned on other investments | 2021-12-31 | $512 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $1,417,403 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $1,590,199 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $86,648 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $16,571 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $638 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $186,477 |
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 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $411,851 |
Contract administrator fees | 2021-12-31 | $17,482 |
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 | MCM CPAS & ADVISORS LLP |
Accountancy firm EIN | 2021-12-31 | 271235638 |
2020 : SUMMITT TRUCKING, LLC 401(K) PLAN 2020 401k financial data |
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Total income from all sources (including contributions) | 2020-12-31 | $362,432 |
Total of all expenses incurred | 2020-12-31 | $367,278 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $350,116 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $174,369 |
Value of total assets at end of year | 2020-12-31 | $1,647,811 |
Value of total assets at beginning of year | 2020-12-31 | $1,652,657 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $17,162 |
Total interest from all sources | 2020-12-31 | $3,115 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $46 |
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 | $46 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $122,451 |
Participant contributions at end of year | 2020-12-31 | $36,435 |
Participant contributions at beginning of year | 2020-12-31 | $31,189 |
Participant contributions at end of year | 2020-12-31 | $3,119 |
Participant contributions at beginning of year | 2020-12-31 | $3,182 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $51,918 |
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 | $-4,846 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $1,647,811 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,652,657 |
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 | $1,487 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $5,024 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $0 |
Interest on participant loans | 2020-12-31 | $993 |
Interest earned on other investments | 2020-12-31 | $2,122 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $1,590,199 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $1,528,897 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $16,571 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $84,365 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $724 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $184,178 |
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 | Yes |
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 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $350,116 |
Contract administrator fees | 2020-12-31 | $17,162 |
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 | Unqualified |
Accountancy firm name | 2020-12-31 | MCM CPAS & ADVISORS LLP |
Accountancy firm EIN | 2020-12-31 | 271235638 |
2019 : SUMMITT TRUCKING, LLC 401(K) PLAN 2019 401k financial data |
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Total income from all sources (including contributions) | 2019-12-31 | $463,508 |
Total of all expenses incurred | 2019-12-31 | $224,228 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $210,242 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $143,676 |
Value of total assets at end of year | 2019-12-31 | $1,652,657 |
Value of total assets at beginning of year | 2019-12-31 | $1,413,377 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $13,986 |
Total interest from all sources | 2019-12-31 | $2,575 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $33 |
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 | $33 |
Administrative expenses professional fees incurred | 2019-12-31 | $275 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $143,676 |
Participant contributions at end of year | 2019-12-31 | $31,189 |
Participant contributions at beginning of year | 2019-12-31 | $30,305 |
Participant contributions at end of year | 2019-12-31 | $3,182 |
Participant contributions at beginning of year | 2019-12-31 | $3,059 |
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 | $239,280 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $1,652,657 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,413,377 |
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 |
Investment advisory and management fees | 2019-12-31 | $157 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $5,024 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $1,350,794 |
Interest on participant loans | 2019-12-31 | $1,603 |
Interest earned on other investments | 2019-12-31 | $972 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $1,528,897 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $84,365 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $29,219 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $122 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $243,551 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $73,551 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $210,242 |
Contract administrator fees | 2019-12-31 | $13,554 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | Yes |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan 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 | MCM CPAS & ADVISORS, LLP |
Accountancy firm EIN | 2019-12-31 | 271235638 |
2018 : SUMMITT TRUCKING, LLC 401(K) PLAN 2018 401k financial data |
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Total income from all sources (including contributions) | 2018-12-31 | $77,703 |
Total of all expenses incurred | 2018-12-31 | $125,441 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $110,893 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $6,122 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $174,255 |
Value of total assets at end of year | 2018-12-31 | $1,413,377 |
Value of total assets at beginning of year | 2018-12-31 | $1,461,115 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $8,426 |
Total interest from all sources | 2018-12-31 | $1,923 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $174,255 |
Participant contributions at end of year | 2018-12-31 | $30,305 |
Participant contributions at beginning of year | 2018-12-31 | $44,555 |
Participant contributions at end of year | 2018-12-31 | $3,059 |
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 | $-47,738 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $1,413,377 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,461,115 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $8,426 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $1,350,794 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $1,391,149 |
Interest on participant loans | 2018-12-31 | $1,923 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $29,219 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $25,411 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-98,475 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $110,893 |
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 | MCM CPAS & ADVISORS, LLP |
Accountancy firm EIN | 2018-12-31 | 271235638 |
2017 : SUMMITT TRUCKING, LLC 401(K) PLAN 2017 401k financial data |
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Total income from all sources (including contributions) | 2017-12-31 | $382,354 |
Total of all expenses incurred | 2017-12-31 | $40,701 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $32,528 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $174,462 |
Value of total assets at end of year | 2017-12-31 | $1,461,115 |
Value of total assets at beginning of year | 2017-12-31 | $1,119,462 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $8,173 |
Total interest from all sources | 2017-12-31 | $1,192 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
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 | $144,986 |
Participant contributions at end of year | 2017-12-31 | $44,555 |
Participant contributions at beginning of year | 2017-12-31 | $21,933 |
Participant contributions at beginning of year | 2017-12-31 | $2,096 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $29,476 |
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 | $341,653 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $1,461,115 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,119,462 |
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 |
Investment advisory and management fees | 2017-12-31 | $8,173 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $1,391,149 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $1,073,559 |
Interest on participant loans | 2017-12-31 | $1,192 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $25,411 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $21,874 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $206,700 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $32,528 |
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 | MCM CPAS & ADVISORS, LLP |
Accountancy firm EIN | 2017-12-31 | 271235638 |
2016 : SUMMITT TRUCKING, LLC 401(K) PLAN 2016 401k financial data |
---|
Total income from all sources (including contributions) | 2016-12-31 | $230,975 |
Total of all expenses incurred | 2016-12-31 | $116,126 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $107,920 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $133,680 |
Value of total assets at end of year | 2016-12-31 | $1,119,462 |
Value of total assets at beginning of year | 2016-12-31 | $1,004,613 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $8,206 |
Total interest from all sources | 2016-12-31 | $1,134 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $133,680 |
Participant contributions at end of year | 2016-12-31 | $21,933 |
Participant contributions at beginning of year | 2016-12-31 | $14,803 |
Participant contributions at end of year | 2016-12-31 | $2,096 |
Participant contributions at beginning of year | 2016-12-31 | $2,229 |
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 | $114,849 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $1,119,462 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,004,613 |
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 |
Investment advisory and management fees | 2016-12-31 | $8,206 |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $1,073,559 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $966,658 |
Interest on participant loans | 2016-12-31 | $1,134 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $21,874 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $20,923 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $96,161 |
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 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $107,920 |
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 | MOUNTJOY CHILDTON MEDLEY LLP |
Accountancy firm EIN | 2016-12-31 | 271235638 |
2015 : SUMMITT TRUCKING, LLC 401(K) PLAN 2015 401k financial data |
---|
Total income from all sources (including contributions) | 2015-12-31 | $115,221 |
Total of all expenses incurred | 2015-12-31 | $393,924 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $376,917 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $124,151 |
Value of total assets at end of year | 2015-12-31 | $1,004,613 |
Value of total assets at beginning of year | 2015-12-31 | $1,283,316 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $17,007 |
Total interest from all sources | 2015-12-31 | $1,034 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $121,740 |
Participant contributions at end of year | 2015-12-31 | $14,803 |
Participant contributions at beginning of year | 2015-12-31 | $33,384 |
Participant contributions at end of year | 2015-12-31 | $2,229 |
Participant contributions at beginning of year | 2015-12-31 | $46 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $2,411 |
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 | $-278,703 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $1,004,613 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $1,283,316 |
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 |
Investment advisory and management fees | 2015-12-31 | $17,007 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $1,249,886 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $966,658 |
Interest on participant loans | 2015-12-31 | $1,034 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $20,923 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-9,964 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $376,917 |
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 | MOUNTJOY CHILTON MEDLEY LLP |
Accountancy firm EIN | 2015-12-31 | 271235638 |
2014 : SUMMITT TRUCKING, LLC 401(K) PLAN 2014 401k financial data |
---|
Total income from all sources (including contributions) | 2014-12-31 | $188,889 |
Total of all expenses incurred | 2014-12-31 | $275,945 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $261,138 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $8,851 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $87,905 |
Value of total assets at end of year | 2014-12-31 | $1,283,316 |
Value of total assets at beginning of year | 2014-12-31 | $1,370,372 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $5,956 |
Total interest from all sources | 2014-12-31 | $1,453 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $87,905 |
Participant contributions at end of year | 2014-12-31 | $33,384 |
Participant contributions at beginning of year | 2014-12-31 | $33,412 |
Participant contributions at end of year | 2014-12-31 | $46 |
Participant contributions at beginning of year | 2014-12-31 | $4,817 |
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 | $-87,056 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $1,283,316 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,370,372 |
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 |
Investment advisory and management fees | 2014-12-31 | $5,956 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $1,249,886 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $1,332,143 |
Interest on participant loans | 2014-12-31 | $1,453 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $99,531 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $261,138 |
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 |
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 | MOUNTJOY CHILTON MEDLEY LLP |
Accountancy firm EIN | 2014-12-31 | 271235638 |
2013 : SUMMITT TRUCKING, LLC 401(K) PLAN 2013 401k financial data |
---|
Total income from all sources (including contributions) | 2013-12-31 | $354,906 |
Total of all expenses incurred | 2013-12-31 | $168,676 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $156,632 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $12,044 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $96,521 |
Value of total assets at end of year | 2013-12-31 | $1,370,372 |
Value of total assets at beginning of year | 2013-12-31 | $1,184,142 |
Total interest from all sources | 2013-12-31 | $1,422 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
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 | $94,427 |
Participant contributions at end of year | 2013-12-31 | $33,412 |
Participant contributions at beginning of year | 2013-12-31 | $41,341 |
Participant contributions at end of year | 2013-12-31 | $4,817 |
Participant contributions at beginning of year | 2013-12-31 | $9,204 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $2,094 |
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 | $186,230 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $1,370,372 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,184,142 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $1,332,143 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $1,133,597 |
Interest on participant loans | 2013-12-31 | $1,422 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $256,963 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $156,632 |
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 | MOUNTJOY CHILTON MEDLEY, LLP |
Accountancy firm EIN | 2013-12-31 | 271235638 |
2012 : SUMMITT TRUCKING, LLC 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 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $260,425 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $268,067 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $241,930 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $12,156 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $119,025 |
Value of total assets at end of year | 2012-12-31 | $1,184,142 |
Value of total assets at beginning of year | 2012-12-31 | $1,191,784 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $13,981 |
Total interest from all sources | 2012-12-31 | $2,703 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $119,025 |
Participant contributions at end of year | 2012-12-31 | $41,341 |
Participant contributions at beginning of year | 2012-12-31 | $84,585 |
Participant contributions at end of year | 2012-12-31 | $9,204 |
Participant contributions at beginning of year | 2012-12-31 | $5,658 |
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 | $-7,642 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $1,184,142 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,191,784 |
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 | $13,981 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $1,133,597 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $1,101,541 |
Interest on participant loans | 2012-12-31 | $2,703 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $138,697 |
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 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $241,930 |
Contract administrator fees | 2012-12-31 | $0 |
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 | 2012-12-31 | No |
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 | MOUNT JOY CHILTON MEDLEY, LLP |
Accountancy firm EIN | 2012-12-31 | 271235638 |
2011 : SUMMITT TRUCKING, LLC 401(K) PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $111,155 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $469,266 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $460,763 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $122,643 |
Value of total assets at end of year | 2011-12-31 | $1,191,784 |
Value of total assets at beginning of year | 2011-12-31 | $1,549,895 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $8,503 |
Total interest from all sources | 2011-12-31 | $4,263 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $40,281 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $40,281 |
Administrative expenses professional fees incurred | 2011-12-31 | $8,503 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $109,325 |
Participant contributions at end of year | 2011-12-31 | $84,585 |
Participant contributions at beginning of year | 2011-12-31 | $149,919 |
Participant contributions at end of year | 2011-12-31 | $5,658 |
Participant contributions at beginning of year | 2011-12-31 | $6,671 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $13,318 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-358,111 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $1,191,784 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,549,895 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $1,101,541 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $1,368,807 |
Interest on participant loans | 2011-12-31 | $4,263 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $24,498 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $24,498 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-56,032 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $460,763 |
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 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | MOUNTJOY CHILTON MEDLEY, LLP |
Accountancy firm EIN | 2011-12-31 | 271235638 |
2010 : SUMMITT TRUCKING, LLC 401(K) PLAN 2010 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $142,455 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $6,301 |
Total income from all sources (including contributions) | 2010-12-31 | $277,960 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $302,911 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $302,911 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $129,987 |
Value of total assets at end of year | 2010-12-31 | $1,551,665 |
Value of total assets at beginning of year | 2010-12-31 | $1,582,917 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
Total interest from all sources | 2010-12-31 | $6,994 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $25,949 |
Administrative expenses professional fees incurred | 2010-12-31 | $25,697 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $129,987 |
Participant contributions at end of year | 2010-12-31 | $149,919 |
Participant contributions at beginning of year | 2010-12-31 | $135,068 |
Participant contributions at end of year | 2010-12-31 | $6,671 |
Participant contributions at beginning of year | 2010-12-31 | $4,540 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $6,301 |
Other income not declared elsewhere | 2010-12-31 | $140,979 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $-24,951 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $1,551,665 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,576,616 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $1,395,075 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $1,443,309 |
Interest on participant loans | 2010-12-31 | $6,994 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $24,498 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $302,911 |
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 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | KATZ, SAPPER & MILLER LLP |
Accountancy firm EIN | 2010-12-31 | 351090346 |