401k Plan data: MCKINLEY TRUCKING CO., INC RETIREMENT SAVINGS PLAN & TRUST plan

MCKINLEY TRUCKING CO., INC RETIREMENT SAVINGS PLAN & TRUST 401k Plan overview

Plan Name	MCKINLEY TRUCKING CO., INC RETIREMENT SAVINGS PLAN & TRUST
Plan identification number	002

MCKINLEY TRUCKING CO., INC RETIREMENT SAVINGS PLAN & TRUST Benefits

401k Plan Type

Defined 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.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MCKINLEY TRUCKING CO., INC. has sponsored the creation of one or more 401k plans.

Company Name: MCKINLEY TRUCKING CO., INC.

Employer identification number (EIN): 381693526

NAIC Classification: 484110
NAIC Description: General Freight Trucking, Local

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MCKINLEY TRUCKING CO., INC RETIREMENT SAVINGS PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2017-11-01 F. PHILLIP MCKINLEY 2019-08-07
002 2016-11-01 F. PHILLIP MCKINLEY 2018-05-17
002 2016-11-01 F. PHILLIP MCKINLEY 2018-05-14
002 2015-11-01
002 2014-11-01
002 2013-11-01 F. PHILLIP MCKINLEY
002 2012-11-01 F. PHILLIP MCKINLEY
002 2011-11-01 F. PHILLIP MCKINLEY
002 2010-11-01 KIM TRATHEN
002 2009-11-01 KIM TRATHEN
002 2008-11-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2017-11-01	F. PHILLIP MCKINLEY	2019-08-07
002	2016-11-01	F. PHILLIP MCKINLEY	2018-05-17
002	2016-11-01	F. PHILLIP MCKINLEY	2018-05-14
002	2015-11-01
002	2014-11-01
002	2013-11-01	F. PHILLIP MCKINLEY
002	2012-11-01	F. PHILLIP MCKINLEY
002	2011-11-01	F. PHILLIP MCKINLEY
002	2010-11-01	KIM TRATHEN
002	2009-11-01	KIM TRATHEN
002	2008-11-01

Plan Statistics for MCKINLEY TRUCKING CO., INC RETIREMENT SAVINGS PLAN & TRUST

401k plan membership statisitcs for MCKINLEY TRUCKING CO., INC RETIREMENT SAVINGS PLAN & TRUST

Measure Date Value
2015: MCKINLEY TRUCKING CO., INC RETIREMENT SAVINGS PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-11-01 117
Total number of active participants reported on line 7a of the Form 5500 2015-11-01 65
Number of retired or separated participants receiving benefits 2015-11-01 0
Number of other retired or separated participants entitled to future benefits 2015-11-01 13
Total of all active and inactive participants 2015-11-01 78
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-11-01 4
Total participants 2015-11-01 82
Number of participants with account balances 2015-11-01 61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-11-01 0
2014: MCKINLEY TRUCKING CO., INC RETIREMENT SAVINGS PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-11-01 108
Total number of active participants reported on line 7a of the Form 5500 2014-11-01 66
Number of retired or separated participants receiving benefits 2014-11-01 0
Number of other retired or separated participants entitled to future benefits 2014-11-01 49
Total of all active and inactive participants 2014-11-01 115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-11-01 2
Total participants 2014-11-01 117
Number of participants with account balances 2014-11-01 117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-11-01 0
2013: MCKINLEY TRUCKING CO., INC RETIREMENT SAVINGS PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-11-01 106
Total number of active participants reported on line 7a of the Form 5500 2013-11-01 71
Number of retired or separated participants receiving benefits 2013-11-01 0
Number of other retired or separated participants entitled to future benefits 2013-11-01 36
Total of all active and inactive participants 2013-11-01 107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-11-01 2
Total participants 2013-11-01 109
Number of participants with account balances 2013-11-01 108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-11-01 0
2012: MCKINLEY TRUCKING CO., INC RETIREMENT SAVINGS PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-11-01 100
Total number of active participants reported on line 7a of the Form 5500 2012-11-01 71
Number of retired or separated participants receiving benefits 2012-11-01 0
Number of other retired or separated participants entitled to future benefits 2012-11-01 35
Total of all active and inactive participants 2012-11-01 106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-11-01 0
Total participants 2012-11-01 106
Number of participants with account balances 2012-11-01 102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-11-01 0
2011: MCKINLEY TRUCKING CO., INC RETIREMENT SAVINGS PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-11-01 109
Total number of active participants reported on line 7a of the Form 5500 2011-11-01 76
Number of retired or separated participants receiving benefits 2011-11-01 0
Number of other retired or separated participants entitled to future benefits 2011-11-01 24
Total of all active and inactive participants 2011-11-01 100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-11-01 0
Total participants 2011-11-01 100
Number of participants with account balances 2011-11-01 98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-11-01 0
2010: MCKINLEY TRUCKING CO., INC RETIREMENT SAVINGS PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year 2010-11-01 135
Total number of active participants reported on line 7a of the Form 5500 2010-11-01 85
Number of retired or separated participants receiving benefits 2010-11-01 0
Number of other retired or separated participants entitled to future benefits 2010-11-01 24
Total of all active and inactive participants 2010-11-01 109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-11-01 0
Total participants 2010-11-01 109
Number of participants with account balances 2010-11-01 105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-11-01 0
2009: MCKINLEY TRUCKING CO., INC RETIREMENT SAVINGS PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-11-01 143
Total number of active participants reported on line 7a of the Form 5500 2009-11-01 95
Number of retired or separated participants receiving benefits 2009-11-01 0
Number of other retired or separated participants entitled to future benefits 2009-11-01 32
Total of all active and inactive participants 2009-11-01 127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-11-01 0
Total participants 2009-11-01 127
Number of participants with account balances 2009-11-01 122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-11-01 0

Measure	Date	Value
2015: MCKINLEY TRUCKING CO., INC RETIREMENT SAVINGS PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-11-01	117
Total number of active participants reported on line 7a of the Form 5500	2015-11-01	65
Number of retired or separated participants receiving benefits	2015-11-01	0
Number of other retired or separated participants entitled to future benefits	2015-11-01	13
Total of all active and inactive participants	2015-11-01	78
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-11-01	4
Total participants	2015-11-01	82
Number of participants with account balances	2015-11-01	61
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-11-01	0
2014: MCKINLEY TRUCKING CO., INC RETIREMENT SAVINGS PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-11-01	108
Total number of active participants reported on line 7a of the Form 5500	2014-11-01	66
Number of retired or separated participants receiving benefits	2014-11-01	0
Number of other retired or separated participants entitled to future benefits	2014-11-01	49
Total of all active and inactive participants	2014-11-01	115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-11-01	2
Total participants	2014-11-01	117
Number of participants with account balances	2014-11-01	117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-11-01	0
2013: MCKINLEY TRUCKING CO., INC RETIREMENT SAVINGS PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-11-01	106
Total number of active participants reported on line 7a of the Form 5500	2013-11-01	71
Number of retired or separated participants receiving benefits	2013-11-01	0
Number of other retired or separated participants entitled to future benefits	2013-11-01	36
Total of all active and inactive participants	2013-11-01	107
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-11-01	2
Total participants	2013-11-01	109
Number of participants with account balances	2013-11-01	108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-11-01	0
2012: MCKINLEY TRUCKING CO., INC RETIREMENT SAVINGS PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-11-01	100
Total number of active participants reported on line 7a of the Form 5500	2012-11-01	71
Number of retired or separated participants receiving benefits	2012-11-01	0
Number of other retired or separated participants entitled to future benefits	2012-11-01	35
Total of all active and inactive participants	2012-11-01	106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-11-01	0
Total participants	2012-11-01	106
Number of participants with account balances	2012-11-01	102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-11-01	0
2011: MCKINLEY TRUCKING CO., INC RETIREMENT SAVINGS PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-11-01	109
Total number of active participants reported on line 7a of the Form 5500	2011-11-01	76
Number of retired or separated participants receiving benefits	2011-11-01	0
Number of other retired or separated participants entitled to future benefits	2011-11-01	24
Total of all active and inactive participants	2011-11-01	100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-11-01	0
Total participants	2011-11-01	100
Number of participants with account balances	2011-11-01	98
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-11-01	0
2010: MCKINLEY TRUCKING CO., INC RETIREMENT SAVINGS PLAN & TRUST 2010 401k membership
Total participants, beginning-of-year	2010-11-01	135
Total number of active participants reported on line 7a of the Form 5500	2010-11-01	85
Number of retired or separated participants receiving benefits	2010-11-01	0
Number of other retired or separated participants entitled to future benefits	2010-11-01	24
Total of all active and inactive participants	2010-11-01	109
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-11-01	0
Total participants	2010-11-01	109
Number of participants with account balances	2010-11-01	105
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-11-01	0
2009: MCKINLEY TRUCKING CO., INC RETIREMENT SAVINGS PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-11-01	143
Total number of active participants reported on line 7a of the Form 5500	2009-11-01	95
Number of retired or separated participants receiving benefits	2009-11-01	0
Number of other retired or separated participants entitled to future benefits	2009-11-01	32
Total of all active and inactive participants	2009-11-01	127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-11-01	0
Total participants	2009-11-01	127
Number of participants with account balances	2009-11-01	122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-11-01	0

Financial Data on MCKINLEY TRUCKING CO., INC RETIREMENT SAVINGS PLAN & TRUST

Measure	Date	Value
2016 : MCKINLEY TRUCKING CO., INC RETIREMENT SAVINGS PLAN & TRUST 2016 401k financial data
Total income from all sources (including contributions)	2016-10-31	$-47,863
Total loss/gain on sale of assets	2016-10-31	$27,852
Total of all expenses incurred	2016-10-31	$589,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-10-31	$586,245
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-10-31	$187,198
Value of total assets at end of year	2016-10-31	$3,552,587
Value of total assets at beginning of year	2016-10-31	$4,189,990
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-10-31	$3,295
Total dividends received (eg from common stock, registered investment company shares)	2016-10-31	$299
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-10-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-10-31	$299
Administrative expenses professional fees incurred	2016-10-31	$3,295
Was this plan covered by a fidelity bond	2016-10-31	Yes
Value of fidelity bond cover	2016-10-31	$500,000
If this is an individual account plan, was there a blackout period	2016-10-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-10-31	No
Contributions received from participants	2016-10-31	$186,154
Participant contributions at beginning of year	2016-10-31	$4,030
Income. Received or receivable in cash from other sources (including rollovers)	2016-10-31	$1,044
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2016-10-31	$11,803
Other income not declared elsewhere	2016-10-31	$-314,771
Total non interest bearing cash at beginning of year	2016-10-31	$1,450
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-10-31	No
Value of net income/loss	2016-10-31	$-637,403
Value of net assets at end of year (total assets less liabilities)	2016-10-31	$3,552,587
Value of net assets at beginning of year (total assets less liabilities)	2016-10-31	$4,189,990
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-10-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-10-31	No
Were any leases to which the plan was party in default or uncollectible	2016-10-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-10-31	$3,549,531
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-10-31	$3,863,435
Value of interest in common/collective trusts at end of year	2016-10-31	$3,056
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-10-31	$4,721
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-10-31	$4,721
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-10-31	$76,845
Net investment gain/loss from pooled separate accounts	2016-10-31	$-25,310
Net investment gain or loss from common/collective trusts	2016-10-31	$24
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-10-31	No
Was there a failure to transmit to the plan any participant contributions	2016-10-31	No
Has the plan failed to provide any benefit when due under the plan	2016-10-31	No
Employer contributions (assets) at beginning of year	2016-10-31	$316,354
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-10-31	$574,442
Did the plan have assets held for investment	2016-10-31	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	2016-10-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-10-31	No
Aggregate proceeds on sale of assets	2016-10-31	$4,378,742
Aggregate carrying amount (costs) on sale of assets	2016-10-31	$4,350,890
2015 : MCKINLEY TRUCKING CO., INC RETIREMENT SAVINGS PLAN & TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-10-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-10-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-10-31	$0
Total income from all sources (including contributions)	2015-10-31	$393,504
Total loss/gain on sale of assets	2015-10-31	$0
Total of all expenses incurred	2015-10-31	$807,370
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-10-31	$807,370
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-10-31	$383,558
Value of total assets at end of year	2015-10-31	$4,189,990
Value of total assets at beginning of year	2015-10-31	$4,603,856
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-10-31	$0
Total interest from all sources	2015-10-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-10-31	$0
Was this plan covered by a fidelity bond	2015-10-31	Yes
Value of fidelity bond cover	2015-10-31	$500,000
If this is an individual account plan, was there a blackout period	2015-10-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-10-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-10-31	No
Contributions received from participants	2015-10-31	$225,680
Participant contributions at end of year	2015-10-31	$4,030
Participant contributions at beginning of year	2015-10-31	$4,642
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-10-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-10-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-10-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-10-31	$0
Total non interest bearing cash at end of year	2015-10-31	$1,450
Total non interest bearing cash at beginning of year	2015-10-31	$1,450
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-10-31	No
Value of net income/loss	2015-10-31	$-413,866
Value of net assets at end of year (total assets less liabilities)	2015-10-31	$4,189,990
Value of net assets at beginning of year (total assets less liabilities)	2015-10-31	$4,603,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-10-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-10-31	No
Were any leases to which the plan was party in default or uncollectible	2015-10-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-10-31	$3,863,435
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-10-31	$4,269,434
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-10-31	$4,721
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-10-31	$14,656
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-10-31	$14,656
Net investment gain/loss from pooled separate accounts	2015-10-31	$9,946
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-10-31	No
Was there a failure to transmit to the plan any participant contributions	2015-10-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-10-31	No
Contributions received in cash from employer	2015-10-31	$157,878
Employer contributions (assets) at end of year	2015-10-31	$316,354
Employer contributions (assets) at beginning of year	2015-10-31	$313,674
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-10-31	$807,370
Did the plan have assets held for investment	2015-10-31	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	2015-10-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-10-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-10-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-10-31	Disclaimer
Accountancy firm name	2015-10-31	UHY, LLP
Accountancy firm EIN	2015-10-31	200694403
2014 : MCKINLEY TRUCKING CO., INC RETIREMENT SAVINGS PLAN & TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-10-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-10-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-10-31	$2,209
Total income from all sources (including contributions)	2014-10-31	$710,635
Total loss/gain on sale of assets	2014-10-31	$0
Total of all expenses incurred	2014-10-31	$333,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-10-31	$333,556
Value of total corrective distributions	2014-10-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-10-31	$423,412
Value of total assets at end of year	2014-10-31	$4,603,856
Value of total assets at beginning of year	2014-10-31	$4,228,986
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-10-31	$0
Total interest from all sources	2014-10-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-10-31	$0
Was this plan covered by a fidelity bond	2014-10-31	Yes
Value of fidelity bond cover	2014-10-31	$500,000
If this is an individual account plan, was there a blackout period	2014-10-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-10-31	No
Contributions received from participants	2014-10-31	$232,136
Participant contributions at end of year	2014-10-31	$4,642
Participant contributions at beginning of year	2014-10-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2014-10-31	$32,800
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-10-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-10-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-10-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-10-31	$2,209
Other income not declared elsewhere	2014-10-31	$0
Total non interest bearing cash at end of year	2014-10-31	$1,450
Total non interest bearing cash at beginning of year	2014-10-31	$1,450
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-10-31	No
Value of net income/loss	2014-10-31	$377,079
Value of net assets at end of year (total assets less liabilities)	2014-10-31	$4,603,856
Value of net assets at beginning of year (total assets less liabilities)	2014-10-31	$4,226,777
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-10-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-10-31	No
Were any leases to which the plan was party in default or uncollectible	2014-10-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-10-31	$4,269,434
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-10-31	$3,952,803
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-10-31	$14,656
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-10-31	$14,775
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-10-31	$14,775
Net investment gain/loss from pooled separate accounts	2014-10-31	$287,223
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-10-31	No
Was there a failure to transmit to the plan any participant contributions	2014-10-31	No
Has the plan failed to provide any benefit when due under the plan	2014-10-31	No
Contributions received in cash from employer	2014-10-31	$158,476
Employer contributions (assets) at end of year	2014-10-31	$313,674
Employer contributions (assets) at beginning of year	2014-10-31	$259,958
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-10-31	$333,556
Did the plan have assets held for investment	2014-10-31	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	2014-10-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-10-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-10-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-10-31	Disclaimer
Accountancy firm name	2014-10-31	UHY, LLP
Accountancy firm EIN	2014-10-31	200694403
2013 : MCKINLEY TRUCKING CO., INC RETIREMENT SAVINGS PLAN & TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-10-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-10-31	$2,209
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-10-31	$0
Total income from all sources (including contributions)	2013-10-31	$905,992
Total loss/gain on sale of assets	2013-10-31	$0
Total of all expenses incurred	2013-10-31	$706,844
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-10-31	$699,173
Value of total corrective distributions	2013-10-31	$7,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-10-31	$374,612
Value of total assets at end of year	2013-10-31	$4,228,965
Value of total assets at beginning of year	2013-10-31	$4,027,608
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-10-31	$63
Total interest from all sources	2013-10-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-10-31	$0
Was this plan covered by a fidelity bond	2013-10-31	Yes
Value of fidelity bond cover	2013-10-31	$500,000
If this is an individual account plan, was there a blackout period	2013-10-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-10-31	No
Contributions received from participants	2013-10-31	$219,435
Participant contributions at end of year	2013-10-31	$0
Participant contributions at beginning of year	2013-10-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-10-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-10-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-10-31	$115
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-10-31	$2,209
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-10-31	$0
Administrative expenses (other) incurred	2013-10-31	$63
Total non interest bearing cash at end of year	2013-10-31	$1,450
Total non interest bearing cash at beginning of year	2013-10-31	$1,450
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-10-31	No
Value of net income/loss	2013-10-31	$199,148
Value of net assets at end of year (total assets less liabilities)	2013-10-31	$4,226,756
Value of net assets at beginning of year (total assets less liabilities)	2013-10-31	$4,027,608
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-10-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-10-31	No
Were any leases to which the plan was party in default or uncollectible	2013-10-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-10-31	$3,952,803
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-10-31	$3,832,617
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-10-31	$14,775
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-10-31	$16,285
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-10-31	$16,285
Net investment gain/loss from pooled separate accounts	2013-10-31	$531,380
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-10-31	No
Was there a failure to transmit to the plan any participant contributions	2013-10-31	No
Has the plan failed to provide any benefit when due under the plan	2013-10-31	No
Contributions received in cash from employer	2013-10-31	$155,177
Employer contributions (assets) at end of year	2013-10-31	$259,937
Employer contributions (assets) at beginning of year	2013-10-31	$177,141
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-10-31	$699,173
Did the plan have assets held for investment	2013-10-31	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	2013-10-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-10-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-10-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-10-31	Disclaimer
Accountancy firm name	2013-10-31	UHY, LLP
Accountancy firm EIN	2013-10-31	200694403
2012 : MCKINLEY TRUCKING CO., INC RETIREMENT SAVINGS PLAN & TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-10-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-10-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-10-31	$0
Total income from all sources (including contributions)	2012-10-31	$774,630
Total loss/gain on sale of assets	2012-10-31	$0
Total of all expenses incurred	2012-10-31	$180,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-10-31	$180,195
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-10-31	$439,787
Value of total assets at end of year	2012-10-31	$4,026,158
Value of total assets at beginning of year	2012-10-31	$3,431,723
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-10-31	$0
Total interest from all sources	2012-10-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-10-31	$0
Was this plan covered by a fidelity bond	2012-10-31	Yes
Value of fidelity bond cover	2012-10-31	$450,000
If this is an individual account plan, was there a blackout period	2012-10-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-10-31	No
Contributions received from participants	2012-10-31	$262,646
Participant contributions at end of year	2012-10-31	$0
Participant contributions at beginning of year	2012-10-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-10-31	$115
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-10-31	$-64
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-10-31	No
Value of net income/loss	2012-10-31	$594,435
Value of net assets at end of year (total assets less liabilities)	2012-10-31	$4,026,158
Value of net assets at beginning of year (total assets less liabilities)	2012-10-31	$3,431,723
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-10-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-10-31	No
Were any leases to which the plan was party in default or uncollectible	2012-10-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-10-31	$3,848,902
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-10-31	$3,240,708
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-10-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-10-31	$334,843
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-10-31	No
Was there a failure to transmit to the plan any participant contributions	2012-10-31	No
Has the plan failed to provide any benefit when due under the plan	2012-10-31	No
Contributions received in cash from employer	2012-10-31	$177,141
Employer contributions (assets) at end of year	2012-10-31	$177,141
Employer contributions (assets) at beginning of year	2012-10-31	$191,079
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-10-31	$180,195
Did the plan have assets held for investment	2012-10-31	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	2012-10-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-10-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-10-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-10-31	Disclaimer
Accountancy firm name	2012-10-31	TERHOF CPA GROUP, PLLC
Accountancy firm EIN	2012-10-31	320082785
2011 : MCKINLEY TRUCKING CO., INC RETIREMENT SAVINGS PLAN & TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-10-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-10-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-10-31	$0
Total income from all sources (including contributions)	2011-10-31	$555,026
Total loss/gain on sale of assets	2011-10-31	$0
Total of all expenses incurred	2011-10-31	$608,274
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-10-31	$598,283
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-10-31	$477,510
Value of total assets at end of year	2011-10-31	$3,431,723
Value of total assets at beginning of year	2011-10-31	$3,484,971
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-10-31	$9,991
Total interest from all sources	2011-10-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-10-31	$0
Administrative expenses professional fees incurred	2011-10-31	$9,991
Was this plan covered by a fidelity bond	2011-10-31	Yes
Value of fidelity bond cover	2011-10-31	$450,000
If this is an individual account plan, was there a blackout period	2011-10-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-10-31	No
Contributions received from participants	2011-10-31	$286,431
Participant contributions at end of year	2011-10-31	$0
Participant contributions at beginning of year	2011-10-31	$5,498
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-10-31	$-64
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-10-31	No
Value of net income/loss	2011-10-31	$-53,248
Value of net assets at end of year (total assets less liabilities)	2011-10-31	$3,431,723
Value of net assets at beginning of year (total assets less liabilities)	2011-10-31	$3,484,971
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-10-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-10-31	No
Were any leases to which the plan was party in default or uncollectible	2011-10-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-10-31	$3,240,708
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-10-31	$3,100,489
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-10-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-10-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-10-31	$77,516
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-10-31	No
Was there a failure to transmit to the plan any participant contributions	2011-10-31	No
Has the plan failed to provide any benefit when due under the plan	2011-10-31	No
Contributions received in cash from employer	2011-10-31	$191,079
Employer contributions (assets) at end of year	2011-10-31	$191,079
Employer contributions (assets) at beginning of year	2011-10-31	$378,984
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-10-31	$598,283
Did the plan have assets held for investment	2011-10-31	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	2011-10-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-10-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-10-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-10-31	Disclaimer
Accountancy firm name	2011-10-31	WESTERHOF CPA GROUP, PLLC
Accountancy firm EIN	2011-10-31	320082785

Form 5500 Responses for MCKINLEY TRUCKING CO., INC RETIREMENT SAVINGS PLAN & TRUST

2015: MCKINLEY TRUCKING CO., INC RETIREMENT SAVINGS PLAN & TRUST 2015 form 5500 responses
2015-11-01	Type of plan entity	Single employer plan
2015-11-01	Plan funding arrangement – Insurance	Yes
2015-11-01	Plan funding arrangement – Trust	Yes
2015-11-01	Plan benefit arrangement – Insurance	Yes
2015-11-01	Plan benefit arrangement - Trust	Yes
2014: MCKINLEY TRUCKING CO., INC RETIREMENT SAVINGS PLAN & TRUST 2014 form 5500 responses
2014-11-01	Type of plan entity	Single employer plan
2014-11-01	Submission has been amended	No
2014-11-01	This submission is the final filing	No
2014-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-11-01	Plan is a collectively bargained plan	No
2014-11-01	Plan funding arrangement – Insurance	Yes
2014-11-01	Plan funding arrangement – Trust	Yes
2014-11-01	Plan benefit arrangement – Insurance	Yes
2014-11-01	Plan benefit arrangement - Trust	Yes
2013: MCKINLEY TRUCKING CO., INC RETIREMENT SAVINGS PLAN & TRUST 2013 form 5500 responses
2013-11-01	Type of plan entity	Single employer plan
2013-11-01	Submission has been amended	No
2013-11-01	This submission is the final filing	No
2013-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-11-01	Plan is a collectively bargained plan	No
2013-11-01	Plan funding arrangement – Insurance	Yes
2013-11-01	Plan funding arrangement – Trust	Yes
2013-11-01	Plan benefit arrangement – Insurance	Yes
2013-11-01	Plan benefit arrangement - Trust	Yes
2012: MCKINLEY TRUCKING CO., INC RETIREMENT SAVINGS PLAN & TRUST 2012 form 5500 responses
2012-11-01	Type of plan entity	Single employer plan
2012-11-01	Submission has been amended	No
2012-11-01	This submission is the final filing	No
2012-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-11-01	Plan is a collectively bargained plan	No
2012-11-01	Plan funding arrangement – Insurance	Yes
2012-11-01	Plan funding arrangement – Trust	Yes
2012-11-01	Plan benefit arrangement – Insurance	Yes
2012-11-01	Plan benefit arrangement - Trust	Yes
2011: MCKINLEY TRUCKING CO., INC RETIREMENT SAVINGS PLAN & TRUST 2011 form 5500 responses
2011-11-01	Type of plan entity	Single employer plan
2011-11-01	Submission has been amended	No
2011-11-01	This submission is the final filing	No
2011-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-11-01	Plan is a collectively bargained plan	No
2011-11-01	Plan funding arrangement – Insurance	Yes
2011-11-01	Plan funding arrangement – Trust	Yes
2011-11-01	Plan benefit arrangement – Insurance	Yes
2011-11-01	Plan benefit arrangement - Trust	Yes
2010: MCKINLEY TRUCKING CO., INC RETIREMENT SAVINGS PLAN & TRUST 2010 form 5500 responses
2010-11-01	Type of plan entity	Single employer plan
2010-11-01	Submission has been amended	No
2010-11-01	This submission is the final filing	No
2010-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-11-01	Plan is a collectively bargained plan	No
2010-11-01	Plan funding arrangement – Insurance	Yes
2010-11-01	Plan funding arrangement – Trust	Yes
2010-11-01	Plan benefit arrangement – Insurance	Yes
2010-11-01	Plan benefit arrangement - Trust	Yes
2009: MCKINLEY TRUCKING CO., INC RETIREMENT SAVINGS PLAN & TRUST 2009 form 5500 responses
2009-11-01	Type of plan entity	Single employer plan
2009-11-01	Submission has been amended	No
2009-11-01	This submission is the final filing	No
2009-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-11-01	Plan is a collectively bargained plan	No
2009-11-01	Plan funding arrangement – Insurance	Yes
2009-11-01	Plan funding arrangement – Trust	Yes
2009-11-01	Plan benefit arrangement – Insurance	Yes
2009-11-01	Plan benefit arrangement - Trust	Yes
2008: MCKINLEY TRUCKING CO., INC RETIREMENT SAVINGS PLAN & TRUST 2008 form 5500 responses
2008-11-01	Type of plan entity	Single employer plan
2008-11-01	Submission has been amended	No
2008-11-01	This submission is the final filing	No
2008-11-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-11-01	Plan is a collectively bargained plan	No

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Company Name:	MCKINLEY TRUCKING CO., INC.
Employer identification number (EIN):	381693526
NAIC Classification:	484110
NAIC Description:	General Freight Trucking, Local