401k Plan data: KOTTKE TRUCKING 401(K) PLAN plan

KOTTKE TRUCKING 401(K) PLAN 401k Plan overview

Plan Name	KOTTKE TRUCKING 401(K) PLAN
Plan identification number	001

KOTTKE TRUCKING 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name: KOTTKE TRUCKING, INC.

Employer identification number (EIN): 411358720

NAIC Classification: 484120
NAIC Description: General Freight Trucking, Long-Distance

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KOTTKE TRUCKING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01 KYLE KOTTKE 2024-07-16 KYLE KOTTKE 2024-07-16
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01 JAMIE ALL RUNNER 2019-09-30 JAMIE ALL RUNNER 2019-09-30
001 2017-01-01 PAM KOTTKE 2018-08-30 PAM KOTTKE 2018-08-30

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01	KYLE KOTTKE	2024-07-16	KYLE KOTTKE	2024-07-16
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01	JAMIE ALL RUNNER	2019-09-30	JAMIE ALL RUNNER	2019-09-30
001	2017-01-01	PAM KOTTKE	2018-08-30	PAM KOTTKE	2018-08-30

Plan Statistics for KOTTKE TRUCKING 401(K) PLAN

401k plan membership statisitcs for KOTTKE TRUCKING 401(K) PLAN

Measure Date Value
2022: KOTTKE TRUCKING 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 182
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 149
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 15
Total of all active and inactive participants 2022-01-01 164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 164
Number of participants with account balances 2022-01-01 83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: KOTTKE TRUCKING 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 206
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 153
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 23
Total of all active and inactive participants 2021-01-01 176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 177
Number of participants with account balances 2021-01-01 94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: KOTTKE TRUCKING 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 216
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 178
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 7
Total of all active and inactive participants 2020-01-01 185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 1
Total participants 2020-01-01 186
Number of participants with account balances 2020-01-01 86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: KOTTKE TRUCKING 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 153
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 186
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 14
Total of all active and inactive participants 2019-01-01 200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 200
Number of participants with account balances 2019-01-01 103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0

Measure	Date	Value
2022: KOTTKE TRUCKING 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	182
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	149
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	15
Total of all active and inactive participants	2022-01-01	164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	164
Number of participants with account balances	2022-01-01	83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: KOTTKE TRUCKING 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	206
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	153
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	23
Total of all active and inactive participants	2021-01-01	176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	177
Number of participants with account balances	2021-01-01	94
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: KOTTKE TRUCKING 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	216
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	178
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	7
Total of all active and inactive participants	2020-01-01	185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	1
Total participants	2020-01-01	186
Number of participants with account balances	2020-01-01	86
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: KOTTKE TRUCKING 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	153
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	186
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	14
Total of all active and inactive participants	2019-01-01	200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	200
Number of participants with account balances	2019-01-01	103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0

Financial Data on KOTTKE TRUCKING 401(K) PLAN

Measure	Date	Value
2022 : KOTTKE TRUCKING 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$248
Total income from all sources (including contributions)	2022-12-31	$137,532
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$280,919
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$276,043
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$619,438
Value of total assets at end of year	2022-12-31	$2,835,645
Value of total assets at beginning of year	2022-12-31	$2,979,280
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$4,876
Total interest from all sources	2022-12-31	$4,313
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$114,432
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	$114,432
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$297,903
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	$426,740
Participant contributions at end of year	2022-12-31	$79,842
Participant contributions at beginning of year	2022-12-31	$82,723
Participant contributions at beginning of year	2022-12-31	$311
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$10,448
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$248
Other income not declared elsewhere	2022-12-31	$58
Administrative expenses (other) incurred	2022-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-143,387
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$2,835,645
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$2,979,032
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	$2,636,982
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$2,807,303
Interest on participant loans	2022-12-31	$4,313
Value of interest in common/collective trusts at end of year	2022-12-31	$118,786
Value of interest in common/collective trusts at beginning of year	2022-12-31	$88,943
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-12-31	$35
Asset value of US Government securities at beginning of year	2022-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-601,998
Net investment gain or loss from common/collective trusts	2022-12-31	$1,289
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$182,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$276,043
Contract administrator fees	2022-12-31	$4,876
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	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2022-12-31	410746749
2021 : KOTTKE TRUCKING 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$248
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$1
Total income from all sources (including contributions)	2021-12-31	$690,297
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$446,801
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$351,124
Expenses. Certain deemed distributions of participant loans	2021-12-31	$42,514
Value of total corrective distributions	2021-12-31	$52,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$326,232
Value of total assets at end of year	2021-12-31	$2,979,280
Value of total assets at beginning of year	2021-12-31	$2,735,537
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$926
Total interest from all sources	2021-12-31	$5,924
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$135,299
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	$135,299
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$297,903
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	$301,958
Participant contributions at end of year	2021-12-31	$82,723
Participant contributions at beginning of year	2021-12-31	$140,139
Participant contributions at end of year	2021-12-31	$311
Participant contributions at beginning of year	2021-12-31	$6,637
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$21,792
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$248
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$1
Other income not declared elsewhere	2021-12-31	$658
Administrative expenses (other) incurred	2021-12-31	$0
Total non interest bearing cash at beginning of year	2021-12-31	$6,175
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	$243,496
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$2,979,032
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$2,735,536
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	$2,807,303
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$2,553,570
Interest on participant loans	2021-12-31	$5,924
Value of interest in common/collective trusts at end of year	2021-12-31	$88,943
Value of interest in common/collective trusts at beginning of year	2021-12-31	$28,456
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$220,983
Net investment gain or loss from common/collective trusts	2021-12-31	$1,201
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$2,482
Employer contributions (assets) at beginning of year	2021-12-31	$560
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$351,124
Contract administrator fees	2021-12-31	$926
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	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2021-12-31	410746749
2020 : KOTTKE TRUCKING 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$1
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$1,257
Total income from all sources (including contributions)	2020-12-31	$888,943
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$846,809
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$841,949
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$510,513
Value of total assets at end of year	2020-12-31	$2,735,537
Value of total assets at beginning of year	2020-12-31	$2,694,659
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$4,860
Total interest from all sources	2020-12-31	$6,318
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$68,557
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	$68,557
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$409,445
Participant contributions at end of year	2020-12-31	$140,139
Participant contributions at beginning of year	2020-12-31	$108,600
Participant contributions at end of year	2020-12-31	$6,637
Participant contributions at beginning of year	2020-12-31	$12
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$3,546
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$1
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$1,257
Other income not declared elsewhere	2020-12-31	$539
Administrative expenses (other) incurred	2020-12-31	$0
Total non interest bearing cash at end of year	2020-12-31	$6,175
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	$42,134
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$2,735,536
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$2,693,402
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	$2,553,570
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$2,528,943
Interest on participant loans	2020-12-31	$6,317
Value of interest in common/collective trusts at end of year	2020-12-31	$28,456
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$6,024
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$6,024
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$303,016
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$97,522
Employer contributions (assets) at end of year	2020-12-31	$560
Employer contributions (assets) at beginning of year	2020-12-31	$51,080
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$841,949
Contract administrator fees	2020-12-31	$4,860
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	2020-12-31	Yes
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2020-12-31	410746749
2019 : KOTTKE TRUCKING 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$1,257
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$1,260
Total income from all sources (including contributions)	2019-12-31	$1,590,326
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$118,941
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$117,161
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,275,049
Value of total assets at end of year	2019-12-31	$2,694,659
Value of total assets at beginning of year	2019-12-31	$1,223,277
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$1,780
Total interest from all sources	2019-12-31	$3,709
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$86,823
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	$86,823
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$250,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$360,112
Participant contributions at end of year	2019-12-31	$108,600
Participant contributions at beginning of year	2019-12-31	$9,655
Participant contributions at end of year	2019-12-31	$12
Participant contributions at beginning of year	2019-12-31	$12
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$761,198
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$1,257
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$1,260
Other income not declared elsewhere	2019-12-31	$52
Administrative expenses (other) incurred	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$1,471,385
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$2,693,402
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,222,017
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$2,528,943
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,176,174
Interest on participant loans	2019-12-31	$3,681
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$6,024
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$2,763
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$2,763
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$28
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$224,693
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$153,739
Employer contributions (assets) at end of year	2019-12-31	$51,080
Employer contributions (assets) at beginning of year	2019-12-31	$34,673
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$117,161
Contract administrator fees	2019-12-31	$1,780
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	CLIFTONLARSONALLEN LLP
Accountancy firm EIN	2019-12-31	410746749

Form 5500 Responses for KOTTKE TRUCKING 401(K) PLAN

2022: KOTTKE TRUCKING 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: KOTTKE TRUCKING 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: KOTTKE TRUCKING 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: KOTTKE TRUCKING 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	KOTTKE TRUCKING, INC.
Employer identification number (EIN):	411358720
NAIC Classification:	484120
NAIC Description:	General Freight Trucking, Long-Distance