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REDWOOD LOGISTICS, LLC 401(K) PLAN 401k Plan overview

Plan NameREDWOOD LOGISTICS, LLC 401(K) PLAN
Plan identification number 001

REDWOOD LOGISTICS, LLC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

REDWOOD LOGISTICS, LLC has sponsored the creation of one or more 401k plans.

Company Name:REDWOOD LOGISTICS, LLC
Employer identification number (EIN):452756611
NAIC Classification:484120
NAIC Description: General Freight Trucking, Long-Distance

Form 5500 Filing Information

Submission information for form 5500 for 401k plan REDWOOD LOGISTICS, LLC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01ANDREA ALAIMO2020-10-13 ANDREA ALAIMO2020-10-13
0012018-01-01
0012017-01-01ANDREA ALAIMO ANDREA ALAIMO2018-10-09
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01TODD BERGER TODD BERGER2013-10-04
0012011-01-01TODD BERGER TODD BERGER2012-10-04

Plan Statistics for REDWOOD LOGISTICS, LLC 401(K) PLAN

401k plan membership statisitcs for REDWOOD LOGISTICS, LLC 401(K) PLAN

Measure Date Value
2022: REDWOOD LOGISTICS, LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01871
Total number of active participants reported on line 7a of the Form 55002022-01-01833
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01136
Total of all active and inactive participants2022-01-01969
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01969
Number of participants with account balances2022-01-01716
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0164
2021: REDWOOD LOGISTICS, LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01752
Total number of active participants reported on line 7a of the Form 55002021-01-01758
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01114
Total of all active and inactive participants2021-01-01872
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01872
Number of participants with account balances2021-01-01620
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0137
2020: REDWOOD LOGISTICS, LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01786
Total number of active participants reported on line 7a of the Form 55002020-01-01699
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01122
Total of all active and inactive participants2020-01-01821
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01821
Number of participants with account balances2020-01-01559
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0155
2019: REDWOOD LOGISTICS, LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01559
Total number of active participants reported on line 7a of the Form 55002019-01-01542
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0173
Total of all active and inactive participants2019-01-01615
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01615
Number of participants with account balances2019-01-01411
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0113
2018: REDWOOD LOGISTICS, LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01404
Total number of active participants reported on line 7a of the Form 55002018-01-01431
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0188
Total of all active and inactive participants2018-01-01519
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01519
Number of participants with account balances2018-01-01338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0117
2017: REDWOOD LOGISTICS, LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01331
Total number of active participants reported on line 7a of the Form 55002017-01-01344
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0156
Total of all active and inactive participants2017-01-01400
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01400
Number of participants with account balances2017-01-01266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0129
2016: REDWOOD LOGISTICS, LLC 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01407
Total number of active participants reported on line 7a of the Form 55002016-01-01329
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0159
Total of all active and inactive participants2016-01-01388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01388
Number of participants with account balances2016-01-01238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0117
2015: REDWOOD LOGISTICS, LLC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01335
Total number of active participants reported on line 7a of the Form 55002015-01-01357
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0140
Total of all active and inactive participants2015-01-01397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01397
Number of participants with account balances2015-01-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0117
2014: REDWOOD LOGISTICS, LLC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01273
Total number of active participants reported on line 7a of the Form 55002014-01-01289
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0126
Total of all active and inactive participants2014-01-01315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01315
Number of participants with account balances2014-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0112
2013: REDWOOD LOGISTICS, LLC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01249
Total number of active participants reported on line 7a of the Form 55002013-01-01247
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0121
Total of all active and inactive participants2013-01-01268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01268
Number of participants with account balances2013-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0110
2012: REDWOOD LOGISTICS, LLC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01177
Total number of active participants reported on line 7a of the Form 55002012-01-01202
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0112
Total of all active and inactive participants2012-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01214
Number of participants with account balances2012-01-0171
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: REDWOOD LOGISTICS, LLC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01138
Total number of active participants reported on line 7a of the Form 55002011-01-01149
Number of other retired or separated participants entitled to future benefits2011-01-0110
Total of all active and inactive participants2011-01-01159
Total participants2011-01-01159
Number of participants with account balances2011-01-0145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on REDWOOD LOGISTICS, LLC 401(K) PLAN

Measure Date Value
2022 : REDWOOD LOGISTICS, LLC 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$587,686
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,633,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,515,461
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$6,270,306
Value of total assets at end of year2022-12-31$28,475,433
Value of total assets at beginning of year2022-12-31$32,521,175
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$117,967
Total interest from all sources2022-12-31$18,103
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$558,379
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$558,379
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$4,714,040
Participant contributions at end of year2022-12-31$314,215
Participant contributions at beginning of year2022-12-31$311,535
Participant contributions at end of year2022-12-31$161,617
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,109,136
Other income not declared elsewhere2022-12-31$614
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-4,045,742
Value of net assets at end of year (total assets less liabilities)2022-12-31$28,475,433
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$32,521,175
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$27,898,409
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$32,140,559
Interest on participant loans2022-12-31$16,907
Interest earned on other investments2022-12-31$1,196
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$83,915
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$69,081
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-6,259,716
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$447,130
Employer contributions (assets) at end of year2022-12-31$17,277
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,515,461
Contract administrator fees2022-12-31$117,967
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31MILLER COOPER & CO, LTD.
Accountancy firm EIN2022-12-31362897372
2021 : REDWOOD LOGISTICS, LLC 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$8,775,141
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,392,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,298,642
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$5,330,063
Value of total assets at end of year2021-12-31$32,521,175
Value of total assets at beginning of year2021-12-31$28,138,625
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$93,949
Total interest from all sources2021-12-31$14,405
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$476,675
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$476,675
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,834,057
Participant contributions at end of year2021-12-31$311,535
Participant contributions at beginning of year2021-12-31$318,043
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$40,027
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$1,149,178
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,382,550
Value of net assets at end of year (total assets less liabilities)2021-12-31$32,521,175
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$28,138,625
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$32,140,559
Value of interest in pooled separate accounts at beginning of year2021-12-31$27,354,131
Interest on participant loans2021-12-31$14,405
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$69,081
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$426,424
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,118,042
Net investment gain/loss from pooled separate accounts2021-12-31$1,835,956
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$346,828
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,298,642
Contract administrator fees2021-12-31$93,949
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31MILLER COOPER & COMPANY, LTD
Accountancy firm EIN2021-12-31362897372
2020 : REDWOOD LOGISTICS, LLC 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$12,537,203
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$43,401
Total income from all sources (including contributions)2020-12-31$7,926,958
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,970,580
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,946,969
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,743,622
Value of total assets at end of year2020-12-31$28,138,625
Value of total assets at beginning of year2020-12-31$9,688,445
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$23,611
Total interest from all sources2020-12-31$24,039
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$3,099,802
Participant contributions at end of year2020-12-31$318,043
Participant contributions at beginning of year2020-12-31$134,489
Assets. Other investments not covered elsewhere at end of year2020-12-31$40,027
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$31,275
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$242,897
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$43,401
Other income not declared elsewhere2020-12-31$8,544
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$5,956,378
Value of net assets at end of year (total assets less liabilities)2020-12-31$28,138,625
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$9,645,044
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$27,354,131
Value of interest in pooled separate accounts at beginning of year2020-12-31$9,154,296
Interest on participant loans2020-12-31$17,918
Interest earned on other investments2020-12-31$6,121
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$426,424
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$112,150
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$4,150,753
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$400,923
Employer contributions (assets) at beginning of year2020-12-31$256,235
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,946,969
Contract administrator fees2020-12-31$23,611
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31MILLER, COOPER & CO., LTD
Accountancy firm EIN2020-12-31362897372
2019 : REDWOOD LOGISTICS, LLC 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$79,225
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$79,225
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$12,457
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$12,457
Total income from all sources (including contributions)2019-12-31$1,804,678
Total income from all sources (including contributions)2019-12-31$1,804,678
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$297,951
Total of all expenses incurred2019-12-31$297,951
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$197,616
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$197,616
Value of total corrective distributions2019-12-31$64,178
Value of total corrective distributions2019-12-31$64,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$573,514
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$573,514
Value of total assets at end of year2019-12-31$6,163,464
Value of total assets at end of year2019-12-31$6,163,464
Value of total assets at beginning of year2019-12-31$4,589,969
Value of total assets at beginning of year2019-12-31$4,589,969
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$36,157
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$36,157
Total interest from all sources2019-12-31$3,531
Total interest from all sources2019-12-31$3,531
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$87,581
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$87,581
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$87,581
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$87,581
Administrative expenses professional fees incurred2019-12-31$19,477
Administrative expenses professional fees incurred2019-12-31$19,477
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$517,005
Contributions received from participants2019-12-31$517,005
Participant contributions at end of year2019-12-31$61,917
Participant contributions at end of year2019-12-31$61,917
Participant contributions at beginning of year2019-12-31$89,091
Participant contributions at beginning of year2019-12-31$89,091
Assets. Other investments not covered elsewhere at end of year2019-12-31$31,275
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$25,937
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$699,617
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$79,225
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$79,225
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$12,457
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$12,457
Other income not declared elsewhere2019-12-31$5,336
Total non interest bearing cash at end of year2019-12-31$9,191
Total non interest bearing cash at end of year2019-12-31$9,191
Total non interest bearing cash at beginning of year2019-12-31$6,812
Total non interest bearing cash at beginning of year2019-12-31$6,812
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,506,727
Value of net income/loss2019-12-31$1,506,727
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,084,239
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,084,239
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,577,512
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,577,512
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$16,680
Investment advisory and management fees2019-12-31$16,680
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,035,847
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,035,847
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,494,066
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,494,066
Value of interest in pooled separate accounts at end of year2019-12-31$9,154,296
Value of interest in pooled separate accounts at beginning of year2019-12-31$5,197,563
Interest on participant loans2019-12-31$3,531
Interest on participant loans2019-12-31$3,531
Interest earned on other investments2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$112,150
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$94,318
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,140,052
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,140,052
Net investment gain/loss from pooled separate accounts2019-12-31$1,506,422
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$56,509
Contributions received in cash from employer2019-12-31$56,509
Employer contributions (assets) at end of year2019-12-31$56,509
Employer contributions (assets) at end of year2019-12-31$56,509
Employer contributions (assets) at beginning of year2019-12-31$169,746
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$197,616
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$197,616
Contract administrator fees2019-12-31$11,959
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
Accountancy firm EIN2019-12-31420714325
2018 : REDWOOD LOGISTICS, LLC 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$15,153
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$9,328
Total income from all sources (including contributions)2018-12-31$957,516
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$438,949
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$439,613
Value of total corrective distributions2018-12-31$-9,328
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,398,609
Value of total assets at end of year2018-12-31$5,612,287
Value of total assets at beginning of year2018-12-31$5,087,895
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$8,664
Total interest from all sources2018-12-31$4,572
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,223,989
Participant contributions at end of year2018-12-31$124,723
Participant contributions at beginning of year2018-12-31$75,946
Participant contributions at beginning of year2018-12-31$36,012
Assets. Other investments not covered elsewhere at end of year2018-12-31$25,937
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$54,225
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$4,874
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$15,153
Other income not declared elsewhere2018-12-31$-28,288
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$518,567
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,597,134
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,078,567
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$5,197,563
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,754,594
Interest on participant loans2018-12-31$4,572
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$94,318
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$27,705
Net investment gain/loss from pooled separate accounts2018-12-31$-417,377
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$169,746
Employer contributions (assets) at end of year2018-12-31$169,746
Employer contributions (assets) at beginning of year2018-12-31$139,413
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$439,613
Contract administrator fees2018-12-31$8,664
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$9,328
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31MILLER, COOPER & CO., LTD
Accountancy firm EIN2018-12-31362897372
2017 : REDWOOD LOGISTICS, LLC 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$9,328
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$3,907
Total income from all sources (including contributions)2017-12-31$1,858,129
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$334,815
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$323,955
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,205,477
Value of total assets at end of year2017-12-31$5,087,895
Value of total assets at beginning of year2017-12-31$3,559,160
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$10,860
Total interest from all sources2017-12-31$3,411
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$949,842
Participant contributions at end of year2017-12-31$75,946
Participant contributions at beginning of year2017-12-31$62,639
Participant contributions at end of year2017-12-31$36,012
Participant contributions at beginning of year2017-12-31$29,948
Assets. Other investments not covered elsewhere at end of year2017-12-31$54,225
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$116,222
Other income not declared elsewhere2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,523,314
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,078,567
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,555,253
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$1,300
Value of interest in pooled separate accounts at end of year2017-12-31$4,754,594
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,365,742
Interest on participant loans2017-12-31$3,411
Interest earned on other investments2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$27,705
Net investment gain/loss from pooled separate accounts2017-12-31$649,241
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$139,413
Employer contributions (assets) at end of year2017-12-31$139,413
Employer contributions (assets) at beginning of year2017-12-31$100,831
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$323,955
Contract administrator fees2017-12-31$9,560
Liabilities. Value of benefit claims payable at end of year2017-12-31$9,328
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$3,907
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31MILLER, COOPER & CO., LTD
Accountancy firm EIN2017-12-31362897372
2016 : REDWOOD LOGISTICS, LLC 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$3,907
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,093,916
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$224,401
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$208,082
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$818,045
Value of total assets at end of year2016-12-31$3,559,160
Value of total assets at beginning of year2016-12-31$2,685,738
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$16,319
Total interest from all sources2016-12-31$1,718
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$684,123
Participant contributions at end of year2016-12-31$62,639
Participant contributions at beginning of year2016-12-31$34,072
Participant contributions at end of year2016-12-31$29,948
Participant contributions at beginning of year2016-12-31$29,309
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$33,091
Administrative expenses (other) incurred2016-12-31$2,100
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$869,515
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,555,253
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,685,738
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$3,365,742
Value of interest in pooled separate accounts at beginning of year2016-12-31$2,506,389
Interest on participant loans2016-12-31$1,718
Net investment gain/loss from pooled separate accounts2016-12-31$274,153
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$100,831
Employer contributions (assets) at end of year2016-12-31$100,831
Employer contributions (assets) at beginning of year2016-12-31$115,968
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$208,082
Contract administrator fees2016-12-31$14,219
Liabilities. Value of benefit claims payable at end of year2016-12-31$3,907
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MILLER, COOPER & CO., LTD.
Accountancy firm EIN2016-12-31362897372
2015 : REDWOOD LOGISTICS, LLC 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$737,996
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$83,863
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$69,249
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$819,298
Value of total assets at end of year2015-12-31$2,685,738
Value of total assets at beginning of year2015-12-31$2,031,605
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$14,614
Total interest from all sources2015-12-31$1,362
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$626,475
Participant contributions at end of year2015-12-31$34,072
Participant contributions at beginning of year2015-12-31$35,424
Participant contributions at end of year2015-12-31$29,309
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$75,264
Administrative expenses (other) incurred2015-12-31$1,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$654,133
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,685,738
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,031,605
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$2,506,389
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,911,465
Interest on participant loans2015-12-31$1,362
Net investment gain/loss from pooled separate accounts2015-12-31$-82,664
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$117,559
Employer contributions (assets) at end of year2015-12-31$115,968
Employer contributions (assets) at beginning of year2015-12-31$84,716
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$69,249
Contract administrator fees2015-12-31$13,414
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MILLER, COOPER & CO., LTD.
Accountancy firm EIN2015-12-31362897372
2014 : REDWOOD LOGISTICS, LLC 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$647,057
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$96,578
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$82,274
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$586,648
Value of total assets at end of year2014-12-31$2,031,605
Value of total assets at beginning of year2014-12-31$1,481,126
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$14,304
Total interest from all sources2014-12-31$1,032
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$478,899
Participant contributions at end of year2014-12-31$35,424
Participant contributions at beginning of year2014-12-31$19,660
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$12,863
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$23,033
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Administrative expenses (other) incurred2014-12-31$1,300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$550,479
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,031,605
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,481,126
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$1,911,465
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,398,649
Interest on participant loans2014-12-31$1,032
Net investment gain/loss from pooled separate accounts2014-12-31$59,377
Net investment gain or loss from common/collective trusts2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$84,716
Employer contributions (assets) at end of year2014-12-31$84,716
Employer contributions (assets) at beginning of year2014-12-31$49,954
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$82,274
Contract administrator fees2014-12-31$13,004
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MILLER, COOPER & CO., LTD.
Accountancy firm EIN2014-12-31362897372
2013 : REDWOOD LOGISTICS, LLC 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$34,226
Total income from all sources (including contributions)2013-12-31$560,718
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$102,902
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$91,190
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$356,366
Value of total assets at end of year2013-12-31$1,481,126
Value of total assets at beginning of year2013-12-31$1,057,536
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$11,712
Total interest from all sources2013-12-31$608
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$289,854
Participant contributions at end of year2013-12-31$19,660
Participant contributions at beginning of year2013-12-31$7,616
Participant contributions at end of year2013-12-31$12,863
Participant contributions at beginning of year2013-12-31$16,805
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$16,558
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$34,226
Administrative expenses (other) incurred2013-12-31$1,250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$457,816
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,481,126
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,023,310
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$1,398,649
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,001,682
Interest on participant loans2013-12-31$608
Net investment gain/loss from pooled separate accounts2013-12-31$203,744
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$49,954
Employer contributions (assets) at end of year2013-12-31$49,954
Employer contributions (assets) at beginning of year2013-12-31$31,433
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$91,190
Contract administrator fees2013-12-31$10,462
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MILLER, COOPER & CO., LTD.
Accountancy firm EIN2013-12-31362897372
2012 : REDWOOD LOGISTICS, LLC 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$34,226
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$330,285
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$82,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$73,180
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$206,435
Value of total assets at end of year2012-12-31$1,057,536
Value of total assets at beginning of year2012-12-31$775,185
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$8,980
Total interest from all sources2012-12-31$250
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 year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$154,321
Participant contributions at end of year2012-12-31$7,616
Participant contributions at beginning of year2012-12-31$8,704
Participant contributions at end of year2012-12-31$16,805
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$3,424
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$248,125
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,023,310
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$775,185
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$1,001,682
Value of interest in pooled separate accounts at beginning of year2012-12-31$766,481
Interest on participant loans2012-12-31$250
Net investment gain/loss from pooled separate accounts2012-12-31$123,600
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$48,690
Employer contributions (assets) at end of year2012-12-31$31,433
Employer contributions (assets) at beginning of year2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$73,180
Contract administrator fees2012-12-31$8,980
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Liabilities. Value of acquisition indebtedness at end of year2012-12-31$34,226
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MILLER,COOPER & CO., LTD.
Accountancy firm EIN2012-12-31362897372
2011 : REDWOOD LOGISTICS, LLC 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$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$94,115
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$69,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$18,491
Value of total corrective distributions2011-12-31$43,402
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$150,975
Value of total assets at end of year2011-12-31$775,185
Value of total assets at beginning of year2011-12-31$750,326
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$7,363
Total interest from all sources2011-12-31$240
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$18,491
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$143,668
Participant contributions at end of year2011-12-31$8,704
Participant contributions at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$7,307
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$24,859
Value of net assets at end of year (total assets less liabilities)2011-12-31$775,185
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$750,326
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$0
Value of interest in pooled separate accounts at end of year2011-12-31$766,481
Value of interest in pooled separate accounts at beginning of year2011-12-31$750,326
Interest on participant loans2011-12-31$240
Income. Interest from corporate debt instruments2011-12-31$0
Value of interest in master investment trust accounts at beginning of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-57,100
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$18,491
Contract administrator fees2011-12-31$7,363
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MILLER COOPER
Accountancy firm EIN2011-12-31362897372

Form 5500 Responses for REDWOOD LOGISTICS, LLC 401(K) PLAN

2022: REDWOOD LOGISTICS, LLC 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: REDWOOD LOGISTICS, LLC 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: REDWOOD LOGISTICS, LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: REDWOOD LOGISTICS, LLC 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: REDWOOD LOGISTICS, LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: REDWOOD LOGISTICS, LLC 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: REDWOOD LOGISTICS, LLC 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: REDWOOD LOGISTICS, LLC 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: REDWOOD LOGISTICS, LLC 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: REDWOOD LOGISTICS, LLC 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: REDWOOD LOGISTICS, LLC 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: REDWOOD LOGISTICS, LLC 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number467968
Policy instance 1
Insurance contract or identification number467968
Number of Individuals Covered969
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number69133
Policy instance 2
Insurance contract or identification number69133
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-05-14
Total amount of commissions paid to insurance brokerUSD $19,100
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,100
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number467968
Policy instance 1
Insurance contract or identification number467968
Number of Individuals Covered872
Insurance policy start date2021-05-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number69133
Policy instance 1
Insurance contract or identification number69133
Number of Individuals Covered821
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $48,251
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $48,251
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number69133
Policy instance 1
Insurance contract or identification number69133
Number of Individuals Covered615
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $18,226
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $18,226
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number69133
Policy instance 1
Insurance contract or identification number69133
Number of Individuals Covered519
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $13,563
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $13,563
Insurance broker organization code?3
MINNESOTA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66168 )
Policy contract number69133
Policy instance 1
Insurance contract or identification number69133
Number of Individuals Covered400
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $10,440
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $10,440
Insurance broker organization code?3
Insurance broker nameASSOCIATED ANGENCIES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number29619
Policy instance 1
Insurance contract or identification number29619
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $11,485
Total amount of fees paid to insurance companyUSD $1,200
Commission paid to Insurance BrokerUSD $11,485
Additional information about fees paid to insurance brokerINVESTMENT ADVISORY SERVICES
Insurance broker organization code?7
Amount paid for insurance broker fees1200
Insurance broker nameCARNOW AND ASSOCIATES, LTD.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number29619
Policy instance 1
Insurance contract or identification number29619
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $8,129
Total amount of fees paid to insurance companyUSD $1,300
Commission paid to Insurance BrokerUSD $8,129
Additional information about fees paid to insurance brokerINVESTMENT SERVICES
Insurance broker organization code?7
Amount paid for insurance broker fees1300
Insurance broker nameCARNOW AND ASSOCIATES, LTD.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number29619
Policy instance 1
Insurance contract or identification number29619
Number of Individuals Covered98
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $5,900
Total amount of fees paid to insurance companyUSD $1,250
Commission paid to Insurance BrokerUSD $5,900
Additional information about fees paid to insurance brokerINVESTMENT SERVICES
Insurance broker organization code?7
Amount paid for insurance broker fees1250
Insurance broker nameCARNOW AND ASSOCIATES, LTD.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number29619
Policy instance 1
Insurance contract or identification number29619
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $5,088
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for group deferred annuity?Yes
Commission paid to Insurance BrokerUSD $4,356
Insurance broker organization code?7
Insurance broker nameCARNOW AND ASSOCIATEST, LTD.
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number29619
Policy instance 1
Insurance contract or identification number29619
Number of Individuals Covered49
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $3,813
Total amount of fees paid to insurance companyUSD $532
Are there contracts with allocated funds for group deferred annuity?Yes

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