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MATHENY MOTOR TRUCK COMPANY EMPLOYEE SAVINGS AND PROTECTION 401k Plan overview

Plan NameMATHENY MOTOR TRUCK COMPANY EMPLOYEE SAVINGS AND PROTECTION
Plan identification number 001

MATHENY MOTOR TRUCK COMPANY EMPLOYEE SAVINGS AND PROTECTION Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

MATHENY MOTOR TRUCK COMPANY has sponsored the creation of one or more 401k plans.

Company Name:MATHENY MOTOR TRUCK COMPANY
Employer identification number (EIN):550320770
NAIC Classification:441110
NAIC Description:New Car Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MATHENY MOTOR TRUCK COMPANY EMPLOYEE SAVINGS AND PROTECTION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01TIMOTHY MATHENY2023-10-12 TIMOTHY MATHENY2023-10-12
0012021-01-01TIMOTHY MATHENY2022-10-15 TIMOTHY MATHENY2022-10-15
0012020-01-01TIMOTHY MATHENY2021-10-14 TIMOTHY MATHENY2021-10-14
0012019-01-01TIMOTHY MATHENY2020-10-09 TIMOTHY MATHENY2020-10-09
0012018-01-01TIMOTHY MATHENY2019-10-11 TIMOTHY MATHENY2019-10-11
0012017-01-01MARNI KEPPLE MARNI KEPPLE2018-10-24
0012017-01-01MARNI KEPPLE MARNI KEPPLE2018-10-15
0012016-01-01MARNI M KEPPLE
0012015-01-01MARNI M KEPPLE MARNI M KEPPLE2016-10-17
0012014-01-01MARNI KEPPLE
0012013-01-01MARNI KEPPLE
0012012-01-01MARNI KEPPLE MARNI KEPPLE2013-07-30
0012011-01-01MARNI KEPPLE
0012010-01-01MARNI KEPPLE
0012009-01-01MARNI M KEPPLE
0012008-01-01

Plan Statistics for MATHENY MOTOR TRUCK COMPANY EMPLOYEE SAVINGS AND PROTECTION

401k plan membership statisitcs for MATHENY MOTOR TRUCK COMPANY EMPLOYEE SAVINGS AND PROTECTION

Measure Date Value
2022: MATHENY MOTOR TRUCK COMPANY EMPLOYEE SAVINGS AND PROTECTION 2022 401k membership
Total participants, beginning-of-year2022-01-01377
Total number of active participants reported on line 7a of the Form 55002022-01-01279
Number of other retired or separated participants entitled to future benefits2022-01-0194
Total of all active and inactive participants2022-01-01373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01373
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: MATHENY MOTOR TRUCK COMPANY EMPLOYEE SAVINGS AND PROTECTION 2021 401k membership
Total participants, beginning-of-year2021-01-01384
Total number of active participants reported on line 7a of the Form 55002021-01-01284
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0193
Total of all active and inactive participants2021-01-01377
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01377
Number of participants with account balances2021-01-01362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0136
2020: MATHENY MOTOR TRUCK COMPANY EMPLOYEE SAVINGS AND PROTECTION 2020 401k membership
Total participants, beginning-of-year2020-01-01363
Total number of active participants reported on line 7a of the Form 55002020-01-01311
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0169
Total of all active and inactive participants2020-01-01380
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01380
Number of participants with account balances2020-01-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0139
2019: MATHENY MOTOR TRUCK COMPANY EMPLOYEE SAVINGS AND PROTECTION 2019 401k membership
Total participants, beginning-of-year2019-01-01256
Total number of active participants reported on line 7a of the Form 55002019-01-01298
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0128
Total of all active and inactive participants2019-01-01326
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01326
Number of participants with account balances2019-01-01297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0119
2018: MATHENY MOTOR TRUCK COMPANY EMPLOYEE SAVINGS AND PROTECTION 2018 401k membership
Total participants, beginning-of-year2018-01-01280
Total number of active participants reported on line 7a of the Form 55002018-01-01243
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0135
Total of all active and inactive participants2018-01-01278
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01278
Number of participants with account balances2018-01-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0111
2017: MATHENY MOTOR TRUCK COMPANY EMPLOYEE SAVINGS AND PROTECTION 2017 401k membership
Total participants, beginning-of-year2017-01-01227
Total number of active participants reported on line 7a of the Form 55002017-01-01182
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0176
Total of all active and inactive participants2017-01-01258
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01259
Number of participants with account balances2017-01-01259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MATHENY MOTOR TRUCK COMPANY EMPLOYEE SAVINGS AND PROTECTION 2016 401k membership
Total participants, beginning-of-year2016-01-01231
Total number of active participants reported on line 7a of the Form 55002016-01-01199
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0157
Total of all active and inactive participants2016-01-01256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01257
Number of participants with account balances2016-01-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: MATHENY MOTOR TRUCK COMPANY EMPLOYEE SAVINGS AND PROTECTION 2015 401k membership
Total participants, beginning-of-year2015-01-01209
Total number of active participants reported on line 7a of the Form 55002015-01-01176
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0128
Total of all active and inactive participants2015-01-01204
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01205
Number of participants with account balances2015-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0127
2014: MATHENY MOTOR TRUCK COMPANY EMPLOYEE SAVINGS AND PROTECTION 2014 401k membership
Total participants, beginning-of-year2014-01-01205
Total number of active participants reported on line 7a of the Form 55002014-01-01185
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0125
Total of all active and inactive participants2014-01-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01211
Number of participants with account balances2014-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: MATHENY MOTOR TRUCK COMPANY EMPLOYEE SAVINGS AND PROTECTION 2013 401k membership
Total participants, beginning-of-year2013-01-01150
Total number of active participants reported on line 7a of the Form 55002013-01-01153
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0120
Total of all active and inactive participants2013-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01174
Number of participants with account balances2013-01-01127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0121
2012: MATHENY MOTOR TRUCK COMPANY EMPLOYEE SAVINGS AND PROTECTION 2012 401k membership
Total participants, beginning-of-year2012-01-01106
Total number of active participants reported on line 7a of the Form 55002012-01-01134
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-018
Total of all active and inactive participants2012-01-01142
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01143
Number of participants with account balances2012-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0128
2011: MATHENY MOTOR TRUCK COMPANY EMPLOYEE SAVINGS AND PROTECTION 2011 401k membership
Total participants, beginning-of-year2011-01-01120
Total number of active participants reported on line 7a of the Form 55002011-01-01137
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01137
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01137
Number of participants with account balances2011-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: MATHENY MOTOR TRUCK COMPANY EMPLOYEE SAVINGS AND PROTECTION 2010 401k membership
Total participants, beginning-of-year2010-01-0183
Total number of active participants reported on line 7a of the Form 55002010-01-01125
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01125
Number of participants with account balances2010-01-0197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: MATHENY MOTOR TRUCK COMPANY EMPLOYEE SAVINGS AND PROTECTION 2009 401k membership
Total participants, beginning-of-year2009-01-0188
Total number of active participants reported on line 7a of the Form 55002009-01-0188
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-018
Total of all active and inactive participants2009-01-0196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0196
Number of participants with account balances2009-01-0174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on MATHENY MOTOR TRUCK COMPANY EMPLOYEE SAVINGS AND PROTECTION

Measure Date Value
2022 : MATHENY MOTOR TRUCK COMPANY EMPLOYEE SAVINGS AND PROTECTION 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-196,323
Total of all expenses incurred2022-12-31$452,885
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$447,473
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,040,737
Value of total assets at end of year2022-12-31$7,502,988
Value of total assets at beginning of year2022-12-31$8,152,196
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$5,412
Total interest from all sources2022-12-31$18,009
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
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$0
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$821,528
Participant contributions at end of year2022-12-31$169,224
Participant contributions at beginning of year2022-12-31$164,443
Administrative expenses (other) incurred2022-12-31$5,412
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-649,208
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,502,988
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,152,196
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$6,436,224
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$7,132,358
Interest on participant loans2022-12-31$6,902
Interest earned on other investments2022-12-31$11,107
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$897,540
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$855,395
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,255,069
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$219,209
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$447,473
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 name2022-12-31TETRICK & BARTLETT, PLLC
Accountancy firm EIN2022-12-31550357807
2021 : MATHENY MOTOR TRUCK COMPANY EMPLOYEE SAVINGS AND PROTECTION 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$2,168,684
Total of all expenses incurred2021-12-31$519,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$488,982
Expenses. Certain deemed distributions of participant loans2021-12-31$1,007
Value of total corrective distributions2021-12-31$18,371
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,301,524
Value of total assets at end of year2021-12-31$8,152,196
Value of total assets at beginning of year2021-12-31$6,502,697
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$10,825
Total interest from all sources2021-12-31$16,211
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$5,277
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$5,277
Administrative expenses professional fees incurred2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$825,832
Participant contributions at end of year2021-12-31$164,443
Participant contributions at beginning of year2021-12-31$147,629
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$13,112
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,649,499
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,152,196
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,502,697
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
Investment advisory and management fees2021-12-31$10,825
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$7,132,358
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,808,889
Interest on participant loans2021-12-31$5,612
Interest earned on other investments2021-12-31$10,599
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$855,395
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$546,179
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$845,672
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$462,580
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$488,982
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 name2021-12-31TETRICK & BARTLETT, PLLC
Accountancy firm EIN2021-12-31550357807
2020 : MATHENY MOTOR TRUCK COMPANY EMPLOYEE SAVINGS AND PROTECTION 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$1,750,914
Total of all expenses incurred2020-12-31$1,117,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,099,753
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$900,950
Value of total assets at end of year2020-12-31$6,502,697
Value of total assets at beginning of year2020-12-31$5,869,615
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$18,079
Total interest from all sources2020-12-31$18,423
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,605
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$5,956
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 period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$672,668
Participant contributions at end of year2020-12-31$147,629
Participant contributions at beginning of year2020-12-31$141,906
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$97,010
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$633,082
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,502,697
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,869,615
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
Investment advisory and management fees2020-12-31$12,123
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$5,808,889
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,195,750
Income. Interest from loans (other than to participants)2020-12-31$7,204
Interest earned on other investments2020-12-31$11,219
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$546,179
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$531,959
Net investment gain/loss from pooled separate accounts2020-12-31$829,936
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$131,272
Income. Dividends from common stock2020-12-31$1,605
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,099,753
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31TETRICK & BARTLETT, PLLC
Accountancy firm EIN2020-12-31550357807
2019 : MATHENY MOTOR TRUCK COMPANY EMPLOYEE SAVINGS AND PROTECTION 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,651,642
Total income from all sources (including contributions)2019-12-31$1,651,642
Total of all expenses incurred2019-12-31$776,542
Total of all expenses incurred2019-12-31$776,542
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$728,310
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$728,310
Value of total corrective distributions2019-12-31$44,466
Value of total corrective distributions2019-12-31$44,466
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$756,691
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$756,691
Value of total assets at end of year2019-12-31$5,869,615
Value of total assets at end of year2019-12-31$5,869,615
Value of total assets at beginning of year2019-12-31$4,994,515
Value of total assets at beginning of year2019-12-31$4,994,515
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,766
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,766
Total interest from all sources2019-12-31$16,775
Total interest from all sources2019-12-31$16,775
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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
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$578,043
Contributions received from participants2019-12-31$578,043
Participant contributions at end of year2019-12-31$141,906
Participant contributions at end of year2019-12-31$141,906
Participant contributions at beginning of year2019-12-31$136,483
Participant contributions at beginning of year2019-12-31$136,483
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$178,648
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$178,648
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$875,100
Value of net income/loss2019-12-31$875,100
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,869,615
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,869,615
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,994,515
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,994,515
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$3,766
Investment advisory and management fees2019-12-31$3,766
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,195,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,195,750
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,372,790
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,372,790
Interest on participant loans2019-12-31$6,144
Interest on participant loans2019-12-31$6,144
Interest earned on other investments2019-12-31$10,631
Interest earned on other investments2019-12-31$10,631
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$531,959
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$531,959
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$485,242
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$485,242
Net investment gain/loss from pooled separate accounts2019-12-31$878,175
Net investment gain/loss from pooled separate accounts2019-12-31$878,175
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 contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
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$0
Contributions received in cash from employer2019-12-31$0
Income. Dividends from common stock2019-12-31$1
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$728,310
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$728,310
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 name2019-12-31TETRICK & BARTLETT, PLLC
Accountancy firm name2019-12-31TETRICK & BARTLETT, PLLC
Accountancy firm EIN2019-12-31550357807
Accountancy firm EIN2019-12-31550357807
2018 : MATHENY MOTOR TRUCK COMPANY EMPLOYEE SAVINGS AND PROTECTION 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$155,687
Total of all expenses incurred2018-12-31$553,782
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$550,228
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$419,974
Value of total assets at end of year2018-12-31$4,994,515
Value of total assets at beginning of year2018-12-31$5,392,610
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,554
Total interest from all sources2018-12-31$15,331
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1
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$500,000
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$380,589
Participant contributions at end of year2018-12-31$136,483
Participant contributions at beginning of year2018-12-31$82,174
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$39,385
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-398,095
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,994,515
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,392,610
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
Investment advisory and management fees2018-12-31$3,554
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,372,790
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$4,806,591
Income. Interest from loans (other than to participants)2018-12-31$8,484
Interest earned on other investments2018-12-31$6,847
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$485,242
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$503,845
Net investment gain/loss from pooled separate accounts2018-12-31$-279,619
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$0
Income. Dividends from common stock2018-12-31$1
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$550,228
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 name2018-12-31TETRICK & BARTLETT, PLLC
Accountancy firm EIN2018-12-31550357807
2017 : MATHENY MOTOR TRUCK COMPANY EMPLOYEE SAVINGS AND PROTECTION 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets from this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,214,094
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$181,929
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$180,082
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$479,426
Value of total assets at end of year2017-12-31$5,392,610
Value of total assets at beginning of year2017-12-31$4,360,445
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,847
Total interest from all sources2017-12-31$3,461
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$300,000
If this is an individual account plan, was there a blackout period2017-12-31Yes
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$298,118
Participant contributions at end of year2017-12-31$82,174
Participant contributions at beginning of year2017-12-31$95,860
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$109,978
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$1,847
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$1,032,165
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,392,610
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,360,445
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$4,806,591
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,264,585
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$3,075
Interest earned on other investments2017-12-31$386
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$503,845
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$731,207
Net investment gain or loss from common/collective trusts2017-12-31$0
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
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$71,330
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$180,082
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31Yes
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 name2017-12-31TETRICK&BARTLETT,PLLC
Accountancy firm EIN2017-12-31550357807
2016 : MATHENY MOTOR TRUCK COMPANY EMPLOYEE SAVINGS AND PROTECTION 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total transfer of assets from this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$639,638
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$573,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$572,484
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$416,909
Value of total assets at end of year2016-12-31$4,360,445
Value of total assets at beginning of year2016-12-31$4,294,191
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$900
Total interest from all sources2016-12-31$4,169
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$300,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$262,896
Participant contributions at end of year2016-12-31$95,860
Participant contributions at beginning of year2016-12-31$117,577
Assets. Other investments not covered elsewhere at end of year2016-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$133
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$900
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$66,254
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,360,445
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,294,191
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,264,585
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,176,614
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$4,169
Interest earned on other investments2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$218,560
Net investment gain or loss from common/collective trusts2016-12-31$0
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
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$153,880
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$572,484
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$0
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31TETRICK & BARTLETT, PLLC
Accountancy firm EIN2016-12-31550357807
2015 : MATHENY MOTOR TRUCK COMPANY EMPLOYEE SAVINGS AND PROTECTION 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$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$169,093
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$80,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$79,956
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$261,953
Value of total assets at end of year2015-12-31$4,294,191
Value of total assets at beginning of year2015-12-31$4,205,817
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$763
Total interest from all sources2015-12-31$3,656
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$300,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$246,283
Participant contributions at end of year2015-12-31$117,577
Participant contributions at beginning of year2015-12-31$91,970
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$15,670
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$763
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$88,374
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,294,191
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,205,817
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,176,614
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,113,847
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$3,656
Interest earned on other investments2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-96,516
Net investment gain or loss from common/collective trusts2015-12-31$0
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
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$79,956
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$0
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31TETRICK & BARTLETT, PLLC
Accountancy firm EIN2015-12-31550357807
2014 : MATHENY MOTOR TRUCK COMPANY EMPLOYEE SAVINGS AND PROTECTION 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$0
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$251
Total transfer of assets from this plan2014-12-31$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$421,038
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$43,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$43,270
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Value of total corrective distributions2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$215,655
Value of total assets at end of year2014-12-31$4,205,817
Value of total assets at beginning of year2014-12-31$3,828,345
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$547
Total interest from all sources2014-12-31$3,560
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$300,000
If this is an individual account plan, was there a blackout period2014-12-31No
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$215,254
Participant contributions at end of year2014-12-31$91,970
Participant contributions at beginning of year2014-12-31$102,159
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$401
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$547
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$377,221
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,205,817
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,828,345
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$4,113,847
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,726,186
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$3,560
Interest earned on other investments2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$201,823
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 contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$0
Income. Dividends from common stock2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$43,270
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$0
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 name2014-12-31TETRICK & BARTLETT PLLC
Accountancy firm EIN2014-12-31550357807
2013 : MATHENY MOTOR TRUCK COMPANY EMPLOYEE SAVINGS AND PROTECTION 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets from this plan2013-12-31$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$0
Total income from all sources (including contributions)2013-12-31$827,592
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$33,352
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$32,864
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$216,605
Value of total assets at end of year2013-12-31$3,828,345
Value of total assets at beginning of year2013-12-31$3,034,105
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$488
Total interest from all sources2013-12-31$2,410
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$300,000
If this is an individual account plan, was there a blackout period2013-12-31No
Funding deficiency by the employer to the plan for this plan year2013-12-31$0
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$179,277
Participant contributions at end of year2013-12-31$102,159
Participant contributions at beginning of year2013-12-31$101,619
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$7,027
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$488
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$794,240
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,828,345
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,034,105
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 registered invesment companies (eg mutual funds) at end of year2013-12-31$3,726,186
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,932,486
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$2,410
Interest earned on other investments2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$608,577
Net investment gain or loss from common/collective trusts2013-12-31$0
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
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$30,301
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$32,864
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$0
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 name2013-12-31TETRICK & BARTLETT, PLLC
Accountancy firm EIN2013-12-31550357807
2012 : MATHENY MOTOR TRUCK COMPANY EMPLOYEE SAVINGS AND PROTECTION 2012 401k financial data
Total income from all sources2012-12-31$520,612
Expenses. Total of all expenses incurred2012-12-31$96,708
Benefits paid (including direct rollovers)2012-12-31$95,924
Total plan assets at end of year2012-12-31$3,034,105
Total plan assets at beginning of year2012-12-31$2,610,201
Value of fidelity bond covering the plan2012-12-31$300,000
Total contributions received or receivable from participants2012-12-31$142,071
Expenses. Other expenses not covered elsewhere2012-12-31$784
Other income received2012-12-31$334,470
Net income (gross income less expenses)2012-12-31$423,904
Net plan assets at end of year (total assets less liabilities)2012-12-31$3,034,105
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$2,610,201
Assets. Value of participant loans2012-12-31$101,619
Total contributions received or receivable from employer(s)2012-12-31$44,071
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
2011 : MATHENY MOTOR TRUCK COMPANY EMPLOYEE SAVINGS AND PROTECTION 2011 401k financial data
Total income from all sources2011-12-31$70,536
Expenses. Total of all expenses incurred2011-12-31$158,919
Benefits paid (including direct rollovers)2011-12-31$158,255
Total plan assets at end of year2011-12-31$2,610,201
Total plan assets at beginning of year2011-12-31$2,698,584
Value of fidelity bond covering the plan2011-12-31$300,000
Total contributions received or receivable from participants2011-12-31$149,921
Expenses. Other expenses not covered elsewhere2011-12-31$664
Other income received2011-12-31$-79,385
Net income (gross income less expenses)2011-12-31$-88,383
Net plan assets at end of year (total assets less liabilities)2011-12-31$2,610,201
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$2,698,584
Assets. Value of participant loans2011-12-31$93,341
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
2010 : MATHENY MOTOR TRUCK COMPANY EMPLOYEE SAVINGS AND PROTECTION 2010 401k financial data
Total income from all sources2010-12-31$410,640
Expenses. Total of all expenses incurred2010-12-31$144,881
Benefits paid (including direct rollovers)2010-12-31$144,403
Total plan assets at end of year2010-12-31$2,698,584
Total plan assets at beginning of year2010-12-31$2,432,825
Value of fidelity bond covering the plan2010-12-31$300,000
Total contributions received or receivable from participants2010-12-31$151,910
Expenses. Other expenses not covered elsewhere2010-12-31$478
Contributions received from other sources (not participants or employers)2010-12-31$0
Other income received2010-12-31$258,730
Net income (gross income less expenses)2010-12-31$265,759
Net plan assets at end of year (total assets less liabilities)2010-12-31$2,698,584
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$2,432,825
Assets. Value of participant loans2010-12-31$39,024
Total contributions received or receivable from employer(s)2010-12-31$0
Value of certain deemed distributions of participant loans2010-12-31$0
Value of corrective distributions2010-12-31$0
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
2009 : MATHENY MOTOR TRUCK COMPANY EMPLOYEE SAVINGS AND PROTECTION 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for MATHENY MOTOR TRUCK COMPANY EMPLOYEE SAVINGS AND PROTECTION

2022: MATHENY MOTOR TRUCK COMPANY EMPLOYEE SAVINGS AND PROTECTION 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MATHENY MOTOR TRUCK COMPANY EMPLOYEE SAVINGS AND PROTECTION 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MATHENY MOTOR TRUCK COMPANY EMPLOYEE SAVINGS AND PROTECTION 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: MATHENY MOTOR TRUCK COMPANY EMPLOYEE SAVINGS AND PROTECTION 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: MATHENY MOTOR TRUCK COMPANY EMPLOYEE SAVINGS AND PROTECTION 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
2017: MATHENY MOTOR TRUCK COMPANY EMPLOYEE SAVINGS AND PROTECTION 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
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
2016: MATHENY MOTOR TRUCK COMPANY EMPLOYEE SAVINGS AND PROTECTION 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
2015: MATHENY MOTOR TRUCK COMPANY EMPLOYEE SAVINGS AND PROTECTION 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
2014: MATHENY MOTOR TRUCK COMPANY EMPLOYEE SAVINGS AND PROTECTION 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
2013: MATHENY MOTOR TRUCK COMPANY EMPLOYEE SAVINGS AND PROTECTION 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
2012: MATHENY MOTOR TRUCK COMPANY EMPLOYEE SAVINGS AND PROTECTION 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
2011: MATHENY MOTOR TRUCK COMPANY EMPLOYEE SAVINGS AND PROTECTION 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
2010: MATHENY MOTOR TRUCK COMPANY EMPLOYEE SAVINGS AND PROTECTION 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: MATHENY MOTOR TRUCK COMPANY EMPLOYEE SAVINGS AND PROTECTION 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2008: MATHENY MOTOR TRUCK COMPANY EMPLOYEE SAVINGS AND PROTECTION 2008 form 5500 responses
2008-01-01Type of plan entitySingle employer plan
2008-01-01Submission has been amendedNo
2008-01-01This submission is the final filingNo
2008-01-01This return/report is a short plan year return/report (less than 12 months)No
2008-01-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number757652-01
Policy instance 1
Insurance contract or identification number757652-01
Number of Individuals Covered373
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
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number
Policy instance 1
Number of Individuals Covered367
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $23,579
Total amount of fees paid to insurance companyUSD $3,430
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 $23,579
Insurance broker organization code?3
Amount paid for insurance broker fees3430
Additional information about fees paid to insurance brokerTPA FEES
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number
Policy instance 1
Number of Individuals Covered357
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $38,108
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $23,246
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number
Policy instance 1
Number of Individuals Covered330
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $22,272
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $17,439
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number
Policy instance 1
Number of Individuals Covered278
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $3,554
Total amount of fees paid to insurance companyUSD $0
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 $2,974
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number
Policy instance 1
Number of Individuals Covered259
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $3,380
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 $3,380
Insurance broker organization code?3
Insurance broker nameUNITED BROKERAGE SERVICES INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-711713
Policy instance 1
Insurance contract or identification numberGA-711713
Number of Individuals Covered138
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $10,760
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 $10,760
Insurance broker organization code?3
Insurance broker nameUNITED BROKERAGE SERVICES INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-711713
Policy instance 1
Insurance contract or identification numberGA-711713
Number of Individuals Covered134
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $9,768
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 $9,768
Insurance broker organization code?3
Insurance broker nameUNITED BROKERAGE SERVICES INC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-711713
Policy instance 1
Insurance contract or identification numberGA-711713
Number of Individuals Covered127
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $8,358
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 $8,358
Insurance broker organization code?3
Insurance broker nameUNITED BROKERAGE SVCS
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-711713
Policy instance 1
Insurance contract or identification numberGA-711713
Number of Individuals Covered135
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $7,699
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 $7,699
Insurance broker organization code?3
Insurance broker nameUNITED BROKERAGE SVCS
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-711713
Policy instance 1
Insurance contract or identification numberGA-711713
Number of Individuals Covered95
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $7,482
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-711713
Policy instance 1
Insurance contract or identification numberGA-711713
Number of Individuals Covered97
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $5,047
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 $5,047
Insurance broker organization code?3
Insurance broker nameUNITED BROKERAGE SVCS

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