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WILLIAMS BROTHERS TRUCKING, INC. 401(K) PLAN 401k Plan overview

Plan NameWILLIAMS BROTHERS TRUCKING, INC. 401(K) PLAN
Plan identification number 001

WILLIAMS BROTHERS TRUCKING, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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

WILLIAMS BROS TRUCKING INC has sponsored the creation of one or more 401k plans.

Company Name:WILLIAMS BROS TRUCKING INC
Employer identification number (EIN):581278267
NAIC Classification:484110
NAIC Description:General Freight Trucking, Local

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WILLIAMS BROTHERS TRUCKING, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01SHIRLEY MALEY
0012016-01-01SHIRLEY MALEY
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01CATHERINE REA CATHERINE REA2013-10-15
0012011-01-01CATHERINE REA CATHERINE REA2012-10-14
0012010-01-01CATHERINE REA CATHERINE REA2011-10-05
0012009-01-01CATHERINE REA CATHERINE REA2010-10-11
0012009-01-01CATHERINE REA CATHERINE REA2010-10-11
0012009-01-01CATHERINE REA CATHERINE REA2010-10-11

Plan Statistics for WILLIAMS BROTHERS TRUCKING, INC. 401(K) PLAN

401k plan membership statisitcs for WILLIAMS BROTHERS TRUCKING, INC. 401(K) PLAN

Measure Date Value
2022: WILLIAMS BROTHERS TRUCKING, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01679
Total number of active participants reported on line 7a of the Form 55002022-01-01639
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-0139
Total of all active and inactive participants2022-01-01682
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01682
Number of participants with account balances2022-01-01415
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0112
2021: WILLIAMS BROTHERS TRUCKING, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01687
Total number of active participants reported on line 7a of the Form 55002021-01-01653
Number of retired or separated participants receiving benefits2021-01-0116
Number of other retired or separated participants entitled to future benefits2021-01-0142
Total of all active and inactive participants2021-01-01711
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01711
Number of participants with account balances2021-01-01453
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0112
2020: WILLIAMS BROTHERS TRUCKING, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01665
Total number of active participants reported on line 7a of the Form 55002020-01-01654
Number of retired or separated participants receiving benefits2020-01-017
Number of other retired or separated participants entitled to future benefits2020-01-0136
Total of all active and inactive participants2020-01-01697
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01697
Number of participants with account balances2020-01-01435
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0112
2019: WILLIAMS BROTHERS TRUCKING, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01645
Total number of active participants reported on line 7a of the Form 55002019-01-01629
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-0132
Total of all active and inactive participants2019-01-01665
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01665
Number of participants with account balances2019-01-01437
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0112
2018: WILLIAMS BROTHERS TRUCKING, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01635
Total number of active participants reported on line 7a of the Form 55002018-01-01590
Number of retired or separated participants receiving benefits2018-01-0114
Number of other retired or separated participants entitled to future benefits2018-01-0122
Total of all active and inactive participants2018-01-01626
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01626
Number of participants with account balances2018-01-01416
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0116
2017: WILLIAMS BROTHERS TRUCKING, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01599
Total number of active participants reported on line 7a of the Form 55002017-01-01610
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0126
Total of all active and inactive participants2017-01-01636
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01636
Number of participants with account balances2017-01-01419
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0117
2016: WILLIAMS BROTHERS TRUCKING, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01517
Total number of active participants reported on line 7a of the Form 55002016-01-01598
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-016
Total of all active and inactive participants2016-01-01604
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01604
Number of participants with account balances2016-01-01357
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0111
2015: WILLIAMS BROTHERS TRUCKING, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01299
Total number of active participants reported on line 7a of the Form 55002015-01-01297
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-015
Total of all active and inactive participants2015-01-01302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01303
Number of participants with account balances2015-01-01297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0111
2014: WILLIAMS BROTHERS TRUCKING, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01592
Total number of active participants reported on line 7a of the Form 55002014-01-01299
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-015
Total of all active and inactive participants2014-01-01304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01305
Number of participants with account balances2014-01-01297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0125
2013: WILLIAMS BROTHERS TRUCKING, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01547
Total number of active participants reported on line 7a of the Form 55002013-01-01592
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01592
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01592
Number of participants with account balances2013-01-01299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2012: WILLIAMS BROTHERS TRUCKING, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01471
Total number of active participants reported on line 7a of the Form 55002012-01-01547
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01547
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01547
Number of participants with account balances2012-01-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-018
2011: WILLIAMS BROTHERS TRUCKING, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01422
Total number of active participants reported on line 7a of the Form 55002011-01-01471
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 participants2011-01-01471
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01471
Number of participants with account balances2011-01-01293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2010: WILLIAMS BROTHERS TRUCKING, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01256
Total number of active participants reported on line 7a of the Form 55002010-01-01422
Total of all active and inactive participants2010-01-01422
Total participants2010-01-01422
Number of participants with account balances2010-01-01288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-018
2009: WILLIAMS BROTHERS TRUCKING, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01353
Total number of active participants reported on line 7a of the Form 55002009-01-01386
Total of all active and inactive participants2009-01-01386
Total participants2009-01-01386
Number of participants with account balances2009-01-01272
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on WILLIAMS BROTHERS TRUCKING, INC. 401(K) PLAN

Measure Date Value
2022 : WILLIAMS BROTHERS TRUCKING, INC. 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$431,630
Total of all expenses incurred2022-12-31$1,211,633
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,177,581
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,832,126
Value of total assets at end of year2022-12-31$9,564,522
Value of total assets at beginning of year2022-12-31$10,344,525
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$34,052
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
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$1,042,466
Participant contributions at end of year2022-12-31$19,584
Participant contributions at beginning of year2022-12-31$20,517
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-780,003
Value of net assets at end of year (total assets less liabilities)2022-12-31$9,564,522
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$10,344,525
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 pooled separate accounts at end of year2022-12-31$7,255,735
Value of interest in pooled separate accounts at beginning of year2022-12-31$8,427,976
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,274,585
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,881,052
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,400,496
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$789,660
Employer contributions (assets) at end of year2022-12-31$14,618
Employer contributions (assets) at beginning of year2022-12-31$14,980
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,177,581
Contract administrator fees2022-12-31$34,052
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 name2022-12-31HANCOCK ASKEW & CO.
Accountancy firm EIN2022-12-31580662558
2021 : WILLIAMS BROTHERS TRUCKING, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$2,658,144
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,010,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$969,495
Value of total corrective distributions2021-12-31$686
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,781,941
Value of total assets at end of year2021-12-31$10,344,525
Value of total assets at beginning of year2021-12-31$8,697,122
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$40,560
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
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$1,000,539
Participant contributions at end of year2021-12-31$20,517
Participant contributions at beginning of year2021-12-31$15,992
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$46,629
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,647,403
Value of net assets at end of year (total assets less liabilities)2021-12-31$10,344,525
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$8,697,122
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$8,427,976
Value of interest in pooled separate accounts at beginning of year2021-12-31$6,907,712
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,881,052
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,761,355
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$876,203
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$734,773
Employer contributions (assets) at end of year2021-12-31$14,980
Employer contributions (assets) at beginning of year2021-12-31$12,063
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$969,495
Contract administrator fees2021-12-31$40,560
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 name2021-12-31HANCOCK ASKEW & CO., LLP
Accountancy firm EIN2021-12-31580662558
2020 : WILLIAMS BROTHERS TRUCKING, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$2,435,803
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,125,389
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,093,366
Value of total corrective distributions2020-12-31$8
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,572,587
Value of total assets at end of year2020-12-31$8,697,122
Value of total assets at beginning of year2020-12-31$7,386,708
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$32,015
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
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$897,153
Participant contributions at end of year2020-12-31$15,992
Participant contributions at beginning of year2020-12-31$4,981
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$1,310,414
Value of net assets at end of year (total assets less liabilities)2020-12-31$8,697,122
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,386,708
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$6,907,712
Value of interest in pooled separate accounts at beginning of year2020-12-31$6,068,274
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,761,355
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,309,654
Net investment gain/loss from pooled separate accounts2020-12-31$863,216
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$675,434
Employer contributions (assets) at end of year2020-12-31$12,063
Employer contributions (assets) at beginning of year2020-12-31$3,799
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,093,366
Contract administrator fees2020-12-31$32,015
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31HANCOCK ASKEW & CO LLP
Accountancy firm EIN2020-12-31580662558
2019 : WILLIAMS BROTHERS TRUCKING, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,438,636
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$737,474
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$705,612
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,504,419
Value of total assets at end of year2019-12-31$7,386,708
Value of total assets at beginning of year2019-12-31$5,685,546
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$31,862
Total interest from all sources2019-12-31$38,288
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$850,372
Participant contributions at end of year2019-12-31$4,981
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$10,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,701,162
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,386,708
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,685,546
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 leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$6,068,274
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,505,545
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$38,288
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,309,654
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,180,001
Net investment gain/loss from pooled separate accounts2019-12-31$895,929
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$644,047
Employer contributions (assets) at end of year2019-12-31$3,799
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$705,612
Contract administrator fees2019-12-31$31,862
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HANCOCK ASKEW & CO LLP
Accountancy firm EIN2019-12-31580662558
2018 : WILLIAMS BROTHERS TRUCKING, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$788,367
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$545,708
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$519,083
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,032,467
Value of total assets at end of year2018-12-31$5,685,546
Value of total assets at beginning of year2018-12-31$5,442,887
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$26,625
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$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$727,618
Participant contributions at beginning of year2018-12-31$14,138
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$6,444
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$242,659
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,685,546
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,442,887
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$4,505,545
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,364,888
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,180,001
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,058,436
Net investment gain/loss from pooled separate accounts2018-12-31$-244,100
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$298,405
Employer contributions (assets) at beginning of year2018-12-31$5,425
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$519,083
Contract administrator fees2018-12-31$26,625
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 name2018-12-31HANCOCK ASKEW & CO LLP
Accountancy firm EIN2018-12-31580662558
2017 : WILLIAMS BROTHERS TRUCKING, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$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$1,436,982
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$523,226
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$486,985
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$847,837
Value of total assets at end of year2017-12-31$5,442,887
Value of total assets at beginning of year2017-12-31$4,529,131
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$36,241
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$606,100
Participant contributions at end of year2017-12-31$14,138
Participant contributions at beginning of year2017-12-31$9,390
Administrative expenses (other) incurred2017-12-31$17,012
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$913,756
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,442,887
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,529,131
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 pooled separate accounts at end of year2017-12-31$4,364,888
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,597,610
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,058,436
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$918,531
Net investment gain/loss from pooled separate accounts2017-12-31$589,145
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 contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$241,737
Employer contributions (assets) at end of year2017-12-31$5,425
Employer contributions (assets) at beginning of year2017-12-31$3,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$486,985
Contract administrator fees2017-12-31$19,229
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 name2017-12-31HANCOCK ASKEW & CO LLP
Accountancy firm EIN2017-12-31580662558
2016 : WILLIAMS BROTHERS TRUCKING, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$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$969,812
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$354,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$343,857
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$759,964
Value of total assets at end of year2016-12-31$4,529,131
Value of total assets at beginning of year2016-12-31$3,913,500
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$10,324
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
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$541,995
Participant contributions at end of year2016-12-31$9,390
Participant contributions at beginning of year2016-12-31$9,463
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$615,631
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,529,131
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,913,500
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$3,597,610
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,049,023
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$918,531
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$851,109
Net investment gain/loss from pooled separate accounts2016-12-31$209,848
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$217,969
Employer contributions (assets) at end of year2016-12-31$3,600
Employer contributions (assets) at beginning of year2016-12-31$3,905
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$343,857
Contract administrator fees2016-12-31$10,324
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 name2016-12-31HANCOCK ASKEW & CO LLP
Accountancy firm EIN2016-12-31580662558
2015 : WILLIAMS BROTHERS TRUCKING, INC. 401(K) PLAN 2015 401k financial data
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$18,910
Total income from all sources (including contributions)2015-12-31$615,895
Total of all expenses incurred2015-12-31$540,613
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$528,488
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$658,074
Value of total assets at end of year2015-12-31$3,913,500
Value of total assets at beginning of year2015-12-31$3,857,128
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$12,125
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$12,125
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$464,389
Participant contributions at end of year2015-12-31$9,463
Participant contributions at beginning of year2015-12-31$7,479
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$75,282
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,913,500
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,838,218
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$3,049,023
Value of interest in pooled separate accounts at beginning of year2015-12-31$2,977,222
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$851,109
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$869,278
Net investment gain/loss from pooled separate accounts2015-12-31$-42,179
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 contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$193,685
Employer contributions (assets) at end of year2015-12-31$3,905
Employer contributions (assets) at beginning of year2015-12-31$3,149
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$528,488
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$18,910
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 name2015-12-31CHRISTIAN KELLY THIGPEN & CO LLC
Accountancy firm EIN2015-12-31300062751
2014 : WILLIAMS BROTHERS TRUCKING, INC. 401(K) PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$18,910
Total income from all sources (including contributions)2014-12-31$723,859
Total of all expenses incurred2014-12-31$529,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$517,003
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$576,079
Value of total assets at end of year2014-12-31$3,857,128
Value of total assets at beginning of year2014-12-31$3,644,312
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$12,950
Total interest from all sources2014-12-31$25,514
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$12,950
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$406,927
Participant contributions at end of year2014-12-31$7,479
Participant contributions at beginning of year2014-12-31$7,347
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$193,906
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,838,218
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,644,312
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$2,977,222
Value of interest in pooled separate accounts at beginning of year2014-12-31$2,787,669
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$25,514
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$869,278
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$846,243
Net investment gain/loss from pooled separate accounts2014-12-31$122,266
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
Contributions received in cash from employer2014-12-31$169,152
Employer contributions (assets) at end of year2014-12-31$3,149
Employer contributions (assets) at beginning of year2014-12-31$3,053
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$517,003
Liabilities. Value of benefit claims payable at end of year2014-12-31$18,910
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 name2014-12-31CHRISTIAN KELLY THIGPEN & CO LLC
Accountancy firm EIN2014-12-31300062751
2013 : WILLIAMS BROTHERS TRUCKING, INC. 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$945,660
Total of all expenses incurred2013-12-31$381,613
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$369,688
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$557,783
Value of total assets at end of year2013-12-31$3,644,312
Value of total assets at beginning of year2013-12-31$3,080,265
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$11,925
Total interest from all sources2013-12-31$22,760
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$11,925
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$392,228
Participant contributions at end of year2013-12-31$7,347
Participant contributions at beginning of year2013-12-31$7,947
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$564,047
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,644,312
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,080,265
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$2,787,669
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,348,309
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$22,760
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$846,243
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$720,775
Net investment gain/loss from pooled separate accounts2013-12-31$365,117
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 contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$165,555
Employer contributions (assets) at end of year2013-12-31$3,053
Employer contributions (assets) at beginning of year2013-12-31$3,234
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$369,688
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 name2013-12-31CHRISTIAN KELLY THIGPEN & CO LLC
Accountancy firm EIN2013-12-31300062751
2012 : WILLIAMS BROTHERS TRUCKING, INC. 401(K) PLAN 2012 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$780,388
Total of all expenses incurred2012-12-31$313,671
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$301,098
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$555,931
Value of total assets at end of year2012-12-31$3,080,265
Value of total assets at beginning of year2012-12-31$2,613,548
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$12,573
Total interest from all sources2012-12-31$17,579
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$9,250
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$393,001
Participant contributions at end of year2012-12-31$7,947
Participant contributions at beginning of year2012-12-31$7,483
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$2,751
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$466,717
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,080,265
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,613,548
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$2,348,309
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,587,364
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$17,579
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$720,775
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$12,874
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$57,316
Net investment gain/loss from pooled separate accounts2012-12-31$149,562
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$162,930
Employer contributions (assets) at end of year2012-12-31$3,234
Employer contributions (assets) at beginning of year2012-12-31$3,076
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$301,098
Contract administrator fees2012-12-31$3,323
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CHRISTIAN KELLY THIGPEN & CO LLC
Accountancy firm EIN2012-12-31300062751
2011 : WILLIAMS BROTHERS TRUCKING, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$483,252
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$484,775
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$453,780
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$507,441
Value of total assets at end of year2011-12-31$2,613,548
Value of total assets at beginning of year2011-12-31$2,615,071
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$30,995
Total interest from all sources2011-12-31$356
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$8,500
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$358,771
Participant contributions at end of year2011-12-31$7,483
Total non interest bearing cash at end of year2011-12-31$2,751
Total non interest bearing cash at beginning of year2011-12-31$2,355
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,523
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,613,548
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,615,071
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$2,587,364
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,603,297
Interest earned on other investments2011-12-31$356
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$12,874
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$9,419
Net investment gain/loss from pooled separate accounts2011-12-31$-24,545
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$148,670
Employer contributions (assets) at end of year2011-12-31$3,076
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$453,780
Contract administrator fees2011-12-31$22,495
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CHRISTIAN KELLY THIGPEN & CO LLC
Accountancy firm EIN2011-12-31300062751
2010 : WILLIAMS BROTHERS TRUCKING, INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$721,412
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$348,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$320,589
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$480,159
Value of total assets at end of year2010-12-31$2,615,071
Value of total assets at beginning of year2010-12-31$2,241,909
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$27,661
Total interest from all sources2010-12-31$275
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$6,475
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$325,556
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$12,551
Total non interest bearing cash at end of year2010-12-31$2,355
Total non interest bearing cash at beginning of year2010-12-31$4,847
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$373,162
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,615,071
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,241,909
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$2,603,297
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,229,584
Interest earned on other investments2010-12-31$275
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$9,419
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$7,478
Net investment gain/loss from pooled separate accounts2010-12-31$240,978
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$142,052
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$320,589
Contract administrator fees2010-12-31$21,186
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CHRISTIAN, KELLY, THIGPEN & CO. LLC
Accountancy firm EIN2010-12-31300062751

Form 5500 Responses for WILLIAMS BROTHERS TRUCKING, INC. 401(K) PLAN

2022: WILLIAMS BROTHERS TRUCKING, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: WILLIAMS BROTHERS TRUCKING, INC. 401(K) PLAN 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: WILLIAMS BROTHERS TRUCKING, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WILLIAMS BROTHERS TRUCKING, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WILLIAMS BROTHERS TRUCKING, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WILLIAMS BROTHERS TRUCKING, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WILLIAMS BROTHERS TRUCKING, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WILLIAMS BROTHERS TRUCKING, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WILLIAMS BROTHERS TRUCKING, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WILLIAMS BROTHERS TRUCKING, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WILLIAMS BROTHERS TRUCKING, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WILLIAMS BROTHERS TRUCKING, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: WILLIAMS BROTHERS TRUCKING, INC. 401(K) PLAN 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
2010-01-01Plan benefit arrangement - TrustYes
2009: WILLIAMS BROTHERS TRUCKING, INC. 401(K) PLAN 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
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number7461915-01
Policy instance 1
Insurance contract or identification number7461915-01
Number of Individuals Covered417
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $36,037
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 $34,596
Additional information about fees paid to insurance broker3
Insurance broker organization code?7
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number829107
Policy instance 1
Insurance contract or identification number829107
Number of Individuals Covered451
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $44,880
Total amount of fees paid to insurance companyUSD $4,488
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 $44,880
Insurance broker organization code?7
Amount paid for insurance broker fees4488
Additional information about fees paid to insurance brokerTPA FEE
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number829107
Policy instance 1
Insurance contract or identification number829107
Number of Individuals Covered434
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $40,038
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 $36,405
Insurance broker organization code?7
Additional information about fees paid to insurance brokerTPA FEE
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number829107
Policy instance 1
Insurance contract or identification number829107
Number of Individuals Covered437
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $23,964
Total amount of fees paid to insurance companyUSD $3,109
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 $23,964
Insurance broker organization code?7
Amount paid for insurance broker fees3109
Additional information about fees paid to insurance brokerTPA FEE
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number829107
Policy instance 1
Insurance contract or identification number829107
Number of Individuals Covered414
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $28,514
Total amount of fees paid to insurance companyUSD $2,134
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 $28,514
Insurance broker organization code?7
Amount paid for insurance broker fees2134
Additional information about fees paid to insurance brokerTPA FEE
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number829107
Policy instance 1
Insurance contract or identification number829107
Number of Individuals Covered419
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $30,539
Total amount of fees paid to insurance companyUSD $2,500
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 $30,539
Insurance broker organization code?7
Amount paid for insurance broker fees2500
Additional information about fees paid to insurance brokerTPA FEE
Insurance broker nameQUALIFIED PLANS
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number829107
Policy instance 1
Insurance contract or identification number829107
Number of Individuals Covered315
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $19,593
Total amount of fees paid to insurance companyUSD $12,125
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $19,593
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerINVESTMENT ADVISOR
Insurance broker organization code?0
Insurance broker nameERSKINE & ASSOCIATES
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number829107
Policy instance 1
Insurance contract or identification number829107
Number of Individuals Covered503
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $18,579
Total amount of fees paid to insurance companyUSD $11,100
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $18,579
Insurance broker organization code?3
Amount paid for insurance broker fees11100
Additional information about fees paid to insurance brokerDISTRIBUTION PROCESSING
Insurance broker nameERSKINE & ASSOCIATES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number19812
Policy instance 2
Insurance contract or identification number19812
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Insurance broker organization code?3
Insurance broker nameERSKINE AND ASSOCIATES
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number829107
Policy instance 1
Insurance contract or identification number829107
Number of Individuals Covered301
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $16,062
Total amount of fees paid to insurance companyUSD $11,925
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $16,062
Insurance broker organization code?3
Amount paid for insurance broker fees10200
Additional information about fees paid to insurance brokerDISTRIBUTION PROCESSING
Insurance broker nameHARTFORD LIFE INSURANCE COMPANY
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract number829107
Policy instance 1
Insurance contract or identification number829107
Number of Individuals Covered286
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $9,009
Total amount of fees paid to insurance companyUSD $8,400
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $9,000
Amount paid for insurance broker fees9000
Insurance broker organization code?3
Additional information about fees paid to insurance brokerDISTRIBUTION PROCESSING
Insurance broker nameHARTFORD LIFE INSURANCE COMPANY
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number19812
Policy instance 2
Insurance contract or identification number19812
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,206
Total amount of fees paid to insurance companyUSD $3,056
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $2,206
Amount paid for insurance broker fees2206
Insurance broker organization code?3
Additional information about fees paid to insurance brokerDISTRIBUTION PROCESSING TPA
Insurance broker nameERSKINE AND ASSOCIATES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number19812
Policy instance 1
Insurance contract or identification number19812
Number of Individuals Covered293
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $13,231
Total amount of fees paid to insurance companyUSD $8,500
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number19812
Policy instance 1
Insurance contract or identification number19812
Number of Individuals Covered288
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $11,779
Total amount of fees paid to insurance companyUSD $6,475
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes

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