TRUCKS INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan TRUCKS, INC 401(K) & PROFIT SHARING PLAN & TRUST
401k plan membership statisitcs for TRUCKS, INC 401(K) & PROFIT SHARING PLAN & TRUST
Measure | Date | Value |
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2022 : TRUCKS, INC 401(K) & PROFIT SHARING PLAN & TRUST 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-1,335,072 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $1,613,999 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,571,716 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $319,857 |
Value of total assets at end of year | 2022-12-31 | $6,888,837 |
Value of total assets at beginning of year | 2022-12-31 | $9,837,908 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $42,283 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $136,526 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $136,526 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $279,025 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $3,945 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-2,949,071 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $6,888,837 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $9,837,908 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $20,092 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $6,452,168 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $9,334,552 |
Interest on participant loans | 2022-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2022-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $436,669 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $498,857 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,800,924 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $9,469 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $40,832 |
Employer contributions (assets) at end of year | 2022-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $554 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,571,716 |
Contract administrator fees | 2022-12-31 | $22,191 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | MARSHALL JONES |
Accountancy firm EIN | 2022-12-31 | 832175462 |
2021 : TRUCKS, INC 401(K) & PROFIT SHARING PLAN & TRUST 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $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 | $1,354,569 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $221,651 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $202,630 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $271,276 |
Value of total assets at end of year | 2021-12-31 | $9,837,908 |
Value of total assets at beginning of year | 2021-12-31 | $8,704,990 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $19,021 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $127,186 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $127,186 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $236,427 |
Participant contributions at end of year | 2021-12-31 | $3,945 |
Participant contributions at beginning of year | 2021-12-31 | $3,182 |
Administrative expenses (other) incurred | 2021-12-31 | $4,650 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,132,918 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $9,837,908 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $8,704,990 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $9,334,552 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $8,247,470 |
Interest on participant loans | 2021-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2021-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $498,857 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $453,867 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $948,077 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $8,030 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $34,849 |
Employer contributions (assets) at end of year | 2021-12-31 | $554 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $471 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $202,630 |
Contract administrator fees | 2021-12-31 | $14,371 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | KELLY MANN CPA, LLC |
Accountancy firm EIN | 2021-12-31 | 832899084 |
2020 : TRUCKS, INC 401(K) & PROFIT SHARING PLAN & TRUST 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $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 | $1,342,200 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $760,568 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $719,955 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $258,659 |
Value of total assets at end of year | 2020-12-31 | $8,704,990 |
Value of total assets at beginning of year | 2020-12-31 | $8,123,358 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $40,613 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $249,165 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $249,165 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $225,590 |
Participant contributions at end of year | 2020-12-31 | $3,182 |
Administrative expenses (other) incurred | 2020-12-31 | $33,444 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $581,632 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $8,704,990 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $8,123,358 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $7,169 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $8,247,470 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $7,699,053 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $453,867 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $424,305 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $825,918 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $8,458 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $33,069 |
Employer contributions (assets) at end of year | 2020-12-31 | $471 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $719,955 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | KELLY MANN CPA, LLC |
Accountancy firm EIN | 2020-12-31 | 832899084 |
2019 : TRUCKS, INC 401(K) & PROFIT SHARING PLAN & TRUST 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $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 | $1,529,649 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $388,506 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $350,519 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $236,585 |
Value of total assets at end of year | 2019-12-31 | $8,123,358 |
Value of total assets at beginning of year | 2019-12-31 | $6,982,215 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $37,987 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $220,888 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $220,888 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $208,917 |
Administrative expenses (other) incurred | 2019-12-31 | $23,568 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $1,141,143 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $8,123,358 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $6,982,215 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $14,419 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $7,699,053 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $6,570,301 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $424,305 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $411,914 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,062,284 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $9,892 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $27,668 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $350,519 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | TRICIA P. ARMSTEAD, CPA PC ,. |
Accountancy firm EIN | 2019-12-31 | 582083368 |
2018 : TRUCKS, INC 401(K) & PROFIT SHARING PLAN & TRUST 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $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 | $-125,123 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $710,710 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $697,489 |
Value of total corrective distributions | 2018-12-31 | $4,294 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $263,097 |
Value of total assets at end of year | 2018-12-31 | $6,982,215 |
Value of total assets at beginning of year | 2018-12-31 | $7,818,048 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $8,927 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $243,703 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $243,703 |
Administrative expenses professional fees incurred | 2018-12-31 | $8,927 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $232,672 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-835,833 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $6,982,215 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $7,818,048 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $6,570,301 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $7,609,218 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $411,914 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $208,830 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-636,299 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $4,376 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $30,425 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $697,489 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | TRICIA P. ARMISTEAD, CPA PC,. |
Accountancy firm EIN | 2018-12-31 | 582083368 |
2017 : TRUCKS, INC 401(K) & PROFIT SHARING PLAN & TRUST 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $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 | $1,442,754 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $553,758 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $544,731 |
Value of total corrective distributions | 2017-12-31 | $6,412 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $259,713 |
Value of total assets at end of year | 2017-12-31 | $7,818,048 |
Value of total assets at beginning of year | 2017-12-31 | $6,929,052 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $2,615 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $309,926 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $309,926 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $228,332 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $888,996 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $7,818,048 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $6,929,052 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $7,609,218 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $6,718,257 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $208,830 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $210,795 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $869,930 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $3,185 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $31,381 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $544,731 |
Contract administrator fees | 2017-12-31 | $2,615 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | TRICIA P ARMISTEAD CPA PC |
Accountancy firm EIN | 2017-12-31 | 582083368 |
2016 : TRUCKS, INC 401(K) & PROFIT SHARING PLAN & TRUST 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $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 | $739,584 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $392,213 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $380,659 |
Value of total corrective distributions | 2016-12-31 | $2,823 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $252,243 |
Value of total assets at end of year | 2016-12-31 | $6,929,052 |
Value of total assets at beginning of year | 2016-12-31 | $6,581,681 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $8,731 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $211,634 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $211,634 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $219,798 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $347,371 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $6,929,052 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $6,581,681 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $6,718,257 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $6,391,207 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $210,795 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $190,474 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $272,559 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $3,148 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $32,445 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $380,659 |
Contract administrator fees | 2016-12-31 | $8,731 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | TRICIA P ARMISTEAD CPA PC |
Accountancy firm EIN | 2016-12-31 | 582083368 |
2015 : TRUCKS, INC 401(K) & PROFIT SHARING PLAN & TRUST 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $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 | $132,543 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $759,857 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $755,305 |
Value of total corrective distributions | 2015-12-31 | $26 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $275,307 |
Value of total assets at end of year | 2015-12-31 | $6,581,681 |
Value of total assets at beginning of year | 2015-12-31 | $7,208,995 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $4,526 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $377,184 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $377,184 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $241,133 |
Other income not declared elsewhere | 2015-12-31 | $3,358 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-627,314 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $6,581,681 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $7,208,995 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $6,391,207 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $7,029,629 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $190,474 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $179,366 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-526,254 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $2,948 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $34,174 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $755,305 |
Contract administrator fees | 2015-12-31 | $4,526 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | TRICIA P ARMISTEAD CPA PC |
Accountancy firm EIN | 2015-12-31 | 582083368 |
2014 : TRUCKS, INC 401(K) & PROFIT SHARING PLAN & TRUST 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $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 | $683,529 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,137,527 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,125,987 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $249,371 |
Value of total assets at end of year | 2014-12-31 | $7,208,995 |
Value of total assets at beginning of year | 2014-12-31 | $7,662,993 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $11,540 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $440,209 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $440,209 |
Administrative expenses professional fees incurred | 2014-12-31 | $5,696 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $216,227 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $-453,998 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $7,208,995 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $7,662,993 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $7,029,629 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $7,491,138 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $179,366 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $171,855 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-8,609 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $2,558 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $33,144 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,125,987 |
Contract administrator fees | 2014-12-31 | $5,844 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | TRICIA P ARMISTEAD CPA PC |
Accountancy firm EIN | 2014-12-31 | 582083368 |
2013 : TRUCKS, INC 401(K) & PROFIT SHARING PLAN & TRUST 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $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 | $1,203,513 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $847,071 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $839,947 |
Value of total corrective distributions | 2013-12-31 | $195 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $286,423 |
Value of total assets at end of year | 2013-12-31 | $7,662,993 |
Value of total assets at beginning of year | 2013-12-31 | $7,306,551 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $6,929 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $338,537 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $338,537 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $247,874 |
Other income not declared elsewhere | 2013-12-31 | $634 |
Administrative expenses (other) incurred | 2013-12-31 | $11 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $356,442 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $7,662,993 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $7,306,551 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $7,491,138 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $7,142,182 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $171,855 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $164,369 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $575,479 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $2,440 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $38,549 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $839,947 |
Contract administrator fees | 2013-12-31 | $6,918 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | TRICIA P ARMISTEAD CPA PC |
Accountancy firm EIN | 2013-12-31 | 582083368 |
2012 : TRUCKS, INC 401(K) & PROFIT SHARING PLAN & TRUST 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
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 | $957,399 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $448,119 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $437,517 |
Value of total corrective distributions | 2012-12-31 | $2,768 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $274,956 |
Value of total assets at end of year | 2012-12-31 | $7,306,551 |
Value of total assets at beginning of year | 2012-12-31 | $6,797,271 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $7,834 |
Total interest from all sources | 2012-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $251,229 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $251,229 |
Administrative expenses professional fees incurred | 2012-12-31 | $698 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $236,736 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $509,280 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $7,306,551 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $6,797,271 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $7,142,182 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $6,598,982 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $164,369 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $198,289 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $427,733 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $3,481 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $38,220 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $437,517 |
Contract administrator fees | 2012-12-31 | $7,136 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | TRICIA P ARMISTEAD CPA PC |
Accountancy firm EIN | 2012-12-31 | 582083368 |
2011 : TRUCKS, INC 401(K) & PROFIT SHARING PLAN & TRUST 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $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 | $320,039 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $1,015,071 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $996,110 |
Value of total corrective distributions | 2011-12-31 | $2,962 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $308,055 |
Value of total assets at end of year | 2011-12-31 | $6,797,271 |
Value of total assets at beginning of year | 2011-12-31 | $7,492,303 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $15,999 |
Total interest from all sources | 2011-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $243,711 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $243,711 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $100,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $248,250 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $19,585 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-695,032 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $6,797,271 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $7,492,303 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $6,598,982 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $7,283,499 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $198,289 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $208,804 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-238,746 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $7,019 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $40,220 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $996,110 |
Contract administrator fees | 2011-12-31 | $15,999 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | Yes |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | TRICIA P ARMISTEAD CPA PC |
Accountancy firm EIN | 2011-12-31 | 582083368 |
2010 : TRUCKS, INC 401(K) & PROFIT SHARING PLAN & TRUST 2010 401k financial data |
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Total transfer of assets to this plan | 2010-12-31 | $1,206,488 |
Total transfer of assets from this plan | 2010-12-31 | $69,124 |
Total income from all sources (including contributions) | 2010-12-31 | $905,879 |
Total of all expenses incurred | 2010-12-31 | $1,183,884 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,170,873 |
Value of total corrective distributions | 2010-12-31 | $2,794 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $193,264 |
Value of total assets at end of year | 2010-12-31 | $7,492,303 |
Value of total assets at beginning of year | 2010-12-31 | $6,632,944 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $10,217 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $196,493 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $196,493 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $100,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $168,983 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $-278,005 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $7,492,303 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $6,632,944 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $7,283,499 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $6,322,797 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $208,804 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $310,147 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $508,062 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $8,060 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $24,281 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,170,873 |
Contract administrator fees | 2010-12-31 | $10,217 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | TRICIA P ARMISTEAD CPA PC |
Accountancy firm EIN | 2010-12-31 | 582083368 |