Logo

CUMMINS MID-SOUTH, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameCUMMINS MID-SOUTH, LLC 401(K) PROFIT SHARING PLAN
Plan identification number 001

CUMMINS MID-SOUTH, LLC 401(K) PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

CUMMINS MID-SOUTH, LLC has sponsored the creation of one or more 401k plans.

Company Name:CUMMINS MID-SOUTH, LLC
Employer identification number (EIN):621785987
NAIC Classification:333610

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CUMMINS MID-SOUTH, LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012016-01-01MARK WHITEHEAD
0012015-01-01MARK WHITEHEAD
0012014-01-01MARK WHITEHEAD
0012013-01-01MARK WHITEHEAD
0012012-01-01MARK WHITEHEAD
0012011-01-01MARK WHITEHEAD
0012009-01-01MARK WHITEHEAD MARK WHITEHEAD2010-09-17

Plan Statistics for CUMMINS MID-SOUTH, LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for CUMMINS MID-SOUTH, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2016: CUMMINS MID-SOUTH, LLC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01815
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CUMMINS MID-SOUTH, LLC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01825
Total number of active participants reported on line 7a of the Form 55002015-01-01642
Number of retired or separated participants receiving benefits2015-01-015
Number of other retired or separated participants entitled to future benefits2015-01-01165
Total of all active and inactive participants2015-01-01812
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-01815
Number of participants with account balances2015-01-01654
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0131
2014: CUMMINS MID-SOUTH, LLC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01780
Total number of active participants reported on line 7a of the Form 55002014-01-01702
Number of retired or separated participants receiving benefits2014-01-015
Number of other retired or separated participants entitled to future benefits2014-01-01114
Total of all active and inactive participants2014-01-01821
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01823
Number of participants with account balances2014-01-01590
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0121
2013: CUMMINS MID-SOUTH, LLC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01769
Total number of active participants reported on line 7a of the Form 55002013-01-01652
Number of retired or separated participants receiving benefits2013-01-013
Number of other retired or separated participants entitled to future benefits2013-01-01115
Total of all active and inactive participants2013-01-01770
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01771
Number of participants with account balances2013-01-01497
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0115
2012: CUMMINS MID-SOUTH, LLC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01710
Total number of active participants reported on line 7a of the Form 55002012-01-01639
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-01115
Total of all active and inactive participants2012-01-01756
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01757
Number of participants with account balances2012-01-01493
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-019
2011: CUMMINS MID-SOUTH, LLC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01590
Total number of active participants reported on line 7a of the Form 55002011-01-01584
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-01116
Total of all active and inactive participants2011-01-01701
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01702
Number of participants with account balances2011-01-01474
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0112
2009: CUMMINS MID-SOUTH, LLC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01607
Total number of active participants reported on line 7a of the Form 55002009-01-01502
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01110
Total of all active and inactive participants2009-01-01612
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01613
Number of participants with account balances2009-01-01492
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0126

Financial Data on CUMMINS MID-SOUTH, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2016 : CUMMINS MID-SOUTH, LLC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total transfer of assets from this plan2016-06-30$25,975,847
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$43,016
Total income from all sources (including contributions)2016-06-30$689,317
Total of all expenses incurred2016-06-30$1,632,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$1,499,412
Expenses. Certain deemed distributions of participant loans2016-06-30$1,894
Value of total corrective distributions2016-06-30$43,271
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$98,284
Value of total assets at end of year2016-06-30$0
Value of total assets at beginning of year2016-06-30$26,961,775
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$87,652
Total interest from all sources2016-06-30$17,852
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$77,684
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-06-30$0
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$77,684
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$1,000,000
If this is an individual account plan, was there a blackout period2016-06-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$42,133
Participant contributions at end of year2016-06-30$0
Participant contributions at beginning of year2016-06-30$967,022
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-06-30$3,853
Administrative expenses (other) incurred2016-06-30$87,652
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-942,912
Value of net assets at end of year (total assets less liabilities)2016-06-30$0
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$26,918,759
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$25,933,613
Interest on participant loans2016-06-30$17,852
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-06-30$57,287
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-06-30$57,287
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$495,497
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$56,151
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$1,499,412
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-06-30Yes
Liabilities. Value of benefit claims payable at end of year2016-06-30$0
Liabilities. Value of benefit claims payable at beginning of year2016-06-30$43,016
Did the plan have assets held for investment2016-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2016-06-30431947695
2015 : CUMMINS MID-SOUTH, LLC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$43,016
Total income from all sources (including contributions)2015-12-31$2,870,449
Total of all expenses incurred2015-12-31$1,224,922
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$989,101
Expenses. Certain deemed distributions of participant loans2015-12-31$55,857
Value of total corrective distributions2015-12-31$53,381
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,773,564
Value of total assets at end of year2015-12-31$26,961,775
Value of total assets at beginning of year2015-12-31$25,273,232
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$126,583
Total interest from all sources2015-12-31$39,067
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$318,002
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$318,002
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,838,427
Participant contributions at end of year2015-12-31$967,022
Participant contributions at beginning of year2015-12-31$946,953
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$118,579
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$3,853
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$3,523
Administrative expenses (other) incurred2015-12-31$126,583
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$1,645,527
Value of net assets at end of year (total assets less liabilities)2015-12-31$26,918,759
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$25,273,232
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$25,933,613
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$24,244,412
Interest on participant loans2015-12-31$39,063
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$57,287
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$29,287
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$29,287
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$4
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-260,184
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$816,558
Employer contributions (assets) at beginning of year2015-12-31$49,057
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$989,101
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Liabilities. Value of benefit claims payable at end of year2015-12-31$43,016
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 name2015-12-31MAYER HOFFMAN MCCANN PC
Accountancy firm EIN2015-12-31431947695
2014 : CUMMINS MID-SOUTH, LLC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$3,943,626
Total of all expenses incurred2014-12-31$1,360,485
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,181,742
Expenses. Certain deemed distributions of participant loans2014-12-31$9,990
Value of total corrective distributions2014-12-31$52,305
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,555,396
Value of total assets at end of year2014-12-31$25,273,232
Value of total assets at beginning of year2014-12-31$22,690,091
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$116,448
Total interest from all sources2014-12-31$35,403
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$364,447
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$364,447
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,783,741
Participant contributions at end of year2014-12-31$946,953
Participant contributions at beginning of year2014-12-31$861,792
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$23,895
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$3,523
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$337
Administrative expenses (other) incurred2014-12-31$116,448
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$2,583,141
Value of net assets at end of year (total assets less liabilities)2014-12-31$25,273,232
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$22,690,091
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$24,244,412
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$21,775,380
Interest on participant loans2014-12-31$35,401
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$29,287
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$21,828
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$21,828
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$988,380
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$747,760
Employer contributions (assets) at end of year2014-12-31$49,057
Employer contributions (assets) at beginning of year2014-12-31$30,754
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,181,742
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
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 name2014-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2014-12-31431947695
2013 : CUMMINS MID-SOUTH, LLC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$5,795,462
Total of all expenses incurred2013-12-31$2,134,777
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,929,159
Expenses. Certain deemed distributions of participant loans2013-12-31$68,911
Value of total corrective distributions2013-12-31$32,820
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,429,327
Value of total assets at end of year2013-12-31$22,690,091
Value of total assets at beginning of year2013-12-31$19,029,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$103,887
Total interest from all sources2013-12-31$36,887
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$252,453
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$252,453
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,565,821
Participant contributions at end of year2013-12-31$861,792
Participant contributions at beginning of year2013-12-31$890,142
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$206,839
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$337
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$649
Administrative expenses (other) incurred2013-12-31$103,887
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$3,660,685
Value of net assets at end of year (total assets less liabilities)2013-12-31$22,690,091
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$19,029,406
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$21,775,380
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$18,095,472
Interest on participant loans2013-12-31$36,886
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$21,828
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$18,057
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$18,057
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$3,076,795
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$656,667
Employer contributions (assets) at end of year2013-12-31$30,754
Employer contributions (assets) at beginning of year2013-12-31$25,086
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,929,159
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2013-12-31431947695
2012 : CUMMINS MID-SOUTH, LLC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$4,137,072
Total of all expenses incurred2012-12-31$987,280
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$904,509
Expenses. Certain deemed distributions of participant loans2012-12-31$13,902
Value of total corrective distributions2012-12-31$29,271
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,271,921
Value of total assets at end of year2012-12-31$19,029,406
Value of total assets at beginning of year2012-12-31$15,879,614
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$39,598
Total interest from all sources2012-12-31$38,220
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$291,830
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$291,830
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,441,872
Participant contributions at end of year2012-12-31$890,142
Participant contributions at beginning of year2012-12-31$816,778
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$196,298
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$649
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$171
Administrative expenses (other) incurred2012-12-31$39,598
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$3,149,792
Value of net assets at end of year (total assets less liabilities)2012-12-31$19,029,406
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$15,879,614
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 registered invesment companies (eg mutual funds) at end of year2012-12-31$18,095,472
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$15,039,964
Interest on participant loans2012-12-31$38,218
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$18,057
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$22,701
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$22,701
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,535,101
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$633,751
Employer contributions (assets) at end of year2012-12-31$25,086
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$904,509
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2012-12-31431947695
2011 : CUMMINS MID-SOUTH, LLC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$1,532,568
Total of all expenses incurred2011-12-31$892,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$819,096
Expenses. Certain deemed distributions of participant loans2011-12-31$15,010
Value of total corrective distributions2011-12-31$15,071
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,010,543
Value of total assets at end of year2011-12-31$15,879,614
Value of total assets at beginning of year2011-12-31$15,239,830
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$43,607
Total interest from all sources2011-12-31$37,125
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$241,942
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$241,942
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,375,878
Participant contributions at end of year2011-12-31$816,778
Participant contributions at beginning of year2011-12-31$785,691
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$47,757
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$171
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$76
Administrative expenses (other) incurred2011-12-31$43,607
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$639,784
Value of net assets at end of year (total assets less liabilities)2011-12-31$15,879,614
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$15,239,830
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 registered invesment companies (eg mutual funds) at end of year2011-12-31$15,039,964
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$14,384,004
Interest on participant loans2011-12-31$37,123
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$22,701
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$70,059
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$70,059
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-757,042
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$586,908
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$819,096
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31MAYER HOFFMAN MCCANN P.C.
Accountancy firm EIN2011-12-31431947695
2010 : CUMMINS MID-SOUTH, LLC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$3,278,330
Total of all expenses incurred2010-12-31$1,521,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,442,291
Expenses. Certain deemed distributions of participant loans2010-12-31$6,360
Value of total corrective distributions2010-12-31$36,219
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,833,473
Value of total assets at end of year2010-12-31$15,239,830
Value of total assets at beginning of year2010-12-31$13,482,968
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$36,598
Total interest from all sources2010-12-31$40,136
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$261,525
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$261,525
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,237,281
Participant contributions at end of year2010-12-31$785,691
Participant contributions at beginning of year2010-12-31$679,345
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$39,489
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$76
Administrative expenses (other) incurred2010-12-31$36,598
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$1,756,862
Value of net assets at end of year (total assets less liabilities)2010-12-31$15,239,830
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$13,482,968
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 registered invesment companies (eg mutual funds) at end of year2010-12-31$14,384,004
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$12,764,956
Interest on participant loans2010-12-31$40,130
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$70,059
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$38,667
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$38,667
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$6
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,143,196
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$556,703
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,442,291
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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 name2010-12-31THOMPSON DUNAVANT PLC
Accountancy firm EIN2010-12-31621701403

Form 5500 Responses for CUMMINS MID-SOUTH, LLC 401(K) PROFIT SHARING PLAN

2016: CUMMINS MID-SOUTH, LLC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01This submission is the final filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CUMMINS MID-SOUTH, LLC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CUMMINS MID-SOUTH, LLC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CUMMINS MID-SOUTH, LLC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CUMMINS MID-SOUTH, LLC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CUMMINS MID-SOUTH, LLC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CUMMINS MID-SOUTH, LLC 401(K) PROFIT SHARING 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1