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ALABAMA MOTOR EXPRESS 401(K) PLAN 401k Plan overview

Plan NameALABAMA MOTOR EXPRESS 401(K) PLAN
Plan identification number 001

ALABAMA MOTOR EXPRESS 401(K) 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.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

ALABAMA MOTOR EXPRESS, INC. has sponsored the creation of one or more 401k plans.

Company Name:ALABAMA MOTOR EXPRESS, INC.
Employer identification number (EIN):630983126
NAIC Classification:484120
NAIC Description: General Freight Trucking, Long-Distance

Additional information about ALABAMA MOTOR EXPRESS, INC.

Jurisdiction of Incorporation: Virginia Secretary of State
Incorporation Date: 2007-06-20
Company Identification Number: F171250
Legal Registered Office Address: 100 Shockoe Slip Fl 2

Richmond
United States of America (USA)
23219-4100

More information about ALABAMA MOTOR EXPRESS, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALABAMA MOTOR EXPRESS 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01RODNEY P. HOLLAND2021-08-10 SCOTT WHITE2021-08-10
0012019-01-01RODNEY P. HOLLAND2020-09-30 SCOTT WHITE2020-09-30
0012018-01-01RODNEY P. HOLLAND2019-08-20 SCOTT WHITE2019-08-20
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01JIM FRANKLIN JIM FRANKLIN2014-10-08
0012012-01-01JIM FRANKLIN JIM FRANKLIN2013-10-15
0012009-01-01JIM FRANKLIN

Plan Statistics for ALABAMA MOTOR EXPRESS 401(K) PLAN

401k plan membership statisitcs for ALABAMA MOTOR EXPRESS 401(K) PLAN

Measure Date Value
2022: ALABAMA MOTOR EXPRESS 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01290
Total number of active participants reported on line 7a of the Form 55002022-01-01226
Number of retired or separated participants receiving benefits2022-01-016
Number of other retired or separated participants entitled to future benefits2022-01-0118
Total of all active and inactive participants2022-01-01250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01250
Number of participants with account balances2022-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-018
2021: ALABAMA MOTOR EXPRESS 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01284
Total number of active participants reported on line 7a of the Form 55002021-01-01223
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-019
Total of all active and inactive participants2021-01-01233
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01233
Number of participants with account balances2021-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-017
2020: ALABAMA MOTOR EXPRESS 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01226
Total number of active participants reported on line 7a of the Form 55002020-01-01232
Number of other retired or separated participants entitled to future benefits2020-01-0137
Total of all active and inactive participants2020-01-01269
Total participants2020-01-01269
Number of participants with account balances2020-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-019
2019: ALABAMA MOTOR EXPRESS 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01243
Total number of active participants reported on line 7a of the Form 55002019-01-01201
Number of other retired or separated participants entitled to future benefits2019-01-0124
Total of all active and inactive participants2019-01-01225
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01226
Number of participants with account balances2019-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-017
2018: ALABAMA MOTOR EXPRESS 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01291
Total number of active participants reported on line 7a of the Form 55002018-01-01194
Number of other retired or separated participants entitled to future benefits2018-01-0149
Total of all active and inactive participants2018-01-01243
Total participants2018-01-01243
Number of participants with account balances2018-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: ALABAMA MOTOR EXPRESS 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01251
Total number of active participants reported on line 7a of the Form 55002017-01-01245
Number of other retired or separated participants entitled to future benefits2017-01-0146
Total of all active and inactive participants2017-01-01291
Total participants2017-01-01291
Number of participants with account balances2017-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-018
2016: ALABAMA MOTOR EXPRESS 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01262
Total number of active participants reported on line 7a of the Form 55002016-01-01193
Number of other retired or separated participants entitled to future benefits2016-01-0158
Total of all active and inactive participants2016-01-01251
Total participants2016-01-01251
Number of participants with account balances2016-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0118
2015: ALABAMA MOTOR EXPRESS 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01238
Total number of active participants reported on line 7a of the Form 55002015-01-01193
Number of other retired or separated participants entitled to future benefits2015-01-0169
Total of all active and inactive participants2015-01-01262
Total participants2015-01-01262
Number of participants with account balances2015-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0118
2014: ALABAMA MOTOR EXPRESS 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01222
Total number of active participants reported on line 7a of the Form 55002014-01-01189
Number of other retired or separated participants entitled to future benefits2014-01-0149
Total of all active and inactive participants2014-01-01238
Total participants2014-01-01238
Number of participants with account balances2014-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0110
2013: ALABAMA MOTOR EXPRESS 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01266
Total number of active participants reported on line 7a of the Form 55002013-01-01187
Number of other retired or separated participants entitled to future benefits2013-01-0135
Total of all active and inactive participants2013-01-01222
Total participants2013-01-01222
Number of participants with account balances2013-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: ALABAMA MOTOR EXPRESS 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01152
Total number of active participants reported on line 7a of the Form 55002012-01-01228
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0138
Total of all active and inactive participants2012-01-01266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01266
Number of participants with account balances2012-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2009: ALABAMA MOTOR EXPRESS 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01156
Total number of active participants reported on line 7a of the Form 55002009-01-01106
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0126
Total of all active and inactive participants2009-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01133
Number of participants with account balances2009-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on ALABAMA MOTOR EXPRESS 401(K) PLAN

Measure Date Value
2022 : ALABAMA MOTOR EXPRESS 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$32,454
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$358,868
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$329,803
Value of total corrective distributions2022-12-31$11,958
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$539,323
Value of total assets at end of year2022-12-31$4,388,625
Value of total assets at beginning of year2022-12-31$4,715,039
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$17,107
Total interest from all sources2022-12-31$5,161
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$119,808
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$119,808
Administrative expenses professional fees incurred2022-12-31$1,279
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$350,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$409,784
Participant contributions at end of year2022-12-31$93,780
Participant contributions at beginning of year2022-12-31$135,891
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-326,414
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,388,625
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,715,039
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$4,182,455
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,576,620
Interest on participant loans2022-12-31$4,968
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$112,390
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$2,528
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$2,528
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$193
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-631,838
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$129,539
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$329,803
Contract administrator fees2022-12-31$15,828
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31DRAFFIN & TUCKER, LLP
Accountancy firm EIN2022-12-31580914992
2021 : ALABAMA MOTOR EXPRESS 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,138,594
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$338,575
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$319,856
Value of total corrective distributions2021-12-31$4,914
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$453,745
Value of total assets at end of year2021-12-31$4,715,039
Value of total assets at beginning of year2021-12-31$3,915,020
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$13,805
Total interest from all sources2021-12-31$5,948
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$172,622
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$172,622
Administrative expenses professional fees incurred2021-12-31$1,873
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$350,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$358,337
Participant contributions at end of year2021-12-31$135,891
Participant contributions at beginning of year2021-12-31$89,243
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$800,019
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,715,039
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,915,020
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,576,620
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,800,615
Interest on participant loans2021-12-31$5,948
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$2,528
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$25,162
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$25,162
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$506,279
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$95,408
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$319,856
Contract administrator fees2021-12-31$11,932
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Disclaimer
Accountancy firm name2021-12-31DRAFFIN & TUCKER, LLP
Accountancy firm EIN2021-12-31580914992
2020 : ALABAMA MOTOR EXPRESS 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$697,735
Total of all expenses incurred2020-12-31$148,186
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$125,527
Expenses. Certain deemed distributions of participant loans2020-12-31$12,485
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$438,429
Value of total assets at end of year2020-12-31$3,915,020
Value of total assets at beginning of year2020-12-31$3,365,471
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$10,174
Total interest from all sources2020-12-31$5,179
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$50,208
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$50,208
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$350,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$309,557
Participant contributions at end of year2020-12-31$89,243
Participant contributions at beginning of year2020-12-31$92,256
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$215
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$28,649
Other income not declared elsewhere2020-12-31$1,537
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$549,549
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,915,020
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,365,471
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$10,174
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,803,644
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,272,099
Interest on participant loans2020-12-31$5,146
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$22,133
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$879
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$879
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$33
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$202,382
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$100,223
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$22
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$125,527
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31DRAFFIN & TUCKER, LLP
Accountancy firm EIN2020-12-31580914992
2019 : ALABAMA MOTOR EXPRESS 401(K) PLAN 2019 401k financial data
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$840,551
Total of all expenses incurred2019-12-31$176,502
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$157,616
Value of total corrective distributions2019-12-31$6,869
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$386,340
Value of total assets at end of year2019-12-31$3,365,471
Value of total assets at beginning of year2019-12-31$2,701,422
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$12,017
Total interest from all sources2019-12-31$5,765
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$101,508
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$101,508
Administrative expenses professional fees incurred2019-12-31$4,216
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$325,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$289,815
Participant contributions at end of year2019-12-31$92,256
Participant contributions at beginning of year2019-12-31$115,334
Participant contributions at end of year2019-12-31$215
Participant contributions at beginning of year2019-12-31$215
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$664,049
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,365,471
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,701,422
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$7,801
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,272,099
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,585,848
Interest on participant loans2019-12-31$5,649
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$879
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$116
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$346,938
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$96,525
Employer contributions (assets) at end of year2019-12-31$22
Employer contributions (assets) at beginning of year2019-12-31$22
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$157,616
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31DRAFFIN & TUCKER, LLP
Accountancy firm EIN2019-12-31580914992
2018 : ALABAMA MOTOR EXPRESS 401(K) PLAN 2018 401k financial data
Total liabilities at end 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$193,315
Total of all expenses incurred2018-12-31$614,621
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$590,593
Expenses. Certain deemed distributions of participant loans2018-12-31$7,065
Value of total corrective distributions2018-12-31$8,393
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$442,007
Value of total assets at end of year2018-12-31$2,701,422
Value of total assets at beginning of year2018-12-31$3,122,728
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$8,570
Total interest from all sources2018-12-31$6,350
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$126,830
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$126,830
Administrative expenses professional fees incurred2018-12-31$4,391
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$325,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$291,765
Participant contributions at end of year2018-12-31$115,334
Participant contributions at beginning of year2018-12-31$134,393
Participant contributions at end of year2018-12-31$215
Participant contributions at beginning of year2018-12-31$429
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$56,219
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-421,306
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,701,422
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,122,728
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$4,179
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,585,848
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$2,987,778
Interest on participant loans2018-12-31$6,289
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$3
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$61
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-381,872
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$94,023
Employer contributions (assets) at end of year2018-12-31$22
Employer contributions (assets) at beginning of year2018-12-31$127
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$590,593
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DRAFFIN & TUCKER, LLP
Accountancy firm EIN2018-12-31580914992
2017 : ALABAMA MOTOR EXPRESS 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$728,395
Total of all expenses incurred2017-12-31$185,291
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$168,174
Expenses. Certain deemed distributions of participant loans2017-12-31$4,897
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$374,121
Value of total assets at end of year2017-12-31$3,122,728
Value of total assets at beginning of year2017-12-31$2,579,624
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$12,220
Total interest from all sources2017-12-31$4,721
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$58,005
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$58,005
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$275,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$288,977
Participant contributions at end of year2017-12-31$134,393
Participant contributions at beginning of year2017-12-31$94,047
Participant contributions at end of year2017-12-31$429
Participant contributions at beginning of year2017-12-31$26
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$62
Other income not declared elsewhere2017-12-31$62
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$543,104
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,122,728
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,579,624
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$12,220
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$2,987,778
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,485,534
Interest on participant loans2017-12-31$4,708
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$17
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$17
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$13
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$291,486
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$85,144
Employer contributions (assets) at end of year2017-12-31$127
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$168,112
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DRAFFIN & TUCKER, LLP
Accountancy firm EIN2017-12-31580914992
2016 : ALABAMA MOTOR EXPRESS 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$608,983
Total of all expenses incurred2016-12-31$400,688
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$390,941
Expenses. Certain deemed distributions of participant loans2016-12-31$5,843
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$358,408
Value of total assets at end of year2016-12-31$2,579,624
Value of total assets at beginning of year2016-12-31$2,371,329
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,904
Total interest from all sources2016-12-31$3,397
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$79,044
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$79,044
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$250,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$267,363
Participant contributions at end of year2016-12-31$94,047
Participant contributions at beginning of year2016-12-31$60,598
Participant contributions at end of year2016-12-31$26
Participant contributions at beginning of year2016-12-31$26
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$3,000
Other income not declared elsewhere2016-12-31$0
Administrative expenses (other) incurred2016-12-31$3,904
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$208,295
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,579,624
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,371,329
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,485,534
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,302,115
Interest on participant loans2016-12-31$3,397
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$17
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$8,590
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$8,590
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$168,134
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$88,045
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$390,941
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DRAFFIN & TUCKER, LLP
Accountancy firm EIN2016-12-31580914992
2015 : ALABAMA MOTOR EXPRESS 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$287,871
Total of all expenses incurred2015-12-31$270,384
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$248,969
Expenses. Certain deemed distributions of participant loans2015-12-31$13,145
Value of total corrective distributions2015-12-31$5,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$332,057
Value of total assets at end of year2015-12-31$2,371,329
Value of total assets at beginning of year2015-12-31$2,353,842
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,184
Total interest from all sources2015-12-31$2,481
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$81,570
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$81,570
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$200,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$248,308
Participant contributions at end of year2015-12-31$60,598
Participant contributions at beginning of year2015-12-31$78,270
Participant contributions at end of year2015-12-31$26
Participant contributions at beginning of year2015-12-31$26
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$262
Administrative expenses (other) incurred2015-12-31$3,184
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$17,487
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,371,329
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,353,842
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$2,302,115
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,267,442
Interest on participant loans2015-12-31$2,481
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$8,590
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$8,104
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$8,104
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-128,237
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$83,487
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$248,969
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 name2015-12-31DRAFFIN & TUCKER, LLP
Accountancy firm EIN2015-12-31580914992
2014 : ALABAMA MOTOR EXPRESS 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$333,132
Total of all expenses incurred2014-12-31$234,738
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$215,182
Expenses. Certain deemed distributions of participant loans2014-12-31$2,088
Value of total corrective distributions2014-12-31$15,617
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$247,135
Value of total assets at end of year2014-12-31$2,353,842
Value of total assets at beginning of year2014-12-31$2,255,448
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,851
Total interest from all sources2014-12-31$3,013
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$81,742
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$81,742
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$200,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$189,587
Participant contributions at end of year2014-12-31$78,270
Participant contributions at beginning of year2014-12-31$69,756
Participant contributions at end of year2014-12-31$26
Administrative expenses (other) incurred2014-12-31$1,851
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$98,394
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,353,842
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,255,448
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$2,267,442
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,184,402
Interest on participant loans2014-12-31$3,013
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$8,104
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,290
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,290
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,242
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$57,548
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$215,182
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 name2014-12-31FERGUSON, SIZEMORE & ASSOCIATES
Accountancy firm EIN2014-12-31630983126
2013 : ALABAMA MOTOR EXPRESS 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$475,461
Total of all expenses incurred2013-12-31$139,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$124,181
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$172,354
Value of total assets at end of year2013-12-31$2,255,448
Value of total assets at beginning of year2013-12-31$1,919,134
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$14,966
Total interest from all sources2013-12-31$2,542
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$73,924
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$73,924
Administrative expenses professional fees incurred2013-12-31$2,000
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$200,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$172,354
Participant contributions at end of year2013-12-31$69,756
Participant contributions at beginning of year2013-12-31$56,601
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$336,314
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,255,448
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,919,134
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
Investment advisory and management fees2013-12-31$12,966
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,184,402
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,862,533
Interest on participant loans2013-12-31$2,542
Interest earned on other investments2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,290
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$226,641
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$124,181
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 name2013-12-31FERGUSON, SIZEMORE & ASSOCIATES
Accountancy firm EIN2013-12-31630983126
2012 : ALABAMA MOTOR EXPRESS 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$326,762
Total of all expenses incurred2012-12-31$145,242
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$138,877
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$152,229
Value of total assets at end of year2012-12-31$1,919,134
Value of total assets at beginning of year2012-12-31$1,737,614
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,365
Total interest from all sources2012-12-31$3,074
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$6,365
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$200,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$152,229
Participant contributions at end of year2012-12-31$56,601
Participant contributions at beginning of year2012-12-31$73,149
Other income not declared elsewhere2012-12-31$5,367
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$181,520
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,919,134
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,737,614
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$1,862,533
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,201,688
Interest on participant loans2012-12-31$3,074
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$462,777
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$166,092
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 contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$138,877
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31FERGUSON, SIZEMORE & ASSOCIATES
Accountancy firm EIN2012-12-31630983126
2010 : ALABAMA MOTOR EXPRESS 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$331,303
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$256,659
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$253,783
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$156,815
Value of total assets at end of year2010-12-31$1,784,080
Value of total assets at beginning of year2010-12-31$1,709,436
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,876
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$200,000
If this is an individual account plan, was there a blackout period2010-12-31No
Funding deficiency by the employer to the plan for this plan year2010-12-31$0
Minimum employer required contribution for this plan year2010-12-31$0
Amount contributed by the employer to the plan for this plan year2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$138,295
Participant contributions at end of year2010-12-31$60,557
Participant contributions at beginning of year2010-12-31$63,891
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$18,520
Administrative expenses (other) incurred2010-12-31$2,876
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$74,644
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,784,080
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,709,436
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$1,277,411
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,239,496
Value of interest in pooled separate accounts at beginning of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$446,112
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$406,049
Net investment gain/loss from pooled separate accounts2010-12-31$174,488
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$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$253,783
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$0
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 name2010-12-31JACKSON THORNTON & CO., P.C.
Accountancy firm EIN2010-12-31631035228
2009 : ALABAMA MOTOR EXPRESS 401(K) PLAN 2009 401k financial data
Funding deficiency by the employer to the plan for this plan year2009-12-31$0
Minimum employer required contribution for this plan year2009-12-31$0
Amount contributed by the employer to the plan for this plan year2009-12-31$0

Form 5500 Responses for ALABAMA MOTOR EXPRESS 401(K) PLAN

2022: ALABAMA MOTOR EXPRESS 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ALABAMA MOTOR EXPRESS 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ALABAMA MOTOR EXPRESS 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ALABAMA MOTOR EXPRESS 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ALABAMA MOTOR EXPRESS 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ALABAMA MOTOR EXPRESS 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ALABAMA MOTOR EXPRESS 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ALABAMA MOTOR EXPRESS 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ALABAMA MOTOR EXPRESS 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ALABAMA MOTOR EXPRESS 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ALABAMA MOTOR EXPRESS 401(K) PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2009: ALABAMA MOTOR EXPRESS 401(K) PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-824430
Policy instance 1
Insurance contract or identification numberGA-824430
Number of Individuals Covered0
Insurance policy start date2012-01-01
Insurance policy end date2012-09-30
Total amount of commissions paid to insurance brokerUSD $5,149
Total amount of fees paid to insurance companyUSD $66
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,149
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerSALES/MARKETING
Insurance broker nameMORGAN STANLEY SMITH BARNEY LLC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-026029
Policy instance 1
Insurance contract or identification numberGA-026029
Number of Individuals Covered98
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $7,468
Total amount of fees paid to insurance companyUSD $25
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,616
Insurance broker organization code?3
Amount paid for insurance broker fees25
Additional information about fees paid to insurance brokerSALES/MARKETING
Insurance broker nameMORGANSTANLEY SMITHBARNEY LLC

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