Logo

ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST 401k Plan overview

Plan NameROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST
Plan identification number 001

ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST 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.
  • 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

ROUNTREE TRANSPORT & RIGGING, INC. has sponsored the creation of one or more 401k plans.

Company Name:ROUNTREE TRANSPORT & RIGGING, INC.
Employer identification number (EIN):650029736
NAIC Classification:484200
NAIC Description: Specialized Freight Trucking

Additional information about ROUNTREE TRANSPORT & RIGGING, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1988-02-05
Company Identification Number: M67620
Legal Registered Office Address: 2640 NORTH LANE AVENUE

JACKSONVILLE

32254

More information about ROUNTREE TRANSPORT & RIGGING, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01THOMAS D. RUNCK, JR.
0012023-01-01
0012023-01-01THOMAS D. RUNCK, JR.
0012022-01-01
0012022-01-01THOMAS D. RUNCK, JR.
0012021-01-01
0012021-01-01THOMAS D. RUNCK, JR.
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01THOMAS D. RUNCK, JR. THOMAS D. RUNCK, JR.2018-07-25
0012016-01-01THOMAS D. RUNCK, JR. THOMAS D. RUNCK, JR.2017-06-13
0012015-01-01THOMAS D. RUNCK, JR. THOMAS D. RUNCK, JR.2016-09-22
0012014-01-01THOMAS D. RUNCK, JR. THOMAS D. RUNCK, JR.2015-06-18
0012013-01-01THOMAS D. RUNCK, JR. THOMAS D. RUNCK, JR.2014-06-19
0012012-01-01THOMAS D. RUNCK, JR. THOMAS D. RUNCK, JR.2013-06-27
0012011-01-01THOMAS D. RUNCK, JR. THOMAS D. RUNCK, JR.2012-07-18
0012010-01-01THOMAS D. RUNCK, JR. THOMAS D. RUNCK, JR.2011-07-14
0012009-01-01THOMAS D. RUNCK, JR. THOMAS D. RUNCK, JR.2010-07-15

Financial Data on ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST

Measure Date Value
2023 : ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST 2023 401k financial data
Total plan liabilities at end of year2023-12-31$0
Total plan liabilities at beginning of year2023-12-31$0
Total income from all sources2023-12-31$864,005
Expenses. Total of all expenses incurred2023-12-31$220,797
Benefits paid (including direct rollovers)2023-12-31$187,547
Total plan assets at end of year2023-12-31$4,745,471
Total plan assets at beginning of year2023-12-31$4,102,263
Value of fidelity bond covering the plan2023-12-31$250,000
Total contributions received or receivable from participants2023-12-31$337,138
Other income received2023-12-31$417,110
Net income (gross income less expenses)2023-12-31$643,208
Net plan assets at end of year (total assets less liabilities)2023-12-31$4,745,471
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$4,102,263
Total contributions received or receivable from employer(s)2023-12-31$109,757
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$33,250
2022 : ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST 2022 401k financial data
Total plan liabilities at end of year2022-12-31$0
Total plan liabilities at beginning of year2022-12-31$0
Total income from all sources2022-12-31$-133,829
Expenses. Total of all expenses incurred2022-12-31$436,715
Benefits paid (including direct rollovers)2022-12-31$408,416
Total plan assets at end of year2022-12-31$4,102,263
Total plan assets at beginning of year2022-12-31$4,672,807
Value of fidelity bond covering the plan2022-12-31$250,000
Total contributions received or receivable from participants2022-12-31$336,932
Other income received2022-12-31$-576,200
Net income (gross income less expenses)2022-12-31$-570,544
Net plan assets at end of year (total assets less liabilities)2022-12-31$4,102,263
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$4,672,807
Total contributions received or receivable from employer(s)2022-12-31$105,439
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$28,299
2021 : ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST 2021 401k financial data
Total plan liabilities at end of year2021-12-31$0
Total plan liabilities at beginning of year2021-12-31$0
Total income from all sources2021-12-31$746,494
Expenses. Total of all expenses incurred2021-12-31$407,349
Benefits paid (including direct rollovers)2021-12-31$407,324
Total plan assets at end of year2021-12-31$4,672,807
Total plan assets at beginning of year2021-12-31$4,333,662
Value of fidelity bond covering the plan2021-12-31$250,000
Total contributions received or receivable from participants2021-12-31$297,837
Other income received2021-12-31$346,302
Net income (gross income less expenses)2021-12-31$339,145
Net plan assets at end of year (total assets less liabilities)2021-12-31$4,672,807
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$4,333,662
Total contributions received or receivable from employer(s)2021-12-31$102,355
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$25
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
2020 : ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST 2020 401k financial data
Total plan liabilities at end of year2020-12-31$0
Total plan liabilities at beginning of year2020-12-31$0
Total income from all sources2020-12-31$914,216
Expenses. Total of all expenses incurred2020-12-31$241,445
Benefits paid (including direct rollovers)2020-12-31$241,445
Total plan assets at end of year2020-12-31$4,333,662
Total plan assets at beginning of year2020-12-31$3,660,891
Value of fidelity bond covering the plan2020-12-31$250,000
Total contributions received or receivable from participants2020-12-31$269,942
Other income received2020-12-31$553,132
Net income (gross income less expenses)2020-12-31$672,771
Net plan assets at end of year (total assets less liabilities)2020-12-31$4,333,662
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$3,660,891
Total contributions received or receivable from employer(s)2020-12-31$91,142
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST 2019 401k financial data
Total plan liabilities at end of year2019-12-31$0
Total plan liabilities at beginning of year2019-12-31$0
Total income from all sources2019-12-31$893,861
Expenses. Total of all expenses incurred2019-12-31$81,193
Benefits paid (including direct rollovers)2019-12-31$81,193
Total plan assets at end of year2019-12-31$3,660,891
Total plan assets at beginning of year2019-12-31$2,848,223
Value of fidelity bond covering the plan2019-12-31$250,000
Total contributions received or receivable from participants2019-12-31$281,983
Other income received2019-12-31$519,122
Net income (gross income less expenses)2019-12-31$812,668
Net plan assets at end of year (total assets less liabilities)2019-12-31$3,660,891
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$2,848,223
Total contributions received or receivable from employer(s)2019-12-31$92,756
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST 2018 401k financial data
Total plan liabilities at end of year2018-12-31$0
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$216,813
Expenses. Total of all expenses incurred2018-12-31$15,262
Benefits paid (including direct rollovers)2018-12-31$15,262
Total plan assets at end of year2018-12-31$2,848,223
Total plan assets at beginning of year2018-12-31$2,646,672
Value of fidelity bond covering the plan2018-12-31$250,000
Total contributions received or receivable from participants2018-12-31$223,823
Other income received2018-12-31$-86,133
Net income (gross income less expenses)2018-12-31$201,551
Net plan assets at end of year (total assets less liabilities)2018-12-31$2,848,223
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$2,646,672
Total contributions received or receivable from employer(s)2018-12-31$79,123
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
2017 : ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST 2017 401k financial data
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$0
Total income from all sources2017-12-31$534,700
Expenses. Total of all expenses incurred2017-12-31$218,863
Benefits paid (including direct rollovers)2017-12-31$218,863
Total plan assets at end of year2017-12-31$2,646,672
Total plan assets at beginning of year2017-12-31$2,330,835
Value of fidelity bond covering the plan2017-12-31$250,000
Total contributions received or receivable from participants2017-12-31$181,236
Other income received2017-12-31$284,741
Net income (gross income less expenses)2017-12-31$315,837
Net plan assets at end of year (total assets less liabilities)2017-12-31$2,646,672
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$2,330,835
Total contributions received or receivable from employer(s)2017-12-31$68,723
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
2016 : ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST 2016 401k financial data
Total plan liabilities at end of year2016-12-31$0
Total plan liabilities at beginning of year2016-12-31$0
Total income from all sources2016-12-31$381,608
Expenses. Total of all expenses incurred2016-12-31$35,500
Benefits paid (including direct rollovers)2016-12-31$30,162
Total plan assets at end of year2016-12-31$2,330,835
Total plan assets at beginning of year2016-12-31$1,984,727
Value of fidelity bond covering the plan2016-12-31$250,000
Total contributions received or receivable from participants2016-12-31$168,464
Other income received2016-12-31$149,165
Net income (gross income less expenses)2016-12-31$346,108
Net plan assets at end of year (total assets less liabilities)2016-12-31$2,330,835
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$1,984,727
Total contributions received or receivable from employer(s)2016-12-31$63,979
Value of corrective distributions2016-12-31$5,338
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
2015 : ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST 2015 401k financial data
Total plan liabilities at end of year2015-12-31$0
Total plan liabilities at beginning of year2015-12-31$0
Total income from all sources2015-12-31$222,951
Expenses. Total of all expenses incurred2015-12-31$583,984
Benefits paid (including direct rollovers)2015-12-31$580,426
Total plan assets at end of year2015-12-31$1,984,727
Total plan assets at beginning of year2015-12-31$2,345,760
Value of fidelity bond covering the plan2015-12-31$250,000
Total contributions received or receivable from participants2015-12-31$150,107
Other income received2015-12-31$16,467
Net income (gross income less expenses)2015-12-31$-361,033
Net plan assets at end of year (total assets less liabilities)2015-12-31$1,984,727
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$2,345,760
Total contributions received or receivable from employer(s)2015-12-31$56,377
Value of corrective distributions2015-12-31$3,558
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
2014 : ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST 2014 401k financial data
Total plan liabilities at end of year2014-12-31$0
Total plan liabilities at beginning of year2014-12-31$0
Total income from all sources2014-12-31$315,422
Expenses. Total of all expenses incurred2014-12-31$68,365
Benefits paid (including direct rollovers)2014-12-31$68,365
Total plan assets at end of year2014-12-31$2,345,760
Total plan assets at beginning of year2014-12-31$2,098,703
Value of fidelity bond covering the plan2014-12-31$250,000
Total contributions received or receivable from participants2014-12-31$124,200
Contributions received from other sources (not participants or employers)2014-12-31$3,427
Other income received2014-12-31$142,676
Net income (gross income less expenses)2014-12-31$247,057
Net plan assets at end of year (total assets less liabilities)2014-12-31$2,345,760
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$2,098,703
Total contributions received or receivable from employer(s)2014-12-31$45,119
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
2013 : ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST 2013 401k financial data
Total plan liabilities at end of year2013-12-31$0
Total plan liabilities at beginning of year2013-12-31$0
Total income from all sources2013-12-31$510,047
Expenses. Total of all expenses incurred2013-12-31$263,919
Benefits paid (including direct rollovers)2013-12-31$263,919
Total plan assets at end of year2013-12-31$2,098,703
Total plan assets at beginning of year2013-12-31$1,852,575
Value of fidelity bond covering the plan2013-12-31$200,000
Total contributions received or receivable from participants2013-12-31$123,385
Other income received2013-12-31$342,124
Net income (gross income less expenses)2013-12-31$246,128
Net plan assets at end of year (total assets less liabilities)2013-12-31$2,098,703
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$1,852,575
Total contributions received or receivable from employer(s)2013-12-31$44,538
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
2012 : ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST 2012 401k financial data
Total plan liabilities at end of year2012-12-31$0
Total plan liabilities at beginning of year2012-12-31$0
Total income from all sources2012-12-31$343,255
Expenses. Total of all expenses incurred2012-12-31$90,859
Benefits paid (including direct rollovers)2012-12-31$90,859
Total plan assets at end of year2012-12-31$1,852,575
Total plan assets at beginning of year2012-12-31$1,600,179
Value of fidelity bond covering the plan2012-12-31$150,000
Total contributions received or receivable from participants2012-12-31$122,213
Other income received2012-12-31$178,512
Net income (gross income less expenses)2012-12-31$252,396
Net plan assets at end of year (total assets less liabilities)2012-12-31$1,852,575
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$1,600,179
Total contributions received or receivable from employer(s)2012-12-31$42,530
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
2011 : ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST 2011 401k financial data
Transfers to/from the plan2011-12-31$0
Total plan liabilities at end of year2011-12-31$0
Total plan liabilities at beginning of year2011-12-31$0
Total income from all sources2011-12-31$149,497
Expenses. Total of all expenses incurred2011-12-31$27,821
Benefits paid (including direct rollovers)2011-12-31$27,821
Total plan assets at end of year2011-12-31$1,600,179
Total plan assets at beginning of year2011-12-31$1,478,503
Value of fidelity bond covering the plan2011-12-31$150,000
Total contributions received or receivable from participants2011-12-31$118,236
Other income received2011-12-31$-12,862
Net income (gross income less expenses)2011-12-31$121,676
Net plan assets at end of year (total assets less liabilities)2011-12-31$1,600,179
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$1,478,503
Total contributions received or receivable from employer(s)2011-12-31$44,123
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
2010 : ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST 2010 401k financial data
Transfers to/from the plan2010-12-31$0
Total plan liabilities at end of year2010-12-31$0
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$301,889
Expenses. Total of all expenses incurred2010-12-31$134,521
Benefits paid (including direct rollovers)2010-12-31$131,511
Total plan assets at end of year2010-12-31$1,478,503
Total plan assets at beginning of year2010-12-31$1,311,135
Value of fidelity bond covering the plan2010-12-31$150,000
Total contributions received or receivable from participants2010-12-31$113,077
Other income received2010-12-31$143,820
Net income (gross income less expenses)2010-12-31$167,368
Net plan assets at end of year (total assets less liabilities)2010-12-31$1,478,503
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$1,311,135
Total contributions received or receivable from employer(s)2010-12-31$44,992
Value of corrective distributions2010-12-31$3,010
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
2009 : ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST

2023: ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: ROUNTREE TRANSPORT & RIGGING, INC. 401(K) SAVINGS PLAN & TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number152264
Policy instance 1
Insurance contract or identification number152264
Number of Individuals Covered63
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $21,640
Total amount of fees paid to insurance companyUSD $2,168
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number152264
Policy instance 1
Insurance contract or identification number152264
Number of Individuals Covered68
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $21,138
Total amount of fees paid to insurance companyUSD $15,892
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG97179
Policy instance 2
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number152264
Policy instance 1
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG97179
Policy instance 1
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG97179
Policy instance 1
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG97179
Policy instance 1
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG97179
Policy instance 1
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG97179
Policy instance 1
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG97179
Policy instance 1
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG97179
Policy instance 1
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG97179
Policy instance 1
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG97179
Policy instance 1
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG97179
Policy instance 1

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