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SUNDOWNER TRAILERS INC 401K RETIREMENT PLAN 401k Plan overview

Plan NameSUNDOWNER TRAILERS INC 401K RETIREMENT PLAN
Plan identification number 001

SUNDOWNER TRAILERS INC 401K RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SUNDOWNER TRAILERS, INC. has sponsored the creation of one or more 401k plans.

Company Name:SUNDOWNER TRAILERS, INC.
Employer identification number (EIN):731133559
NAIC Classification:336210

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUNDOWNER TRAILERS INC 401K RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JUSTIN WALKER
0012016-01-01JUSTIN WALKER
0012015-01-01JUSTIN WALKER
0012014-01-01JUSTIN WALKER
0012013-01-01LARRY SHIPMAN
0012012-01-01LARRY SHIPMAN LARRY SHIPMAN2013-10-14
0012011-01-01LARRY SHIPMAN
0012009-01-01LARRY SHIPMAN LARRY SHIPMAN2010-10-15
0012009-01-01LARRY SHIPMAN LARRY SHIPMAN2010-10-12

Plan Statistics for SUNDOWNER TRAILERS INC 401K RETIREMENT PLAN

401k plan membership statisitcs for SUNDOWNER TRAILERS INC 401K RETIREMENT PLAN

Measure Date Value
2022: SUNDOWNER TRAILERS INC 401K RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01344
Total number of active participants reported on line 7a of the Form 55002022-01-01228
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0132
Total of all active and inactive participants2022-01-01261
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01261
Number of participants with account balances2022-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-017
2021: SUNDOWNER TRAILERS INC 401K RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01356
Total number of active participants reported on line 7a of the Form 55002021-01-01248
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0165
Total of all active and inactive participants2021-01-01313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01313
Number of participants with account balances2021-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: SUNDOWNER TRAILERS INC 401K RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01366
Total number of active participants reported on line 7a of the Form 55002020-01-01259
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0160
Total of all active and inactive participants2020-01-01319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01319
Number of participants with account balances2020-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0110
2019: SUNDOWNER TRAILERS INC 401K RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01412
Total number of active participants reported on line 7a of the Form 55002019-01-01262
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0170
Total of all active and inactive participants2019-01-01332
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01332
Number of participants with account balances2019-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0122
2018: SUNDOWNER TRAILERS INC 401K RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01428
Total number of active participants reported on line 7a of the Form 55002018-01-01338
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0148
Total of all active and inactive participants2018-01-01386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01386
Number of participants with account balances2018-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: SUNDOWNER TRAILERS INC 401K RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01377
Total number of active participants reported on line 7a of the Form 55002017-01-01342
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0142
Total of all active and inactive participants2017-01-01384
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01384
Number of participants with account balances2017-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: SUNDOWNER TRAILERS INC 401K RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01359
Total number of active participants reported on line 7a of the Form 55002016-01-01314
Number of other retired or separated participants entitled to future benefits2016-01-0144
Total of all active and inactive participants2016-01-01358
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01358
Number of participants with account balances2016-01-01192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: SUNDOWNER TRAILERS INC 401K RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01298
Total number of active participants reported on line 7a of the Form 55002015-01-01302
Number of other retired or separated participants entitled to future benefits2015-01-0136
Total of all active and inactive participants2015-01-01338
Total participants2015-01-01338
Number of participants with account balances2015-01-01181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: SUNDOWNER TRAILERS INC 401K RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01277
Total number of active participants reported on line 7a of the Form 55002014-01-01233
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0143
Total of all active and inactive participants2014-01-01277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01277
Number of participants with account balances2014-01-01174
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SUNDOWNER TRAILERS INC 401K RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01251
Total number of active participants reported on line 7a of the Form 55002013-01-01229
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0141
Total of all active and inactive participants2013-01-01270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01270
Number of participants with account balances2013-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: SUNDOWNER TRAILERS INC 401K RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01244
Total number of active participants reported on line 7a of the Form 55002012-01-01206
Number of retired or separated participants receiving benefits2012-01-016
Number of other retired or separated participants entitled to future benefits2012-01-0134
Total of all active and inactive participants2012-01-01246
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01246
Number of participants with account balances2012-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: SUNDOWNER TRAILERS INC 401K RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01239
Total number of active participants reported on line 7a of the Form 55002011-01-01183
Number of retired or separated participants receiving benefits2011-01-015
Number of other retired or separated participants entitled to future benefits2011-01-0142
Total of all active and inactive participants2011-01-01230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01230
Number of participants with account balances2011-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-012
2009: SUNDOWNER TRAILERS INC 401K RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01285
Total number of active participants reported on line 7a of the Form 55002009-01-01166
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0160
Total of all active and inactive participants2009-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01226
Number of participants with account balances2009-01-01199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on SUNDOWNER TRAILERS INC 401K RETIREMENT PLAN

Measure Date Value
2022 : SUNDOWNER TRAILERS INC 401K RETIREMENT PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,311
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$23,628
Total income from all sources (including contributions)2022-12-31$-653,687
Total of all expenses incurred2022-12-31$396,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$387,122
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$477,676
Value of total assets at end of year2022-12-31$6,130,074
Value of total assets at beginning of year2022-12-31$7,202,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$9,656
Total interest from all sources2022-12-31$12,792
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
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$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$334,029
Participant contributions at end of year2022-12-31$240,778
Participant contributions at beginning of year2022-12-31$210,104
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$6,169
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$30,371
Total non interest bearing cash at beginning of year2022-12-31$19,346
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,050,465
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,128,763
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,179,228
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$5,611,566
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$6,706,056
Interest on participant loans2022-12-31$12,792
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$247,359
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$258,677
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,144,155
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$143,647
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$2,504
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$387,122
Contract administrator fees2022-12-31$9,656
Liabilities. Value of benefit claims payable at end of year2022-12-31$1,311
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$23,628
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 name2022-12-31LANDMARK PLC, CPAS
Accountancy firm EIN2022-12-31710355269
2021 : SUNDOWNER TRAILERS INC 401K RETIREMENT PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$23,628
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$24,303
Total income from all sources (including contributions)2021-12-31$1,343,629
Total of all expenses incurred2021-12-31$765,683
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$737,004
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Value of total corrective distributions2021-12-31$23,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$459,801
Value of total assets at end of year2021-12-31$7,202,856
Value of total assets at beginning of year2021-12-31$6,625,585
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$5,389
Total interest from all sources2021-12-31$10,670
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
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$320,796
Participant contributions at end of year2021-12-31$210,104
Participant contributions at beginning of year2021-12-31$193,237
Participant contributions at end of year2021-12-31$6,169
Participant contributions at beginning of year2021-12-31$4,914
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$19,346
Total non interest bearing cash at beginning of year2021-12-31$18,371
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$577,946
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,179,228
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,601,282
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$6,706,056
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,263,664
Interest on participant loans2021-12-31$10,670
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$258,677
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$143,210
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$873,158
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$139,005
Employer contributions (assets) at end of year2021-12-31$2,504
Employer contributions (assets) at beginning of year2021-12-31$2,189
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$737,004
Contract administrator fees2021-12-31$5,389
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Liabilities. Value of benefit claims payable at end of year2021-12-31$23,628
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$24,303
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31FINLEY & COOK, PLLC
Accountancy firm EIN2021-12-31730604334
2020 : SUNDOWNER TRAILERS INC 401K RETIREMENT PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$24,303
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$15,242
Total income from all sources (including contributions)2020-12-31$1,389,887
Total of all expenses incurred2020-12-31$710,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$679,976
Value of total corrective distributions2020-12-31$24,303
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$466,202
Value of total assets at end of year2020-12-31$6,625,585
Value of total assets at beginning of year2020-12-31$5,937,463
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$6,547
Total interest from all sources2020-12-31$12,649
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$327,859
Participant contributions at end of year2020-12-31$193,237
Participant contributions at beginning of year2020-12-31$214,883
Participant contributions at end of year2020-12-31$4,914
Participant contributions at beginning of year2020-12-31$7,322
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Total non interest bearing cash at end of year2020-12-31$18,371
Total non interest bearing cash at beginning of year2020-12-31$9,573
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$679,061
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,601,282
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,922,221
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$6,263,664
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,571,217
Interest on participant loans2020-12-31$12,649
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$143,210
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$131,570
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$911,036
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$138,343
Employer contributions (assets) at end of year2020-12-31$2,189
Employer contributions (assets) at beginning of year2020-12-31$2,898
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$679,976
Contract administrator fees2020-12-31$6,547
Liabilities. Value of benefit claims payable at end of year2020-12-31$24,303
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$15,242
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 name2020-12-31FINLEY & COOK, PLLC
Accountancy firm EIN2020-12-31730604334
2019 : SUNDOWNER TRAILERS INC 401K RETIREMENT PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$15,242
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$4,587
Total income from all sources (including contributions)2019-12-31$1,585,780
Total of all expenses incurred2019-12-31$1,106,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,083,438
Value of total corrective distributions2019-12-31$15,242
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$552,665
Value of total assets at end of year2019-12-31$5,937,463
Value of total assets at beginning of year2019-12-31$5,447,584
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$7,876
Total interest from all sources2019-12-31$16,525
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$388,324
Participant contributions at end of year2019-12-31$214,883
Participant contributions at beginning of year2019-12-31$227,271
Participant contributions at end of year2019-12-31$7,322
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$9,573
Total non interest bearing cash at beginning of year2019-12-31$6,448
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$479,224
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,922,221
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,442,997
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,571,217
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,850,486
Interest on participant loans2019-12-31$16,525
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$131,570
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$363,379
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,016,590
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$164,341
Employer contributions (assets) at end of year2019-12-31$2,898
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,083,438
Contract administrator fees2019-12-31$7,876
Liabilities. Value of benefit claims payable at end of year2019-12-31$15,242
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$4,587
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 name2019-12-31FINLEY & COOK, PLLC
Accountancy firm EIN2019-12-31730604334
2018 : SUNDOWNER TRAILERS INC 401K RETIREMENT PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$4,587
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$13,745
Total income from all sources (including contributions)2018-12-31$-21,214
Total of all expenses incurred2018-12-31$425,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$416,502
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Value of total corrective distributions2018-12-31$4,587
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$300,322
Value of total assets at end of year2018-12-31$5,447,584
Value of total assets at beginning of year2018-12-31$5,903,869
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,824
Total interest from all sources2018-12-31$9,787
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$4,824
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$300,322
Participant contributions at end of year2018-12-31$227,271
Participant contributions at beginning of year2018-12-31$159,553
Participant contributions at beginning of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Total non interest bearing cash at end of year2018-12-31$6,448
Total non interest bearing cash at beginning of year2018-12-31$6,452
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-447,127
Value of net assets at end of year (total assets less liabilities)2018-12-31$5,442,997
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,890,124
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$4,850,486
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,606,947
Interest on participant loans2018-12-31$9,787
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$363,379
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$130,917
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-331,323
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
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$416,502
Liabilities. Value of benefit claims payable at end of year2018-12-31$4,587
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$13,745
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 name2018-12-31FINLEY & COOK, PLLC
Accountancy firm EIN2018-12-31730604334
2017 : SUNDOWNER TRAILERS INC 401K RETIREMENT PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$13,745
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$21,357
Total income from all sources (including contributions)2017-12-31$1,116,513
Total of all expenses incurred2017-12-31$276,303
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$252,024
Expenses. Certain deemed distributions of participant loans2017-12-31$6,104
Value of total corrective distributions2017-12-31$13,745
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$295,205
Value of total assets at end of year2017-12-31$5,903,869
Value of total assets at beginning of year2017-12-31$5,071,271
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,430
Total interest from all sources2017-12-31$9,661
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$295,205
Participant contributions at end of year2017-12-31$159,553
Participant contributions at beginning of year2017-12-31$201,596
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Total non interest bearing cash at end of year2017-12-31$6,452
Total non interest bearing cash at beginning of year2017-12-31$4,375
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$840,210
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,890,124
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,049,914
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$5,606,947
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,618,546
Interest on participant loans2017-12-31$9,661
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$130,917
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$246,754
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$811,647
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$0
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$252,024
Contract administrator fees2017-12-31$4,430
Liabilities. Value of benefit claims payable at end of year2017-12-31$13,745
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$21,357
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 name2017-12-31FINLEY & COOK, PLLC
Accountancy firm EIN2017-12-31730604334
2016 : SUNDOWNER TRAILERS INC 401K RETIREMENT PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$21,357
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$17,740
Total income from all sources (including contributions)2016-12-31$629,689
Total of all expenses incurred2016-12-31$261,863
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$236,234
Value of total corrective distributions2016-12-31$21,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$281,206
Value of total assets at end of year2016-12-31$5,071,271
Value of total assets at beginning of year2016-12-31$4,699,828
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,272
Total interest from all sources2016-12-31$8,742
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$281,206
Participant contributions at end of year2016-12-31$201,596
Participant contributions at beginning of year2016-12-31$175,449
Participant contributions at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Total non interest bearing cash at end of year2016-12-31$4,375
Total non interest bearing cash at beginning of year2016-12-31$4,446
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$367,826
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,049,914
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,682,088
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$4,618,546
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,457,950
Interest on participant loans2016-12-31$8,742
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$246,754
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$61,983
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$339,741
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Employer contributions (assets) at end of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$236,234
Contract administrator fees2016-12-31$4,272
Liabilities. Value of benefit claims payable at end of year2016-12-31$21,357
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$17,740
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 name2016-12-31FINLEY & COOK, PLLC
Accountancy firm EIN2016-12-31730604334
2015 : SUNDOWNER TRAILERS INC 401K RETIREMENT PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$17,740
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$16,485
Total income from all sources (including contributions)2015-12-31$185,300
Total of all expenses incurred2015-12-31$1,135,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,114,368
Value of total corrective distributions2015-12-31$17,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$263,986
Value of total assets at end of year2015-12-31$4,699,828
Value of total assets at beginning of year2015-12-31$5,649,196
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,815
Total interest from all sources2015-12-31$8,816
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$263,986
Participant contributions at end of year2015-12-31$175,449
Participant contributions at beginning of year2015-12-31$219,174
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Total non interest bearing cash at end of year2015-12-31$4,446
Total non interest bearing cash at beginning of year2015-12-31$3,459
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-950,623
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,682,088
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$5,632,711
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$4,457,950
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,357,588
Interest on participant loans2015-12-31$8,816
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$61,983
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$68,975
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-87,502
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 contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,114,368
Contract administrator fees2015-12-31$3,815
Liabilities. Value of benefit claims payable at end of year2015-12-31$17,740
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$16,485
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 name2015-12-31FINLEY & COOK, PLLC
Accountancy firm EIN2015-12-31730604334
2014 : SUNDOWNER TRAILERS INC 401K RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$16,485
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$395,871
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$672,094
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$653,175
Value of total corrective distributions2014-12-31$16,485
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$231,850
Value of total assets at end of year2014-12-31$5,649,196
Value of total assets at beginning of year2014-12-31$5,908,934
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,434
Total interest from all sources2014-12-31$10,843
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$2,434
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$231,850
Participant contributions at end of year2014-12-31$219,174
Participant contributions at beginning of year2014-12-31$272,403
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$3,459
Total non interest bearing cash at beginning of year2014-12-31$10
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-276,223
Value of net assets at end of year (total assets less liabilities)2014-12-31$5,632,711
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,908,934
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$5,357,588
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,954,684
Interest on participant loans2014-12-31$10,843
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$68,975
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,681,837
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$153,178
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 contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$653,175
Liabilities. Value of benefit claims payable at end of year2014-12-31$16,485
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
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 name2014-12-31FINLEY & COOK, PLLC
Accountancy firm EIN2014-12-31730604334
2013 : SUNDOWNER TRAILERS INC 401K RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,168,664
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$396,625
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$393,677
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$144,461
Value of total assets at end of year2013-12-31$5,908,934
Value of total assets at beginning of year2013-12-31$5,136,895
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,948
Total interest from all sources2013-12-31$11,057
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$144,461
Participant contributions at end of year2013-12-31$272,403
Participant contributions at beginning of year2013-12-31$228,671
Total non interest bearing cash at end of year2013-12-31$10
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$772,039
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,908,934
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,136,895
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,954,684
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,546,923
Interest on participant loans2013-12-31$11,057
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,681,837
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,361,301
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,013,146
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$393,677
Contract administrator fees2013-12-31$2,948
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 name2013-12-31FINLEY & COOK, PLLC
Accountancy firm EIN2013-12-31730604334
2012 : SUNDOWNER TRAILERS INC 401K RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$702,146
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$416,304
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$411,434
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$149,022
Value of total assets at end of year2012-12-31$5,136,895
Value of total assets at beginning of year2012-12-31$4,851,053
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,870
Total interest from all sources2012-12-31$6,885
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$149,022
Participant contributions at end of year2012-12-31$228,671
Participant contributions at beginning of year2012-12-31$186,359
Participant contributions at beginning of year2012-12-31$13,435
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$7,204
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$285,842
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,136,895
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,851,053
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$3,546,923
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,272,755
Interest on participant loans2012-12-31$6,885
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,361,301
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,371,300
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$546,239
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$411,434
Contract administrator fees2012-12-31$4,870
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 name2012-12-31FINLEY & COOK, PLLC
Accountancy firm EIN2012-12-31730604334
2011 : SUNDOWNER TRAILERS INC 401K RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$20,647
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$638,193
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$632,596
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$175,401
Value of total assets at end of year2011-12-31$4,851,053
Value of total assets at beginning of year2011-12-31$5,468,599
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,597
Total interest from all sources2011-12-31$6,532
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$175,401
Participant contributions at end of year2011-12-31$186,359
Participant contributions at beginning of year2011-12-31$172,690
Participant contributions at end of year2011-12-31$13,435
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$7,204
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-617,546
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,851,053
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,468,599
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,272,755
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,977,434
Interest on participant loans2011-12-31$6,532
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,010
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,010
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,371,300
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,317,465
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-161,286
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$632,596
Contract administrator fees2011-12-31$5,597
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31FINLEY & COOK, PLLC
Accountancy firm EIN2011-12-31730604334
2010 : SUNDOWNER TRAILERS INC 401K RETIREMENT 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$1,845
Total income from all sources (including contributions)2010-12-31$664,588
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$540,519
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$534,544
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$205,326
Value of total assets at end of year2010-12-31$5,468,599
Value of total assets at beginning of year2010-12-31$5,346,375
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,975
Total interest from all sources2010-12-31$5,916
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
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$196,099
Participant contributions at end of year2010-12-31$172,690
Participant contributions at beginning of year2010-12-31$127,621
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$9,227
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$1,845
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$124,069
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,468,599
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,344,530
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$3,977,434
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$3,814,804
Interest on participant loans2010-12-31$5,916
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,010
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$596
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$596
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,317,465
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,403,354
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$453,346
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$534,544
Contract administrator fees2010-12-31$5,975
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 name2010-12-31FINLEY & COOK, PLLC
Accountancy firm EIN2010-12-31730604334

Form 5500 Responses for SUNDOWNER TRAILERS INC 401K RETIREMENT PLAN

2022: SUNDOWNER TRAILERS INC 401K RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SUNDOWNER TRAILERS INC 401K RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SUNDOWNER TRAILERS INC 401K RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SUNDOWNER TRAILERS INC 401K RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SUNDOWNER TRAILERS INC 401K RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SUNDOWNER TRAILERS INC 401K RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SUNDOWNER TRAILERS INC 401K RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SUNDOWNER TRAILERS INC 401K RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SUNDOWNER TRAILERS INC 401K RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SUNDOWNER TRAILERS INC 401K RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SUNDOWNER TRAILERS INC 401K RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedYes
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: SUNDOWNER TRAILERS INC 401K RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: SUNDOWNER TRAILERS INC 401K RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
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 number112586
Policy instance 1
Insurance contract or identification number112586
Number of Individuals Covered170
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of fees paid to insurance companyUSD $9,476
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees9476
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number112586
Policy instance 1
Insurance contract or identification number112586
Number of Individuals Covered194
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of fees paid to insurance companyUSD $6,483
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees6483
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number112586
Policy instance 1
Insurance contract or identification number112586
Number of Individuals Covered195
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $6,812
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees6812
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number112586
Policy instance 1
Insurance contract or identification number112586
Number of Individuals Covered213
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $8,256
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees8256
Additional information about fees paid to insurance brokerTPA FEES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number112586
Policy instance 1
Insurance contract or identification number112586
Number of Individuals Covered220
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $6,216
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees6216
Additional information about fees paid to insurance brokerTPA FEES, ALLOWANCES
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number112586
Policy instance 1
Insurance contract or identification number112586
Number of Individuals Covered196
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $2,488
Total amount of fees paid to insurance companyUSD $5,632
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees5632
Additional information about fees paid to insurance brokerTPA FEES, ALLOWANCES
Insurance broker organization code?5
Insurance broker nameEDWARD D. JONES & COMPANY
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number112586
Policy instance 1
Insurance contract or identification number112586
Number of Individuals Covered196
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $3,156
Total amount of fees paid to insurance companyUSD $6,467
Commission paid to Insurance BrokerUSD $3,156
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees6467
Insurance broker nameNOVA 401(K) ASSOCIATES
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-41-D837
Policy instance 2
Insurance contract or identification numberGAP-41-D837
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-05-08
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,891
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?Yes
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
Amount paid for insurance broker fees3891
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Insurance broker nameNFP ADVISOR SERVICES, LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number112586
Policy instance 1
Insurance contract or identification number112586
Number of Individuals Covered180
Insurance policy start date2014-05-09
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $67,274
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?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
Amount paid for insurance broker fees54384
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Insurance broker nameNOVA 401(K) ASSOCIATES
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-41-D837
Policy instance 1
Insurance contract or identification numberGAP-41-D837
Number of Individuals Covered155
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $10,542
Total amount of fees paid to insurance companyUSD $0
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?Yes
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 $10,542
Insurance broker organization code?3
Insurance broker nameNFP SECURITIES INC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-41-D837
Policy instance 1
Insurance contract or identification numberGAP-41-D837
Number of Individuals Covered168
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $9,851
Total amount of fees paid to insurance companyUSD $0
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?Yes
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
Commission paid to Insurance BrokerUSD $9,851
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameNFP SECURITIES INC
NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract numberGAP-41-D837
Policy instance 1
Insurance contract or identification numberGAP-41-D837
Number of Individuals Covered168
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $10,053
Total amount of fees paid to insurance companyUSD $0
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?Yes
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

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