SOUTHWEST INTERNATIONAL TRUCKS, INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan SOUTHWEST INTERNATIONAL TRUCKS, INC 401(K) PLAN & TRUST
401k plan membership statisitcs for SOUTHWEST INTERNATIONAL TRUCKS, INC 401(K) PLAN & TRUST
Measure | Date | Value |
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2022 : SOUTHWEST INTERNATIONAL TRUCKS, INC 401(K) PLAN & TRUST 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-2,360,406 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $5,289,410 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $5,216,649 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,433,019 |
Value of total assets at end of year | 2022-12-31 | $17,497,741 |
Value of total assets at beginning of year | 2022-12-31 | $25,147,557 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $72,761 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $345,770 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $345,770 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $1,133,019 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-7,649,816 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $17,497,741 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $25,147,557 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $46,531 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $15,903,426 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $22,914,291 |
Interest on participant loans | 2022-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2022-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $1,294,315 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $2,107,131 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $2,107,131 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-4,139,195 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $300,000 |
Employer contributions (assets) at end of year | 2022-12-31 | $300,000 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $126,135 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $5,216,649 |
Contract administrator fees | 2022-12-31 | $26,230 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | FORVIS, LLP |
Accountancy firm EIN | 2022-12-31 | 440160260 |
2021 : SOUTHWEST INTERNATIONAL TRUCKS, INC 401(K) PLAN & TRUST 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $4,798,958 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $1,076,451 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,001,506 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,148,594 |
Value of total assets at end of year | 2021-12-31 | $25,147,557 |
Value of total assets at beginning of year | 2021-12-31 | $21,425,050 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $74,945 |
Total interest from all sources | 2021-12-31 | $4,495 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $345,110 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $345,110 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $1,022,459 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $3,722,507 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $25,147,557 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $21,425,050 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $51,891 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $22,914,291 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $20,401,860 |
Interest on participant loans | 2021-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2021-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $2,107,131 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $923,190 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $923,190 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $4,495 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $3,300,759 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $126,135 |
Employer contributions (assets) at end of year | 2021-12-31 | $126,135 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $100,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,001,506 |
Contract administrator fees | 2021-12-31 | $23,054 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | FORVIS, LLP |
Accountancy firm EIN | 2021-12-31 | 440160260 |
2020 : SOUTHWEST INTERNATIONAL TRUCKS, INC 401(K) PLAN & TRUST 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $3,944,716 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $1,452,602 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,387,138 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,070,293 |
Value of total assets at end of year | 2020-12-31 | $21,425,050 |
Value of total assets at beginning of year | 2020-12-31 | $18,932,936 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $65,464 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $310,659 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $310,659 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $946,430 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $27,397 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $23,863 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $2,492,114 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $21,425,050 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $18,932,936 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $40,753 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $21,325,050 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $18,795,837 |
Interest on participant loans | 2020-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2020-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $2,563,764 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $100,000 |
Employer contributions (assets) at end of year | 2020-12-31 | $100,000 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $109,702 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,387,138 |
Contract administrator fees | 2020-12-31 | $24,711 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | DIXON-HUGHES GOODMAN PLLC |
Accountancy firm EIN | 2020-12-31 | 560747981 |
2019 : SOUTHWEST INTERNATIONAL TRUCKS, INC 401(K) PLAN & TRUST 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $4,830,483 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $1,646,554 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,585,029 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,084,386 |
Value of total assets at end of year | 2019-12-31 | $18,932,936 |
Value of total assets at beginning of year | 2019-12-31 | $15,749,007 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $61,525 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $363,522 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $363,522 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $974,684 |
Participant contributions at end of year | 2019-12-31 | $27,397 |
Participant contributions at beginning of year | 2019-12-31 | $32,073 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $3,183,929 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $18,932,936 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $15,749,007 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $38,842 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $18,795,837 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $15,617,559 |
Interest on participant loans | 2019-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2019-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $3,382,575 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $109,702 |
Employer contributions (assets) at end of year | 2019-12-31 | $109,702 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $99,375 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,585,029 |
Contract administrator fees | 2019-12-31 | $22,683 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | DIXON-HUGHES GOODMAN PLLC |
Accountancy firm EIN | 2019-12-31 | 560747981 |
2018 : SOUTHWEST INTERNATIONAL TRUCKS, INC 401(K) PLAN & TRUST 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $291,458 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $740,050 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $682,896 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,081,599 |
Value of total assets at end of year | 2018-12-31 | $15,749,007 |
Value of total assets at beginning of year | 2018-12-31 | $16,197,599 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $57,154 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $330,080 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $330,080 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $889,170 |
Participant contributions at end of year | 2018-12-31 | $32,073 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $93,047 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-448,592 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $15,749,007 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $16,197,599 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $37,818 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $15,617,559 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $16,067,829 |
Interest on participant loans | 2018-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2018-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $29,147 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $29,147 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,120,221 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $99,382 |
Employer contributions (assets) at end of year | 2018-12-31 | $99,375 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $100,623 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $682,896 |
Contract administrator fees | 2018-12-31 | $19,336 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | DIXON-HUGHES GOODMAN PLLC |
Accountancy firm EIN | 2018-12-31 | 560747981 |
2017 : SOUTHWEST INTERNATIONAL TRUCKS, INC 401(K) PLAN & TRUST 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $3,768,930 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $1,743,989 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,689,234 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,101,140 |
Value of total assets at end of year | 2017-12-31 | $16,197,599 |
Value of total assets at beginning of year | 2017-12-31 | $14,172,658 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $54,755 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $28,524 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $28,524 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $848,892 |
Participant contributions at end of year | 2017-12-31 | $0 |
Participant contributions at beginning of year | 2017-12-31 | $35,550 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $151,625 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $2,024,941 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $16,197,599 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $14,172,658 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $34,129 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $16,067,829 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $14,037,108 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $29,147 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $2,639,266 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $100,623 |
Employer contributions (assets) at end of year | 2017-12-31 | $100,623 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $100,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,689,234 |
Contract administrator fees | 2017-12-31 | $20,626 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | DIXON-HUGHES GOODMAN PLLC |
Accountancy firm EIN | 2017-12-31 | 560747981 |
2016 : SOUTHWEST INTERNATIONAL TRUCKS, INC 401(K) PLAN & TRUST 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $2,096,435 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $1,555,923 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,510,029 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $1,000,255 |
Value of total assets at end of year | 2016-12-31 | $14,172,658 |
Value of total assets at beginning of year | 2016-12-31 | $13,632,146 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $45,894 |
Total interest from all sources | 2016-12-31 | $4,475 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $269,854 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $269,854 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $900,255 |
Participant contributions at end of year | 2016-12-31 | $35,550 |
Participant contributions at beginning of year | 2016-12-31 | $39,036 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $540,512 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $14,172,658 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $13,632,146 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $27,998 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $14,037,108 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $12,547,434 |
Interest on participant loans | 2016-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2016-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $945,676 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $945,676 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $4,475 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $821,851 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $100,000 |
Employer contributions (assets) at end of year | 2016-12-31 | $100,000 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $100,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,510,029 |
Contract administrator fees | 2016-12-31 | $17,896 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | Yes |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | DIXON-HUGHES GOODMAN PLLC |
Accountancy firm EIN | 2016-12-31 | 560747981 |
2015 : SOUTHWEST INTERNATIONAL TRUCKS, INC 401(K) PLAN & TRUST 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $977,531 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $518,619 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $515,244 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,140,225 |
Value of total assets at end of year | 2015-12-31 | $13,632,146 |
Value of total assets at beginning of year | 2015-12-31 | $13,173,234 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $3,375 |
Total interest from all sources | 2015-12-31 | $188 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $237,750 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $237,750 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $1,040,225 |
Participant contributions at end of year | 2015-12-31 | $39,036 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $458,912 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $13,632,146 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $13,173,234 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $12,547,434 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $12,385,840 |
Interest on participant loans | 2015-12-31 | $0 |
Income. Interest from loans (other than to participants) | 2015-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $945,676 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $687,394 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $687,394 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $188 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-400,632 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $100,000 |
Employer contributions (assets) at end of year | 2015-12-31 | $100,000 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $100,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $515,244 |
Contract administrator fees | 2015-12-31 | $3,375 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | Yes |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | DIXON-HUGHES GOODMAN PLLC |
Accountancy firm EIN | 2015-12-31 | 560747981 |
2014 : SOUTHWEST INTERNATIONAL TRUCKS, INC 401(K) PLAN & TRUST 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $1,819,072 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $646,325 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $644,585 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,080,888 |
Value of total assets at end of year | 2014-12-31 | $13,173,234 |
Value of total assets at beginning of year | 2014-12-31 | $12,000,487 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $1,740 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $210,907 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $210,907 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $999,058 |
Participant contributions at beginning of year | 2014-12-31 | $28,523 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $1,830 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $1,172,747 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $13,173,234 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $12,000,487 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $12,385,840 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $11,191,763 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $687,394 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $660,201 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $660,201 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $527,277 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $80,000 |
Employer contributions (assets) at end of year | 2014-12-31 | $100,000 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $120,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $644,585 |
Contract administrator fees | 2014-12-31 | $1,740 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | DIXON-HUGHES GOODMAN PLLC |
Accountancy firm EIN | 2014-12-31 | 560747981 |
2013 : SOUTHWEST INTERNATIONAL TRUCKS, INC 401(K) PLAN & TRUST 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $3,150,772 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $1,098,578 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,097,018 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,076,627 |
Value of total assets at end of year | 2013-12-31 | $12,000,487 |
Value of total assets at beginning of year | 2013-12-31 | $9,948,293 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $1,560 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $185,107 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $185,107 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $949,028 |
Participant contributions at end of year | 2013-12-31 | $28,523 |
Participant contributions at beginning of year | 2013-12-31 | $240 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $7,599 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $2,052,194 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $12,000,487 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $9,948,293 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $11,191,763 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $9,184,133 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $660,201 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $663,920 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $663,920 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $1,889,038 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $120,000 |
Employer contributions (assets) at end of year | 2013-12-31 | $120,000 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $100,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,097,018 |
Contract administrator fees | 2013-12-31 | $1,560 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | DIXON-HUGHES GOODMAN PLLC |
Accountancy firm EIN | 2013-12-31 | 560747981 |
2012 : SOUTHWEST INTERNATIONAL TRUCKS, INC 401(K) PLAN & TRUST 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $2,132,149 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $750,000 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $748,860 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $967,121 |
Value of total assets at end of year | 2012-12-31 | $9,948,293 |
Value of total assets at beginning of year | 2012-12-31 | $8,566,144 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $1,140 |
Total interest from all sources | 2012-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $204,634 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $204,634 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $867,121 |
Participant contributions at end of year | 2012-12-31 | $240 |
Participant contributions at beginning of year | 2012-12-31 | $33 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $1,382,149 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $9,948,293 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $8,566,144 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $9,184,133 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $7,941,692 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $663,920 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $524,419 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $524,419 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $960,394 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $100,000 |
Employer contributions (assets) at end of year | 2012-12-31 | $100,000 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $100,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $748,860 |
Contract administrator fees | 2012-12-31 | $1,140 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | DIXON-HUGHES GOODMAN PLLC |
Accountancy firm EIN | 2012-12-31 | 560747981 |
2011 : SOUTHWEST INTERNATIONAL TRUCKS, INC 401(K) PLAN & TRUST 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $727,557 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $321,901 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $320,401 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $862,304 |
Value of total assets at end of year | 2011-12-31 | $8,566,144 |
Value of total assets at beginning of year | 2011-12-31 | $8,160,488 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $1,500 |
Total interest from all sources | 2011-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $176,371 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $176,371 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $741,115 |
Participant contributions at end of year | 2011-12-31 | $33 |
Participant contributions at beginning of year | 2011-12-31 | $26,136 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $21,189 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $405,656 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $8,566,144 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $8,160,488 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $7,941,692 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $7,573,342 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $524,419 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $451,010 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $451,010 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-311,118 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $100,000 |
Employer contributions (assets) at end of year | 2011-12-31 | $100,000 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $110,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $320,401 |
Contract administrator fees | 2011-12-31 | $1,500 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | DIXON-HUGHES GOODMAN PLLC |
Accountancy firm EIN | 2011-12-31 | 560747981 |
2010 : SOUTHWEST INTERNATIONAL TRUCKS, INC 401(K) PLAN & TRUST 2010 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $1,557,320 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $950,745 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $949,245 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $721,279 |
Value of total assets at end of year | 2010-12-31 | $8,160,488 |
Value of total assets at beginning of year | 2010-12-31 | $7,553,913 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $1,500 |
Total interest from all sources | 2010-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $172,012 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $172,012 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $611,279 |
Participant contributions at end of year | 2010-12-31 | $26,136 |
Participant contributions at beginning of year | 2010-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $606,575 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $8,160,488 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $7,553,913 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $7,573,342 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $7,094,793 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $451,010 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $359,120 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $359,120 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $664,029 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $110,000 |
Employer contributions (assets) at end of year | 2010-12-31 | $110,000 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $100,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $949,245 |
Contract administrator fees | 2010-12-31 | $1,500 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | DIXON HUGHES GOODMAN LLP |
Accountancy firm EIN | 2010-12-31 | 560747981 |
2009 : SOUTHWEST INTERNATIONAL TRUCKS, INC 401(K) PLAN & TRUST 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |