Plan Name | TRUCKERS EQUITY AGENCY INC 401(K) PROFIT SHARING PLAN & TRUST |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | TRUCKERS EQUITY AGENCY INC |
Employer identification number (EIN): | 841152255 |
NAIC Classification: | 524210 |
NAIC Description: | Insurance Agencies and Brokerages |
Additional information about TRUCKERS EQUITY AGENCY INC
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2018-05-09 |
Company Identification Number: | 0803012334 |
Legal Registered Office Address: |
2090 E 104TH AVE STE 202 THORNTON United States of America (USA) 80233 |
More information about TRUCKERS EQUITY AGENCY INC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2023-01-01 | SHERYL SINCLAIR | 2024-05-15 | ||
001 | 2022-01-01 | SHERYL SINCLAIR | 2023-03-29 | ||
001 | 2021-01-01 | SHERYL SINCLAIR | 2022-04-07 | ||
001 | 2020-01-01 | SHERYL SINCLAIR | 2021-05-13 | ||
001 | 2019-01-01 | SHERYL SINCLAIR | 2020-04-13 | ||
001 | 2018-01-01 | SHERYL SINCLAIR | 2019-05-14 | ||
001 | 2017-01-01 | SHERYL SINCLAIR | 2018-07-19 | ||
001 | 2016-01-01 | SHERYL SINCLAIR | 2017-06-12 | ||
001 | 2015-01-01 | SHERYL SINCLAIR | |||
001 | 2014-01-01 | SHERYL SINCLAIR | 2015-06-12 | ||
001 | 2013-01-01 | SHERYL SINCLAIR | 2014-07-10 | ||
001 | 2012-01-01 | TRUCKERS EQUITY AGENCY INC | 2013-05-15 | ||
001 | 2011-01-01 | TRUCKERS EQUITY AGENCY INC | 2012-05-25 | ||
001 | 2010-01-01 | TRUCKERS EQUITY AGENCY INC |
Measure | Date | Value |
---|---|---|
2015: TRUCKERS EQUITY AGENCY INC 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 3 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 3 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 3 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 3 |
Number of participants with account balances | 2015-01-01 | 3 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2010: TRUCKERS EQUITY AGENCY INC 401(K) PROFIT SHARING PLAN & TRUST 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 4 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 4 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 1 |
Total of all active and inactive participants | 2010-01-01 | 5 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 5 |
Number of participants with account balances | 2010-01-01 | 4 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2015 : TRUCKERS EQUITY AGENCY INC 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data | ||
Transfers to/from the plan | 2015-12-31 | $0 |
Total plan liabilities at end of year | 2015-12-31 | $0 |
Total plan liabilities at beginning of year | 2015-12-31 | $0 |
Total income from all sources | 2015-12-31 | $13,593 |
Expenses. Total of all expenses incurred | 2015-12-31 | $0 |
Benefits paid (including direct rollovers) | 2015-12-31 | $0 |
Total plan assets at end of year | 2015-12-31 | $95,865 |
Total plan assets at beginning of year | 2015-12-31 | $82,272 |
Value of fidelity bond covering the plan | 2015-12-31 | $20,000 |
Total contributions received or receivable from participants | 2015-12-31 | $7,091 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $1,460 |
Net income (gross income less expenses) | 2015-12-31 | $13,593 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $95,865 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $82,272 |
Assets. Value of participant loans | 2015-12-31 | $2,125 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $5,042 |
Value of certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of corrective distributions | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $0 |
2010 : TRUCKERS EQUITY AGENCY INC 401(K) PROFIT SHARING PLAN & TRUST 2010 401k financial data | ||
Transfers to/from the plan | 2010-12-31 | $0 |
Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $17,205 |
Expenses. Total of all expenses incurred | 2010-12-31 | $0 |
Benefits paid (including direct rollovers) | 2010-12-31 | $0 |
Total plan assets at end of year | 2010-12-31 | $64,032 |
Total plan assets at beginning of year | 2010-12-31 | $46,827 |
Value of fidelity bond covering the plan | 2010-12-31 | $20,000 |
Total contributions received or receivable from participants | 2010-12-31 | $4,900 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $8,532 |
Net income (gross income less expenses) | 2010-12-31 | $17,205 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $64,032 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $46,827 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $3,773 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $0 |
2015: TRUCKERS EQUITY AGENCY INC 401(K) PROFIT SHARING PLAN & TRUST 2015 form 5500 responses | ||
---|---|---|
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2010: TRUCKERS EQUITY AGENCY INC 401(K) PROFIT SHARING PLAN & TRUST 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |