PETERBILT OF UTAH has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PETERBILT OF UTAH 401(K) RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2018 : PETERBILT OF UTAH 401(K) RETIREMENT PLAN 2018 401k financial data |
|---|
| 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 | $890,679 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $220,940 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $220,940 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,355,321 |
| Value of total assets at end of year | 2018-12-31 | $5,417,932 |
| Value of total assets at beginning of year | 2018-12-31 | $4,748,193 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $0 |
| Total interest from all sources | 2018-12-31 | $5,902 |
| 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 year | 2018-12-31 | No |
| 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 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $1,128,975 |
| Participant contributions at end of year | 2018-12-31 | $143,998 |
| Participant contributions at beginning of year | 2018-12-31 | $69,166 |
| Participant contributions at end of year | 2018-12-31 | $13,552 |
| Participant contributions at beginning of year | 2018-12-31 | $12,479 |
| Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $1,056,452 |
| Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $1,144,289 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $82,346 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $78 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $58 |
| Other income not declared elsewhere | 2018-12-31 | $-112,597 |
| 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 | $669,739 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $5,417,932 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,748,193 |
| 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $4,146,014 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $3,484,445 |
| Interest on participant loans | 2018-12-31 | $5,902 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-357,947 |
| 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 | $144,000 |
| Employer contributions (assets) at end of year | 2018-12-31 | $57,838 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $37,756 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $220,940 |
| 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 | COOK MARTIN POULSON, P.C. |
| Accountancy firm EIN | 2018-12-31 | 870517946 |
| 2017 : PETERBILT OF UTAH 401(K) RETIREMENT PLAN 2017 401k financial data |
|---|
| 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 | $1,726,632 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $158,544 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $158,544 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,171,766 |
| Value of total assets at end of year | 2017-12-31 | $4,748,193 |
| Value of total assets at beginning of year | 2017-12-31 | $3,180,105 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $0 |
| Total interest from all sources | 2017-12-31 | $2,877 |
| 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 year | 2017-12-31 | No |
| 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 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $947,182 |
| Participant contributions at end of year | 2017-12-31 | $69,166 |
| Participant contributions at beginning of year | 2017-12-31 | $76,644 |
| Participant contributions at end of year | 2017-12-31 | $12,479 |
| Participant contributions at beginning of year | 2017-12-31 | $12,033 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $124,833 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $58 |
| Other income not declared elsewhere | 2017-12-31 | $125,624 |
| 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 | $1,568,088 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $4,748,193 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,180,105 |
| 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $3,484,445 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $2,105,521 |
| Interest on participant loans | 2017-12-31 | $2,877 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $1,144,289 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $964,635 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $426,365 |
| 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 | $99,751 |
| Employer contributions (assets) at end of year | 2017-12-31 | $37,756 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $21,272 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $158,544 |
| 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 | COOK MARTIN POULSON, P.C. |
| Accountancy firm EIN | 2017-12-31 | 870517946 |
| 2016 : PETERBILT OF UTAH 401(K) RETIREMENT PLAN 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 | $674,778 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $206,790 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $206,790 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $647,587 |
| Value of total assets at end of year | 2016-12-31 | $3,180,105 |
| Value of total assets at beginning of year | 2016-12-31 | $2,712,117 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $0 |
| Total interest from all sources | 2016-12-31 | $4,306 |
| 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 year | 2016-12-31 | No |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $350,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $538,634 |
| Participant contributions at end of year | 2016-12-31 | $76,644 |
| Participant contributions at beginning of year | 2016-12-31 | $118,249 |
| Participant contributions at end of year | 2016-12-31 | $12,033 |
| Participant contributions at beginning of year | 2016-12-31 | $6,104 |
| Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $869,313 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $24,983 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $1,855 |
| Other income not declared elsewhere | 2016-12-31 | $47,383 |
| 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 | $467,988 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $3,180,105 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,712,117 |
| 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $2,105,521 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $822,004 |
| Interest on participant loans | 2016-12-31 | $4,306 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $964,635 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $869,553 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $-24,498 |
| 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 | $83,970 |
| Employer contributions (assets) at end of year | 2016-12-31 | $21,272 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $25,039 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $206,790 |
| 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 | COOK MARTIN POULSON, P.C. |
| Accountancy firm EIN | 2016-12-31 | 870517946 |
| 2015 : PETERBILT OF UTAH 401(K) RETIREMENT PLAN 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 | $425,859 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $487,791 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $487,791 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $508,260 |
| Value of total assets at end of year | 2015-12-31 | $2,712,117 |
| Value of total assets at beginning of year | 2015-12-31 | $2,774,049 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $0 |
| Total interest from all sources | 2015-12-31 | $5,114 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $2,220,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $405,596 |
| Participant contributions at end of year | 2015-12-31 | $118,249 |
| Participant contributions at beginning of year | 2015-12-31 | $121,529 |
| Participant contributions at end of year | 2015-12-31 | $6,104 |
| Participant contributions at beginning of year | 2015-12-31 | $6,991 |
| Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $869,313 |
| Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $92,032 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $2,067 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $1,855 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $3,655 |
| 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 | $-61,932 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $2,712,117 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,774,049 |
| 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 | $822,004 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $2,549,842 |
| Interest on participant loans | 2015-12-31 | $5,114 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $869,553 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-87,515 |
| 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 | $100,597 |
| Employer contributions (assets) at end of year | 2015-12-31 | $25,039 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $487,791 |
| 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 | SHAW & CO. P.C. |
| Accountancy firm EIN | 2015-12-31 | 460952065 |
| 2014 : PETERBILT OF UTAH 401(K) RETIREMENT PLAN 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2014-12-31 | $1,942 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $23,535 |
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $25,477 |
| 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 | $17,356 |
| Total income from all sources (including contributions) | 2014-12-31 | $309,429 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $426,791 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $426,791 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $303,825 |
| Value of total assets at end of year | 2014-12-31 | $2,774,049 |
| Value of total assets at beginning of year | 2014-12-31 | $2,908,767 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $0 |
| Total interest from all sources | 2014-12-31 | $8,511 |
| 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 year | 2014-12-31 | No |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $2,220,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $286,468 |
| Participant contributions at end of year | 2014-12-31 | $121,529 |
| Participant contributions at beginning of year | 2014-12-31 | $180,549 |
| Participant contributions at end of year | 2014-12-31 | $6,991 |
| Participant contributions at beginning of year | 2014-12-31 | $6,473 |
| Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $92,032 |
| Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $90,090 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $17,357 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $3,655 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $2,295 |
| 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 | $-117,362 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $2,774,049 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,891,411 |
| 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 | $2,549,842 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $2,629,360 |
| Interest on participant loans | 2014-12-31 | $6,569 |
| Interest earned on other investments | 2014-12-31 | $1,942 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-28,384 |
| 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 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $426,791 |
| Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $17,356 |
| 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 | SHAW & CO. P.C. |
| Accountancy firm EIN | 2014-12-31 | 460952065 |
| 2013 : PETERBILT OF UTAH 401(K) RETIREMENT PLAN 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2013-12-31 | $-99,100 |
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $-99,100 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $17,356 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $17,356 |
| Total income from all sources (including contributions) | 2013-12-31 | $422,273 |
| Total loss/gain on sale of assets | 2013-12-31 | $0 |
| Total of all expenses incurred | 2013-12-31 | $121,820 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $121,820 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $262,183 |
| Value of total assets at end of year | 2013-12-31 | $2,908,767 |
| Value of total assets at beginning of year | 2013-12-31 | $2,608,314 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $0 |
| Total interest from all sources | 2013-12-31 | $4,483 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $2,220,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $253,232 |
| Participant contributions at end of year | 2013-12-31 | $180,549 |
| Participant contributions at beginning of year | 2013-12-31 | $215,240 |
| Participant contributions at end of year | 2013-12-31 | $6,473 |
| Participant contributions at beginning of year | 2013-12-31 | $2,701 |
| Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $90,090 |
| Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $189,190 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $8,951 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $2,295 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $1,902 |
| 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 | $300,453 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $2,891,411 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,590,958 |
| 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 | $2,629,360 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $2,199,281 |
| Interest on participant loans | 2013-12-31 | $9,712 |
| Interest earned on other investments | 2013-12-31 | $-5,229 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $0 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $254,707 |
| 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 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $121,820 |
| 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 | 2013-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $17,356 |
| Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $17,356 |
| 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 | SHAW & CO. P.C. |
| Accountancy firm EIN | 2013-12-31 | 460952065 |
| 2012 : PETERBILT OF UTAH 401(K) RETIREMENT PLAN 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2012-12-31 | $0 |
| 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 | $17,356 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $17,356 |
| Total income from all sources (including contributions) | 2012-12-31 | $456,884 |
| Total loss/gain on sale of assets | 2012-12-31 | $0 |
| Total of all expenses incurred | 2012-12-31 | $541,391 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $514,101 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $234,655 |
| Value of total assets at end of year | 2012-12-31 | $2,608,314 |
| Value of total assets at beginning of year | 2012-12-31 | $2,692,821 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $27,290 |
| Total interest from all sources | 2012-12-31 | $7,001 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
| Administrative expenses professional fees incurred | 2012-12-31 | $27,290 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $2,220,000 |
| 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 | $227,862 |
| Participant contributions at end of year | 2012-12-31 | $215,240 |
| Participant contributions at beginning of year | 2012-12-31 | $185,291 |
| Participant contributions at end of year | 2012-12-31 | $2,701 |
| Participant contributions at beginning of year | 2012-12-31 | $7,030 |
| Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $189,190 |
| Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $189,190 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $6,793 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $1,902 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $2,385 |
| 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 | $-84,507 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $2,590,958 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,675,465 |
| 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 | $2,199,281 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $1,944,005 |
| Interest on participant loans | 2012-12-31 | $7,001 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $364,920 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $364,920 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $215,228 |
| 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 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $514,101 |
| 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 | 2012-12-31 | No |
| Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $17,356 |
| Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $17,356 |
| 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 | SHAW & CO. P.C. |
| Accountancy firm EIN | 2012-12-31 | 460952065 |
| 2011 : PETERBILT OF UTAH 401(K) RETIREMENT PLAN 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2011-12-31 | $-36,035 |
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-36,035 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $17,356 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $17,356 |
| Total income from all sources (including contributions) | 2011-12-31 | $199,819 |
| Total loss/gain on sale of assets | 2011-12-31 | $0 |
| Total of all expenses incurred | 2011-12-31 | $370,105 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $339,243 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $277,758 |
| Value of total assets at end of year | 2011-12-31 | $2,692,821 |
| Value of total assets at beginning of year | 2011-12-31 | $2,863,107 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $30,862 |
| Total interest from all sources | 2011-12-31 | $7,603 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $2,220,000 |
| 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 | $228,143 |
| Participant contributions at end of year | 2011-12-31 | $185,291 |
| Participant contributions at beginning of year | 2011-12-31 | $148,091 |
| Participant contributions at end of year | 2011-12-31 | $7,030 |
| Participant contributions at beginning of year | 2011-12-31 | $15,948 |
| Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $189,190 |
| Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $225,225 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $49,615 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $2,385 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $6,023 |
| 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 | $-170,286 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $2,675,465 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,845,751 |
| 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 |
| Investment advisory and management fees | 2011-12-31 | $30,862 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $1,944,005 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $2,134,381 |
| Interest on participant loans | 2011-12-31 | $6,294 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $364,920 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $331,712 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $331,712 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $1,309 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-49,507 |
| 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 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $339,243 |
| 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 | 2011-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $1,727 |
| Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $17,356 |
| Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $17,356 |
| 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 | SHAW MUMFORD AND CO. P.C. |
| Accountancy firm EIN | 2011-12-31 | 841420542 |
| 2010 : PETERBILT OF UTAH 401(K) RETIREMENT PLAN 2010 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2010-12-31 | $-134,775 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $-198 |
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $-134,973 |
| Total transfer of assets to this plan | 2010-12-31 | $118,370 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $17,356 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $11,059 |
| Total income from all sources (including contributions) | 2010-12-31 | $196,750 |
| Total loss/gain on sale of assets | 2010-12-31 | $0 |
| Total of all expenses incurred | 2010-12-31 | $85,413 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $85,413 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $169,332 |
| Value of total assets at end of year | 2010-12-31 | $2,863,107 |
| Value of total assets at beginning of year | 2010-12-31 | $2,627,103 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
| Total interest from all sources | 2010-12-31 | $7,272 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $-40,918 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $220,000 |
| If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $132,035 |
| Participant contributions at end of year | 2010-12-31 | $148,091 |
| Participant contributions at beginning of year | 2010-12-31 | $114,327 |
| Participant contributions at end of year | 2010-12-31 | $15,948 |
| Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $225,225 |
| Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $360,000 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $37,297 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $6,023 |
| 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 | $111,337 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $2,845,751 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,616,044 |
| 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 | $2,134,381 |
| Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $1,772,475 |
| Interest on participant loans | 2010-12-31 | $6,964 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $331,712 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $18,740 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $18,740 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $308 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $15,309 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $1,568 |
| Net investment gain/loss from pooled separate accounts | 2010-12-31 | $194,469 |
| 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 |
| Income. Dividends from common stock | 2010-12-31 | $-40,918 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $85,413 |
| 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 | 2010-12-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $1,727 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $346,252 |
| Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $17,356 |
| Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $11,059 |
| 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 | SHAW MUMFORD AND CO. P.C. |
| Accountancy firm EIN | 2010-12-31 | 841420542 |
| 2009 : PETERBILT OF UTAH 401(K) RETIREMENT PLAN 2009 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
