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DSU-PETERBILT & GMC, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameDSU-PETERBILT & GMC, INC. 401(K) PROFIT SHARING PLAN
Plan identification number 002

DSU-PETERBILT & GMC, INC. 401(K) PROFIT SHARING PLAN Benefits

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

401k Sponsoring company profile

DSU-PETERBILT & GMC, INC. has sponsored the creation of one or more 401k plans.

Company Name:DSU-PETERBILT & GMC, INC.
Employer identification number (EIN):930507362
NAIC Classification:423100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan DSU-PETERBILT & GMC, INC. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01TINA PISAN2022-10-04 TINA PISAN2022-10-04
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01JAMIE TOMAN
0022017-01-01JAMIE TOMAN
0022016-01-01JAMIE TOMAN
0022015-01-01JAMIE TOMAN
0022014-01-01JAMIE TOMAN
0022013-01-01PATRICK T HOWARD
0022012-01-01PATRICK T HOWARD
0022011-01-01PATRICK T HOWARD
0022009-01-01PATRICK HOWARD

Plan Statistics for DSU-PETERBILT & GMC, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for DSU-PETERBILT & GMC, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2021: DSU-PETERBILT & GMC, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01240
Total number of active participants reported on line 7a of the Form 55002021-01-011
Number of retired or separated participants receiving benefits2021-01-0186
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-0187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0187
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0186
2020: DSU-PETERBILT & GMC, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01223
Total number of active participants reported on line 7a of the Form 55002020-01-01194
Number of retired or separated participants receiving benefits2020-01-017
Number of other retired or separated participants entitled to future benefits2020-01-0130
Total of all active and inactive participants2020-01-01231
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01231
Number of participants with account balances2020-01-01227
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-018
2019: DSU-PETERBILT & GMC, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01226
Total number of active participants reported on line 7a of the Form 55002019-01-01189
Number of retired or separated participants receiving benefits2019-01-016
Number of other retired or separated participants entitled to future benefits2019-01-0126
Total of all active and inactive participants2019-01-01221
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01221
Number of participants with account balances2019-01-01217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0112
2018: DSU-PETERBILT & GMC, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01204
Total number of active participants reported on line 7a of the Form 55002018-01-01186
Number of retired or separated participants receiving benefits2018-01-016
Number of other retired or separated participants entitled to future benefits2018-01-0125
Total of all active and inactive participants2018-01-01217
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01217
Number of participants with account balances2018-01-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0113
2017: DSU-PETERBILT & GMC, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01200
Total number of active participants reported on line 7a of the Form 55002017-01-01177
Number of retired or separated participants receiving benefits2017-01-015
Number of other retired or separated participants entitled to future benefits2017-01-0117
Total of all active and inactive participants2017-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01199
Number of participants with account balances2017-01-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: DSU-PETERBILT & GMC, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01191
Total number of active participants reported on line 7a of the Form 55002016-01-01169
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0123
Total of all active and inactive participants2016-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01192
Number of participants with account balances2016-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2015: DSU-PETERBILT & GMC, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01155
Total number of active participants reported on line 7a of the Form 55002015-01-01149
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0127
Total of all active and inactive participants2015-01-01176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01176
Number of participants with account balances2015-01-01155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-017
2014: DSU-PETERBILT & GMC, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01139
Total number of active participants reported on line 7a of the Form 55002014-01-01132
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0117
Total of all active and inactive participants2014-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01149
Number of participants with account balances2014-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-014
2013: DSU-PETERBILT & GMC, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01129
Total number of active participants reported on line 7a of the Form 55002013-01-01115
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0114
Total of all active and inactive participants2013-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01129
Number of participants with account balances2013-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: DSU-PETERBILT & GMC, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01130
Total number of active participants reported on line 7a of the Form 55002012-01-01118
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-017
Total of all active and inactive participants2012-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01125
Number of participants with account balances2012-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: DSU-PETERBILT & GMC, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01129
Total number of active participants reported on line 7a of the Form 55002011-01-01116
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-018
Total of all active and inactive participants2011-01-01124
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01124
Number of participants with account balances2011-01-01104
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: DSU-PETERBILT & GMC, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01144
Total number of active participants reported on line 7a of the Form 55002009-01-01131
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0116
Total of all active and inactive participants2009-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01147
Number of participants with account balances2009-01-01134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on DSU-PETERBILT & GMC, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2021 : DSU-PETERBILT & GMC, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$3,876,905
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$24,468,302
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$24,430,745
Value of total corrective distributions2021-12-31$7,190
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$965,129
Value of total assets at end of year2021-12-31$2,441
Value of total assets at beginning of year2021-12-31$20,593,838
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$30,367
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$679,175
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$679,175
Administrative expenses professional fees incurred2021-12-31$23,678
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$779,963
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$3,150
Other income not declared elsewhere2021-12-31$8,414
Administrative expenses (other) incurred2021-12-31$6,689
Total non interest bearing cash at end of year2021-12-31$587
Total non interest bearing cash at beginning of year2021-12-31$3
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-20,591,397
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,441
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$20,593,838
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,854
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$20,223,408
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$116,998
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$116,998
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,224,187
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$185,166
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$250,279
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$24,430,745
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31HAGEN KURTH PERMAN & CO
Accountancy firm EIN2021-12-31911233794
2020 : DSU-PETERBILT & GMC, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$3,630,991
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,863,636
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,851,184
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,256,066
Value of total assets at end of year2020-12-31$20,593,838
Value of total assets at beginning of year2020-12-31$19,826,483
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$12,452
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,459,169
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,459,169
Administrative expenses professional fees incurred2020-12-31$6,673
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,005,787
Participant contributions at end of year2020-12-31$3,150
Participant contributions at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$5,484
Administrative expenses (other) incurred2020-12-31$5,779
Total non interest bearing cash at end of year2020-12-31$3
Total non interest bearing cash at beginning of year2020-12-31$3
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$767,355
Value of net assets at end of year (total assets less liabilities)2020-12-31$20,593,838
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$19,826,483
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$20,223,408
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$19,453,794
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$116,998
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$910,272
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$250,279
Employer contributions (assets) at end of year2020-12-31$250,279
Employer contributions (assets) at beginning of year2020-12-31$372,686
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,851,184
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31HAGEN KURTH PERMAN & CO
Accountancy firm EIN2020-12-31911233794
2019 : DSU-PETERBILT & GMC, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$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$5,312,891
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,187,080
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,174,314
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,844,272
Value of total assets at end of year2019-12-31$19,826,483
Value of total assets at beginning of year2019-12-31$15,700,672
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$12,766
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,096,735
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,096,735
Administrative expenses professional fees incurred2019-12-31$7,406
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$978,273
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$493,313
Other income not declared elsewhere2019-12-31$4,970
Administrative expenses (other) incurred2019-12-31$5,360
Total non interest bearing cash at end of year2019-12-31$3
Total non interest bearing cash at beginning of year2019-12-31$3
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$4,125,811
Value of net assets at end of year (total assets less liabilities)2019-12-31$19,826,483
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,700,672
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$19,453,794
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$15,119,112
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,366,914
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$372,686
Employer contributions (assets) at end of year2019-12-31$372,686
Employer contributions (assets) at beginning of year2019-12-31$581,557
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,174,314
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HAGEN KURTH PERMAN & CO
Accountancy firm EIN2019-12-31911233794
2018 : DSU-PETERBILT & GMC, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$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$688,708
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$878,209
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$836,353
Value of total corrective distributions2018-12-31$30,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,351,589
Value of total assets at end of year2018-12-31$15,700,672
Value of total assets at beginning of year2018-12-31$15,890,173
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$11,396
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,219,476
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,219,476
Administrative expenses professional fees incurred2018-12-31$6,217
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$770,032
Other income not declared elsewhere2018-12-31$4,954
Administrative expenses (other) incurred2018-12-31$5,179
Total non interest bearing cash at end of year2018-12-31$3
Total non interest bearing cash at beginning of year2018-12-31$2
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-189,501
Value of net assets at end of year (total assets less liabilities)2018-12-31$15,700,672
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$15,890,173
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$15,119,112
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$15,609,279
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,887,311
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$581,557
Employer contributions (assets) at end of year2018-12-31$581,557
Employer contributions (assets) at beginning of year2018-12-31$280,892
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$836,353
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31HAGEN KURTH PERMAN & CO
Accountancy firm EIN2018-12-31911233794
2017 : DSU-PETERBILT & GMC, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$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$3,300,182
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,709,431
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,667,942
Value of total corrective distributions2017-12-31$29,722
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$896,814
Value of total assets at end of year2017-12-31$15,890,173
Value of total assets at beginning of year2017-12-31$14,299,422
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$11,767
Total interest from all sources2017-12-31$2
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$755,030
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$755,030
Administrative expenses professional fees incurred2017-12-31$6,639
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$615,922
Other income not declared elsewhere2017-12-31$4,893
Administrative expenses (other) incurred2017-12-31$5,128
Total non interest bearing cash at end of year2017-12-31$2
Total non interest bearing cash at beginning of year2017-12-31$130
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,590,751
Value of net assets at end of year (total assets less liabilities)2017-12-31$15,890,173
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$14,299,422
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$15,609,279
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$14,146,995
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$2
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,643,443
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$280,892
Employer contributions (assets) at end of year2017-12-31$280,892
Employer contributions (assets) at beginning of year2017-12-31$152,297
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,667,942
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31HAGEN KURTH PERMAN & CO
Accountancy firm EIN2017-12-31911233794
2016 : DSU-PETERBILT & GMC, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$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$2,036,194
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$710,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$667,923
Value of total corrective distributions2016-12-31$31,315
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$718,999
Value of total assets at end of year2016-12-31$14,299,422
Value of total assets at beginning of year2016-12-31$12,973,521
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$11,055
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$636,448
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$636,448
Administrative expenses professional fees incurred2016-12-31$330
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$565,701
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$1,001
Other income not declared elsewhere2016-12-31$4,680
Administrative expenses (other) incurred2016-12-31$4,865
Total non interest bearing cash at end of year2016-12-31$130
Total non interest bearing cash at beginning of year2016-12-31$11,242
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,325,901
Value of net assets at end of year (total assets less liabilities)2016-12-31$14,299,422
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$12,973,521
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$14,146,995
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$12,828,180
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$676,067
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$152,297
Employer contributions (assets) at end of year2016-12-31$152,297
Employer contributions (assets) at beginning of year2016-12-31$134,099
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$667,923
Contract administrator fees2016-12-31$5,860
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31HAGEN KURTH PERMAN & CO
Accountancy firm EIN2016-12-31911233794
2015 : DSU-PETERBILT & GMC, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$128
Total income from all sources (including contributions)2015-12-31$573,071
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$830,254
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$793,114
Value of total corrective distributions2015-12-31$27,689
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$655,367
Value of total assets at end of year2015-12-31$12,973,521
Value of total assets at beginning of year2015-12-31$13,230,832
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$9,451
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$583,872
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$583,872
Administrative expenses professional fees incurred2015-12-31$390
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$521,268
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$128
Other income not declared elsewhere2015-12-31$4,552
Administrative expenses (other) incurred2015-12-31$4,681
Total non interest bearing cash at end of year2015-12-31$11,242
Total non interest bearing cash at beginning of year2015-12-31$15,257
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-257,183
Value of net assets at end of year (total assets less liabilities)2015-12-31$12,973,521
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$13,230,704
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$12,828,180
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$12,996,261
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-670,720
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$134,099
Employer contributions (assets) at end of year2015-12-31$134,099
Employer contributions (assets) at beginning of year2015-12-31$219,314
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$793,114
Contract administrator fees2015-12-31$4,380
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31HAGEN KURTH PERMAN & CO
Accountancy firm EIN2015-12-31911233794
2014 : DSU-PETERBILT & GMC, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$128
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$1,616,413
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$140,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$119,419
Value of total corrective distributions2014-12-31$12,471
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$716,490
Value of total assets at end of year2014-12-31$13,230,832
Value of total assets at beginning of year2014-12-31$11,754,313
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$8,132
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$568,287
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$568,287
Administrative expenses professional fees incurred2014-12-31$8,132
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$486,293
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$10,883
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$128
Other income not declared elsewhere2014-12-31$4,270
Total non interest bearing cash at end of year2014-12-31$15,257
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,476,391
Value of net assets at end of year (total assets less liabilities)2014-12-31$13,230,704
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,754,313
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$12,494,737
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$10,875,521
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$501,524
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$546,424
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$546,424
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$327,366
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$219,314
Employer contributions (assets) at end of year2014-12-31$219,314
Employer contributions (assets) at beginning of year2014-12-31$332,368
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$119,419
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$0
Aggregate carrying amount (costs) on sale of assets2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31HAGEN KURTH PERMAN & CO
Accountancy firm EIN2014-12-31911233794
2013 : DSU-PETERBILT & GMC, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$2,670,103
Total of all expenses incurred2013-12-31$383,786
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$372,265
Value of total corrective distributions2013-12-31$4,996
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$719,826
Value of total assets at end of year2013-12-31$11,754,313
Value of total assets at beginning of year2013-12-31$9,467,996
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$6,525
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$466,214
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$466,214
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$387,458
Other income not declared elsewhere2013-12-31$3,640
Administrative expenses (other) incurred2013-12-31$3,775
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,286,317
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,754,313
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,467,996
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$10,875,521
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,132,785
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$546,424
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$242,861
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$242,861
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,480,423
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$332,368
Employer contributions (assets) at end of year2013-12-31$332,368
Employer contributions (assets) at beginning of year2013-12-31$92,350
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$372,265
Contract administrator fees2013-12-31$2,750
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31HAGEN KURTH PERMAN & CO
Accountancy firm EIN2013-12-31911233794
2012 : DSU-PETERBILT & GMC, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,571,645
Total of all expenses incurred2012-12-31$711,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$704,957
Value of total corrective distributions2012-12-31$984
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$429,631
Value of total assets at end of year2012-12-31$9,467,996
Value of total assets at beginning of year2012-12-31$8,608,171
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$5,879
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$380,605
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$380,605
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$337,281
Other income not declared elsewhere2012-12-31$3,367
Administrative expenses (other) incurred2012-12-31$3,442
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$859,825
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,467,996
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,608,171
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$9,132,785
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$8,237,638
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$242,861
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$370,533
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$370,533
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$758,042
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$92,350
Employer contributions (assets) at end of year2012-12-31$92,350
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$704,957
Contract administrator fees2012-12-31$2,437
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31HAGEN KURTH PERMAN & CO
Accountancy firm EIN2012-12-31911233794
2011 : DSU-PETERBILT & GMC, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$514,283
Total of all expenses incurred2011-12-31$420,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$411,804
Value of total corrective distributions2011-12-31$1,934
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$443,922
Value of total assets at end of year2011-12-31$8,608,171
Value of total assets at beginning of year2011-12-31$8,514,268
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$6,642
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$341,340
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$341,340
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$352,758
Other income not declared elsewhere2011-12-31$3,847
Administrative expenses (other) incurred2011-12-31$3,853
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$93,903
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,608,171
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$8,514,268
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$8,237,638
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$8,081,530
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$370,533
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$351,055
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$351,055
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-274,826
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$91,164
Employer contributions (assets) at beginning of year2011-12-31$81,683
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$411,804
Contract administrator fees2011-12-31$2,789
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31HAGEN KURTH PERMAN & CO
Accountancy firm EIN2011-12-31911233794
2010 : DSU-PETERBILT & GMC, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,462,372
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,458,184
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,443,544
Value of total corrective distributions2010-12-31$7,644
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$436,785
Value of total assets at end of year2010-12-31$8,514,268
Value of total assets at beginning of year2010-12-31$8,510,080
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,996
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$282,620
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$282,620
Administrative expenses professional fees incurred2010-12-31$6,910
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$355,102
Other income not declared elsewhere2010-12-31$23
Administrative expenses (other) incurred2010-12-31$86
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$4,188
Value of net assets at end of year (total assets less liabilities)2010-12-31$8,514,268
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$8,510,080
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$8,081,530
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$7,829,808
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$351,055
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$593,106
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$593,106
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$742,944
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$81,683
Employer contributions (assets) at end of year2010-12-31$81,683
Employer contributions (assets) at beginning of year2010-12-31$87,166
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,443,544
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31HAGEN KURTH PERMAN & CO.
Accountancy firm EIN2010-12-31911233794

Form 5500 Responses for DSU-PETERBILT & GMC, INC. 401(K) PROFIT SHARING PLAN

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

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