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HERCULES FORWARDING, INC RETIREMENT PLAN 401k Plan overview

Plan NameHERCULES FORWARDING, INC RETIREMENT PLAN
Plan identification number 001

HERCULES FORWARDING, INC RETIREMENT PLAN Benefits

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

HERCULES FORWARDING INC. has sponsored the creation of one or more 401k plans.

Company Name:HERCULES FORWARDING INC.
Employer identification number (EIN):954285131
NAIC Classification:484200
NAIC Description: Specialized Freight Trucking

Additional information about HERCULES FORWARDING INC.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 2018-10-12
Company Identification Number: 148542996
Legal Registered Office Address: 12164 EHLEN RD NE

AURORA
United States of America (USA)
97002

More information about HERCULES FORWARDING INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HERCULES FORWARDING, INC RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MELANIE BURNAHM
0012016-01-01MELANIE BURNHAM
0012015-01-01MELANIE BURNHAM MELANIE BURNHAM2016-10-12
0012014-01-01MELANIE BURNHAM
0012013-01-01
0012012-01-01MELANIE BURNHAM MELANIE BURNHAM2013-10-15
0012011-01-01MELANIE BURNHAM MELANIE BURNHAM2012-10-12
0012010-01-01MELANIE BURNHAM MELANIE BURNHAM2011-10-04
0012009-01-01MELANIE BURNHAM MELANIE BURNHAM2010-09-03

Plan Statistics for HERCULES FORWARDING, INC RETIREMENT PLAN

401k plan membership statisitcs for HERCULES FORWARDING, INC RETIREMENT PLAN

Measure Date Value
2023: HERCULES FORWARDING, INC RETIREMENT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01357
Total number of active participants reported on line 7a of the Form 55002023-01-01387
Number of retired or separated participants receiving benefits2023-01-015
Number of other retired or separated participants entitled to future benefits2023-01-0132
Total of all active and inactive participants2023-01-01424
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01424
Number of participants with account balances2023-01-01170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: HERCULES FORWARDING, INC RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01354
Total number of active participants reported on line 7a of the Form 55002022-01-01317
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-0134
Total of all active and inactive participants2022-01-01355
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01355
Number of participants with account balances2022-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: HERCULES FORWARDING, INC RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01260
Total number of active participants reported on line 7a of the Form 55002021-01-01322
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-0128
Total of all active and inactive participants2021-01-01351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-01354
Number of participants with account balances2021-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: HERCULES FORWARDING, INC RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01487
Total number of active participants reported on line 7a of the Form 55002020-01-01258
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-012
Total of all active and inactive participants2020-01-01260
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01260
Number of participants with account balances2020-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: HERCULES FORWARDING, INC RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01293
Total number of active participants reported on line 7a of the Form 55002019-01-01457
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0130
Total of all active and inactive participants2019-01-01487
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01487
Number of participants with account balances2019-01-01152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: HERCULES FORWARDING, INC RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01348
Total number of active participants reported on line 7a of the Form 55002018-01-01228
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0131
Total of all active and inactive participants2018-01-01259
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01261
Number of participants with account balances2018-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: HERCULES FORWARDING, INC RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01307
Total number of active participants reported on line 7a of the Form 55002017-01-01308
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0123
Total of all active and inactive participants2017-01-01331
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01331
Number of participants with account balances2017-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HERCULES FORWARDING, INC RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01257
Total number of active participants reported on line 7a of the Form 55002016-01-01268
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0118
Total of all active and inactive participants2016-01-01286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01286
Number of participants with account balances2016-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: HERCULES FORWARDING, INC RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01210
Total number of active participants reported on line 7a of the Form 55002015-01-01236
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0114
Total of all active and inactive participants2015-01-01250
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01250
Number of participants with account balances2015-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: HERCULES FORWARDING, INC RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01203
Total number of active participants reported on line 7a of the Form 55002014-01-01186
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0110
Total of all active and inactive participants2014-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01196
Number of participants with account balances2014-01-01102
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: HERCULES FORWARDING, INC RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01194
Total number of active participants reported on line 7a of the Form 55002013-01-01178
Number of other retired or separated participants entitled to future benefits2013-01-0116
Total of all active and inactive participants2013-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01194
Number of participants with account balances2013-01-01114
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: HERCULES FORWARDING, INC RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01192
Total number of active participants reported on line 7a of the Form 55002012-01-01169
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0116
Total of all active and inactive participants2012-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01185
Number of participants with account balances2012-01-0198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: HERCULES FORWARDING, INC RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01199
Total number of active participants reported on line 7a of the Form 55002011-01-01174
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0118
Total of all active and inactive participants2011-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01192
Number of participants with account balances2011-01-0195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: HERCULES FORWARDING, INC RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01200
Total number of active participants reported on line 7a of the Form 55002010-01-01193
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-016
Total of all active and inactive participants2010-01-01199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01199
Number of participants with account balances2010-01-0194
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: HERCULES FORWARDING, INC RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01226
Total number of active participants reported on line 7a of the Form 55002009-01-01183
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0117
Total of all active and inactive participants2009-01-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01200
Number of participants with account balances2009-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on HERCULES FORWARDING, INC RETIREMENT PLAN

Measure Date Value
2023 : HERCULES FORWARDING, INC RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$2,461,487
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$775,943
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$766,884
Expenses. Certain deemed distributions of participant loans2023-12-31$5,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$1,103,177
Value of total assets at end of year2023-12-31$14,124,683
Value of total assets at beginning of year2023-12-31$12,439,139
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$3,326
Total interest from all sources2023-12-31$66,558
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$367,818
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$367,818
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$747,781
Participant contributions at end of year2023-12-31$272,861
Participant contributions at beginning of year2023-12-31$294,081
Participant contributions at end of year2023-12-31$5,440
Participant contributions at beginning of year2023-12-31$6,515
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$11,720
Other income not declared elsewhere2023-12-31$28,509
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$1,685,544
Value of net assets at end of year (total assets less liabilities)2023-12-31$14,124,683
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$12,439,139
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$11,383,724
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$9,842,433
Interest on participant loans2023-12-31$16,705
Interest earned on other investments2023-12-31$49,853
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$2,459,600
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$2,292,285
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$895,425
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$343,676
Employer contributions (assets) at end of year2023-12-31$3,058
Employer contributions (assets) at beginning of year2023-12-31$3,825
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$766,884
Contract administrator fees2023-12-31$3,326
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31SASSETTI LLC
Accountancy firm EIN2023-12-31362239746
2022 : HERCULES FORWARDING, INC RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-183,064
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$638,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$580,834
Expenses. Certain deemed distributions of participant loans2022-12-31$54,764
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,054,005
Value of total assets at end of year2022-12-31$12,439,139
Value of total assets at beginning of year2022-12-31$13,260,820
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$3,019
Total interest from all sources2022-12-31$51,689
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$280,955
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$280,955
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$724,063
Participant contributions at end of year2022-12-31$294,081
Participant contributions at beginning of year2022-12-31$323,697
Participant contributions at end of year2022-12-31$6,515
Participant contributions at beginning of year2022-12-31$36,153
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-821,681
Value of net assets at end of year (total assets less liabilities)2022-12-31$12,439,139
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$13,260,820
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$9,842,433
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$10,645,433
Interest on participant loans2022-12-31$15,468
Interest earned on other investments2022-12-31$36,221
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,292,285
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,234,392
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,569,713
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$329,942
Employer contributions (assets) at end of year2022-12-31$3,825
Employer contributions (assets) at beginning of year2022-12-31$21,145
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$580,834
Contract administrator fees2022-12-31$3,019
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SASSETTI LLC
Accountancy firm EIN2022-12-31362239746
2021 : HERCULES FORWARDING, INC RETIREMENT 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$2,173,044
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$973,215
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$945,487
Expenses. Certain deemed distributions of participant loans2021-12-31$13,538
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,208,219
Value of total assets at end of year2021-12-31$13,260,820
Value of total assets at beginning of year2021-12-31$12,060,991
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$14,190
Total interest from all sources2021-12-31$53,850
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$496,678
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$496,678
Administrative expenses professional fees incurred2021-12-31$11,060
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$576,245
Participant contributions at end of year2021-12-31$323,697
Participant contributions at beginning of year2021-12-31$307,124
Participant contributions at end of year2021-12-31$36,153
Participant contributions at beginning of year2021-12-31$30,531
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$345,850
Other income not declared elsewhere2021-12-31$41,926
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$1,199,829
Value of net assets at end of year (total assets less liabilities)2021-12-31$13,260,820
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$12,060,991
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$10,645,433
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,387
Interest on participant loans2021-12-31$14,388
Interest earned on other investments2021-12-31$39,462
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,234,392
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$11,703,290
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$372,371
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$286,124
Employer contributions (assets) at end of year2021-12-31$21,145
Employer contributions (assets) at beginning of year2021-12-31$14,659
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$945,487
Contract administrator fees2021-12-31$3,130
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 name2021-12-31SASSETTI LLC
Accountancy firm EIN2021-12-31362239746
2020 : HERCULES FORWARDING, INC RETIREMENT 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$2,134,307
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$538,267
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$455,475
Expenses. Certain deemed distributions of participant loans2020-12-31$44,332
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$779,012
Value of total assets at end of year2020-12-31$12,060,991
Value of total assets at beginning of year2020-12-31$10,464,951
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$38,460
Total interest from all sources2020-12-31$15,564
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31Yes
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$524,021
Participant contributions at end of year2020-12-31$307,124
Participant contributions at beginning of year2020-12-31$310,825
Participant contributions at end of year2020-12-31$30,531
Participant contributions at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,596,040
Value of net assets at end of year (total assets less liabilities)2020-12-31$12,060,991
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,464,951
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$5,387
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$9,814,857
Interest on participant loans2020-12-31$15,008
Interest earned on other investments2020-12-31$556
Value of interest in common/collective trusts at end of year2020-12-31$0
Value of interest in common/collective trusts at beginning of year2020-12-31$339,269
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$11,703,290
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,314,141
Net investment gain or loss from common/collective trusts2020-12-31$25,590
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$254,991
Employer contributions (assets) at end of year2020-12-31$14,659
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$455,475
Contract administrator fees2020-12-31$38,460
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31Yes
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31SASSETTI LLC
Accountancy firm EIN2020-12-31362239746
2019 : HERCULES FORWARDING, INC RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 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 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$2,735,986
Total income from all sources (including contributions)2019-12-31$2,735,986
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,077,754
Total of all expenses incurred2019-12-31$1,077,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,064,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,064,093
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$967,653
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$967,653
Value of total assets at end of year2019-12-31$10,464,951
Value of total assets at end of year2019-12-31$10,464,951
Value of total assets at beginning of year2019-12-31$8,806,719
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$13,661
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$13,661
Total interest from all sources2019-12-31$9,287
Total interest from all sources2019-12-31$9,287
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$167,514
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$167,514
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$167,514
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$167,514
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$589,583
Contributions received from participants2019-12-31$589,583
Participant contributions at end of year2019-12-31$310,825
Participant contributions at end of year2019-12-31$310,825
Participant contributions at beginning of year2019-12-31$179,206
Participant contributions at beginning of year2019-12-31$179,206
Participant contributions at end of year2019-12-31$0
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$38,901
Participant contributions at beginning of year2019-12-31$38,901
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$99,341
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$99,341
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
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$1,658,232
Value of net income/loss2019-12-31$1,658,232
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,464,951
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,464,951
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,806,719
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$8,806,719
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
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$9,814,857
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$9,814,857
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,217,141
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,217,141
Interest on participant loans2019-12-31$9,287
Interest on participant loans2019-12-31$9,287
Value of interest in common/collective trusts at end of year2019-12-31$339,269
Value of interest in common/collective trusts at end of year2019-12-31$339,269
Value of interest in common/collective trusts at beginning of year2019-12-31$343,367
Value of interest in common/collective trusts at beginning of year2019-12-31$343,367
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,584,345
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,584,345
Net investment gain or loss from common/collective trusts2019-12-31$7,187
Net investment gain or loss from common/collective trusts2019-12-31$7,187
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$278,729
Contributions received in cash from employer2019-12-31$278,729
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$28,104
Employer contributions (assets) at beginning of year2019-12-31$28,104
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,064,093
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,064,093
Contract administrator fees2019-12-31$13,661
Contract administrator fees2019-12-31$13,661
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SASSETTI LLC
Accountancy firm name2019-12-31SASSETTI LLC
Accountancy firm EIN2019-12-31362239746
Accountancy firm EIN2019-12-31362239746
2018 : HERCULES FORWARDING, INC RETIREMENT 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$245,901
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$303,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$262,947
Expenses. Certain deemed distributions of participant loans2018-12-31$19,633
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$899,263
Value of total assets at end of year2018-12-31$8,806,719
Value of total assets at beginning of year2018-12-31$8,863,997
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$20,599
Total interest from all sources2018-12-31$7,703
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$638,834
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$638,834
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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$567,717
Participant contributions at end of year2018-12-31$179,206
Participant contributions at beginning of year2018-12-31$194,718
Participant contributions at end of year2018-12-31$38,901
Participant contributions at beginning of year2018-12-31$80,027
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$39,509
Administrative expenses (other) incurred2018-12-31$2,566
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-57,278
Value of net assets at end of year (total assets less liabilities)2018-12-31$8,806,719
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,863,997
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$8,217,141
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$8,249,511
Interest on participant loans2018-12-31$7,703
Value of interest in common/collective trusts at end of year2018-12-31$343,367
Value of interest in common/collective trusts at beginning of year2018-12-31$312,526
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,339,635
Net investment gain or loss from common/collective trusts2018-12-31$39,736
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$292,037
Employer contributions (assets) at end of year2018-12-31$28,104
Employer contributions (assets) at beginning of year2018-12-31$27,215
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$262,947
Contract administrator fees2018-12-31$18,033
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 name2018-12-31SASSETTI LLC
Accountancy firm EIN2018-12-31362239746
2017 : HERCULES FORWARDING, INC RETIREMENT 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$1,940,887
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$870,764
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$854,581
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$787,803
Value of total assets at end of year2017-12-31$8,863,997
Value of total assets at beginning of year2017-12-31$7,793,874
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$16,183
Total interest from all sources2017-12-31$8,507
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$105,227
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$105,227
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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$536,183
Participant contributions at end of year2017-12-31$194,718
Participant contributions at beginning of year2017-12-31$188,823
Participant contributions at end of year2017-12-31$80,027
Participant contributions at beginning of year2017-12-31$39,049
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$13,792
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$1,070,123
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,863,997
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,793,874
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$8,249,511
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,884,195
Interest on participant loans2017-12-31$8,507
Value of interest in common/collective trusts at end of year2017-12-31$312,526
Value of interest in common/collective trusts at beginning of year2017-12-31$654,919
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,032,767
Net investment gain or loss from common/collective trusts2017-12-31$6,583
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$237,828
Employer contributions (assets) at end of year2017-12-31$27,215
Employer contributions (assets) at beginning of year2017-12-31$26,888
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$854,581
Contract administrator fees2017-12-31$16,183
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 name2017-12-31SASSETTI LLC
Accountancy firm EIN2017-12-31362239746
2016 : HERCULES FORWARDING, INC RETIREMENT 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$1,337,501
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$421,963
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$394,099
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$766,563
Value of total assets at end of year2016-12-31$7,793,874
Value of total assets at beginning of year2016-12-31$6,878,336
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$27,864
Total interest from all sources2016-12-31$5,231
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$104,208
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$104,208
Administrative expenses professional fees incurred2016-12-31$10,409
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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$519,578
Participant contributions at end of year2016-12-31$188,823
Participant contributions at beginning of year2016-12-31$74,464
Participant contributions at end of year2016-12-31$39,049
Participant contributions at beginning of year2016-12-31$41,809
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$915,538
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,793,874
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,878,336
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$6,884,195
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,465,058
Interest on participant loans2016-12-31$5,231
Income. Interest from loans (other than to participants)2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$654,919
Value of interest in common/collective trusts at beginning of year2016-12-31$261,234
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$456,584
Net investment gain or loss from common/collective trusts2016-12-31$4,915
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$246,985
Employer contributions (assets) at end of year2016-12-31$26,888
Employer contributions (assets) at beginning of year2016-12-31$35,771
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$394,099
Contract administrator fees2016-12-31$17,455
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 name2016-12-31SASSETTI LLC
Accountancy firm EIN2016-12-31362239746
2015 : HERCULES FORWARDING, INC RETIREMENT 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$0
Total income from all sources (including contributions)2015-12-31$587,231
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$294,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$283,572
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$846,299
Value of total assets at end of year2015-12-31$6,878,336
Value of total assets at beginning of year2015-12-31$6,585,678
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$11,001
Total interest from all sources2015-12-31$3,421
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$80,515
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$80,515
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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$553,753
Participant contributions at end of year2015-12-31$74,464
Participant contributions at beginning of year2015-12-31$87,992
Participant contributions at end of year2015-12-31$41,809
Participant contributions at beginning of year2015-12-31$10,313
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$28,344
Administrative expenses (other) incurred2015-12-31$7
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$292,658
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,878,336
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,585,678
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$6,465,058
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,266,003
Interest on participant loans2015-12-31$3,421
Income. Interest from loans (other than to participants)2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$261,234
Value of interest in common/collective trusts at beginning of year2015-12-31$186,869
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$50
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$50
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-345,824
Net investment gain or loss from common/collective trusts2015-12-31$2,820
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$264,202
Employer contributions (assets) at end of year2015-12-31$35,771
Employer contributions (assets) at beginning of year2015-12-31$34,451
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$283,572
Contract administrator fees2015-12-31$10,994
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 name2015-12-31SASSETTI LLC
Accountancy firm EIN2015-12-31362239746
2014 : HERCULES FORWARDING, INC RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$989,243
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$262,970
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$262,429
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$718,067
Value of total assets at end of year2014-12-31$6,585,678
Value of total assets at beginning of year2014-12-31$5,859,405
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$541
Total interest from all sources2014-12-31$4,530
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$33,306
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$33,306
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
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$458,722
Participant contributions at end of year2014-12-31$87,992
Participant contributions at beginning of year2014-12-31$102,262
Participant contributions at end of year2014-12-31$10,313
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$7,600
Administrative expenses (other) incurred2014-12-31$541
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$726,273
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,585,678
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$5,859,405
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$6,266,003
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$5,757,540
Interest on participant loans2014-12-31$4,480
Value of interest in common/collective trusts at end of year2014-12-31$186,869
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$50
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$50
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-127,487
Net investment gain/loss from pooled separate accounts2014-12-31$360,571
Net investment gain or loss from common/collective trusts2014-12-31$256
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$251,745
Employer contributions (assets) at end of year2014-12-31$34,451
Employer contributions (assets) at beginning of year2014-12-31$-397
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$262,429
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SASSETTI LLC
Accountancy firm EIN2014-12-31362239746
2013 : HERCULES FORWARDING, INC RETIREMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,442,779
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$372,146
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$341,912
Expenses. Certain deemed distributions of participant loans2013-12-31$29,652
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$661,754
Value of total assets at end of year2013-12-31$5,859,405
Value of total assets at beginning of year2013-12-31$4,788,772
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$582
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$25,278
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$0
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
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$409,500
Participant contributions at end of year2013-12-31$102,262
Participant contributions at beginning of year2013-12-31$133,636
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$843
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$47,043
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$463
Administrative expenses (other) incurred2013-12-31$582
Liabilities. Value of operating payables at end of year2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,070,633
Value of net assets at end of year (total assets less liabilities)2013-12-31$5,859,405
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,788,772
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
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$0
Value of interest in pooled separate accounts at end of year2013-12-31$5,757,540
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,652,531
Interest on participant loans2013-12-31$4,268
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$21,010
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest in common/collective trusts at beginning of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$755,284
Net investment gain or loss from common/collective trusts2013-12-31$0
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
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Assets. Value of employer real property at end of year2013-12-31$0
Assets. Value of employer real property at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$205,211
Employer contributions (assets) at end of year2013-12-31$-397
Employer contributions (assets) at beginning of year2013-12-31$1,762
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$341,912
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Contract administrator fees2013-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$0
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$0
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
Aggregate proceeds on sale of assets2013-12-31$0
Aggregate carrying amount (costs) on sale of assets2013-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
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 name2013-12-31HANSEN PLAHM & COMPANY
Accountancy firm EIN2013-12-31363849301
2012 : HERCULES FORWARDING, INC RETIREMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$0
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Expenses. Interest paid2012-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022012-12-31$0
Total income from all sources (including contributions)2012-12-31$1,057,992
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$83,428
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$79,698
Expenses. Certain deemed distributions of participant loans2012-12-31$3,174
Value of total corrective distributions2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$646,558
Value of total assets at end of year2012-12-31$4,788,772
Value of total assets at beginning of year2012-12-31$3,814,208
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$556
Total income from rents2012-12-31$0
Total interest from all sources2012-12-31$29,285
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$0
Assets. Real estate other than employer real property at end of year2012-12-31$0
Assets. Real estate other than employer real property at beginning of year2012-12-31$0
Administrative expenses professional fees incurred2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$435,319
Participant contributions at end of year2012-12-31$133,636
Participant contributions at beginning of year2012-12-31$106,409
Participant contributions at end of year2012-12-31$843
Participant contributions at beginning of year2012-12-31$12,786
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Assets. Loans (other than to participants) at end of year2012-12-31$0
Assets. Loans (other than to participants) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$0
Administrative expenses (other) incurred2012-12-31$556
Liabilities. Value of operating payables at end of year2012-12-31$0
Liabilities. Value of operating payables at beginning of year2012-12-31$0
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Income. Non cash contributions2012-12-31$0
Value of net income/loss2012-12-31$974,564
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,788,772
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$3,814,208
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
Assets. partnership/joint venture interests at end of year2012-12-31$0
Assets. partnership/joint venture interests at beginning of year2012-12-31$0
Investment advisory and management fees2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$0
Value of interest in pooled separate accounts at end of year2012-12-31$4,652,531
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,687,740
Interest on participant loans2012-12-31$5,376
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$0
Income. Interest from US Government securities2012-12-31$0
Income. Interest from corporate debt instruments2012-12-31$0
Value of interest in master investment trust accounts at end of year2012-12-31$0
Value of interest in master investment trust accounts at beginning of year2012-12-31$0
Value of interest in common/collective trusts at end of year2012-12-31$0
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$23,909
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Asset value of US Government securities at end of year2012-12-31$0
Asset value of US Government securities at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$382,149
Net investment gain or loss from common/collective trusts2012-12-31$0
Net gain/loss from 103.12 investment entities2012-12-31$0
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
Assets. Invements in employer securities at end of year2012-12-31$0
Assets. Invements in employer securities at beginning of year2012-12-31$0
Assets. Value of employer real property at end of year2012-12-31$0
Assets. Value of employer real property at beginning of year2012-12-31$0
Contributions received in cash from employer2012-12-31$211,239
Employer contributions (assets) at end of year2012-12-31$1,762
Employer contributions (assets) at beginning of year2012-12-31$7,273
Income. Dividends from preferred stock2012-12-31$0
Income. Dividends from common stock2012-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$79,698
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$0
Contract administrator fees2012-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$0
Liabilities. Value of benefit claims payable at end of year2012-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$0
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
Aggregate proceeds on sale of assets2012-12-31$0
Aggregate carrying amount (costs) on sale of assets2012-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2012-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2012-12-31$0
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 name2012-12-31HANSEN PLAHM & COMPANY
Accountancy firm EIN2012-12-31363849301
2011 : HERCULES FORWARDING, INC RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$0
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$0
Total transfer of assets from this plan2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Expenses. Interest paid2011-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-12-31$0
Total income from all sources (including contributions)2011-12-31$613,264
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$149,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$134,338
Expenses. Certain deemed distributions of participant loans2011-12-31$15,104
Value of total corrective distributions2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$642,902
Value of total assets at end of year2011-12-31$3,814,208
Value of total assets at beginning of year2011-12-31$3,350,792
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$406
Total interest from all sources2011-12-31$28,986
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$0
Assets. Real estate other than employer real property at end of year2011-12-31$0
Assets. Real estate other than employer real property at beginning of year2011-12-31$0
Administrative expenses professional fees incurred2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$376,883
Participant contributions at end of year2011-12-31$106,409
Participant contributions at beginning of year2011-12-31$113,619
Participant contributions at end of year2011-12-31$12,786
Participant contributions at beginning of year2011-12-31$0
Assets. Other investments not covered elsewhere at end of year2011-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$96,628
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Assets. Loans (other than to participants) at end of year2011-12-31$0
Assets. Loans (other than to participants) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Other income not declared elsewhere2011-12-31$-710
Administrative expenses (other) incurred2011-12-31$406
Liabilities. Value of operating payables at end of year2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$0
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Income. Non cash contributions2011-12-31$0
Value of net income/loss2011-12-31$463,416
Value of net assets at end of year (total assets less liabilities)2011-12-31$3,814,208
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,350,792
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
Assets. partnership/joint venture interests at end of year2011-12-31$0
Assets. partnership/joint venture interests at beginning of year2011-12-31$0
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$0
Value of interest in pooled separate accounts at end of year2011-12-31$3,687,740
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,196,967
Interest on participant loans2011-12-31$4,912
Income. Interest from loans (other than to participants)2011-12-31$0
Interest earned on other investments2011-12-31$0
Income. Interest from US Government securities2011-12-31$0
Income. Interest from corporate debt instruments2011-12-31$0
Value of interest in master investment trust accounts at end of year2011-12-31$0
Value of interest in master investment trust accounts at beginning of year2011-12-31$0
Value of interest in common/collective trusts at end of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$24,074
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,027,088
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Asset value of US Government securities at end of year2011-12-31$0
Asset value of US Government securities at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-57,914
Net investment gain or loss from common/collective trusts2011-12-31$0
Net gain/loss from 103.12 investment entities2011-12-31$0
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
Assets. Invements in employer securities at end of year2011-12-31$0
Assets. Invements in employer securities at beginning of year2011-12-31$0
Assets. Value of employer real property at end of year2011-12-31$0
Assets. Value of employer real property at beginning of year2011-12-31$0
Contributions received in cash from employer2011-12-31$169,391
Employer contributions (assets) at end of year2011-12-31$7,273
Employer contributions (assets) at beginning of year2011-12-31$13,118
Income. Dividends from preferred stock2011-12-31$0
Income. Dividends from common stock2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$134,338
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$0
Contract administrator fees2011-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$0
Liabilities. Value of benefit claims payable at end of year2011-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$0
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
Aggregate proceeds on sale of assets2011-12-31$0
Aggregate carrying amount (costs) on sale of assets2011-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2011-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
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 name2011-12-31HANSEN PLAHM & COMPANY
Accountancy firm EIN2011-12-31363849301
2010 : HERCULES FORWARDING, INC RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$0
Total transfer of assets from this plan2010-12-31$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
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$808,278
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$274,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$273,541
Expenses. Certain deemed distributions of participant loans2010-12-31$1,019
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$526,694
Value of total assets at end of year2010-12-31$3,350,792
Value of total assets at beginning of year2010-12-31$2,817,074
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$35,735
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$0
Assets. Real estate other than employer real property at end of year2010-12-31$0
Assets. Real estate other than employer real property at beginning of year2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$300,000
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$354,932
Participant contributions at end of year2010-12-31$113,619
Participant contributions at beginning of year2010-12-31$97,203
Participant contributions at end of year2010-12-31$0
Participant contributions at beginning of year2010-12-31$22,931
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$2,344
Assets. Loans (other than to participants) at end of year2010-12-31$0
Assets. Loans (other than to participants) at beginning of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$0
Administrative expenses (other) incurred2010-12-31$0
Liabilities. Value of operating payables at end of year2010-12-31$0
Liabilities. Value of operating payables at beginning of year2010-12-31$0
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$533,718
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,350,792
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,817,074
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
Assets. partnership/joint venture interests at end of year2010-12-31$0
Assets. partnership/joint venture interests at beginning of year2010-12-31$0
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$0
Value of interest in pooled separate accounts at end of year2010-12-31$2,196,967
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,798,329
Interest on participant loans2010-12-31$5,429
Interest earned on other investments2010-12-31$0
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Value of interest in master investment trust accounts at end of year2010-12-31$0
Value of interest in master investment trust accounts at beginning of year2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$30,306
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,027,088
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$896,267
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Asset value of US Government securities at end of year2010-12-31$0
Asset value of US Government securities at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$245,849
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
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
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Invements in employer securities at beginning of year2010-12-31$0
Assets. Value of employer real property at end of year2010-12-31$0
Assets. Value of employer real property at beginning of year2010-12-31$0
Contributions received in cash from employer2010-12-31$171,762
Employer contributions (assets) at end of year2010-12-31$13,118
Employer contributions (assets) at beginning of year2010-12-31$0
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$273,541
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$0
Contract administrator fees2010-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$0
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2010-12-31$0
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
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$0
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 name2010-12-31HANSEN PLAHM & COMPANY
Accountancy firm EIN2010-12-31363849301

Form 5500 Responses for HERCULES FORWARDING, INC RETIREMENT PLAN

2023: HERCULES FORWARDING, INC RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: HERCULES FORWARDING, INC RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HERCULES FORWARDING, INC RETIREMENT 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HERCULES FORWARDING, INC RETIREMENT 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HERCULES FORWARDING, INC RETIREMENT 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: HERCULES FORWARDING, INC RETIREMENT 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: HERCULES FORWARDING, INC RETIREMENT 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: HERCULES FORWARDING, INC RETIREMENT 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: HERCULES FORWARDING, INC RETIREMENT 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: HERCULES FORWARDING, INC RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HERCULES FORWARDING, INC RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HERCULES FORWARDING, INC RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HERCULES FORWARDING, INC RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: HERCULES FORWARDING, INC RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: HERCULES FORWARDING, INC RETIREMENT 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number896666+087
Policy instance 1
Insurance contract or identification number896666+087
Number of Individuals Covered155
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number896666+087
Policy instance 1
Insurance contract or identification number896666+087
Number of Individuals Covered154
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number896666+087
Policy instance 1
Insurance contract or identification number896666+087
Number of Individuals Covered149
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65675 )
Policy contract number896666+087
Policy instance 1
Insurance contract or identification number896666+087
Number of Individuals Covered60
Insurance policy start date2020-12-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number100438
Policy instance 1
Insurance contract or identification number100438
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-11-17
Total amount of commissions paid to insurance brokerUSD $19,552
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $19,552
Insurance broker organization code?3
Insurance broker nameRETIREMENT PROGRAMS CO., LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number100438
Policy instance 1
Insurance contract or identification number100438
Number of Individuals Covered123
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $17,425
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $17,425
Insurance broker organization code?3
Insurance broker nameRETIREMENT PROGRAMS CO., LLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number100438
Policy instance 1
Insurance contract or identification number100438
Number of Individuals Covered98
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $14,825
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Commission paid to Insurance BrokerUSD $14,825
Insurance broker organization code?3
Insurance broker nameRETIREMENT PROGRAMS CO., LLC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHQ737
Policy instance 1
Insurance contract or identification numberPHQ737
Number of Individuals Covered100
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $3,079
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number100438
Policy instance 2
Insurance contract or identification number100438
Number of Individuals Covered96
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $10,660
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberPHQ737
Policy instance 1
Insurance contract or identification numberPHQ737
Number of Individuals Covered109
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $8,618
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes

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