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D & W DIESEL PROFIT SHARING AND RETIREMENT PLAN 401k Plan overview

Plan NameD & W DIESEL PROFIT SHARING AND RETIREMENT PLAN
Plan identification number 001

D & W DIESEL PROFIT SHARING AND RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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

D & W DIESEL INC. has sponsored the creation of one or more 401k plans.

Company Name:D & W DIESEL INC.
Employer identification number (EIN):161061025
NAIC Classification:336300

Additional information about D & W DIESEL INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1976-02-03
Company Identification Number: 390700
Legal Registered Office Address: 1503 CLARK STREET RD
Cayuga
AUBURN
United States of America (USA)
13021

More information about D & W DIESEL INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan D & W DIESEL PROFIT SHARING AND RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01RENEE HEINDL RENEE HEINDL2018-10-11
0012016-01-01DOUGLAS WAYNE DOUGLAS WAYNE2017-10-06
0012015-01-01DOUGLAS WAYNE DOUGLAS WAYNE2016-10-12
0012014-01-01RENEE HEINDL DOUGLAS J WAYNE2015-10-13
0012013-01-01RENEE HEINDL DOUGLAS J WAYNE2014-10-10
0012012-01-01RENEE HEINDL DOUGLAS J WAYNE2013-10-09
0012011-01-01DOUGLAS J. WAYNE RENEE HEINDL2012-09-13
0012009-01-01DOUGLAS WAYNE DOUGLAS WAYNE2010-08-31
0012009-01-01 DOUGLAS WAYNE2010-08-31

Plan Statistics for D & W DIESEL PROFIT SHARING AND RETIREMENT PLAN

401k plan membership statisitcs for D & W DIESEL PROFIT SHARING AND RETIREMENT PLAN

Measure Date Value
2022: D & W DIESEL PROFIT SHARING AND RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01390
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-010
Number of participants with account balances2022-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0113
2021: D & W DIESEL PROFIT SHARING AND RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01343
Total number of active participants reported on line 7a of the Form 55002021-01-01295
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0172
Total of all active and inactive participants2021-01-01367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01368
Number of participants with account balances2021-01-01364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0112
2020: D & W DIESEL PROFIT SHARING AND RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01350
Total number of active participants reported on line 7a of the Form 55002020-01-01293
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0167
Total of all active and inactive participants2020-01-01360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01360
Number of participants with account balances2020-01-01358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0114
2019: D & W DIESEL PROFIT SHARING AND RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01331
Total number of active participants reported on line 7a of the Form 55002019-01-01299
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0158
Total of all active and inactive participants2019-01-01357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01358
Number of participants with account balances2019-01-01357
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0116
2018: D & W DIESEL PROFIT SHARING AND RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01330
Total number of active participants reported on line 7a of the Form 55002018-01-01309
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0143
Total of all active and inactive participants2018-01-01352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01352
Number of participants with account balances2018-01-01350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0113
2017: D & W DIESEL PROFIT SHARING AND RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01330
Total number of active participants reported on line 7a of the Form 55002017-01-01309
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0136
Total of all active and inactive participants2017-01-01345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01345
Number of participants with account balances2017-01-01342
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0119
2016: D & W DIESEL PROFIT SHARING AND RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01354
Total number of active participants reported on line 7a of the Form 55002016-01-01296
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0134
Total of all active and inactive participants2016-01-01330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01330
Number of participants with account balances2016-01-01326
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0114
2015: D & W DIESEL PROFIT SHARING AND RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01334
Total number of active participants reported on line 7a of the Form 55002015-01-01295
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0156
Total of all active and inactive participants2015-01-01351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01351
Number of participants with account balances2015-01-01323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0120
2014: D & W DIESEL PROFIT SHARING AND RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01337
Total number of active participants reported on line 7a of the Form 55002014-01-01303
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0147
Total of all active and inactive participants2014-01-01350
Total participants2014-01-01350
Number of participants with account balances2014-01-01328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0120
2013: D & W DIESEL PROFIT SHARING AND RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01290
Total number of active participants reported on line 7a of the Form 55002013-01-01280
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0142
Total of all active and inactive participants2013-01-01322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01322
Number of participants with account balances2013-01-01307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0111
2012: D & W DIESEL PROFIT SHARING AND RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01267
Total number of active participants reported on line 7a of the Form 55002012-01-01259
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0128
Total of all active and inactive participants2012-01-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01287
Number of participants with account balances2012-01-01279
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-015
2011: D & W DIESEL PROFIT SHARING AND RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01235
Total number of active participants reported on line 7a of the Form 55002011-01-01237
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0126
Total of all active and inactive participants2011-01-01263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01263
Number of participants with account balances2011-01-01221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0112
2009: D & W DIESEL PROFIT SHARING AND RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01186
Total number of active participants reported on line 7a of the Form 55002009-01-01186
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0122
Total of all active and inactive participants2009-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01208
Number of participants with account balances2009-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-015

Financial Data on D & W DIESEL PROFIT SHARING AND RETIREMENT PLAN

Measure Date Value
2022 : D & W DIESEL PROFIT SHARING AND RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-09-30$0
Total transfer of assets from this plan2022-09-30$26,105,283
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$17,196
Total income from all sources (including contributions)2022-09-30$-5,718,019
Total loss/gain on sale of assets2022-09-30$0
Total of all expenses incurred2022-09-30$3,438,551
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$3,357,967
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$1,141,301
Value of total assets at end of year2022-09-30$0
Value of total assets at beginning of year2022-09-30$35,279,049
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$80,584
Total interest from all sources2022-09-30$26,816
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$41,578
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-09-30$41,578
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$500,000
If this is an individual account plan, was there a blackout period2022-09-30Yes
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Contributions received from participants2022-09-30$1,051,461
Participant contributions at beginning of year2022-09-30$286,394
Income. Received or receivable in cash from other sources (including rollovers)2022-09-30$30,564
Liabilities. Value of operating payables at beginning of year2022-09-30$17,196
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-9,156,570
Value of net assets at end of year (total assets less liabilities)2022-09-30$0
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$35,261,853
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Investment advisory and management fees2022-09-30$42,370
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-09-30$3,972,404
Interest on participant loans2022-09-30$9,274
Interest earned on other investments2022-09-30$17,542
Value of interest in common/collective trusts at beginning of year2022-09-30$29,198,425
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-09-30$1,221,826
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-09-30$-1,082,303
Net investment gain or loss from common/collective trusts2022-09-30$-5,845,411
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30No
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Contributions received in cash from employer2022-09-30$59,276
Employer contributions (assets) at beginning of year2022-09-30$600,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$3,357,967
Contract administrator fees2022-09-30$38,214
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-09-30Yes
Did the plan have assets held for investment2022-09-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30Yes
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30FIRLEY, MORAN, FREER & EASSA, CPA,
Accountancy firm EIN2022-09-30161148763
2021 : D & W DIESEL PROFIT SHARING AND 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$17,196
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$15,331
Total income from all sources (including contributions)2021-12-31$5,914,912
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,233,664
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,116,093
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,217,005
Value of total assets at end of year2021-12-31$35,279,049
Value of total assets at beginning of year2021-12-31$31,595,936
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$117,571
Total interest from all sources2021-12-31$33,410
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$45,437
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$45,437
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,381,015
Participant contributions at end of year2021-12-31$286,394
Participant contributions at beginning of year2021-12-31$286,221
Participant contributions at beginning of year2021-12-31$44,542
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$235,990
Liabilities. Value of operating payables at end of year2021-12-31$17,196
Liabilities. Value of operating payables at beginning of year2021-12-31$15,331
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$3,681,248
Value of net assets at end of year (total assets less liabilities)2021-12-31$35,261,853
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$31,580,605
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
Investment advisory and management fees2021-12-31$66,122
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,972,404
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$3,122,132
Interest on participant loans2021-12-31$13,786
Interest earned on other investments2021-12-31$19,624
Value of interest in common/collective trusts at end of year2021-12-31$29,198,425
Value of interest in common/collective trusts at beginning of year2021-12-31$26,224,118
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,221,826
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,318,923
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$452,199
Net investment gain or loss from common/collective trusts2021-12-31$3,166,861
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$600,000
Employer contributions (assets) at end of year2021-12-31$600,000
Employer contributions (assets) at beginning of year2021-12-31$600,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,116,093
Contract administrator fees2021-12-31$51,449
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 name2021-12-31FIRLEY, MORAN, FREER & EASSA, CPA,
Accountancy firm EIN2021-12-31161148763
2020 : D & W DIESEL PROFIT SHARING AND RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$15,331
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$13,919
Total income from all sources (including contributions)2020-12-31$5,699,419
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,583,605
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,450,076
Expenses. Certain deemed distributions of participant loans2020-12-31$36,712
Value of total corrective distributions2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,045,717
Value of total assets at end of year2020-12-31$31,595,936
Value of total assets at beginning of year2020-12-31$28,478,710
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$96,817
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$36,982
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$29,899
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$29,899
Administrative expenses professional fees incurred2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Amount of non-exempt transactions with any party-in-interest2020-12-31$0
Contributions received from participants2020-12-31$1,274,249
Participant contributions at end of year2020-12-31$286,221
Participant contributions at beginning of year2020-12-31$241,187
Participant contributions at end of year2020-12-31$44,542
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$171,468
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$63
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$0
Liabilities. Value of operating payables at end of year2020-12-31$15,331
Liabilities. Value of operating payables at beginning of year2020-12-31$13,919
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash 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$3,115,814
Value of net assets at end of year (total assets less liabilities)2020-12-31$31,580,605
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$28,464,791
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2020-12-31$0
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2020-12-31$0
Investment advisory and management fees2020-12-31$54,294
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$3,122,132
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,562,484
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,006,312
Interest on participant loans2020-12-31$13,455
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$23,527
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$26,224,118
Value of interest in common/collective trusts at beginning of year2020-12-31$23,850,329
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,318,923
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,418,398
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$448,586
Net investment gain/loss from pooled separate accounts2020-12-31$2,835
Net investment gain or loss from common/collective trusts2020-12-31$3,135,400
Net gain/loss from 103.12 investment entities2020-12-31$0
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$600,000
Employer contributions (assets) at end of year2020-12-31$600,000
Employer contributions (assets) at beginning of year2020-12-31$400,000
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,450,013
Contract administrator fees2020-12-31$42,523
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
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
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31FIRLEY MORAN FREER & EASSA, CPA, PC
Accountancy firm EIN2020-12-31161148763
2019 : D & W DIESEL PROFIT SHARING AND RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$13,919
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$13,652
Total income from all sources (including contributions)2019-12-31$5,994,958
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$682,842
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$529,657
Expenses. Certain deemed distributions of participant loans2019-12-31$59,791
Value of total corrective distributions2019-12-31$2,233
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,745,397
Value of total assets at end of year2019-12-31$28,478,710
Value of total assets at beginning of year2019-12-31$23,166,327
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$91,161
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$35,396
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$34,101
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$34,101
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Amount of non-exempt transactions with any party-in-interest2019-12-31$0
Contributions received from participants2019-12-31$1,249,585
Participant contributions at end of year2019-12-31$241,187
Participant contributions at beginning of year2019-12-31$333,729
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$95,812
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$2,436
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$0
Liabilities. Value of operating payables at end of year2019-12-31$13,919
Liabilities. Value of operating payables at beginning of year2019-12-31$11,216
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,312,116
Value of net assets at end of year (total assets less liabilities)2019-12-31$28,464,791
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$23,152,675
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2019-12-31$0
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2019-12-31$0
Investment advisory and management fees2019-12-31$49,987
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,562,484
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$999,686
Value of interest in pooled separate accounts at end of year2019-12-31$1,006,312
Value of interest in pooled separate accounts at beginning of year2019-12-31$977,990
Interest on participant loans2019-12-31$16,141
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$19,255
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$23,850,329
Value of interest in common/collective trusts at beginning of year2019-12-31$19,482,151
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,418,398
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$972,771
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$191,762
Net investment gain/loss from pooled separate accounts2019-12-31$221,888
Net investment gain or loss from common/collective trusts2019-12-31$3,766,414
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$400,000
Employer contributions (assets) at end of year2019-12-31$400,000
Employer contributions (assets) at beginning of year2019-12-31$400,000
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$529,657
Contract administrator fees2019-12-31$41,174
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31FIRLEY MORAN FREER & EASSA, CPA, PC
Accountancy firm EIN2019-12-31161148763
2018 : D & W DIESEL PROFIT SHARING AND RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$13,652
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$12,341
Total income from all sources (including contributions)2018-12-31$240,868
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,791,113
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,677,531
Expenses. Certain deemed distributions of participant loans2018-12-31$20,459
Value of total corrective distributions2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,698,107
Value of total assets at end of year2018-12-31$23,166,327
Value of total assets at beginning of year2018-12-31$24,715,261
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$93,123
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$31,108
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$22,013
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$22,013
Administrative expenses professional fees incurred2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Amount of non-exempt transactions with any party-in-interest2018-12-31$0
Contributions received from participants2018-12-31$1,134,063
Participant contributions at end of year2018-12-31$333,729
Participant contributions at beginning of year2018-12-31$331,952
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$700
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$164,044
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$2,436
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$0
Liabilities. Value of operating payables at end of year2018-12-31$11,216
Liabilities. Value of operating payables at beginning of year2018-12-31$12,341
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,550,245
Value of net assets at end of year (total assets less liabilities)2018-12-31$23,152,675
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$24,702,920
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2018-12-31$0
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2018-12-31$0
Investment advisory and management fees2018-12-31$55,713
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$999,686
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$871,705
Value of interest in pooled separate accounts at end of year2018-12-31$977,990
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,099,899
Interest on participant loans2018-12-31$16,367
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$14,741
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$19,482,151
Value of interest in common/collective trusts at beginning of year2018-12-31$21,099,380
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$972,771
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$911,625
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-96,744
Net investment gain/loss from pooled separate accounts2018-12-31$-109,839
Net investment gain or loss from common/collective trusts2018-12-31$-1,303,777
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$400,000
Employer contributions (assets) at end of year2018-12-31$400,000
Employer contributions (assets) at beginning of year2018-12-31$400,000
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,677,531
Contract administrator fees2018-12-31$37,410
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
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
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
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 name2018-12-31FIRLEY, MORAN, FREER, & EASSA, CPA
Accountancy firm EIN2018-12-31161148763
2017 : D & W DIESEL PROFIT SHARING AND RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets2017-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$0
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$12,341
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$10,641
Total income from all sources (including contributions)2017-12-31$4,703,184
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,112,294
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,000,327
Expenses. Certain deemed distributions of participant loans2017-12-31$29,369
Value of total corrective distributions2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,645,698
Value of total assets at end of year2017-12-31$24,715,261
Value of total assets at beginning of year2017-12-31$21,122,671
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$82,598
Total income from rents2017-12-31$0
Total interest from all sources2017-12-31$31,716
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$18,231
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$18,231
Administrative expenses professional fees incurred2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Amount of non-exempt transactions with any party-in-interest2017-12-31$0
Contributions received from participants2017-12-31$1,011,996
Participant contributions at end of year2017-12-31$331,952
Participant contributions at beginning of year2017-12-31$403,981
Participant contributions at end of year2017-12-31$700
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$233,702
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$0
Administrative expenses (other) incurred2017-12-31$0
Liabilities. Value of operating payables at end of year2017-12-31$12,341
Liabilities. Value of operating payables at beginning of year2017-12-31$10,641
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,590,890
Value of net assets at end of year (total assets less liabilities)2017-12-31$24,702,920
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$21,112,030
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2017-12-31$0
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2017-12-31$0
Investment advisory and management fees2017-12-31$47,067
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$871,705
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$572,659
Value of interest in pooled separate accounts at end of year2017-12-31$1,099,899
Value of interest in pooled separate accounts at beginning of year2017-12-31$750,173
Interest on participant loans2017-12-31$15,737
Income. Interest from loans (other than to participants)2017-12-31$0
Interest earned on other investments2017-12-31$15,979
Income. Interest from US Government securities2017-12-31$0
Income. Interest from corporate debt instruments2017-12-31$0
Value of interest in common/collective trusts at end of year2017-12-31$21,099,380
Value of interest in common/collective trusts at beginning of year2017-12-31$18,027,974
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$911,625
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$917,884
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$97,233
Net investment gain/loss from pooled separate accounts2017-12-31$169,308
Net investment gain or loss from common/collective trusts2017-12-31$2,740,998
Net gain/loss from 103.12 investment entities2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$400,000
Employer contributions (assets) at end of year2017-12-31$400,000
Employer contributions (assets) at beginning of year2017-12-31$450,000
Income. Dividends from preferred stock2017-12-31$0
Income. Dividends from common stock2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,000,327
Contract administrator fees2017-12-31$35,531
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
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
Aggregate proceeds on sale of assets2017-12-31$0
Aggregate carrying amount (costs) on sale of assets2017-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2017-12-31$0
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 name2017-12-31FIRLEY, MORAN, FREER & EASSA
Accountancy firm EIN2017-12-31161148763
2016 : D & W DIESEL PROFIT SHARING AND RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of real estate assets2016-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$0
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$10,641
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$9,427
Expenses. Interest paid2016-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022016-12-31$0
Total income from all sources (including contributions)2016-12-31$3,119,242
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$846,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$747,714
Expenses. Certain deemed distributions of participant loans2016-12-31$25,138
Value of total corrective distributions2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,652,659
Value of total assets at end of year2016-12-31$21,122,671
Value of total assets at beginning of year2016-12-31$18,848,267
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$73,200
Total income from rents2016-12-31$0
Total interest from all sources2016-12-31$32,654
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$6,441
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$6,441
Administrative expenses professional fees incurred2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Amount of non-exempt transactions with any party-in-interest2016-12-31$0
Contributions received from participants2016-12-31$907,131
Participant contributions at end of year2016-12-31$403,981
Participant contributions at beginning of year2016-12-31$442,828
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$295,528
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$4,918
Administrative expenses (other) incurred2016-12-31$0
Liabilities. Value of operating payables at end of year2016-12-31$10,641
Liabilities. Value of operating payables at beginning of year2016-12-31$9,427
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Income. Non cash contributions2016-12-31$0
Value of net income/loss2016-12-31$2,273,190
Value of net assets at end of year (total assets less liabilities)2016-12-31$21,112,030
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$18,838,840
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2016-12-31$0
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2016-12-31$0
Investment advisory and management fees2016-12-31$40,972
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$572,659
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$0
Value of interest in pooled separate accounts at end of year2016-12-31$750,173
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$17,616
Income. Interest from loans (other than to participants)2016-12-31$0
Interest earned on other investments2016-12-31$15,038
Income. Interest from US Government securities2016-12-31$0
Income. Interest from corporate debt instruments2016-12-31$0
Value of interest in common/collective trusts at end of year2016-12-31$18,027,974
Value of interest in common/collective trusts at beginning of year2016-12-31$17,955,439
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$917,884
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$62,873
Net investment gain/loss from pooled separate accounts2016-12-31$99,996
Net investment gain or loss from common/collective trusts2016-12-31$1,259,701
Net gain/loss from 103.12 investment entities2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$450,000
Employer contributions (assets) at end of year2016-12-31$450,000
Employer contributions (assets) at beginning of year2016-12-31$450,000
Income. Dividends from preferred stock2016-12-31$0
Income. Dividends from common stock2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$747,714
Contract administrator fees2016-12-31$32,228
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$0
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
Aggregate proceeds on sale of assets2016-12-31$0
Aggregate carrying amount (costs) on sale of assets2016-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2016-12-31$0
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 name2016-12-31FIRLEY MORAN FREER & EASSA, CPA, PC
Accountancy firm EIN2016-12-31161148763
2015 : D & W DIESEL PROFIT SHARING AND RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of real estate assets2015-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$0
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$9,427
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$17,273
Expenses. Interest paid2015-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022015-12-31$0
Total income from all sources (including contributions)2015-12-31$751,482
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,440,516
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,384,737
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Value of total corrective distributions2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,397,198
Value of total assets at end of year2015-12-31$18,848,267
Value of total assets at beginning of year2015-12-31$19,545,147
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$55,779
Total income from rents2015-12-31$0
Total interest from all sources2015-12-31$18,244
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$32,478
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$32,478
Administrative expenses professional fees incurred2015-12-31$13,350
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
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
Amount of non-exempt transactions with any party-in-interest2015-12-31$0
Contributions received from participants2015-12-31$780,037
Participant contributions at end of year2015-12-31$442,828
Participant contributions at beginning of year2015-12-31$406,205
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$167,161
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$0
Liabilities. Value of operating payables at end of year2015-12-31$9,427
Liabilities. Value of operating payables at beginning of year2015-12-31$17,273
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$-689,034
Value of net assets at end of year (total assets less liabilities)2015-12-31$18,838,840
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$19,527,874
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
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-12-31$0
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year2015-12-31$0
Investment advisory and management fees2015-12-31$42,171
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$17,664,921
Value of interest in pooled separate accounts at end of year2015-12-31$0
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$18,244
Income. Interest from loans (other than to participants)2015-12-31$0
Interest earned on other investments2015-12-31$0
Income. Interest from US Government securities2015-12-31$0
Income. Interest from corporate debt instruments2015-12-31$0
Value of interest in common/collective trusts at end of year2015-12-31$17,955,439
Value of interest in common/collective trusts at beginning of year2015-12-31$1,047,408
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,613
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,613
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-663,924
Net investment gain/loss from pooled separate accounts2015-12-31$0
Net investment gain or loss from common/collective trusts2015-12-31$-32,514
Net gain/loss from 103.12 investment entities2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$450,000
Employer contributions (assets) at end of year2015-12-31$450,000
Employer contributions (assets) at beginning of year2015-12-31$425,000
Income. Dividends from preferred stock2015-12-31$0
Income. Dividends from common stock2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,384,737
Contract administrator fees2015-12-31$258
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$0
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
Aggregate proceeds on sale of assets2015-12-31$0
Aggregate carrying amount (costs) on sale of assets2015-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2015-12-31$0
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 name2015-12-31FIRLEY, MORAN, FREER & EASSA,CPA,PC
Accountancy firm EIN2015-12-31161148763
2014 : D & W DIESEL PROFIT SHARING AND 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$17,273
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$20,203
Total income from all sources (including contributions)2014-12-31$1,938,530
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$536,494
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$453,730
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,171,313
Value of total assets at end of year2014-12-31$19,545,147
Value of total assets at beginning of year2014-12-31$18,146,041
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$82,764
Total interest from all sources2014-12-31$15,555
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$172,576
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$172,576
Administrative expenses professional fees incurred2014-12-31$18,852
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$745,470
Participant contributions at end of year2014-12-31$406,205
Participant contributions at beginning of year2014-12-31$340,958
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$843
Liabilities. Value of operating payables at end of year2014-12-31$17,273
Liabilities. Value of operating payables at beginning of year2014-12-31$20,203
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,402,036
Value of net assets at end of year (total assets less liabilities)2014-12-31$19,527,874
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$18,125,838
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
Investment advisory and management fees2014-12-31$63,912
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$17,664,921
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$16,284,280
Interest on participant loans2014-12-31$15,555
Value of interest in common/collective trusts at end of year2014-12-31$1,047,408
Value of interest in common/collective trusts at beginning of year2014-12-31$1,120,687
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,613
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$116
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$116
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$568,445
Net investment gain or loss from common/collective trusts2014-12-31$10,641
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$425,000
Employer contributions (assets) at end of year2014-12-31$425,000
Employer contributions (assets) at beginning of year2014-12-31$400,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$453,730
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 name2014-12-31FIRLEY, MORAN, FREER & EASSA,CPA,PC
Accountancy firm EIN2014-12-31161148763
2013 : D & W DIESEL PROFIT SHARING AND RETIREMENT PLAN 2013 401k financial data
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$20,203
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$16,829
Total income from all sources (including contributions)2013-12-31$3,552,923
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$948,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$866,947
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,274,016
Value of total assets at end of year2013-12-31$18,146,041
Value of total assets at beginning of year2013-12-31$15,537,872
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$81,181
Total interest from all sources2013-12-31$13,591
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$92,953
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$92,953
Administrative expenses professional fees incurred2013-12-31$16,002
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$698,492
Participant contributions at end of year2013-12-31$340,958
Participant contributions at beginning of year2013-12-31$328,736
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$175,524
Liabilities. Value of operating payables at end of year2013-12-31$20,203
Liabilities. Value of operating payables at beginning of year2013-12-31$16,829
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,604,795
Value of net assets at end of year (total assets less liabilities)2013-12-31$18,125,838
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$15,521,043
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
Investment advisory and management fees2013-12-31$65,179
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$16,284,280
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$13,692,837
Interest on participant loans2013-12-31$13,591
Value of interest in common/collective trusts at end of year2013-12-31$1,120,687
Value of interest in common/collective trusts at beginning of year2013-12-31$1,216,269
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$116
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$30
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$30
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,159,899
Net investment gain or loss from common/collective trusts2013-12-31$12,464
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$400,000
Employer contributions (assets) at end of year2013-12-31$400,000
Employer contributions (assets) at beginning of year2013-12-31$300,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$866,947
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31FIRLEY, MORAN, FREER & EASSA CPA PC
Accountancy firm EIN2013-12-31161148763
2012 : D & W DIESEL PROFIT SHARING AND RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$16,829
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$14,807
Total income from all sources (including contributions)2012-12-31$2,644,640
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$274,028
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$203,433
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,001,202
Value of total assets at end of year2012-12-31$15,537,872
Value of total assets at beginning of year2012-12-31$13,165,238
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$70,595
Total interest from all sources2012-12-31$12,736
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$64,841
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$64,841
Administrative expenses professional fees incurred2012-12-31$14,230
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
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$632,984
Participant contributions at end of year2012-12-31$328,736
Participant contributions at beginning of year2012-12-31$291,338
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$68,218
Liabilities. Value of operating payables at end of year2012-12-31$16,829
Liabilities. Value of operating payables at beginning of year2012-12-31$14,807
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,370,612
Value of net assets at end of year (total assets less liabilities)2012-12-31$15,521,043
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$13,150,431
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
Investment advisory and management fees2012-12-31$56,365
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$13,692,837
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$11,324,136
Interest on participant loans2012-12-31$12,736
Value of interest in common/collective trusts at end of year2012-12-31$1,216,269
Value of interest in common/collective trusts at beginning of year2012-12-31$1,124,075
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$30
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$25,689
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$25,689
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,550,115
Net investment gain or loss from common/collective trusts2012-12-31$15,746
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$300,000
Employer contributions (assets) at end of year2012-12-31$300,000
Employer contributions (assets) at beginning of year2012-12-31$400,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$203,433
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31FIRLEY, MORAN, FREER & EASSA CPA PC
Accountancy firm EIN2012-12-31161148763
2011 : D & W DIESEL PROFIT SHARING AND RETIREMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-559,346
Total unrealized appreciation/depreciation of assets2011-12-31$-559,346
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$14,807
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$16,357
Total income from all sources (including contributions)2011-12-31$454,013
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$223,872
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$151,180
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$979,721
Value of total assets at end of year2011-12-31$13,165,238
Value of total assets at beginning of year2011-12-31$12,936,647
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$72,692
Total interest from all sources2011-12-31$14,638
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$36,618
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$36,618
Administrative expenses professional fees incurred2011-12-31$14,159
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 period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$572,449
Participant contributions at end of year2011-12-31$291,338
Participant contributions at beginning of year2011-12-31$324,073
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$17,268
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$7,272
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$626
Liabilities. Value of operating payables at end of year2011-12-31$14,807
Liabilities. Value of operating payables at beginning of year2011-12-31$16,357
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$230,141
Value of net assets at end of year (total assets less liabilities)2011-12-31$13,150,431
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$12,920,290
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
Investment advisory and management fees2011-12-31$58,533
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$11,324,136
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$11,468,747
Interest on participant loans2011-12-31$14,638
Value of interest in common/collective trusts at end of year2011-12-31$1,124,075
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$25,689
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$775,933
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$775,933
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-17,618
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$400,000
Employer contributions (assets) at end of year2011-12-31$400,000
Employer contributions (assets) at beginning of year2011-12-31$350,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$151,180
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31FIRLEY, MORAN, FREER & EASSA, PC
Accountancy firm EIN2011-12-31161148763
2010 : D & W DIESEL PROFIT SHARING AND RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$16,357
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$24,016
Total income from all sources (including contributions)2010-12-31$2,442,309
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$499,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$432,919
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,067,641
Value of total assets at end of year2010-12-31$12,936,647
Value of total assets at beginning of year2010-12-31$11,001,445
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$66,529
Total interest from all sources2010-12-31$18,658
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$45,402
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$45,402
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$522,214
Participant contributions at end of year2010-12-31$324,073
Participant contributions at beginning of year2010-12-31$339,649
Participant contributions at end of year2010-12-31$17,268
Participant contributions at beginning of year2010-12-31$16,203
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$195,427
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$626
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$739
Liabilities. Value of operating payables at end of year2010-12-31$16,357
Liabilities. Value of operating payables at beginning of year2010-12-31$24,016
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,942,861
Value of net assets at end of year (total assets less liabilities)2010-12-31$12,920,290
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$10,977,429
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
Investment advisory and management fees2010-12-31$38,963
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$11,468,747
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$9,136,023
Interest on participant loans2010-12-31$18,152
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$775,933
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,258,831
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,258,831
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$506
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$1,310,608
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$350,000
Employer contributions (assets) at end of year2010-12-31$350,000
Employer contributions (assets) at beginning of year2010-12-31$250,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$432,919
Contract administrator fees2010-12-31$27,566
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31FIRLEY, MORAN, FREER & EASSA, PC
Accountancy firm EIN2010-12-31161148763
2009 : D & W DIESEL PROFIT SHARING AND RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for D & W DIESEL PROFIT SHARING AND RETIREMENT PLAN

2022: D & W DIESEL PROFIT SHARING AND RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingYes
2022-01-01This return/report is a short plan year return/report (less than 12 months)Yes
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: D & W DIESEL PROFIT SHARING AND RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: D & W DIESEL PROFIT SHARING AND RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: D & W DIESEL PROFIT SHARING AND RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: D & W DIESEL PROFIT SHARING AND RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: D & W DIESEL PROFIT SHARING AND RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: D & W DIESEL PROFIT SHARING AND RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: D & W DIESEL PROFIT SHARING AND RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: D & W DIESEL PROFIT SHARING AND 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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: D & W DIESEL PROFIT SHARING AND 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: D & W DIESEL PROFIT SHARING AND 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: D & W DIESEL PROFIT SHARING AND RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: D & W DIESEL PROFIT SHARING AND RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered368
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number462988
Policy instance 2
Insurance contract or identification number462988
Number of Individuals Covered360
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered360
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered358
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number462988
Policy instance 2
Insurance contract or identification number462988
Number of Individuals Covered358
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number462988
Policy instance 2
Insurance contract or identification number462988
Number of Individuals Covered352
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered352
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number462988
Policy instance 2
Insurance contract or identification number462988
Number of Individuals Covered345
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered345
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number462988
Policy instance 2
Insurance contract or identification number462988
Number of Individuals Covered351
Insurance policy start date2015-12-15
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered351
Insurance policy start date2015-12-15
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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