?>
Logo

APPLE MOVING LLC 401(K) PLAN 401k Plan overview

Plan NameAPPLE MOVING LLC 401(K) PLAN
Plan identification number 001

APPLE MOVING LLC 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

MINOR MOVING LLC DBA APPLE MOVIN has sponsored the creation of one or more 401k plans.

Company Name:MINOR MOVING LLC DBA APPLE MOVIN
Employer identification number (EIN):200866572
NAIC Classification:484120
NAIC Description: General Freight Trucking, Long-Distance

Form 5500 Filing Information

Submission information for form 5500 for 401k plan APPLE MOVING LLC 401(K) 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
0012017-01-01MARISOL RODRIGUEZ MARISOL RODRIGUEZ2018-10-15
0012016-01-01MARISOL RODRIGUEZ2017-10-09

Plan Statistics for APPLE MOVING LLC 401(K) PLAN

401k plan membership statisitcs for APPLE MOVING LLC 401(K) PLAN

Measure Date Value
2022: APPLE MOVING LLC 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01292
Total number of active participants reported on line 7a of the Form 55002022-01-01298
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-013
Total of all active and inactive participants2022-01-01301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01301
Number of participants with account balances2022-01-0164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: APPLE MOVING LLC 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01235
Total number of active participants reported on line 7a of the Form 55002021-01-01288
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-014
Total of all active and inactive participants2021-01-01292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01292
Number of participants with account balances2021-01-0160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: APPLE MOVING LLC 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01301
Total number of active participants reported on line 7a of the Form 55002020-01-01289
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0119
Total of all active and inactive participants2020-01-01308
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01308
Number of participants with account balances2020-01-0186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: APPLE MOVING LLC 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01300
Total number of active participants reported on line 7a of the Form 55002019-01-01285
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0119
Total of all active and inactive participants2019-01-01304
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01304
Number of participants with account balances2019-01-0178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: APPLE MOVING LLC 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01284
Total number of active participants reported on line 7a of the Form 55002018-01-01194
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0142
Total of all active and inactive participants2018-01-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01236
Number of participants with account balances2018-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: APPLE MOVING LLC 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01286
Total number of active participants reported on line 7a of the Form 55002017-01-01246
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0137
Total of all active and inactive participants2017-01-01283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01283
Number of participants with account balances2017-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010

Financial Data on APPLE MOVING LLC 401(K) PLAN

Measure Date Value
2022 : APPLE MOVING LLC 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$91,946
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$97,141
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$78,495
Value of total corrective distributions2022-12-31$136
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$209,861
Value of total assets at end of year2022-12-31$987,324
Value of total assets at beginning of year2022-12-31$992,519
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$18,510
Total interest from all sources2022-12-31$2,187
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$11,517
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$11,517
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$110,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$144,883
Participant contributions at end of year2022-12-31$40,751
Participant contributions at beginning of year2022-12-31$30,657
Participant contributions at end of year2022-12-31$10,888
Participant contributions at beginning of year2022-12-31$5,236
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$64,978
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,195
Value of net assets at end of year (total assets less liabilities)2022-12-31$987,324
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$992,519
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$598,796
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$599,950
Value of interest in pooled separate accounts at end of year2022-12-31$117,554
Value of interest in pooled separate accounts at beginning of year2022-12-31$124,902
Interest on participant loans2022-12-31$2,187
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$219,335
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$231,774
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-99,318
Net investment gain/loss from pooled separate accounts2022-12-31$-32,301
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$78,495
Contract administrator fees2022-12-31$18,510
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31JM&M
Accountancy firm EIN2022-12-31521853933
2021 : APPLE MOVING LLC 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$43,248
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$-3,807
Total income from all sources (including contributions)2021-12-31$217,822
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$216,208
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$196,847
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$155,466
Value of total assets at end of year2021-12-31$992,519
Value of total assets at beginning of year2021-12-31$943,850
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$19,361
Total interest from all sources2021-12-31$1,855
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$8,980
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$8,980
Administrative expenses professional fees incurred2021-12-31$3,488
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$110,000
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$123,340
Participant contributions at end of year2021-12-31$30,657
Participant contributions at beginning of year2021-12-31$41,578
Participant contributions at end of year2021-12-31$5,236
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$32,126
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,614
Value of net assets at end of year (total assets less liabilities)2021-12-31$992,519
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$947,657
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$599,950
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$859,180
Value of interest in pooled separate accounts at end of year2021-12-31$124,902
Value of interest in pooled separate accounts at beginning of year2021-12-31$43,092
Interest on participant loans2021-12-31$1,855
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$231,774
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$30,506
Net investment gain/loss from pooled separate accounts2021-12-31$21,015
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$196,847
Contract administrator fees2021-12-31$15,873
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$-3,807
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 name2021-12-31JM&M
Accountancy firm EIN2021-12-31521853933
2020 : APPLE MOVING LLC 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$250,831
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$150,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$143,649
Expenses. Certain deemed distributions of participant loans2020-12-31$201
Value of total corrective distributions2020-12-31$4,895
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$106,011
Value of total assets at end of year2020-12-31$943,850
Value of total assets at beginning of year2020-12-31$843,325
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,561
Total interest from all sources2020-12-31$2,174
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$47,103
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$47,103
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$85,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$106,011
Participant contributions at end of year2020-12-31$41,578
Participant contributions at beginning of year2020-12-31$34,357
Other income not declared elsewhere2020-12-31$125
Administrative expenses (other) incurred2020-12-31$1,561
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$100,525
Value of net assets at end of year (total assets less liabilities)2020-12-31$943,850
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$843,325
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$859,180
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$770,953
Interest on participant loans2020-12-31$2,174
Value of interest in common/collective trusts at end of year2020-12-31$43,092
Value of interest in common/collective trusts at beginning of year2020-12-31$38,015
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$92,642
Net investment gain or loss from common/collective trusts2020-12-31$2,776
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$143,649
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31JONES, MARESCA & MCQUADE, P.A.
Accountancy firm EIN2020-12-31521853933
2019 : APPLE MOVING LLC 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total transfer of assets from this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$271,540
Total income from all sources (including contributions)2019-12-31$271,540
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$307,433
Total of all expenses incurred2019-12-31$307,433
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$304,230
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$304,230
Expenses. Certain deemed distributions of participant loans2019-12-31$1,602
Expenses. Certain deemed distributions of participant loans2019-12-31$1,602
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$94,991
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$94,991
Value of total assets at end of year2019-12-31$843,325
Value of total assets at end of year2019-12-31$843,325
Value of total assets at beginning of year2019-12-31$879,218
Value of total assets at beginning of year2019-12-31$879,218
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,601
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,601
Total interest from all sources2019-12-31$3,303
Total interest from all sources2019-12-31$3,303
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$41,765
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$41,765
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$41,765
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$41,765
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$88,000
Value of fidelity bond cover2019-12-31$88,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$94,991
Contributions received from participants2019-12-31$94,991
Participant contributions at end of year2019-12-31$34,357
Participant contributions at end of year2019-12-31$34,357
Participant contributions at beginning of year2019-12-31$68,928
Participant contributions at beginning of year2019-12-31$68,928
Other income not declared elsewhere2019-12-31$20
Other income not declared elsewhere2019-12-31$20
Administrative expenses (other) incurred2019-12-31$1,601
Administrative expenses (other) incurred2019-12-31$1,601
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-35,893
Value of net income/loss2019-12-31$-35,893
Value of net assets at end of year (total assets less liabilities)2019-12-31$843,325
Value of net assets at end of year (total assets less liabilities)2019-12-31$843,325
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$879,218
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$879,218
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$770,953
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$770,953
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$773,543
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$773,543
Interest on participant loans2019-12-31$3,303
Interest on participant loans2019-12-31$3,303
Value of interest in common/collective trusts at end of year2019-12-31$38,015
Value of interest in common/collective trusts at end of year2019-12-31$38,015
Value of interest in common/collective trusts at beginning of year2019-12-31$36,747
Value of interest in common/collective trusts at beginning of year2019-12-31$36,747
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$128,303
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$128,303
Net investment gain or loss from common/collective trusts2019-12-31$3,158
Net investment gain or loss from common/collective trusts2019-12-31$3,158
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$304,230
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$304,230
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BFJ FINANCIAL GROUP
Accountancy firm name2019-12-31BFJ FINANCIAL GROUP
Accountancy firm EIN2019-12-31521877311
Accountancy firm EIN2019-12-31521877311
2018 : APPLE MOVING LLC 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total transfer of assets from this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$8,305
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$460,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$439,562
Expenses. Certain deemed distributions of participant loans2018-12-31$5,007
Value of total corrective distributions2018-12-31$15,818
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$70,227
Value of total assets at end of year2018-12-31$879,218
Value of total assets at beginning of year2018-12-31$1,331,300
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$3,783
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$63,761
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$63,761
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$134,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$70,227
Participant contributions at end of year2018-12-31$68,928
Participant contributions at beginning of year2018-12-31$47,352
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-452,082
Value of net assets at end of year (total assets less liabilities)2018-12-31$879,218
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,331,300
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$773,543
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$1,247,860
Interest on participant loans2018-12-31$3,783
Value of interest in common/collective trusts at end of year2018-12-31$36,747
Value of interest in common/collective trusts at beginning of year2018-12-31$36,088
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-128,629
Net investment gain or loss from common/collective trusts2018-12-31$-837
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$439,562
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BFJ FINANCIAL GROUP
Accountancy firm EIN2018-12-31521877311
2017 : APPLE MOVING LLC 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$0
Total transfer of assets from this plan2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$294,142
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$252,096
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$220,780
Expenses. Certain deemed distributions of participant loans2017-12-31$15,219
Value of total corrective distributions2017-12-31$15,022
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$92,914
Value of total assets at end of year2017-12-31$1,331,300
Value of total assets at beginning of year2017-12-31$1,289,254
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,075
Total interest from all sources2017-12-31$3,250
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$48,953
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$48,953
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$129,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$77,332
Participant contributions at end of year2017-12-31$47,352
Participant contributions at beginning of year2017-12-31$119,841
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$15,582
Administrative expenses (other) incurred2017-12-31$1,075
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$42,046
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,331,300
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,289,254
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$1,247,860
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,143,994
Interest on participant loans2017-12-31$3,250
Value of interest in common/collective trusts at end of year2017-12-31$36,088
Value of interest in common/collective trusts at beginning of year2017-12-31$25,419
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$147,240
Net investment gain or loss from common/collective trusts2017-12-31$1,785
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$220,780
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BELL, FRECH & JACOBS, LLC
Accountancy firm EIN2017-12-31521877311

Form 5500 Responses for APPLE MOVING LLC 401(K) PLAN

2022: APPLE MOVING LLC 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: APPLE MOVING LLC 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: APPLE MOVING LLC 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: APPLE MOVING LLC 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: APPLE MOVING LLC 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: APPLE MOVING LLC 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number536415
Policy instance 1
Insurance contract or identification number536415
Number of Individuals Covered301
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $399
Total amount of fees paid to insurance companyUSD $57
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $399
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerADVISORY
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number467968
Policy instance 2
Insurance contract or identification number467968
Number of Individuals Covered301
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $783
Total amount of fees paid to insurance companyUSD $112
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $783
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerADVISORY
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number536415
Policy instance 1
Insurance contract or identification number536415
Number of Individuals Covered292
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $302
Total amount of fees paid to insurance companyUSD $2,411
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees2411
Additional information about fees paid to insurance brokerREFERRAL/SERVICE FEE
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number467968
Policy instance 2
Insurance contract or identification number467968
Number of Individuals Covered292
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $540
Total amount of fees paid to insurance companyUSD $87
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $540
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerADVISORY
Insurance broker organization code?3

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3