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TRUCKING EMPLOYEES OF NORTH JERSEY ANNUITY FUND 401k Plan overview

Plan NameTRUCKING EMPLOYEES OF NORTH JERSEY ANNUITY FUND
Plan identification number 001

TRUCKING EMPLOYEES OF NORTH JERSEY ANNUITY FUND 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.

401k Sponsoring company profile

TRUCKING EMPLOYEES OF NORTH JERSEY ANNUITY FUND has sponsored the creation of one or more 401k plans.

Company Name:TRUCKING EMPLOYEES OF NORTH JERSEY ANNUITY FUND
Employer identification number (EIN):223081442
NAIC Classification:525100
NAIC Description: Insurance and Employee Benefit Funds

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TRUCKING EMPLOYEES OF NORTH JERSEY ANNUITY FUND

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01ROBERT BLUMENFELD2023-10-12 JOSEPH DIPALMA2023-10-11
0012021-01-01BRIAN MCCLOSKEY2022-10-17
0012020-01-01ROBERT BLUMENFELD2021-10-15
0012019-01-01BRIAN MCLOSKEY2020-10-15
0012018-01-01ANTHONY VALDNER2019-10-15
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01ANTHONY VALDNER MICHAEL GENTOSO2013-10-11
0012011-01-01ANTHONY VALDNER MICHAEL GENTOSO2012-10-10
0012010-01-01ANTHONY VALDNER MICHAEL GENTOSO2011-10-13
0012009-01-01ANTHONY VALDNER MICHAEL GENTOSO2010-10-06

Plan Statistics for TRUCKING EMPLOYEES OF NORTH JERSEY ANNUITY FUND

401k plan membership statisitcs for TRUCKING EMPLOYEES OF NORTH JERSEY ANNUITY FUND

Measure Date Value
2022: TRUCKING EMPLOYEES OF NORTH JERSEY ANNUITY FUND 2022 401k membership
Total participants, beginning-of-year2022-01-01535
Total number of active participants reported on line 7a of the Form 55002022-01-01375
Number of other retired or separated participants entitled to future benefits2022-01-01209
Total of all active and inactive participants2022-01-01584
Total participants2022-01-01584
Number of participants with account balances2022-01-01584
Number of employers contributing to the scheme2022-01-0142
2021: TRUCKING EMPLOYEES OF NORTH JERSEY ANNUITY FUND 2021 401k membership
Total participants, beginning-of-year2021-01-01488
Total number of active participants reported on line 7a of the Form 55002021-01-01413
Number of other retired or separated participants entitled to future benefits2021-01-01122
Total of all active and inactive participants2021-01-01535
Total participants2021-01-01535
Number of participants with account balances2021-01-01535
Number of employers contributing to the scheme2021-01-0142
2020: TRUCKING EMPLOYEES OF NORTH JERSEY ANNUITY FUND 2020 401k membership
Total participants, beginning-of-year2020-01-01448
Total number of active participants reported on line 7a of the Form 55002020-01-01441
Number of other retired or separated participants entitled to future benefits2020-01-0147
Total of all active and inactive participants2020-01-01488
Total participants2020-01-01488
Number of participants with account balances2020-01-01488
Number of employers contributing to the scheme2020-01-0151
2019: TRUCKING EMPLOYEES OF NORTH JERSEY ANNUITY FUND 2019 401k membership
Total participants, beginning-of-year2019-01-01461
Total number of active participants reported on line 7a of the Form 55002019-01-01398
Number of other retired or separated participants entitled to future benefits2019-01-0150
Total of all active and inactive participants2019-01-01448
Total participants2019-01-01448
Number of participants with account balances2019-01-01448
Number of employers contributing to the scheme2019-01-0152
2018: TRUCKING EMPLOYEES OF NORTH JERSEY ANNUITY FUND 2018 401k membership
Total participants, beginning-of-year2018-01-01445
Total number of active participants reported on line 7a of the Form 55002018-01-01413
Number of other retired or separated participants entitled to future benefits2018-01-0147
Total of all active and inactive participants2018-01-01460
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01461
Number of participants with account balances2018-01-01461
Number of employers contributing to the scheme2018-01-0151
2017: TRUCKING EMPLOYEES OF NORTH JERSEY ANNUITY FUND 2017 401k membership
Total participants, beginning-of-year2017-01-01460
Total number of active participants reported on line 7a of the Form 55002017-01-01390
Number of other retired or separated participants entitled to future benefits2017-01-0155
Total of all active and inactive participants2017-01-01445
Total participants2017-01-01445
Number of participants with account balances2017-01-01744
Number of employers contributing to the scheme2017-01-0151
2016: TRUCKING EMPLOYEES OF NORTH JERSEY ANNUITY FUND 2016 401k membership
Total participants, beginning-of-year2016-01-01411
Total number of active participants reported on line 7a of the Form 55002016-01-01412
Number of other retired or separated participants entitled to future benefits2016-01-0148
Total of all active and inactive participants2016-01-01460
Total participants2016-01-01460
Number of employers contributing to the scheme2016-01-0160
2015: TRUCKING EMPLOYEES OF NORTH JERSEY ANNUITY FUND 2015 401k membership
Total participants, beginning-of-year2015-01-01384
Total number of active participants reported on line 7a of the Form 55002015-01-01360
Number of other retired or separated participants entitled to future benefits2015-01-0151
Total of all active and inactive participants2015-01-01411
Total participants2015-01-01411
Number of participants with account balances2015-01-01411
Number of employers contributing to the scheme2015-01-0154
2014: TRUCKING EMPLOYEES OF NORTH JERSEY ANNUITY FUND 2014 401k membership
Total participants, beginning-of-year2014-01-01584
Total number of active participants reported on line 7a of the Form 55002014-01-01328
Number of other retired or separated participants entitled to future benefits2014-01-0156
Total of all active and inactive participants2014-01-01384
Total participants2014-01-01384
Number of participants with account balances2014-01-01384
Number of employers contributing to the scheme2014-01-0152
2013: TRUCKING EMPLOYEES OF NORTH JERSEY ANNUITY FUND 2013 401k membership
Total participants, beginning-of-year2013-01-01519
Total number of active participants reported on line 7a of the Form 55002013-01-01498
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0186
Total of all active and inactive participants2013-01-01584
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01584
Number of participants with account balances2013-01-01407
Number of employers contributing to the scheme2013-01-0157
2012: TRUCKING EMPLOYEES OF NORTH JERSEY ANNUITY FUND 2012 401k membership
Total participants, beginning-of-year2012-01-01508
Total number of active participants reported on line 7a of the Form 55002012-01-01420
Number of retired or separated participants receiving benefits2012-01-011
Number of other retired or separated participants entitled to future benefits2012-01-0197
Total of all active and inactive participants2012-01-01518
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01519
Number of participants with account balances2012-01-01355
Number of employers contributing to the scheme2012-01-0151
2011: TRUCKING EMPLOYEES OF NORTH JERSEY ANNUITY FUND 2011 401k membership
Total participants, beginning-of-year2011-01-01455
Total number of active participants reported on line 7a of the Form 55002011-01-01405
Number of retired or separated participants receiving benefits2011-01-011
Number of other retired or separated participants entitled to future benefits2011-01-01101
Total of all active and inactive participants2011-01-01507
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01508
Number of participants with account balances2011-01-01368
Number of employers contributing to the scheme2011-01-0147
2010: TRUCKING EMPLOYEES OF NORTH JERSEY ANNUITY FUND 2010 401k membership
Total participants, beginning-of-year2010-01-01444
Total number of active participants reported on line 7a of the Form 55002010-01-01348
Number of retired or separated participants receiving benefits2010-01-011
Number of other retired or separated participants entitled to future benefits2010-01-01105
Total of all active and inactive participants2010-01-01454
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01455
Number of participants with account balances2010-01-01331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
Number of employers contributing to the scheme2010-01-0147
2009: TRUCKING EMPLOYEES OF NORTH JERSEY ANNUITY FUND 2009 401k membership
Total participants, beginning-of-year2009-01-01478
Total number of active participants reported on line 7a of the Form 55002009-01-01324
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-01119
Total of all active and inactive participants2009-01-01444
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01444
Number of participants with account balances2009-01-01343
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010
Number of employers contributing to the scheme2009-01-0158

Financial Data on TRUCKING EMPLOYEES OF NORTH JERSEY ANNUITY FUND

Measure Date Value
2022 : TRUCKING EMPLOYEES OF NORTH JERSEY ANNUITY FUND 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$29,617
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$49,842
Total income from all sources (including contributions)2022-12-31$-4,717,294
Total of all expenses incurred2022-12-31$3,798,847
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,515,331
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,645,790
Value of total assets at end of year2022-12-31$44,990,996
Value of total assets at beginning of year2022-12-31$53,527,362
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$283,516
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,014,242
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$1,014,242
Administrative expenses professional fees incurred2022-12-31$38,873
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$17,165
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$15,766
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$6,637
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$18,931
Other income not declared elsewhere2022-12-31$79,335
Administrative expenses (other) incurred2022-12-31$243,143
Liabilities. Value of operating payables at end of year2022-12-31$22,980
Liabilities. Value of operating payables at beginning of year2022-12-31$30,911
Total non interest bearing cash at end of year2022-12-31$467,480
Total non interest bearing cash at beginning of year2022-12-31$385,984
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-8,516,141
Value of net assets at end of year (total assets less liabilities)2022-12-31$44,961,379
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$53,477,520
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
Investment advisory and management fees2022-12-31$1,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$37,385,508
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$46,175,820
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$6,622,859
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$6,515,755
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-10,456,661
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
Contributions received in cash from employer2022-12-31$4,645,790
Employer contributions (assets) at end of year2022-12-31$497,350
Employer contributions (assets) at beginning of year2022-12-31$432,896
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,515,331
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$634
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$1,141
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 name2022-12-31BUCHBINDER TUNICK & COMPANY LLP
Accountancy firm EIN2022-12-31131578842
2021 : TRUCKING EMPLOYEES OF NORTH JERSEY ANNUITY FUND 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$49,842
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$28,918
Total income from all sources (including contributions)2021-12-31$10,896,531
Total of all expenses incurred2021-12-31$5,821,743
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$5,525,504
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,231,111
Value of total assets at end of year2021-12-31$53,527,362
Value of total assets at beginning of year2021-12-31$48,431,650
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$296,239
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,441,277
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$3,441,277
Administrative expenses professional fees incurred2021-12-31$46,090
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$15,766
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$14,264
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$18,931
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$2,751
Other income not declared elsewhere2021-12-31$109,683
Administrative expenses (other) incurred2021-12-31$248,649
Liabilities. Value of operating payables at end of year2021-12-31$30,911
Liabilities. Value of operating payables at beginning of year2021-12-31$26,167
Total non interest bearing cash at end of year2021-12-31$385,984
Total non interest bearing cash at beginning of year2021-12-31$446,910
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$5,074,788
Value of net assets at end of year (total assets less liabilities)2021-12-31$53,477,520
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$48,402,732
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$1,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$46,175,820
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$40,635,076
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$6,515,755
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$6,899,251
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$3,114,460
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$4,231,111
Employer contributions (assets) at end of year2021-12-31$432,896
Employer contributions (assets) at beginning of year2021-12-31$434,419
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$5,525,504
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$1,141
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$1,730
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 name2021-12-31BUCHBINDER TUNICK & COMPANY, LLP
Accountancy firm EIN2021-12-31131578842
2020 : TRUCKING EMPLOYEES OF NORTH JERSEY ANNUITY FUND 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$28,918
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$77,858
Total income from all sources (including contributions)2020-12-31$10,884,180
Total of all expenses incurred2020-12-31$2,887,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,637,558
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,114,513
Value of total assets at end of year2020-12-31$48,431,650
Value of total assets at beginning of year2020-12-31$40,483,450
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$249,482
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,043,893
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,043,893
Administrative expenses professional fees incurred2020-12-31$36,639
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$14,264
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$40,011
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$2,751
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$52,707
Other income not declared elsewhere2020-12-31$136,493
Administrative expenses (other) incurred2020-12-31$211,343
Liabilities. Value of operating payables at end of year2020-12-31$26,167
Liabilities. Value of operating payables at beginning of year2020-12-31$25,151
Total non interest bearing cash at end of year2020-12-31$446,910
Total non interest bearing cash at beginning of year2020-12-31$433,681
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$7,997,140
Value of net assets at end of year (total assets less liabilities)2020-12-31$48,402,732
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$40,405,592
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
Investment advisory and management fees2020-12-31$1,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$40,635,076
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$33,755,502
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$6,899,251
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$5,927,172
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$5,589,281
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$4,114,513
Employer contributions (assets) at end of year2020-12-31$434,419
Employer contributions (assets) at beginning of year2020-12-31$326,184
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,637,558
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$1,730
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$900
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BUCHBINDER TUNICK & COMPANY, LLP
Accountancy firm EIN2020-12-31131578842
2019 : TRUCKING EMPLOYEES OF NORTH JERSEY ANNUITY FUND 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$77,858
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$77,858
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$286,775
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$286,775
Total income from all sources (including contributions)2019-12-31$10,411,682
Total income from all sources (including contributions)2019-12-31$10,411,682
Total of all expenses incurred2019-12-31$3,798,079
Total of all expenses incurred2019-12-31$3,798,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,552,885
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,552,885
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,882,623
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,882,623
Value of total assets at end of year2019-12-31$40,483,450
Value of total assets at end of year2019-12-31$40,483,450
Value of total assets at beginning of year2019-12-31$34,078,764
Value of total assets at beginning of year2019-12-31$34,078,764
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$245,194
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$245,194
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$864,356
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$864,356
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$864,356
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$864,356
Administrative expenses professional fees incurred2019-12-31$51,114
Administrative expenses professional fees incurred2019-12-31$51,114
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$5,000,000
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$40,011
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$40,011
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$18,835
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$18,835
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$52,707
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$52,707
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$269,461
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$269,461
Other income not declared elsewhere2019-12-31$124,244
Other income not declared elsewhere2019-12-31$124,244
Administrative expenses (other) incurred2019-12-31$192,580
Administrative expenses (other) incurred2019-12-31$192,580
Liabilities. Value of operating payables at end of year2019-12-31$25,151
Liabilities. Value of operating payables at end of year2019-12-31$25,151
Liabilities. Value of operating payables at beginning of year2019-12-31$17,314
Liabilities. Value of operating payables at beginning of year2019-12-31$17,314
Total non interest bearing cash at end of year2019-12-31$433,681
Total non interest bearing cash at end of year2019-12-31$433,681
Total non interest bearing cash at beginning of year2019-12-31$465,149
Total non interest bearing cash at beginning of year2019-12-31$465,149
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$6,613,603
Value of net income/loss2019-12-31$6,613,603
Value of net assets at end of year (total assets less liabilities)2019-12-31$40,405,592
Value of net assets at end of year (total assets less liabilities)2019-12-31$40,405,592
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$33,791,989
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$33,791,989
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
Investment advisory and management fees2019-12-31$1,500
Investment advisory and management fees2019-12-31$1,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$33,755,502
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$33,755,502
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$27,248,169
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$27,248,169
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$5,927,172
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$5,927,172
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$5,885,203
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$5,885,203
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,540,459
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$5,540,459
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
Contributions received in cash from employer2019-12-31$3,882,623
Contributions received in cash from employer2019-12-31$3,882,623
Employer contributions (assets) at end of year2019-12-31$326,184
Employer contributions (assets) at end of year2019-12-31$326,184
Employer contributions (assets) at beginning of year2019-12-31$460,181
Employer contributions (assets) at beginning of year2019-12-31$460,181
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,552,885
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,552,885
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$900
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$900
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$1,227
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$1,227
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)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31BUCHBINDER TUNICK & COMPANY, LLP
Accountancy firm name2019-12-31BUCHBINDER TUNICK & COMPANY, LLP
Accountancy firm EIN2019-12-31131578842
Accountancy firm EIN2019-12-31131578842
2018 : TRUCKING EMPLOYEES OF NORTH JERSEY ANNUITY FUND 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$286,775
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$16,546
Total income from all sources (including contributions)2018-12-31$2,567,527
Total of all expenses incurred2018-12-31$3,260,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,056,674
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$3,708,409
Value of total assets at end of year2018-12-31$34,078,764
Value of total assets at beginning of year2018-12-31$34,501,131
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$203,449
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$914,688
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$914,688
Administrative expenses professional fees incurred2018-12-31$34,039
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$18,835
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$12,952
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$269,461
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$608
Other income not declared elsewhere2018-12-31$83,120
Administrative expenses (other) incurred2018-12-31$167,910
Liabilities. Value of operating payables at end of year2018-12-31$17,314
Liabilities. Value of operating payables at beginning of year2018-12-31$15,938
Total non interest bearing cash at end of year2018-12-31$465,149
Total non interest bearing cash at beginning of year2018-12-31$470,253
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-692,596
Value of net assets at end of year (total assets less liabilities)2018-12-31$33,791,989
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$34,484,585
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
Investment advisory and management fees2018-12-31$1,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$27,248,169
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$28,902,766
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$5,885,203
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$4,719,263
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-2,138,690
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$3,708,409
Employer contributions (assets) at end of year2018-12-31$460,181
Employer contributions (assets) at beginning of year2018-12-31$393,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,056,674
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$1,227
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$2,497
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)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31BUCHBINDER TUNICK & COMPANY, LLP
Accountancy firm EIN2018-12-31131578842
2017 : TRUCKING EMPLOYEES OF NORTH JERSEY ANNUITY FUND 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$16,546
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$10,127
Total income from all sources (including contributions)2017-12-31$8,048,142
Total of all expenses incurred2017-12-31$2,647,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,462,447
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,664,176
Value of total assets at end of year2017-12-31$34,501,131
Value of total assets at beginning of year2017-12-31$29,094,343
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$185,326
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$760,417
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$760,417
Administrative expenses professional fees incurred2017-12-31$27,017
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$12,952
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$433,804
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$608
Other income not declared elsewhere2017-12-31$71,520
Administrative expenses (other) incurred2017-12-31$156,809
Liabilities. Value of operating payables at end of year2017-12-31$15,938
Liabilities. Value of operating payables at beginning of year2017-12-31$10,127
Total non interest bearing cash at end of year2017-12-31$470,253
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$5,400,369
Value of net assets at end of year (total assets less liabilities)2017-12-31$34,484,585
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$29,084,216
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
Investment advisory and management fees2017-12-31$1,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$28,902,766
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$23,304,447
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$431,420
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$431,420
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$4,719,263
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$4,484,944
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,552,029
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$3,664,176
Employer contributions (assets) at end of year2017-12-31$393,400
Employer contributions (assets) at beginning of year2017-12-31$439,728
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,462,447
Assets. Value of buildings and other operty used in plan operation at end of year2017-12-31$2,497
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)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31BUCHBINDER TUNICK & COMPANY, LLP
Accountancy firm EIN2017-12-31131578842
2016 : TRUCKING EMPLOYEES OF NORTH JERSEY ANNUITY FUND 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$10,127
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$16,830
Total income from all sources (including contributions)2016-12-31$5,519,748
Total of all expenses incurred2016-12-31$2,058,040
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,947,894
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,889,683
Value of total assets at end of year2016-12-31$29,094,343
Value of total assets at beginning of year2016-12-31$25,639,338
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$110,146
Total interest from all sources2016-12-31$184
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$608,545
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$608,545
Administrative expenses professional fees incurred2016-12-31$25,106
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$433,804
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$62,271
Other income not declared elsewhere2016-12-31$63,462
Administrative expenses (other) incurred2016-12-31$83,540
Liabilities. Value of operating payables at end of year2016-12-31$10,127
Liabilities. Value of operating payables at beginning of year2016-12-31$16,830
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,461,708
Value of net assets at end of year (total assets less liabilities)2016-12-31$29,084,216
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$25,622,508
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$1,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$23,304,447
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$20,633,594
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$431,420
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$334,969
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$334,969
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$184
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$4,484,944
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$4,285,258
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$957,874
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$3,889,683
Employer contributions (assets) at end of year2016-12-31$439,728
Employer contributions (assets) at beginning of year2016-12-31$323,246
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,947,894
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BUCHBINDER TUNICK & COMPANY LLP
Accountancy firm EIN2016-12-31131578842
2015 : TRUCKING EMPLOYEES OF NORTH JERSEY ANNUITY FUND 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$16,830
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$8,418
Total income from all sources (including contributions)2015-12-31$3,414,624
Total of all expenses incurred2015-12-31$2,483,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,336,790
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,131,802
Value of total assets at end of year2015-12-31$25,639,338
Value of total assets at beginning of year2015-12-31$24,699,670
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$146,578
Total interest from all sources2015-12-31$238
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$749,565
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$749,565
Administrative expenses professional fees incurred2015-12-31$45,756
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$62,271
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$30,606
Other income not declared elsewhere2015-12-31$52,990
Administrative expenses (other) incurred2015-12-31$95,084
Liabilities. Value of operating payables at end of year2015-12-31$16,830
Liabilities. Value of operating payables at beginning of year2015-12-31$8,418
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$931,256
Value of net assets at end of year (total assets less liabilities)2015-12-31$25,622,508
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$24,691,252
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$5,738
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$20,633,594
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$20,033,465
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$334,969
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$269,787
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$269,787
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$238
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$4,285,258
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$4,009,346
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-519,971
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$3,131,802
Employer contributions (assets) at end of year2015-12-31$323,246
Employer contributions (assets) at beginning of year2015-12-31$356,466
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,336,790
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31BUCHBINDER TUNICK & COMPANY LLP
Accountancy firm EIN2015-12-31131578842
2014 : TRUCKING EMPLOYEES OF NORTH JERSEY ANNUITY FUND 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$8,418
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$11,707
Total income from all sources (including contributions)2014-12-31$4,551,941
Total of all expenses incurred2014-12-31$2,002,078
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,895,255
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,572,670
Value of total assets at end of year2014-12-31$24,699,670
Value of total assets at beginning of year2014-12-31$22,153,096
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$106,823
Total interest from all sources2014-12-31$245
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$486,004
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$486,004
Administrative expenses professional fees incurred2014-12-31$38,847
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$30,606
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$2,634
Other income not declared elsewhere2014-12-31$41,162
Administrative expenses (other) incurred2014-12-31$60,751
Liabilities. Value of operating payables at end of year2014-12-31$8,418
Liabilities. Value of operating payables at beginning of year2014-12-31$11,707
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$2,549,863
Value of net assets at end of year (total assets less liabilities)2014-12-31$24,691,252
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$22,141,389
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$7,225
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$20,033,465
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$20,012,117
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$1,692,823
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$269,787
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$185,762
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$185,762
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$245
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$4,009,346
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,511,321
Net investment gain or loss from common/collective trusts2014-12-31$-59,461
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$2,572,670
Employer contributions (assets) at end of year2014-12-31$356,466
Employer contributions (assets) at beginning of year2014-12-31$259,760
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,895,255
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31BUCHBINDER TUNICK & COMPANY LLP
Accountancy firm EIN2014-12-31131578842
2013 : TRUCKING EMPLOYEES OF NORTH JERSEY ANNUITY FUND 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$11,707
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$15,614
Total income from all sources (including contributions)2013-12-31$5,843,620
Total of all expenses incurred2013-12-31$1,387,909
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,291,682
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,065,703
Value of total assets at end of year2013-12-31$22,153,096
Value of total assets at beginning of year2013-12-31$17,701,292
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$96,227
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$668,192
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$668,192
Administrative expenses professional fees incurred2013-12-31$52,318
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$2,634
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$160,105
Other income not declared elsewhere2013-12-31$52
Administrative expenses (other) incurred2013-12-31$36,511
Liabilities. Value of operating payables at end of year2013-12-31$11,707
Liabilities. Value of operating payables at beginning of year2013-12-31$15,614
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$4,455,711
Value of net assets at end of year (total assets less liabilities)2013-12-31$22,141,389
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$17,685,678
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$7,398
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$20,012,117
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$15,777,686
Value of interest in common/collective trusts at end of year2013-12-31$1,692,823
Value of interest in common/collective trusts at beginning of year2013-12-31$1,239,249
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$185,762
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$292,505
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$292,505
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,695,041
Net investment gain or loss from common/collective trusts2013-12-31$414,632
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$3,065,703
Employer contributions (assets) at end of year2013-12-31$259,760
Employer contributions (assets) at beginning of year2013-12-31$231,747
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,291,682
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)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31BUCHBINDER TUNICK & COMPANY LLP
Accountancy firm EIN2013-12-31131578842
2012 : TRUCKING EMPLOYEES OF NORTH JERSEY ANNUITY FUND 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$15,614
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$11,559
Total income from all sources (including contributions)2012-12-31$3,469,903
Total of all expenses incurred2012-12-31$1,297,079
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,219,093
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,065,372
Value of total assets at end of year2012-12-31$17,701,292
Value of total assets at beginning of year2012-12-31$15,524,413
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$77,986
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$247,673
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$247,673
Administrative expenses professional fees incurred2012-12-31$38,480
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$160,105
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$2,837
Administrative expenses (other) incurred2012-12-31$33,506
Liabilities. Value of operating payables at end of year2012-12-31$15,614
Liabilities. Value of operating payables at beginning of year2012-12-31$11,559
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$2,172,824
Value of net assets at end of year (total assets less liabilities)2012-12-31$17,685,678
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$15,512,854
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$6,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$15,777,686
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$13,996,221
Value of interest in common/collective trusts at end of year2012-12-31$1,239,249
Value of interest in common/collective trusts at beginning of year2012-12-31$1,194,223
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$292,505
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$144,775
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$144,775
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$968,903
Net investment gain or loss from common/collective trusts2012-12-31$187,955
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,065,372
Employer contributions (assets) at end of year2012-12-31$231,747
Employer contributions (assets) at beginning of year2012-12-31$185,916
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,219,093
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$441
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)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31BUCHBINDER TUNICK & COMPANY LLP
Accountancy firm EIN2012-12-31131578842
2011 : TRUCKING EMPLOYEES OF NORTH JERSEY ANNUITY FUND 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$11,559
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$51,202
Total income from all sources (including contributions)2011-12-31$2,061,426
Total of all expenses incurred2011-12-31$1,293,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,229,432
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,035,786
Value of total assets at end of year2011-12-31$15,524,413
Value of total assets at beginning of year2011-12-31$14,795,689
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$63,627
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$209,995
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$209,995
Administrative expenses professional fees incurred2011-12-31$22,523
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$2,837
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$426
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$38,346
Administrative expenses (other) incurred2011-12-31$33,619
Liabilities. Value of operating payables at end of year2011-12-31$11,559
Liabilities. Value of operating payables at beginning of year2011-12-31$12,856
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$768,367
Value of net assets at end of year (total assets less liabilities)2011-12-31$15,512,854
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$14,744,487
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$7,485
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$13,996,221
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$13,241,324
Value of interest in common/collective trusts at end of year2011-12-31$1,194,223
Value of interest in common/collective trusts at beginning of year2011-12-31$1,156,462
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$144,775
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$193,012
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$193,012
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-201,971
Net investment gain or loss from common/collective trusts2011-12-31$17,616
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,035,786
Employer contributions (assets) at end of year2011-12-31$185,916
Employer contributions (assets) at beginning of year2011-12-31$204,465
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,229,432
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$441
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)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31BUCHBINDER TUNICK & COMPANY LLP
Accountancy firm EIN2011-12-31131578842
2010 : TRUCKING EMPLOYEES OF NORTH JERSEY ANNUITY FUND 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$51,202
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$24,335
Total income from all sources (including contributions)2010-12-31$2,914,818
Total of all expenses incurred2010-12-31$1,136,789
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,056,687
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,716,410
Value of total assets at end of year2010-12-31$14,795,689
Value of total assets at beginning of year2010-12-31$12,990,793
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$80,102
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$216,153
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$216,153
Administrative expenses professional fees incurred2010-12-31$35,136
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$426
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$4,137
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$38,346
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$4,488
Other income not declared elsewhere2010-12-31$197
Administrative expenses (other) incurred2010-12-31$37,498
Liabilities. Value of operating payables at end of year2010-12-31$12,856
Liabilities. Value of operating payables at beginning of year2010-12-31$19,847
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$1,778,029
Value of net assets at end of year (total assets less liabilities)2010-12-31$14,744,487
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$12,966,458
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$7,468
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$13,241,324
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$11,832,504
Value of interest in common/collective trusts at end of year2010-12-31$1,156,462
Value of interest in common/collective trusts at beginning of year2010-12-31$972,689
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$193,012
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$36,293
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$36,293
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$835,571
Net investment gain or loss from common/collective trusts2010-12-31$146,487
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$1,716,410
Employer contributions (assets) at end of year2010-12-31$204,465
Employer contributions (assets) at beginning of year2010-12-31$145,170
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,056,687
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31BUCHBINDER TUNICK & COMPANY LLP
Accountancy firm EIN2010-12-31131578842
2009 : TRUCKING EMPLOYEES OF NORTH JERSEY ANNUITY FUND 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 TRUCKING EMPLOYEES OF NORTH JERSEY ANNUITY FUND

2022: TRUCKING EMPLOYEES OF NORTH JERSEY ANNUITY FUND 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
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: TRUCKING EMPLOYEES OF NORTH JERSEY ANNUITY FUND 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
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: TRUCKING EMPLOYEES OF NORTH JERSEY ANNUITY FUND 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
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: TRUCKING EMPLOYEES OF NORTH JERSEY ANNUITY FUND 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
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: TRUCKING EMPLOYEES OF NORTH JERSEY ANNUITY FUND 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
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: TRUCKING EMPLOYEES OF NORTH JERSEY ANNUITY FUND 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
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: TRUCKING EMPLOYEES OF NORTH JERSEY ANNUITY FUND 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
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: TRUCKING EMPLOYEES OF NORTH JERSEY ANNUITY FUND 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
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: TRUCKING EMPLOYEES OF NORTH JERSEY ANNUITY FUND 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: TRUCKING EMPLOYEES OF NORTH JERSEY ANNUITY FUND 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: TRUCKING EMPLOYEES OF NORTH JERSEY ANNUITY FUND 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: TRUCKING EMPLOYEES OF NORTH JERSEY ANNUITY FUND 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: TRUCKING EMPLOYEES OF NORTH JERSEY ANNUITY FUND 2010 form 5500 responses
2010-01-01Type of plan entityMulti-employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: TRUCKING EMPLOYEES OF NORTH JERSEY ANNUITY FUND 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893778+087
Policy instance 1
Insurance contract or identification number893778+087
Number of Individuals Covered65
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893778+087
Policy instance 1
Insurance contract or identification number893778+087
Number of Individuals Covered79
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
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893778+087
Policy instance 1
Insurance contract or identification number893778+087
Number of Individuals Covered85
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
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893778+087
Policy instance 1
Insurance contract or identification number893778+087
Number of Individuals Covered83
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
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893778+087
Policy instance 1
Insurance contract or identification number893778+087
Number of Individuals Covered88
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
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893778+087
Policy instance 1
Insurance contract or identification number893778+087
Number of Individuals Covered112
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
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893778+087
Policy instance 1
Insurance contract or identification number893778+087
Number of Individuals Covered113
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number893778+087
Policy instance 1
Insurance contract or identification number893778+087
Number of Individuals Covered128
Insurance policy start date2014-02-01
Insurance policy end date2014-12-31
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
Contracts With Unallocated Funds Deposit Administration0
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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