401k Plan data: ROBERTS TRUCKING 401(K) PLAN plan

ROBERTS TRUCKING 401(K) PLAN 401k Plan overview

Plan Name	ROBERTS TRUCKING 401(K) PLAN
Plan identification number	001

ROBERTS TRUCKING 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ROBERTS TRUCKING COMPANY, LLC has sponsored the creation of one or more 401k plans.

Company Name: ROBERTS TRUCKING COMPANY, LLC

Employer identification number (EIN): 262161365

NAIC Classification: 484110
NAIC Description: General Freight Trucking, Local

Additional information about ROBERTS TRUCKING COMPANY, LLC

Jurisdiction of Incorporation: Colorado Department of State

Incorporation Date: 2009-07-22

Company Identification Number: 20091389953

Legal Registered Office Address: 1216 Burnham Street

Colorado Springs
United States of America (USA)
80906

More information about ROBERTS TRUCKING COMPANY, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROBERTS TRUCKING 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 LISA SCHLOSSER
001 2016-01-01 LISA SCHLOSSER JODY ROBERTS 2017-10-03
001 2015-01-01 LISA SCHLOSSER JODY ROBERTS 2016-10-14
001 2014-01-01 LISA SCHLOSSER JODY ROBERTS 2015-09-15
001 2013-01-01 JODY ROBERTS
001 2012-01-01 JODY ROBERTS 2013-07-23
001 2011-01-01 JODY ROBERTS 2012-06-26

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	LISA SCHLOSSER
001	2016-01-01	LISA SCHLOSSER		JODY ROBERTS	2017-10-03
001	2015-01-01	LISA SCHLOSSER		JODY ROBERTS	2016-10-14
001	2014-01-01	LISA SCHLOSSER		JODY ROBERTS	2015-09-15
001	2013-01-01	JODY ROBERTS
001	2012-01-01	JODY ROBERTS	2013-07-23
001	2011-01-01	JODY ROBERTS	2012-06-26

Plan Statistics for ROBERTS TRUCKING 401(K) PLAN

401k plan membership statisitcs for ROBERTS TRUCKING 401(K) PLAN

Measure Date Value
2020: ROBERTS TRUCKING 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 268
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 200
Number of retired or separated participants receiving benefits 2020-01-01 12
Number of other retired or separated participants entitled to future benefits 2020-01-01 61
Total of all active and inactive participants 2020-01-01 273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 273
Number of participants with account balances 2020-01-01 221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 34
2019: ROBERTS TRUCKING 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 251
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 204
Number of retired or separated participants receiving benefits 2019-01-01 12
Number of other retired or separated participants entitled to future benefits 2019-01-01 53
Total of all active and inactive participants 2019-01-01 269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 269
Number of participants with account balances 2019-01-01 208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 35
2018: ROBERTS TRUCKING 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 229
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 190
Number of retired or separated participants receiving benefits 2018-01-01 9
Number of other retired or separated participants entitled to future benefits 2018-01-01 40
Total of all active and inactive participants 2018-01-01 239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 239
Number of participants with account balances 2018-01-01 190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 11
2017: ROBERTS TRUCKING 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 266
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 195
Number of retired or separated participants receiving benefits 2017-01-01 5
Number of other retired or separated participants entitled to future benefits 2017-01-01 29
Total of all active and inactive participants 2017-01-01 229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 229
Number of participants with account balances 2017-01-01 168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 32
2016: ROBERTS TRUCKING 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 325
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 210
Number of retired or separated participants receiving benefits 2016-01-01 19
Number of other retired or separated participants entitled to future benefits 2016-01-01 36
Total of all active and inactive participants 2016-01-01 265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 1
Total participants 2016-01-01 266
Number of participants with account balances 2016-01-01 220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 58
2015: ROBERTS TRUCKING 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 242
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 266
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 52
Total of all active and inactive participants 2015-01-01 318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 318
Number of participants with account balances 2015-01-01 259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 71
2014: ROBERTS TRUCKING 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 204
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 208
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 4
Total of all active and inactive participants 2014-01-01 212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 212
Number of participants with account balances 2014-01-01 30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: ROBERTS TRUCKING 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 203
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 199
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 3
Total of all active and inactive participants 2013-01-01 202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 202
Number of participants with account balances 2013-01-01 28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2020: ROBERTS TRUCKING 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	268
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	200
Number of retired or separated participants receiving benefits	2020-01-01	12
Number of other retired or separated participants entitled to future benefits	2020-01-01	61
Total of all active and inactive participants	2020-01-01	273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	273
Number of participants with account balances	2020-01-01	221
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	34
2019: ROBERTS TRUCKING 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	251
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	204
Number of retired or separated participants receiving benefits	2019-01-01	12
Number of other retired or separated participants entitled to future benefits	2019-01-01	53
Total of all active and inactive participants	2019-01-01	269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	269
Number of participants with account balances	2019-01-01	208
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	35
2018: ROBERTS TRUCKING 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	229
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	190
Number of retired or separated participants receiving benefits	2018-01-01	9
Number of other retired or separated participants entitled to future benefits	2018-01-01	40
Total of all active and inactive participants	2018-01-01	239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	239
Number of participants with account balances	2018-01-01	190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	11
2017: ROBERTS TRUCKING 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	266
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	195
Number of retired or separated participants receiving benefits	2017-01-01	5
Number of other retired or separated participants entitled to future benefits	2017-01-01	29
Total of all active and inactive participants	2017-01-01	229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	229
Number of participants with account balances	2017-01-01	168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	32
2016: ROBERTS TRUCKING 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	325
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	210
Number of retired or separated participants receiving benefits	2016-01-01	19
Number of other retired or separated participants entitled to future benefits	2016-01-01	36
Total of all active and inactive participants	2016-01-01	265
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	1
Total participants	2016-01-01	266
Number of participants with account balances	2016-01-01	220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	58
2015: ROBERTS TRUCKING 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	242
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	266
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	52
Total of all active and inactive participants	2015-01-01	318
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	318
Number of participants with account balances	2015-01-01	259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	71
2014: ROBERTS TRUCKING 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	204
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	208
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	4
Total of all active and inactive participants	2014-01-01	212
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	212
Number of participants with account balances	2014-01-01	30
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: ROBERTS TRUCKING 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	203
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	199
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	3
Total of all active and inactive participants	2013-01-01	202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	202
Number of participants with account balances	2013-01-01	28
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on ROBERTS TRUCKING 401(K) PLAN

Measure	Date	Value
2020 : ROBERTS TRUCKING 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$19,425
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$718,751
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$319,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$295,021
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$377,015
Value of total assets at end of year	2020-12-31	$2,224,502
Value of total assets at beginning of year	2020-12-31	$1,805,487
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$24,140
Total interest from all sources	2020-12-31	$1,756
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$33,017
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$33,017
Administrative expenses professional fees incurred	2020-12-31	$24,140
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$221,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$278,832
Participant contributions at end of year	2020-12-31	$26,081
Participant contributions at beginning of year	2020-12-31	$45,154
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$753
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$243
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$12,221
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Liabilities. Value of operating payables at end of year	2020-12-31	$7,204
Liabilities. Value of operating payables at beginning of year	2020-12-31	$0
Total non interest bearing cash at end of year	2020-12-31	$7,434
Total non interest bearing cash at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$399,590
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$2,205,077
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$1,805,487
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$2,187,465
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$1,688,307
Interest on participant loans	2020-12-31	$1,756
Value of interest in common/collective trusts at end of year	2020-12-31	$0
Value of interest in common/collective trusts at beginning of year	2020-12-31	$71,783
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$2,769
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$306,631
Net investment gain or loss from common/collective trusts	2020-12-31	$332
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$98,183
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$295,021
Liabilities. Value of benefit claims payable at end of year	2020-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2020-12-31	$0
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Unqualified
Accountancy firm name	2020-12-31	MCGILL, POWER, BELL & ASSOC, LLP
Accountancy firm EIN	2020-12-31	251031405
2019 : ROBERTS TRUCKING 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$246,044
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$246,044
Total unrealized appreciation/depreciation of assets	2019-12-31	$246,044
Total unrealized appreciation/depreciation of assets	2019-12-31	$246,044
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$689,781
Total income from all sources (including contributions)	2019-12-31	$689,781
Total loss/gain on sale of assets	2019-12-31	$0
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$177,087
Total of all expenses incurred	2019-12-31	$177,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$156,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$156,011
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$366,184
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$366,184
Value of total assets at end of year	2019-12-31	$1,805,487
Value of total assets at end of year	2019-12-31	$1,805,487
Value of total assets at beginning of year	2019-12-31	$1,292,793
Value of total assets at beginning of year	2019-12-31	$1,292,793
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$21,076
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$21,076
Total interest from all sources	2019-12-31	$3,483
Total interest from all sources	2019-12-31	$3,483
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$24,901
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$24,901
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$24,901
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$24,901
Administrative expenses professional fees incurred	2019-12-31	$21,076
Administrative expenses professional fees incurred	2019-12-31	$21,076
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$200,000
Value of fidelity bond cover	2019-12-31	$200,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$279,627
Contributions received from participants	2019-12-31	$279,627
Participant contributions at end of year	2019-12-31	$45,154
Participant contributions at end of year	2019-12-31	$45,154
Participant contributions at beginning of year	2019-12-31	$33,217
Participant contributions at beginning of year	2019-12-31	$33,217
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$243
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$243
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$260
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2019-12-31	$260
Total non interest bearing cash at end of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$0
Total non interest bearing cash at beginning of year	2019-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$512,694
Value of net income/loss	2019-12-31	$512,694
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,805,487
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,805,487
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,292,793
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,292,793
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,688,307
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,187,901
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,187,901
Interest on participant loans	2019-12-31	$1,739
Interest on participant loans	2019-12-31	$1,739
Value of interest in common/collective trusts at end of year	2019-12-31	$71,783
Value of interest in common/collective trusts at end of year	2019-12-31	$71,783
Value of interest in common/collective trusts at beginning of year	2019-12-31	$71,415
Value of interest in common/collective trusts at beginning of year	2019-12-31	$71,415
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$1,744
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$49,169
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$49,169
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$86,557
Contributions received in cash from employer	2019-12-31	$86,557
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$156,011
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$156,011
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$0
Liabilities. Value of benefit claims payable at end of year	2019-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2019-12-31	$0
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	MCGILL, POWER, BELL & ASSOC, LLP
Accountancy firm name	2019-12-31	MCGILL, POWER, BELL & ASSOC, LLP
Accountancy firm EIN	2019-12-31	251031405
Accountancy firm EIN	2019-12-31	251031405
2018 : ROBERTS TRUCKING 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$-172,273
Total unrealized appreciation/depreciation of assets	2018-12-31	$-172,273
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$200,353
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$137,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$119,563
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$270,580
Value of total assets at end of year	2018-12-31	$1,292,793
Value of total assets at beginning of year	2018-12-31	$1,229,716
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$17,713
Total interest from all sources	2018-12-31	$3,196
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$18,622
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$18,622
Administrative expenses professional fees incurred	2018-12-31	$17,713
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$200,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$233,108
Participant contributions at end of year	2018-12-31	$33,217
Participant contributions at beginning of year	2018-12-31	$44,078
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$2,991
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$260
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$190
Total non interest bearing cash at end of year	2018-12-31	$0
Total non interest bearing cash at beginning of year	2018-12-31	$4,475
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$63,077
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,292,793
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$1,229,716
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$1,187,901
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,113,599
Income. Interest from loans (other than to participants)	2018-12-31	$1,799
Value of interest in common/collective trusts at end of year	2018-12-31	$71,415
Value of interest in common/collective trusts at beginning of year	2018-12-31	$67,374
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$1,397
Net investment gain or loss from common/collective trusts	2018-12-31	$80,228
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$34,481
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$119,563
Liabilities. Value of benefit claims payable at end of year	2018-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2018-12-31	$0
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BKD, LLP
Accountancy firm EIN	2018-12-31	440160260
2017 : ROBERTS TRUCKING 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$122,243
Total unrealized appreciation/depreciation of assets	2017-12-31	$122,243
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$415,875
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$225,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$207,532
Value of total corrective distributions	2017-12-31	$716
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$226,478
Value of total assets at end of year	2017-12-31	$1,229,716
Value of total assets at beginning of year	2017-12-31	$1,039,624
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$17,535
Total interest from all sources	2017-12-31	$3,351
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$14,144
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$14,144
Administrative expenses professional fees incurred	2017-12-31	$17,535
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$125,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$208,232
Participant contributions at end of year	2017-12-31	$44,078
Participant contributions at beginning of year	2017-12-31	$50,219
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$532
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$190
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$119
Total non interest bearing cash at end of year	2017-12-31	$4,475
Total non interest bearing cash at beginning of year	2017-12-31	$4,309
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$190,092
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$1,229,716
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$1,039,624
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$1,113,599
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$909,624
Interest on participant loans	2017-12-31	$2,144
Value of interest in common/collective trusts at end of year	2017-12-31	$67,374
Value of interest in common/collective trusts at beginning of year	2017-12-31	$75,353
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$1,207
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$49,659
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$17,714
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$207,532
Liabilities. Value of benefit claims payable at end of year	2017-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2017-12-31	$0
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BKD, LLP
Accountancy firm EIN	2017-12-31	440160260
2016 : ROBERTS TRUCKING 401(K) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$19,573
Total unrealized appreciation/depreciation of assets	2016-12-31	$19,573
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$1,497
Total income from all sources (including contributions)	2016-12-31	$296,473
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$115,692
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$97,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$240,103
Value of total assets at end of year	2016-12-31	$1,039,624
Value of total assets at beginning of year	2016-12-31	$860,340
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$18,667
Total interest from all sources	2016-12-31	$3,283
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$13,381
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$13,381
Administrative expenses professional fees incurred	2016-12-31	$18,667
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$125,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$209,286
Participant contributions at end of year	2016-12-31	$50,219
Participant contributions at beginning of year	2016-12-31	$50,008
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$119
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$131
Total non interest bearing cash at end of year	2016-12-31	$4,309
Total non interest bearing cash at beginning of year	2016-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$180,781
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$1,039,624
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$858,843
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$909,624
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$727,397
Interest on participant loans	2016-12-31	$1,953
Value of interest in common/collective trusts at end of year	2016-12-31	$75,353
Value of interest in common/collective trusts at beginning of year	2016-12-31	$82,804
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2016-12-31	$1,330
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$20,133
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$30,817
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$97,025
Liabilities. Value of benefit claims payable at end of year	2016-12-31	$0
Liabilities. Value of benefit claims payable at beginning of year	2016-12-31	$1,497
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BKD, LLP
Accountancy firm EIN	2016-12-31	440160260
2015 : ROBERTS TRUCKING 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$-53,568
Total unrealized appreciation/depreciation of assets	2015-12-31	$-53,568
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$1,497
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total income from all sources (including contributions)	2015-12-31	$292,314
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$82,091
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$69,128
Expenses. Certain deemed distributions of participant loans	2015-12-31	$0
Value of total corrective distributions	2015-12-31	$170
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$289,206
Value of total assets at end of year	2015-12-31	$860,340
Value of total assets at beginning of year	2015-12-31	$648,620
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$12,793
Total interest from all sources	2015-12-31	$3,366
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$9,978
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$9,978
Administrative expenses professional fees incurred	2015-12-31	$12,793
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$100,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$191,450
Participant contributions at end of year	2015-12-31	$50,008
Participant contributions at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$76,262
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$131
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$131
Total non interest bearing cash at end of year	2015-12-31	$0
Total non interest bearing cash at beginning of year	2015-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$210,223
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$858,843
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$648,620
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$727,397
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$568,960
Interest on participant loans	2015-12-31	$1,892
Value of interest in common/collective trusts at end of year	2015-12-31	$82,804
Value of interest in common/collective trusts at beginning of year	2015-12-31	$79,529
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$1,474
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$43,332
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$21,494
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$69,128
Liabilities. Value of benefit claims payable at end of year	2015-12-31	$1,497
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BKD, LLP
Accountancy firm EIN	2015-12-31	440160260
2014 : ROBERTS TRUCKING 401(K) PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$6,206
Total unrealized appreciation/depreciation of assets	2014-12-31	$6,206
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$98,620
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$54,036
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$45,422
Value of total corrective distributions	2014-12-31	$820
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$54,768
Value of total assets at end of year	2014-12-31	$648,620
Value of total assets at beginning of year	2014-12-31	$604,036
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$7,794
Total interest from all sources	2014-12-31	$1,255
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$7,367
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$7,367
Administrative expenses professional fees incurred	2014-12-31	$7,794
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$100,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$51,187
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$3,581
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$131
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$127
Total non interest bearing cash at end of year	2014-12-31	$0
Total non interest bearing cash at beginning of year	2014-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$44,584
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$648,620
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$604,036
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$568,960
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$537,053
Value of interest in common/collective trusts at end of year	2014-12-31	$79,529
Value of interest in common/collective trusts at beginning of year	2014-12-31	$66,856
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$1,255
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$29,024
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$45,422
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BKD, LLP
Accountancy firm EIN	2014-12-31	440160260
2013 : ROBERTS TRUCKING 401(K) PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$48,675
Total unrealized appreciation/depreciation of assets	2013-12-31	$48,675
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$168,945
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$57,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$46,604
Value of total corrective distributions	2013-12-31	$3,416
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$52,188
Value of total assets at end of year	2013-12-31	$604,036
Value of total assets at beginning of year	2013-12-31	$492,874
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$7,763
Total interest from all sources	2013-12-31	$1,265
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$7,434
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$7,434
Administrative expenses professional fees incurred	2013-12-31	$7,763
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$100,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$52,188
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$127
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$113
Total non interest bearing cash at end of year	2013-12-31	$0
Total non interest bearing cash at beginning of year	2013-12-31	$184
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$111,162
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$604,036
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$492,874
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$537,053
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$422,006
Value of interest in common/collective trusts at end of year	2013-12-31	$66,856
Value of interest in common/collective trusts at beginning of year	2013-12-31	$70,571
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$1,265
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$59,383
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$46,604
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BKD, LLP
Accountancy firm EIN	2013-12-31	440160260

Form 5500 Responses for ROBERTS TRUCKING 401(K) PLAN

2020: ROBERTS TRUCKING 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ROBERTS TRUCKING 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ROBERTS TRUCKING 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ROBERTS TRUCKING 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ROBERTS TRUCKING 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ROBERTS TRUCKING 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ROBERTS TRUCKING 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ROBERTS TRUCKING 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	ROBERTS TRUCKING COMPANY, LLC
Employer identification number (EIN):	262161365
NAIC Classification:	484110
NAIC Description:	General Freight Trucking, Local

Jurisdiction of Incorporation:	Colorado Department of State
Incorporation Date:	2009-07-22
Company Identification Number:	20091389953
Legal Registered Office Address:	1216 Burnham Street Colorado Springs United States of America (USA) 80906