STANDARD FORWARDING, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan STANDARD FORWARDING, LLC NON-BARGAINING EMPLOYEES 401(K) PLAN
401k plan membership statisitcs for STANDARD FORWARDING, LLC NON-BARGAINING EMPLOYEES 401(K) PLAN
Measure | Date | Value |
---|
2021 : STANDARD FORWARDING, LLC NON-BARGAINING EMPLOYEES 401(K) PLAN 2021 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $2,342,540 |
Total loss/gain on sale of assets | 2021-12-31 | $965,117 |
Total of all expenses incurred | 2021-12-31 | $2,308,614 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,303,154 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $668,444 |
Value of total assets at end of year | 2021-12-31 | $10,148,473 |
Value of total assets at beginning of year | 2021-12-31 | $10,114,547 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $5,460 |
Total interest from all sources | 2021-12-31 | $5,667 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $547,688 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $547,688 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $438,035 |
Participant contributions at end of year | 2021-12-31 | $223,434 |
Participant contributions at beginning of year | 2021-12-31 | $250,249 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $35,834 |
Other income not declared elsewhere | 2021-12-31 | $0 |
Administrative expenses (other) incurred | 2021-12-31 | $5,460 |
Total non interest bearing cash at end of year | 2021-12-31 | $385 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $24,728 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $33,926 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $10,148,473 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $10,114,547 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $9,916,692 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $9,831,608 |
Interest on participant loans | 2021-12-31 | $5,667 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $155,624 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $194,575 |
Employer contributions (assets) at end of year | 2021-12-31 | $7,962 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $7,962 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,303,154 |
Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Aggregate proceeds on sale of assets | 2021-12-31 | $4,059,765 |
Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $3,094,648 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | ANDERSON, LOWER, WHITLOW PC |
Accountancy firm EIN | 2021-12-31 | 421394940 |
2020 : STANDARD FORWARDING, LLC NON-BARGAINING EMPLOYEES 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 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $2,329,185 |
Total loss/gain on sale of assets | 2020-12-31 | $75,597 |
Total of all expenses incurred | 2020-12-31 | $1,078,071 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,053,835 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $18,756 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $576,578 |
Value of total assets at end of year | 2020-12-31 | $10,114,547 |
Value of total assets at beginning of year | 2020-12-31 | $8,863,433 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $5,480 |
Total interest from all sources | 2020-12-31 | $10,176 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $405,856 |
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 | $405,856 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
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 | $389,323 |
Participant contributions at end of year | 2020-12-31 | $250,249 |
Participant contributions at beginning of year | 2020-12-31 | $323,608 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $0 |
Administrative expenses (other) incurred | 2020-12-31 | $5,480 |
Total non interest bearing cash at end of year | 2020-12-31 | $24,728 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $26,041 |
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 | $1,251,114 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $10,114,547 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $8,863,433 |
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 | $9,831,608 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $8,505,822 |
Interest on participant loans | 2020-12-31 | $10,176 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,260,978 |
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 | $187,255 |
Employer contributions (assets) at end of year | 2020-12-31 | $7,962 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $7,962 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,053,835 |
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 |
Aggregate proceeds on sale of assets | 2020-12-31 | $2,759,588 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $2,683,991 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | ANDERSON, LOWER, WHITLOW PC |
Accountancy firm EIN | 2020-12-31 | 421394940 |
2019 : STANDARD FORWARDING, LLC NON-BARGAINING EMPLOYEES 401(K) PLAN 2019 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $2,647,124 |
Total loss/gain on sale of assets | 2019-12-31 | $240,778 |
Total of all expenses incurred | 2019-12-31 | $2,160,853 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,133,546 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $24,496 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $605,798 |
Value of total assets at end of year | 2019-12-31 | $8,863,433 |
Value of total assets at beginning of year | 2019-12-31 | $8,377,162 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $2,811 |
Total interest from all sources | 2019-12-31 | $18,665 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $360,496 |
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 | $360,496 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
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 |
Contributions received from participants | 2019-12-31 | $407,752 |
Participant contributions at end of year | 2019-12-31 | $323,608 |
Participant contributions at beginning of year | 2019-12-31 | $288,570 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $0 |
Administrative expenses (other) incurred | 2019-12-31 | $2,811 |
Total non interest bearing cash at end of year | 2019-12-31 | $26,041 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $27,276 |
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 | $486,271 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $8,863,433 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $8,377,162 |
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 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 | $8,505,822 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $8,053,354 |
Interest on participant loans | 2019-12-31 | $12,817 |
Interest earned on other investments | 2019-12-31 | $5,848 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,421,387 |
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 |
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 | $198,046 |
Employer contributions (assets) at end of year | 2019-12-31 | $7,962 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $7,962 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,133,546 |
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 |
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 |
Aggregate proceeds on sale of assets | 2019-12-31 | $3,806,335 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $3,565,557 |
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 |
Accountancy firm name | 2019-12-31 | ANDERSON, LOWER, WHITLOW PC |
Accountancy firm EIN | 2019-12-31 | 421394940 |
2018 : STANDARD FORWARDING, LLC NON-BARGAINING EMPLOYEES 401(K) PLAN 2018 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $411,833 |
Total loss/gain on sale of assets | 2018-12-31 | $128,534 |
Total of all expenses incurred | 2018-12-31 | $1,490,243 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,459,319 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $4,582 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $837,463 |
Value of total assets at end of year | 2018-12-31 | $8,377,162 |
Value of total assets at beginning of year | 2018-12-31 | $9,455,572 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $26,342 |
Total interest from all sources | 2018-12-31 | $12,593 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $523,427 |
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 | $523,427 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
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 | $436,408 |
Participant contributions at end of year | 2018-12-31 | $288,570 |
Participant contributions at beginning of year | 2018-12-31 | $309,443 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $182,984 |
Other income not declared elsewhere | 2018-12-31 | $1,668 |
Administrative expenses (other) incurred | 2018-12-31 | $26,342 |
Total non interest bearing cash at end of year | 2018-12-31 | $27,276 |
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 | $-1,078,410 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $8,377,162 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $9,455,572 |
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 | $8,053,354 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $9,144,722 |
Interest on participant loans | 2018-12-31 | $10,564 |
Interest earned on other investments | 2018-12-31 | $2,029 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-1,091,852 |
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 | $218,071 |
Employer contributions (assets) at end of year | 2018-12-31 | $7,962 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $1,407 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,459,319 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
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 |
Aggregate proceeds on sale of assets | 2018-12-31 | $2,434,349 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $2,305,815 |
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 | ANDERSON, LOWER, WHITLOW, PC |
Accountancy firm EIN | 2018-12-31 | 421394940 |
2017 : STANDARD FORWARDING, LLC NON-BARGAINING EMPLOYEES 401(K) PLAN 2017 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $2,331,036 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $1,129,272 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,057,528 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $56,806 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $732,579 |
Value of total assets at end of year | 2017-12-31 | $9,455,572 |
Value of total assets at beginning of year | 2017-12-31 | $8,253,808 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $14,938 |
Total interest from all sources | 2017-12-31 | $10,491 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $406,519 |
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 | $406,519 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
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 | $486,011 |
Participant contributions at end of year | 2017-12-31 | $309,443 |
Participant contributions at beginning of year | 2017-12-31 | $307,030 |
Participant contributions at beginning of year | 2017-12-31 | $16,392 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $12,007 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $457 |
Other income not declared elsewhere | 2017-12-31 | $4,518 |
Administrative expenses (other) incurred | 2017-12-31 | $14,938 |
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 | $1,201,764 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $9,455,572 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $8,253,808 |
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 | $9,144,722 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $7,908,706 |
Interest on participant loans | 2017-12-31 | $10,436 |
Interest earned on other investments | 2017-12-31 | $55 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,176,929 |
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 | $234,561 |
Employer contributions (assets) at end of year | 2017-12-31 | $1,407 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $21,223 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,057,528 |
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 | ANDERSON, LOWER, WHITLOW PC |
Accountancy firm EIN | 2017-12-31 | 421394940 |
2016 : STANDARD FORWARDING, LLC NON-BARGAINING EMPLOYEES 401(K) PLAN 2016 401k financial data |
---|
Total income from all sources (including contributions) | 2016-12-31 | $1,572,856 |
Total loss/gain on sale of assets | 2016-12-31 | $476,139 |
Total of all expenses incurred | 2016-12-31 | $1,184,387 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,118,973 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $58,829 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $828,466 |
Value of total assets at end of year | 2016-12-31 | $8,253,808 |
Value of total assets at beginning of year | 2016-12-31 | $7,865,339 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $6,585 |
Total interest from all sources | 2016-12-31 | $10,003 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $101,075 |
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 | $101,075 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
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 | $507,264 |
Participant contributions at end of year | 2016-12-31 | $307,030 |
Participant contributions at beginning of year | 2016-12-31 | $345,954 |
Participant contributions at end of year | 2016-12-31 | $16,392 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $91,830 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $457 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $459 |
Other income not declared elsewhere | 2016-12-31 | $482 |
Administrative expenses (other) incurred | 2016-12-31 | $6,585 |
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 | $388,469 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $8,253,808 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $7,865,339 |
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 | $7,908,706 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $7,484,308 |
Interest on participant loans | 2016-12-31 | $10,003 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $31,488 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $31,488 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $156,691 |
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 | $229,372 |
Employer contributions (assets) at end of year | 2016-12-31 | $21,223 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $3,130 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,118,973 |
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 |
Aggregate proceeds on sale of assets | 2016-12-31 | $1,872,788 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $1,396,649 |
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 | ANDERSON, LOWER, WHITLOW PC |
Accountancy firm EIN | 2016-12-31 | 421394940 |
2015 : STANDARD FORWARDING, LLC NON-BARGAINING EMPLOYEES 401(K) PLAN 2015 401k financial data |
---|
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $694 |
Total income from all sources (including contributions) | 2015-12-31 | $937,307 |
Total loss/gain on sale of assets | 2015-12-31 | $1,013,543 |
Total of all expenses incurred | 2015-12-31 | $2,007,486 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,987,375 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $9,566 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $764,919 |
Value of total assets at end of year | 2015-12-31 | $7,865,339 |
Value of total assets at beginning of year | 2015-12-31 | $8,936,212 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $10,545 |
Total interest from all sources | 2015-12-31 | $9,795 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $87,661 |
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 | $87,661 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $527,845 |
Participant contributions at end of year | 2015-12-31 | $345,954 |
Participant contributions at beginning of year | 2015-12-31 | $253,070 |
Participant contributions at beginning of year | 2015-12-31 | $17,453 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $1,770 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-12-31 | $164 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $459 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $473 |
Other income not declared elsewhere | 2015-12-31 | $658 |
Administrative expenses (other) incurred | 2015-12-31 | $10,545 |
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 | $-1,070,179 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $7,865,339 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $8,935,518 |
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 | $7,484,308 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $8,656,808 |
Income. Interest from loans (other than to participants) | 2015-12-31 | $9,795 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $31,488 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $49 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $49 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-939,269 |
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 | No |
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 | $235,304 |
Employer contributions (assets) at end of year | 2015-12-31 | $3,130 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $8,359 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,987,211 |
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 |
Aggregate proceeds on sale of assets | 2015-12-31 | $2,718,721 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $1,705,178 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2015-12-31 | $694 |
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 | ANDERSON, LOWER, WHITLOW PC |
Accountancy firm EIN | 2015-12-31 | 421394940 |
2014 : STANDARD FORWARDING, LLC NON-BARGAINING EMPLOYEES 401(K) PLAN 2014 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $694 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $8,742 |
Total income from all sources (including contributions) | 2014-12-31 | $1,437,897 |
Total loss/gain on sale of assets | 2014-12-31 | $461,205 |
Total of all expenses incurred | 2014-12-31 | $167,394 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $152,694 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $1,387 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $797,487 |
Value of total assets at end of year | 2014-12-31 | $8,936,212 |
Value of total assets at beginning of year | 2014-12-31 | $7,673,757 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $13,313 |
Total interest from all sources | 2014-12-31 | $8,554 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $99,632 |
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 | $99,632 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $506,633 |
Participant contributions at end of year | 2014-12-31 | $253,070 |
Participant contributions at beginning of year | 2014-12-31 | $283,813 |
Participant contributions at end of year | 2014-12-31 | $17,453 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $48,759 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $473 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $2,112 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $8,742 |
Other income not declared elsewhere | 2014-12-31 | $556 |
Administrative expenses (other) incurred | 2014-12-31 | $13,313 |
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 | $1,270,503 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $8,935,518 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $7,665,015 |
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 | $8,656,808 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $7,387,784 |
Interest on participant loans | 2014-12-31 | $8,554 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $49 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $48 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $48 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $70,463 |
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 |
Contributions received in cash from employer | 2014-12-31 | $242,095 |
Employer contributions (assets) at end of year | 2014-12-31 | $8,359 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $152,694 |
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 |
Aggregate proceeds on sale of assets | 2014-12-31 | $1,709,131 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $1,247,926 |
Liabilities. Value of acquisition indebtedness at end of year | 2014-12-31 | $694 |
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 | ANDERSON, LOWER, WHITLOW PC |
Accountancy firm EIN | 2014-12-31 | 421394940 |
2013 : STANDARD FORWARDING, LLC NON-BARGAINING EMPLOYEES 401(K) PLAN 2013 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $8,742 |
Total income from all sources (including contributions) | 2013-12-31 | $2,147,883 |
Total loss/gain on sale of assets | 2013-12-31 | $571,960 |
Total of all expenses incurred | 2013-12-31 | $628,263 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $597,233 |
Value of total corrective distributions | 2013-12-31 | $8,388 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $749,354 |
Value of total assets at end of year | 2013-12-31 | $7,673,757 |
Value of total assets at beginning of year | 2013-12-31 | $6,145,395 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $22,642 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $88,101 |
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 | $88,101 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $442,540 |
Participant contributions at end of year | 2013-12-31 | $283,813 |
Participant contributions at beginning of year | 2013-12-31 | $232,400 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $94,818 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $2,112 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $1,638 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $8,742 |
Administrative expenses (other) incurred | 2013-12-31 | $22,642 |
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 | $1,519,620 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $7,665,015 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $6,145,395 |
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 | $7,387,784 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $5,770,350 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $48 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $45 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $45 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $738,468 |
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 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Assets. Invements in employer securities at beginning of year | 2013-12-31 | $0 |
Contributions received in cash from employer | 2013-12-31 | $211,996 |
Employer contributions (assets) at end of year | 2013-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $140,962 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $597,233 |
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 |
Aggregate proceeds on sale of assets | 2013-12-31 | $1,753,490 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $1,181,530 |
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 | ANDERSON, LOWER, WHITLOW PC |
Accountancy firm EIN | 2013-12-31 | 421394940 |
2012 : STANDARD FORWARDING, LLC NON-BARGAINING EMPLOYEES 401(K) PLAN 2012 401k financial data |
---|
Total income from all sources (including contributions) | 2012-12-31 | $1,533,044 |
Total loss/gain on sale of assets | 2012-12-31 | $136,973 |
Total of all expenses incurred | 2012-12-31 | $229,824 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $223,369 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $868,497 |
Value of total assets at end of year | 2012-12-31 | $6,145,395 |
Value of total assets at beginning of year | 2012-12-31 | $4,842,175 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $6,455 |
Total interest from all sources | 2012-12-31 | $9,410 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $67,407 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $67,407 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $402,619 |
Participant contributions at end of year | 2012-12-31 | $232,400 |
Participant contributions at beginning of year | 2012-12-31 | $244,992 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $268,035 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $1,638 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $1,027 |
Other income not declared elsewhere | 2012-12-31 | $529 |
Administrative expenses (other) incurred | 2012-12-31 | $6,455 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $1,303,220 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $6,145,395 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,842,175 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $5,770,350 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $4,465,256 |
Interest on participant loans | 2012-12-31 | $9,410 |
Interest earned on other investments | 2012-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $45 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $51 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $51 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $450,228 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $197,843 |
Employer contributions (assets) at end of year | 2012-12-31 | $140,962 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $130,849 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $223,369 |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Aggregate proceeds on sale of assets | 2012-12-31 | $2,916,262 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $2,779,289 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | ANDERSON, LOWER, WHITLOW PC |
Accountancy firm EIN | 2012-12-31 | 421394940 |
2010 : STANDARD FORWARDING, LLC NON-BARGAINING EMPLOYEES 401(K) PLAN 2010 401k financial data |
---|
Total income from all sources | 2010-12-31 | $1,091,073 |
Expenses. Total of all expenses incurred | 2010-12-31 | $277,585 |
Benefits paid (including direct rollovers) | 2010-12-31 | $279,272 |
Total plan assets at end of year | 2010-12-31 | $4,576,728 |
Total plan assets at beginning of year | 2010-12-31 | $3,763,240 |
Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
Total contributions received or receivable from participants | 2010-12-31 | $280,886 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $-1,687 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $78,735 |
Other income received | 2010-12-31 | $643,049 |
Net income (gross income less expenses) | 2010-12-31 | $813,488 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $4,576,728 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,763,240 |
Assets. Value of participant loans | 2010-12-31 | $205,231 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $88,403 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |