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Plan Name | THE EMPLOYEES' PROFIT-SHARING PLAN OF UTILITY TRAILER MANUFACTURING COMPANY AND AFFILIATED COMPANIES |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | UTILITY TRAILER MANUFACTURING COMPANY |
Employer identification number (EIN): | 330264055 |
NAIC Classification: | 336210 |
Additional information about UTILITY TRAILER MANUFACTURING COMPANY
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2010-07-06 |
Company Identification Number: | 0801290385 |
Legal Registered Office Address: |
17295 RAILROAD ST CITY INDUSTRY United States of America (USA) 91748 |
More information about UTILITY TRAILER MANUFACTURING COMPANY
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | TODD G. BENNETT | 2023-09-29 | ||
001 | 2021-01-01 | HAROLD C. BENNETT | 2022-10-11 | ||
001 | 2020-01-01 | CRAIG M. BENNETT | 2021-10-11 | ||
001 | 2019-01-01 | HAROLD C. BENNETT | 2020-09-15 | ||
001 | 2018-01-01 | HAROLD C. BENNETT | 2019-07-25 | ||
001 | 2017-01-01 | ||||
001 | 2016-01-01 | ||||
001 | 2015-01-01 | ||||
001 | 2014-01-01 | HAROLD C. BENNETT | |||
001 | 2013-01-01 | HAROLD C. BENNETT | |||
001 | 2012-01-01 | HAROLD C. BENNETT | HAROLD C. BENNETT | 2013-07-29 | |
001 | 2011-01-01 | HAROLD C. BENNETT | HAROLD C. BENNETT | 2012-07-18 | |
001 | 2010-01-01 | HAROLD C. BENNETT | HAROLD C. BENNETT | 2011-08-04 | |
001 | 2009-01-01 | HAROLD C. BENNETT | HAROLD C. BENNETT | 2010-07-27 |
Measure | Date | Value |
---|---|---|
2022: THE EMPLOYEES' PROFIT-SHARING PLAN OF UTILITY TRAILER MANUFACTURING COMPANY AND AFFILIATED COMPANIES 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 3,542 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 3,124 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 40 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 302 |
Total of all active and inactive participants | 2022-01-01 | 3,466 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 12 |
Total participants | 2022-01-01 | 3,478 |
Number of participants with account balances | 2022-01-01 | 3,478 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 379 |
2021: THE EMPLOYEES' PROFIT-SHARING PLAN OF UTILITY TRAILER MANUFACTURING COMPANY AND AFFILIATED COMPANIES 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 3,677 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 3,213 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 38 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 276 |
Total of all active and inactive participants | 2021-01-01 | 3,527 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 15 |
Total participants | 2021-01-01 | 3,542 |
Number of participants with account balances | 2021-01-01 | 3,542 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 353 |
2020: THE EMPLOYEES' PROFIT-SHARING PLAN OF UTILITY TRAILER MANUFACTURING COMPANY AND AFFILIATED COMPANIES 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 4,052 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 3,378 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 34 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 251 |
Total of all active and inactive participants | 2020-01-01 | 3,663 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 14 |
Total participants | 2020-01-01 | 3,677 |
Number of participants with account balances | 2020-01-01 | 3,677 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 431 |
2019: THE EMPLOYEES' PROFIT-SHARING PLAN OF UTILITY TRAILER MANUFACTURING COMPANY AND AFFILIATED COMPANIES 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 3,862 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 3,811 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 27 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 205 |
Total of all active and inactive participants | 2019-01-01 | 4,043 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 9 |
Total participants | 2019-01-01 | 4,052 |
Number of participants with account balances | 2019-01-01 | 4,052 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 358 |
2018: THE EMPLOYEES' PROFIT-SHARING PLAN OF UTILITY TRAILER MANUFACTURING COMPANY AND AFFILIATED COMPANIES 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 3,756 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 3,659 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 27 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 168 |
Total of all active and inactive participants | 2018-01-01 | 3,854 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 9 |
Total participants | 2018-01-01 | 3,863 |
Number of participants with account balances | 2018-01-01 | 3,863 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 322 |
2017: THE EMPLOYEES' PROFIT-SHARING PLAN OF UTILITY TRAILER MANUFACTURING COMPANY AND AFFILIATED COMPANIES 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 3,911 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 3,553 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 23 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 166 |
Total of all active and inactive participants | 2017-01-01 | 3,742 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 14 |
Total participants | 2017-01-01 | 3,756 |
Number of participants with account balances | 2017-01-01 | 3,756 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 381 |
2016: THE EMPLOYEES' PROFIT-SHARING PLAN OF UTILITY TRAILER MANUFACTURING COMPANY AND AFFILIATED COMPANIES 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 3,786 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 3,734 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 23 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 148 |
Total of all active and inactive participants | 2016-01-01 | 3,905 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 6 |
Total participants | 2016-01-01 | 3,911 |
Number of participants with account balances | 2016-01-01 | 3,910 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 380 |
2015: THE EMPLOYEES' PROFIT-SHARING PLAN OF UTILITY TRAILER MANUFACTURING COMPANY AND AFFILIATED COMPANIES 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 3,267 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 3,648 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 21 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 111 |
Total of all active and inactive participants | 2015-01-01 | 3,780 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 6 |
Total participants | 2015-01-01 | 3,786 |
Number of participants with account balances | 2015-01-01 | 3,786 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 249 |
2014: THE EMPLOYEES' PROFIT-SHARING PLAN OF UTILITY TRAILER MANUFACTURING COMPANY AND AFFILIATED COMPANIES 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 3,188 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 3,138 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 19 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 104 |
Total of all active and inactive participants | 2014-01-01 | 3,261 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 6 |
Total participants | 2014-01-01 | 3,267 |
Number of participants with account balances | 2014-01-01 | 3,267 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 248 |
2013: THE EMPLOYEES' PROFIT-SHARING PLAN OF UTILITY TRAILER MANUFACTURING COMPANY AND AFFILIATED COMPANIES 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 3,111 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 3,085 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 14 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 87 |
Total of all active and inactive participants | 2013-01-01 | 3,186 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 2 |
Total participants | 2013-01-01 | 3,188 |
Number of participants with account balances | 2013-01-01 | 3,188 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 265 |
2012: THE EMPLOYEES' PROFIT-SHARING PLAN OF UTILITY TRAILER MANUFACTURING COMPANY AND AFFILIATED COMPANIES 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 2,742 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 3,015 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 12 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 81 |
Total of all active and inactive participants | 2012-01-01 | 3,108 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 3 |
Total participants | 2012-01-01 | 3,111 |
Number of participants with account balances | 2012-01-01 | 3,111 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 190 |
2011: THE EMPLOYEES' PROFIT-SHARING PLAN OF UTILITY TRAILER MANUFACTURING COMPANY AND AFFILIATED COMPANIES 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 2,250 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2,634 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 10 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 65 |
Total of all active and inactive participants | 2011-01-01 | 2,709 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 3 |
Total participants | 2011-01-01 | 2,712 |
Number of participants with account balances | 2011-01-01 | 2,712 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 103 |
2010: THE EMPLOYEES' PROFIT-SHARING PLAN OF UTILITY TRAILER MANUFACTURING COMPANY AND AFFILIATED COMPANIES 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 2,067 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 2,122 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 12 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 91 |
Total of all active and inactive participants | 2010-01-01 | 2,225 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 2 |
Total participants | 2010-01-01 | 2,227 |
Number of participants with account balances | 2010-01-01 | 2,226 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 86 |
2009: THE EMPLOYEES' PROFIT-SHARING PLAN OF UTILITY TRAILER MANUFACTURING COMPANY AND AFFILIATED COMPANIES 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 2,503 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 1,948 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 34 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 68 |
Total of all active and inactive participants | 2009-01-01 | 2,050 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 5 |
Total participants | 2009-01-01 | 2,055 |
Number of participants with account balances | 2009-01-01 | 2,055 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 309 |
Measure | Date | Value |
---|---|---|
2022 : THE EMPLOYEES' PROFIT-SHARING PLAN OF UTILITY TRAILER MANUFACTURING COMPANY AND AFFILIATED COMPANIES 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $87,148 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $103,750 |
Total income from all sources (including contributions) | 2022-12-31 | $-1,066,362 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $32,807,330 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $32,326,668 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $52,082,877 |
Value of total assets at end of year | 2022-12-31 | $335,915,203 |
Value of total assets at beginning of year | 2022-12-31 | $369,805,497 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $480,662 |
Total interest from all sources | 2022-12-31 | $2,320 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $4,061,067 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $4,061,067 |
Administrative expenses professional fees incurred | 2022-12-31 | $32,000 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $553 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $87,148 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $103,750 |
Total non interest bearing cash at end of year | 2022-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $3 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-33,873,692 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $335,828,055 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $369,701,747 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $408,798 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $58,611,814 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $71,250,331 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $225,210,823 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $277,548,431 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $9,136 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $6,082 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $6,082 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $2,320 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-12,264,208 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-44,948,418 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $52,082,877 |
Employer contributions (assets) at end of year | 2022-12-31 | $52,082,877 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $21,000,650 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $32,326,668 |
Contract administrator fees | 2022-12-31 | $39,864 |
Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | HOLTHOUSE CARLIN & VAN TRIGT LLP |
Accountancy firm EIN | 2022-12-31 | 954345526 |
2021 : THE EMPLOYEES' PROFIT-SHARING PLAN OF UTILITY TRAILER MANUFACTURING COMPANY AND AFFILIATED COMPANIES 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 | $103,750 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $64,378 |
Total income from all sources (including contributions) | 2021-12-31 | $62,281,371 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $32,220,502 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $31,690,952 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $21,000,650 |
Value of total assets at end of year | 2021-12-31 | $369,805,497 |
Value of total assets at beginning of year | 2021-12-31 | $339,705,256 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $529,550 |
Total interest from all sources | 2021-12-31 | $20 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $4,436,282 |
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 | $4,436,282 |
Administrative expenses professional fees incurred | 2021-12-31 | $35,085 |
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 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $6 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $103,750 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $64,378 |
Total non interest bearing cash at end of year | 2021-12-31 | $3 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $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 | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $30,060,869 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $369,701,747 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $339,640,878 |
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 |
Investment advisory and management fees | 2021-12-31 | $449,059 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $71,250,331 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $68,963,826 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $277,548,431 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $252,294,357 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $6,082 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $9,658 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $9,658 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $20 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $-1,415,755 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $38,260,174 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
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 | $21,000,650 |
Employer contributions (assets) at end of year | 2021-12-31 | $21,000,650 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $18,437,409 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $31,690,952 |
Contract administrator fees | 2021-12-31 | $45,406 |
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 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | HOLTHOUSE CARLIN & VAN TRIGT LLP |
Accountancy firm EIN | 2021-12-31 | 954345526 |
2020 : THE EMPLOYEES' PROFIT-SHARING PLAN OF UTILITY TRAILER MANUFACTURING COMPANY AND AFFILIATED COMPANIES 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 | $64,378 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $59,565 |
Total income from all sources (including contributions) | 2020-12-31 | $52,025,804 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $36,106,069 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $35,631,715 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $18,437,409 |
Value of total assets at end of year | 2020-12-31 | $339,705,256 |
Value of total assets at beginning of year | 2020-12-31 | $323,780,708 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $474,354 |
Total interest from all sources | 2020-12-31 | $243 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $2,047,410 |
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 | $2,047,410 |
Administrative expenses professional fees incurred | 2020-12-31 | $28,585 |
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 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $6 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $161 |
Liabilities. Value of operating payables at end of year | 2020-12-31 | $64,378 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $59,565 |
Total non interest bearing cash at end of year | 2020-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $57,016 |
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 | $15,919,735 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $339,640,878 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $323,721,143 |
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 |
Investment advisory and management fees | 2020-12-31 | $405,625 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $68,963,826 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $59,708,527 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $252,294,357 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $228,512,013 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $9,658 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $2,948 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $2,948 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $243 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,415,454 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $30,125,288 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
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 | $18,437,409 |
Employer contributions (assets) at end of year | 2020-12-31 | $18,437,409 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $35,500,043 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $35,631,715 |
Contract administrator fees | 2020-12-31 | $40,144 |
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 | Disclaimer |
Accountancy firm name | 2020-12-31 | HOLTHOUSE CARLIN & VAN TRIGT LLP |
Accountancy firm EIN | 2020-12-31 | 954345526 |
2019 : THE EMPLOYEES' PROFIT-SHARING PLAN OF UTILITY TRAILER MANUFACTURING COMPANY AND AFFILIATED COMPANIES 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 | $59,565 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $55,780 |
Total income from all sources (including contributions) | 2019-12-31 | $81,110,927 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $25,297,641 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $24,818,848 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $35,500,043 |
Value of total assets at end of year | 2019-12-31 | $323,780,708 |
Value of total assets at beginning of year | 2019-12-31 | $267,963,637 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $478,793 |
Total interest from all sources | 2019-12-31 | $11,661 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $2,372,483 |
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 | $2,372,483 |
Administrative expenses professional fees incurred | 2019-12-31 | $28,000 |
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 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $161 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $296 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $59,565 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $55,780 |
Total non interest bearing cash at end of year | 2019-12-31 | $57,016 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $176,172 |
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 | $55,813,286 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $323,721,143 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $267,907,857 |
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 |
Investment advisory and management fees | 2019-12-31 | $411,425 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $59,708,527 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $52,304,464 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $228,512,013 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $193,395,224 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $2,948 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $55,964 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $55,964 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $11,661 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $2,172,650 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $41,054,090 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
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 | $35,500,043 |
Employer contributions (assets) at end of year | 2019-12-31 | $35,500,043 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $22,031,517 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $24,818,848 |
Contract administrator fees | 2019-12-31 | $39,368 |
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 |
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 | HOLTHOUSE CARLIN & VAN TRIGT LLP |
Accountancy firm EIN | 2019-12-31 | 954345526 |
2018 : THE EMPLOYEES' PROFIT-SHARING PLAN OF UTILITY TRAILER MANUFACTURING COMPANY AND AFFILIATED COMPANIES 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 | $55,780 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $57,180 |
Total income from all sources (including contributions) | 2018-12-31 | $10,947,073 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $24,777,843 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $24,298,511 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $22,031,517 |
Value of total assets at end of year | 2018-12-31 | $267,963,637 |
Value of total assets at beginning of year | 2018-12-31 | $281,795,807 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $479,332 |
Total interest from all sources | 2018-12-31 | $3,151 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $2,387,807 |
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 | $2,387,807 |
Administrative expenses professional fees incurred | 2018-12-31 | $28,000 |
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 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $296 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $172 |
Liabilities. Value of operating payables at end of year | 2018-12-31 | $55,780 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $57,180 |
Total non interest bearing cash at end of year | 2018-12-31 | $176,172 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $72,050 |
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 | $-13,830,770 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $267,907,857 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $281,738,627 |
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 |
Investment advisory and management fees | 2018-12-31 | $414,452 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $52,304,464 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $53,476,371 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $193,395,224 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $204,773,076 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $55,964 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $7,556 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $7,556 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $3,151 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-2,715,414 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-10,759,988 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
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 | $22,031,517 |
Employer contributions (assets) at end of year | 2018-12-31 | $22,031,517 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $23,466,582 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $24,298,511 |
Contract administrator fees | 2018-12-31 | $36,880 |
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 | HOLTHOUSE CARLIN & VAN TRIGT LLP |
Accountancy firm EIN | 2018-12-31 | 954345526 |
2017 : THE EMPLOYEES' PROFIT-SHARING PLAN OF UTILITY TRAILER MANUFACTURING COMPANY AND AFFILIATED COMPANIES 2017 401k financial data | ||
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 | $57,180 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $50,985 |
Total income from all sources (including contributions) | 2017-12-31 | $53,681,124 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $24,056,818 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $23,614,399 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $23,466,582 |
Value of total assets at end of year | 2017-12-31 | $281,795,807 |
Value of total assets at beginning of year | 2017-12-31 | $252,165,306 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $442,419 |
Total interest from all sources | 2017-12-31 | $1,314 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $844,121 |
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 | $844,121 |
Administrative expenses professional fees incurred | 2017-12-31 | $28,113 |
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 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $172 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $9 |
Other income not declared elsewhere | 2017-12-31 | $3,451 |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $57,180 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $50,985 |
Total non interest bearing cash at end of year | 2017-12-31 | $72,050 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $50,030 |
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 | $29,624,306 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $281,738,627 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $252,114,321 |
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 |
Investment advisory and management fees | 2017-12-31 | $378,728 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $53,476,371 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $45,527,874 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $204,773,076 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $171,937,222 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $7,556 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $15,954 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $15,954 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $1,314 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,941,818 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $27,423,838 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
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 | $23,466,582 |
Employer contributions (assets) at end of year | 2017-12-31 | $23,466,582 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $34,634,217 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $23,614,399 |
Contract administrator fees | 2017-12-31 | $35,578 |
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 | HOLTHOUSE CARLIN & VAN TRIGT LLP |
Accountancy firm EIN | 2017-12-31 | 954345526 |
2016 : THE EMPLOYEES' PROFIT-SHARING PLAN OF UTILITY TRAILER MANUFACTURING COMPANY AND AFFILIATED COMPANIES 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $50,985 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $50,770 |
Total income from all sources (including contributions) | 2016-12-31 | $48,388,111 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $17,080,265 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $16,647,212 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $34,634,217 |
Value of total assets at end of year | 2016-12-31 | $252,165,306 |
Value of total assets at beginning of year | 2016-12-31 | $220,857,245 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $433,053 |
Total interest from all sources | 2016-12-31 | $92 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $924,539 |
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 | $924,539 |
Administrative expenses professional fees incurred | 2016-12-31 | $58,943 |
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 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $9 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $0 |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $50,985 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $50,770 |
Total non interest bearing cash at end of year | 2016-12-31 | $50,030 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $39,643 |
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 | $31,307,846 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $252,114,321 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $220,806,475 |
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 |
Investment advisory and management fees | 2016-12-31 | $374,110 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $45,527,874 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $46,341,002 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $171,937,222 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $146,694,808 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $15,954 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $3,442 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $3,442 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $92 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $740,737 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $12,088,526 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
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 | $34,634,217 |
Employer contributions (assets) at end of year | 2016-12-31 | $34,634,217 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $27,778,350 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $16,647,212 |
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 | HOLTHOUSE CARLIN & VAN TRIGT LLP |
Accountancy firm EIN | 2016-12-31 | 954345526 |
2015 : THE EMPLOYEES' PROFIT-SHARING PLAN OF UTILITY TRAILER MANUFACTURING COMPANY AND AFFILIATED COMPANIES 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $50,770 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $47,205 |
Total income from all sources (including contributions) | 2015-12-31 | $26,751,537 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $9,895,671 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $9,471,795 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $27,778,350 |
Value of total assets at end of year | 2015-12-31 | $220,857,245 |
Value of total assets at beginning of year | 2015-12-31 | $203,997,814 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $423,876 |
Total interest from all sources | 2015-12-31 | $22 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $1,459,702 |
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 | $1,459,702 |
Administrative expenses professional fees incurred | 2015-12-31 | $57,072 |
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 |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $50,770 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $47,205 |
Total non interest bearing cash at end of year | 2015-12-31 | $39,643 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $39,924 |
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 | $16,855,866 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $220,806,475 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $203,950,609 |
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 |
Investment advisory and management fees | 2015-12-31 | $366,804 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $46,341,002 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $45,280,269 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $146,694,808 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $140,448,764 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $3,442 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $721 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $721 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $22 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-1,509,188 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-977,349 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
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 | $27,778,350 |
Employer contributions (assets) at end of year | 2015-12-31 | $27,778,350 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $18,228,136 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $9,471,795 |
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 | HOLTHOUSE CARLIN & VAN TRIGT LLP |
Accountancy firm EIN | 2015-12-31 | 954345526 |
2014 : THE EMPLOYEES' PROFIT-SHARING PLAN OF UTILITY TRAILER MANUFACTURING COMPANY AND AFFILIATED COMPANIES 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $47,205 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $58,740 |
Total income from all sources (including contributions) | 2014-12-31 | $29,837,694 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $11,195,720 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $10,745,317 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $18,228,136 |
Value of total assets at end of year | 2014-12-31 | $203,997,814 |
Value of total assets at beginning of year | 2014-12-31 | $185,367,375 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $450,403 |
Total interest from all sources | 2014-12-31 | $7 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $1,531,703 |
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 | $1,531,703 |
Administrative expenses professional fees incurred | 2014-12-31 | $48,968 |
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 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $47,205 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $58,740 |
Total non interest bearing cash at end of year | 2014-12-31 | $39,924 |
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 | $18,641,974 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $203,950,609 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $185,308,635 |
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 |
Investment advisory and management fees | 2014-12-31 | $401,435 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $45,280,269 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $24,775,954 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $140,448,764 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $142,510,602 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $721 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $1,056 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $1,056 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $7 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $708,061 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $9,369,787 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
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 | $18,228,136 |
Employer contributions (assets) at end of year | 2014-12-31 | $18,228,136 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $18,079,763 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $10,745,317 |
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 | HOLTHOUSE CARLIN & VAN TRIGT LLP |
Accountancy firm EIN | 2014-12-31 | 954345526 |
2013 : THE EMPLOYEES' PROFIT-SHARING PLAN OF UTILITY TRAILER MANUFACTURING COMPANY AND AFFILIATED COMPANIES 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $58,740 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $55,831 |
Total income from all sources (including contributions) | 2013-12-31 | $40,059,345 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $7,957,557 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $7,455,756 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $18,079,763 |
Value of total assets at end of year | 2013-12-31 | $185,367,375 |
Value of total assets at beginning of year | 2013-12-31 | $153,262,678 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $501,801 |
Total interest from all sources | 2013-12-31 | $10 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $267,742 |
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 | $267,742 |
Administrative expenses professional fees incurred | 2013-12-31 | $53,003 |
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 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $1 |
Other income not declared elsewhere | 2013-12-31 | $735 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $58,740 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $55,831 |
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 | $32,101,788 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $185,308,635 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $153,206,847 |
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 |
Investment advisory and management fees | 2013-12-31 | $448,798 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $24,775,954 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $142,510,602 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $135,618,741 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $1,056 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $1,428 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $1,428 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $10 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $631,252 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $21,079,843 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
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 |
Contributions received in cash from employer | 2013-12-31 | $18,079,763 |
Employer contributions (assets) at end of year | 2013-12-31 | $18,079,763 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $17,642,508 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $7,455,756 |
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 | HOLTHOUSE CARLIN & VAN TRIGT LLP |
Accountancy firm EIN | 2013-12-31 | 954345526 |
2012 : THE EMPLOYEES' PROFIT-SHARING PLAN OF UTILITY TRAILER MANUFACTURING COMPANY AND AFFILIATED COMPANIES 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $55,831 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $52,600 |
Total income from all sources (including contributions) | 2012-12-31 | $32,912,947 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $7,054,318 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $6,563,030 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $17,642,508 |
Value of total assets at end of year | 2012-12-31 | $153,262,678 |
Value of total assets at beginning of year | 2012-12-31 | $127,400,818 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $491,288 |
Total interest from all sources | 2012-12-31 | $18 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Administrative expenses professional fees incurred | 2012-12-31 | $47,884 |
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 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $1 |
Other income not declared elsewhere | 2012-12-31 | $22,109 |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $55,831 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $52,600 |
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 | $25,858,629 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $153,206,847 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $127,348,218 |
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 |
Investment advisory and management fees | 2012-12-31 | $443,404 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $135,618,741 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $113,414,229 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $1,428 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $1,411 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $1,411 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $18 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $15,248,312 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
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 | $17,642,508 |
Employer contributions (assets) at end of year | 2012-12-31 | $17,642,508 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $13,985,178 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $6,563,030 |
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 |
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 | HOLTHOUSE CARLIN & VAN TRIGT LLP |
Accountancy firm EIN | 2012-12-31 | 954345526 |
2011 : THE EMPLOYEES' PROFIT-SHARING PLAN OF UTILITY TRAILER MANUFACTURING COMPANY AND AFFILIATED COMPANIES 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $52,600 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $66,478 |
Total income from all sources (including contributions) | 2011-12-31 | $13,700,623 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $6,040,704 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $5,593,832 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $13,985,178 |
Value of total assets at end of year | 2011-12-31 | $127,400,818 |
Value of total assets at beginning of year | 2011-12-31 | $119,754,777 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $446,872 |
Total interest from all sources | 2011-12-31 | $6 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $39,836 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $2 |
Other income not declared elsewhere | 2011-12-31 | $893 |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $52,600 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $66,463 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $7,659,919 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $127,348,218 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $119,688,299 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $407,036 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $113,414,229 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $111,749,685 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $1,411 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $500 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $500 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $6 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $-285,454 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $13,985,178 |
Employer contributions (assets) at end of year | 2011-12-31 | $13,985,178 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $8,004,590 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $5,593,832 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $15 |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | HOLTHOUSE CARLIN & VAN TRIGT LLP |
Accountancy firm EIN | 2011-12-31 | 954345526 |
2010 : THE EMPLOYEES' PROFIT-SHARING PLAN OF UTILITY TRAILER MANUFACTURING COMPANY AND AFFILIATED COMPANIES 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $-1,173,135 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $-1,173,135 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $66,478 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $40,068 |
Total income from all sources (including contributions) | 2010-12-31 | $20,103,616 |
Total loss/gain on sale of assets | 2010-12-31 | $2,288,079 |
Total of all expenses incurred | 2010-12-31 | $5,872,643 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $5,523,331 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $8,004,590 |
Value of total assets at end of year | 2010-12-31 | $119,754,777 |
Value of total assets at beginning of year | 2010-12-31 | $105,497,394 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $349,312 |
Total interest from all sources | 2010-12-31 | $1,220 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $91,535 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $64,298 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $2 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $9,382 |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $66,463 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $40,068 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $14,230,973 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $119,688,299 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $105,457,326 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $285,014 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $53,069,256 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $111,749,685 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $35,451,429 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $500 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $1,144,901 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $1,144,901 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $1,220 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $1,001,274 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $9,890,053 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $8,004,590 |
Employer contributions (assets) at end of year | 2010-12-31 | $8,004,590 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $4,325,625 |
Income. Dividends from common stock | 2010-12-31 | $91,535 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $5,523,331 |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $11,496,801 |
Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $15 |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $67,917,798 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $65,629,719 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | HOLTHOUSE CARLIN & VAN TRIGT LLP |
Accountancy firm EIN | 2010-12-31 | 954345526 |
2009 : THE EMPLOYEES' PROFIT-SHARING PLAN OF UTILITY TRAILER MANUFACTURING COMPANY AND AFFILIATED COMPANIES 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: THE EMPLOYEES' PROFIT-SHARING PLAN OF UTILITY TRAILER MANUFACTURING COMPANY AND AFFILIATED COMPANIES 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: THE EMPLOYEES' PROFIT-SHARING PLAN OF UTILITY TRAILER MANUFACTURING COMPANY AND AFFILIATED COMPANIES 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: THE EMPLOYEES' PROFIT-SHARING PLAN OF UTILITY TRAILER MANUFACTURING COMPANY AND AFFILIATED COMPANIES 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: THE EMPLOYEES' PROFIT-SHARING PLAN OF UTILITY TRAILER MANUFACTURING COMPANY AND AFFILIATED COMPANIES 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: THE EMPLOYEES' PROFIT-SHARING PLAN OF UTILITY TRAILER MANUFACTURING COMPANY AND AFFILIATED COMPANIES 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: THE EMPLOYEES' PROFIT-SHARING PLAN OF UTILITY TRAILER MANUFACTURING COMPANY AND AFFILIATED COMPANIES 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: THE EMPLOYEES' PROFIT-SHARING PLAN OF UTILITY TRAILER MANUFACTURING COMPANY AND AFFILIATED COMPANIES 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: THE EMPLOYEES' PROFIT-SHARING PLAN OF UTILITY TRAILER MANUFACTURING COMPANY AND AFFILIATED COMPANIES 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: THE EMPLOYEES' PROFIT-SHARING PLAN OF UTILITY TRAILER MANUFACTURING COMPANY AND AFFILIATED COMPANIES 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: THE EMPLOYEES' PROFIT-SHARING PLAN OF UTILITY TRAILER MANUFACTURING COMPANY AND AFFILIATED COMPANIES 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 |
2012: THE EMPLOYEES' PROFIT-SHARING PLAN OF UTILITY TRAILER MANUFACTURING COMPANY AND AFFILIATED COMPANIES 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: THE EMPLOYEES' PROFIT-SHARING PLAN OF UTILITY TRAILER MANUFACTURING COMPANY AND AFFILIATED COMPANIES 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: THE EMPLOYEES' PROFIT-SHARING PLAN OF UTILITY TRAILER MANUFACTURING COMPANY AND AFFILIATED COMPANIES 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: THE EMPLOYEES' PROFIT-SHARING PLAN OF UTILITY TRAILER MANUFACTURING COMPANY AND AFFILIATED COMPANIES 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |