APPROVED TRANSPORTATION & WAREHOUSING, LTD. has sponsored the creation of one or more 401k plans.
Additional information about APPROVED TRANSPORTATION & WAREHOUSING, LTD.
Submission information for form 5500 for 401k plan THE DEWITT COMPANIES 401K PLAN
Measure | Date | Value |
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2022 : THE DEWITT COMPANIES 401K PLAN 2022 401k financial data |
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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 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $1,009,926 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $249,177 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $203,831 |
Value of total corrective distributions | 2022-12-31 | $16,614 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,369,763 |
Value of total assets at end of year | 2022-12-31 | $2,489,124 |
Value of total assets at beginning of year | 2022-12-31 | $1,728,375 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $28,732 |
Total interest from all sources | 2022-12-31 | $400 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $47,191 |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $47,191 |
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 |
Contributions received from participants | 2022-12-31 | $936,226 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $46,605 |
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 | $760,749 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $2,489,124 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $1,728,375 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $2,391,829 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $1,677,663 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $68,520 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $41,996 |
Interest earned on other investments | 2022-12-31 | $400 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $28,775 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $8,716 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-398,066 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-9,362 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
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 | $386,932 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $203,831 |
Contract administrator fees | 2022-12-31 | $28,732 |
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 | COHNREZNICK LLP |
Accountancy firm EIN | 2022-12-31 | 221478099 |
2021 : THE DEWITT COMPANIES 401K PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $1,439,689 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $70,326 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $56,331 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,320,418 |
Value of total assets at end of year | 2021-12-31 | $1,728,375 |
Value of total assets at beginning of year | 2021-12-31 | $359,012 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $13,995 |
Total interest from all sources | 2021-12-31 | $89 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $22,703 |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $22,703 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $937,099 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $10,927 |
Administrative expenses (other) incurred | 2021-12-31 | $1,875 |
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 | $1,369,363 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $1,728,375 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $359,012 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $1,677,663 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $330,350 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $41,996 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $9,387 |
Interest earned on other investments | 2021-12-31 | $89 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $8,716 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $2,887 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $90,622 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $5,857 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $383,319 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $5,461 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $56,331 |
Contract administrator fees | 2021-12-31 | $12,120 |
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 | COHNREZNICK LLP |
Accountancy firm EIN | 2021-12-31 | 221478099 |
2020 : THE DEWITT COMPANIES 401K PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $360,083 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $1,071 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $263 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $341,391 |
Value of total assets at end of year | 2020-12-31 | $359,012 |
Value of total assets at beginning of year | 2020-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $808 |
Total interest from all sources | 2020-12-31 | $6 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $3,653 |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $3,653 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $245,205 |
Participant contributions at end of year | 2020-12-31 | $10,927 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $359,012 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $359,012 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $0 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $330,350 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $9,387 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $0 |
Interest earned on other investments | 2020-12-31 | $6 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $2,887 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $14,512 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $521 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $96,186 |
Employer contributions (assets) at end of year | 2020-12-31 | $5,461 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $263 |
Contract administrator fees | 2020-12-31 | $808 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | COHNREZNICK LLP |
Accountancy firm EIN | 2020-12-31 | 221478099 |