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NUSSBAUM TRANSPORTATION SERVICES, INC. 401(K) PLAN & TRUST 401k Plan overview

Plan NameNUSSBAUM TRANSPORTATION SERVICES, INC. 401(K) PLAN & TRUST
Plan identification number 002

NUSSBAUM TRANSPORTATION SERVICES, INC. 401(K) PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

NUSSBAUM TRANSPORTATION SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:NUSSBAUM TRANSPORTATION SERVICES, INC.
Employer identification number (EIN):370814342
NAIC Classification:484120
NAIC Description: General Freight Trucking, Long-Distance

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NUSSBAUM TRANSPORTATION SERVICES, INC. 401(K) PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022024-01-01JEREMY S. STICKLING
0022023-01-01
0022023-01-01JEREMY S. STICKLING
0022022-01-01
0022022-01-01JEREMY S. STICKLING
0022021-01-01
0022021-01-01JEREMY S. STICKLING
0022020-01-01
0022019-01-01
0022017-01-01WILLIAM WETTSTEIN WILLIAM WETTSTEIN2018-09-10
0022016-01-01WILLIAM WETTSTEIN WILLIAM WETTSTEIN2017-09-11
0022015-01-01WILLIAM WETTSTEIN WILLIAM WETTSTEIN2016-09-06
0022014-01-01WILLIAM WETTSTEIN WILLIAM WETTSTEIN2015-09-24
0022013-01-01WILLIAM WETTSTEIN WILLIAM WETTSTEIN2014-10-10
0022012-01-01WILLIAM WETTSTEIN WILLIAM WETTSTEIN2013-08-30

Plan Statistics for NUSSBAUM TRANSPORTATION SERVICES, INC. 401(K) PLAN & TRUST

401k plan membership statisitcs for NUSSBAUM TRANSPORTATION SERVICES, INC. 401(K) PLAN & TRUST

Measure Date Value
2023: NUSSBAUM TRANSPORTATION SERVICES, INC. 401(K) PLAN & TRUST 2023 401k membership
Total participants, beginning-of-year2023-01-01826
Total number of active participants reported on line 7a of the Form 55002023-01-01759
Number of retired or separated participants receiving benefits2023-01-0125
Number of other retired or separated participants entitled to future benefits2023-01-01137
Total of all active and inactive participants2023-01-01921
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-011
Total participants2023-01-01922
Number of participants with account balances2023-01-01531
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0127
2022: NUSSBAUM TRANSPORTATION SERVICES, INC. 401(K) PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year2022-01-01754
Total number of active participants reported on line 7a of the Form 55002022-01-01673
Number of retired or separated participants receiving benefits2022-01-0112
Number of other retired or separated participants entitled to future benefits2022-01-01130
Total of all active and inactive participants2022-01-01815
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01816
Number of participants with account balances2022-01-01530
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0128
2021: NUSSBAUM TRANSPORTATION SERVICES, INC. 401(K) PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year2021-01-01680
Total number of active participants reported on line 7a of the Form 55002021-01-01619
Number of retired or separated participants receiving benefits2021-01-015
Number of other retired or separated participants entitled to future benefits2021-01-01127
Total of all active and inactive participants2021-01-01751
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01752
Number of participants with account balances2021-01-01506
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0119
2020: NUSSBAUM TRANSPORTATION SERVICES, INC. 401(K) PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year2020-01-01667
Total number of active participants reported on line 7a of the Form 55002020-01-01558
Number of retired or separated participants receiving benefits2020-01-018
Number of other retired or separated participants entitled to future benefits2020-01-01112
Total of all active and inactive participants2020-01-01678
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01679
Number of participants with account balances2020-01-01481
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0141
2019: NUSSBAUM TRANSPORTATION SERVICES, INC. 401(K) PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year2019-01-01587
Total number of active participants reported on line 7a of the Form 55002019-01-01532
Number of retired or separated participants receiving benefits2019-01-0116
Number of other retired or separated participants entitled to future benefits2019-01-01117
Total of all active and inactive participants2019-01-01665
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01666
Number of participants with account balances2019-01-01531
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0134
2017: NUSSBAUM TRANSPORTATION SERVICES, INC. 401(K) PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year2017-01-01472
Total number of active participants reported on line 7a of the Form 55002017-01-01434
Number of retired or separated participants receiving benefits2017-01-0112
Number of other retired or separated participants entitled to future benefits2017-01-0197
Total of all active and inactive participants2017-01-01543
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01545
Number of participants with account balances2017-01-01413
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0126
2016: NUSSBAUM TRANSPORTATION SERVICES, INC. 401(K) PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year2016-01-01434
Total number of active participants reported on line 7a of the Form 55002016-01-01388
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0181
Total of all active and inactive participants2016-01-01469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01469
Number of participants with account balances2016-01-01334
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0146
2015: NUSSBAUM TRANSPORTATION SERVICES, INC. 401(K) PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01383
Total number of active participants reported on line 7a of the Form 55002015-01-01382
Number of retired or separated participants receiving benefits2015-01-016
Number of other retired or separated participants entitled to future benefits2015-01-0146
Total of all active and inactive participants2015-01-01434
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01434
Number of participants with account balances2015-01-01293
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0124
2014: NUSSBAUM TRANSPORTATION SERVICES, INC. 401(K) PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01301
Total number of active participants reported on line 7a of the Form 55002014-01-01334
Number of retired or separated participants receiving benefits2014-01-017
Number of other retired or separated participants entitled to future benefits2014-01-0138
Total of all active and inactive participants2014-01-01379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01379
Number of participants with account balances2014-01-01230
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0125
2013: NUSSBAUM TRANSPORTATION SERVICES, INC. 401(K) PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01264
Total number of active participants reported on line 7a of the Form 55002013-01-01276
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0127
Total of all active and inactive participants2013-01-01303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01303
Number of participants with account balances2013-01-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0117
2012: NUSSBAUM TRANSPORTATION SERVICES, INC. 401(K) PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01248
Total number of active participants reported on line 7a of the Form 55002012-01-01245
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0117
Total of all active and inactive participants2012-01-01262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01262
Number of participants with account balances2012-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0111

Financial Data on NUSSBAUM TRANSPORTATION SERVICES, INC. 401(K) PLAN & TRUST

Measure Date Value
2023 : NUSSBAUM TRANSPORTATION SERVICES, INC. 401(K) PLAN & TRUST 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$1,593
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$95
Total income from all sources (including contributions)2023-12-31$4,894,768
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,574,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,479,264
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$3,240,452
Value of total assets at end of year2023-12-31$16,825,138
Value of total assets at beginning of year2023-12-31$13,503,005
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$94,869
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$591,507
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$2,367,313
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$493,542
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$1,593
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$95
Administrative expenses (other) incurred2023-12-31$3,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$3,320,635
Value of net assets at end of year (total assets less liabilities)2023-12-31$16,823,545
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$13,502,910
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$91,869
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$16,460,561
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$13,158,226
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$1,062,809
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$379,597
Employer contributions (assets) at end of year2023-12-31$364,577
Employer contributions (assets) at beginning of year2023-12-31$344,779
Income. Dividends from preferred stock2023-12-31$591,507
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,479,264
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31SIKICH CPA LLC
Accountancy firm EIN2023-12-31541172176
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$1,593
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$95
Total income from all sources (including contributions)2023-01-01$4,894,768
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$1,574,133
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$1,479,264
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$3,240,452
Value of total assets at end of year2023-01-01$16,825,138
Value of total assets at beginning of year2023-01-01$13,503,005
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$94,869
Total interest from all sources2023-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$591,507
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$2,367,313
Income. Received or receivable in cash from other sources (including rollovers)2023-01-01$493,542
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-01-01$1,593
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-01-01$95
Administrative expenses (other) incurred2023-01-01$3,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$3,320,635
Value of net assets at end of year (total assets less liabilities)2023-01-01$16,823,545
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$13,502,910
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$91,869
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$16,460,561
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$13,158,226
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$1,062,809
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01Yes
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$379,597
Employer contributions (assets) at end of year2023-01-01$364,577
Employer contributions (assets) at beginning of year2023-01-01$344,779
Income. Dividends from preferred stock2023-01-01$591,507
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$1,479,264
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01SIKICH CPA LLC
Accountancy firm EIN2023-01-01541172176
2022 : NUSSBAUM TRANSPORTATION SERVICES, INC. 401(K) PLAN & TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$95
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$7,649
Total income from all sources (including contributions)2022-12-31$1,295,752
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,154,727
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,068,661
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$2,732,453
Value of total assets at end of year2022-12-31$13,503,005
Value of total assets at beginning of year2022-12-31$13,369,534
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$86,066
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$635,651
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$635,651
Administrative expenses professional fees incurred2022-12-31$28,620
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,164,896
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$212,164
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$95
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$7,649
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$141,025
Value of net assets at end of year (total assets less liabilities)2022-12-31$13,502,910
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$13,361,885
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$13,158,226
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$13,105,906
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,072,352
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$355,393
Employer contributions (assets) at end of year2022-12-31$344,779
Employer contributions (assets) at beginning of year2022-12-31$263,628
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,068,661
Contract administrator fees2022-12-31$57,446
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31SIKICH, LLP
Accountancy firm EIN2022-12-31363168081
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$95
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$7,649
Total income from all sources (including contributions)2022-01-01$1,295,752
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$1,154,727
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$1,068,661
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$2,732,453
Value of total assets at end of year2022-01-01$13,503,005
Value of total assets at beginning of year2022-01-01$13,369,534
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$86,066
Total interest from all sources2022-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$635,651
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$635,651
Administrative expenses professional fees incurred2022-01-01$28,620
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$2,164,896
Income. Received or receivable in cash from other sources (including rollovers)2022-01-01$212,164
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-01-01$95
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-01-01$7,649
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$141,025
Value of net assets at end of year (total assets less liabilities)2022-01-01$13,502,910
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$13,361,885
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$13,158,226
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$13,105,906
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-2,072,352
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$355,393
Employer contributions (assets) at end of year2022-01-01$344,779
Employer contributions (assets) at beginning of year2022-01-01$263,628
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$1,068,661
Contract administrator fees2022-01-01$57,446
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01SIKICH, LLP
Accountancy firm EIN2022-01-01363168081
2021 : NUSSBAUM TRANSPORTATION SERVICES, INC. 401(K) PLAN & TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$7,649
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,391
Total income from all sources (including contributions)2021-12-31$3,511,489
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,381,093
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,298,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,182,235
Value of total assets at end of year2021-12-31$13,369,534
Value of total assets at beginning of year2021-12-31$11,232,880
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$83,039
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$644,589
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$644,589
Administrative expenses professional fees incurred2021-12-31$25,850
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,797,972
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$119,489
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$7,649
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$1,391
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$2,130,396
Value of net assets at end of year (total assets less liabilities)2021-12-31$13,361,885
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$11,231,489
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$13,105,906
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$10,981,245
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$684,665
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$264,774
Employer contributions (assets) at end of year2021-12-31$263,628
Employer contributions (assets) at beginning of year2021-12-31$251,635
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,298,054
Contract administrator fees2021-12-31$57,189
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SIKICH, LLP
Accountancy firm EIN2021-12-31363168081
2020 : NUSSBAUM TRANSPORTATION SERVICES, INC. 401(K) PLAN & TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,391
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$657
Total income from all sources (including contributions)2020-12-31$3,035,874
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$617,063
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$547,297
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,808,125
Value of total assets at end of year2020-12-31$11,232,880
Value of total assets at beginning of year2020-12-31$8,813,335
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$69,766
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$297,447
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$297,447
Administrative expenses professional fees incurred2020-12-31$22,430
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,536,609
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$19,881
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$1,391
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$657
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$2,418,811
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,231,489
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$8,812,678
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$10,981,245
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$8,575,531
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$930,302
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$251,635
Employer contributions (assets) at end of year2020-12-31$251,635
Employer contributions (assets) at beginning of year2020-12-31$237,804
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$547,297
Contract administrator fees2020-12-31$47,336
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31SIKICH, LLP
Accountancy firm EIN2020-12-31393168081
2019 : NUSSBAUM TRANSPORTATION SERVICES, INC. 401(K) PLAN & TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$657
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,406
Total income from all sources (including contributions)2019-12-31$2,975,501
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$487,153
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$427,267
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,770,377
Value of total assets at end of year2019-12-31$8,813,335
Value of total assets at beginning of year2019-12-31$6,325,736
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$59,886
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$282,715
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$282,715
Administrative expenses professional fees incurred2019-12-31$10,375
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,430,711
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$101,862
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$657
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,406
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,488,348
Value of net assets at end of year (total assets less liabilities)2019-12-31$8,812,678
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,324,330
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$19,491
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$8,575,531
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,143,949
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$922,409
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$237,804
Employer contributions (assets) at end of year2019-12-31$237,804
Employer contributions (assets) at beginning of year2019-12-31$181,787
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$427,267
Contract administrator fees2019-12-31$30,020
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31HEINOLD-BANWART, LTD.
Accountancy firm EIN2019-12-31371196235
2018 : NUSSBAUM TRANSPORTATION SERVICES, INC. 401(K) PLAN & TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,406
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$3,723
Total income from all sources (including contributions)2018-12-31$1,122,797
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,716,662
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,688,387
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,402,883
Value of total assets at end of year2018-12-31$6,325,736
Value of total assets at beginning of year2018-12-31$6,921,918
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$28,275
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$281,672
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$281,672
Administrative expenses professional fees incurred2018-12-31$20,150
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,132,531
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$88,565
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$1,406
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$3,723
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-593,865
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,324,330
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,918,195
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$6,143,949
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,774,975
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-561,758
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$181,787
Employer contributions (assets) at end of year2018-12-31$181,787
Employer contributions (assets) at beginning of year2018-12-31$146,943
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,688,387
Contract administrator fees2018-12-31$8,125
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31HEINOLD-BANWART, LTD.
Accountancy firm EIN2018-12-31371196235
2017 : NUSSBAUM TRANSPORTATION SERVICES, INC. 401(K) PLAN & TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$3,723
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$4,224
Total income from all sources (including contributions)2017-12-31$1,851,807
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$577,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$557,190
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,176,507
Value of total assets at end of year2017-12-31$6,921,918
Value of total assets at beginning of year2017-12-31$5,648,202
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$20,400
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$172,726
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$172,726
Administrative expenses professional fees incurred2017-12-31$20,400
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$923,775
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$105,789
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$3,723
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$4,224
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,274,217
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,918,195
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,643,978
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,774,975
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,396,495
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$502,574
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$146,943
Employer contributions (assets) at end of year2017-12-31$146,943
Employer contributions (assets) at beginning of year2017-12-31$251,707
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$557,190
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31HEINOLD-BANWART, LTD.
Accountancy firm EIN2017-12-31371196235
2016 : NUSSBAUM TRANSPORTATION SERVICES, INC. 401(K) PLAN & TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$4,223
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,525,503
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$557,322
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$536,547
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,163,564
Value of total assets at end of year2016-12-31$5,648,202
Value of total assets at beginning of year2016-12-31$4,675,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$20,775
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$90,892
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$90,892
Administrative expenses professional fees incurred2016-12-31$20,775
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$804,477
Participant contributions at beginning of year2016-12-31$-179
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$107,380
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$4,223
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$968,181
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,643,979
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,675,798
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,396,495
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,424,851
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$271,047
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$251,707
Employer contributions (assets) at end of year2016-12-31$251,707
Employer contributions (assets) at beginning of year2016-12-31$251,126
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$536,547
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31HEINOLD-BANWART, LTD.
Accountancy firm EIN2016-12-31371196235
2015 : NUSSBAUM TRANSPORTATION SERVICES, INC. 401(K) PLAN & TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$1,223,442
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$470,896
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$456,796
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,260,671
Value of total assets at end of year2015-12-31$4,675,798
Value of total assets at beginning of year2015-12-31$3,923,252
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$14,100
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$119,114
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$119,114
Administrative expenses professional fees incurred2015-12-31$14,100
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$764,631
Participant contributions at end of year2015-12-31$-179
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$244,914
Total non interest bearing cash at beginning of year2015-12-31$11,776
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$752,546
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,675,798
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,923,252
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,424,851
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,774,220
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-242,328
Net investment gain/loss from pooled separate accounts2015-12-31$85,985
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$251,126
Employer contributions (assets) at end of year2015-12-31$251,126
Employer contributions (assets) at beginning of year2015-12-31$137,256
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$456,796
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31HEINOLD-BANWART, LTD.
Accountancy firm EIN2015-12-31371196235
2014 : NUSSBAUM TRANSPORTATION SERVICES, INC. 401(K) PLAN & TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,129,837
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$552,577
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$552,577
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$987,528
Value of total assets at end of year2014-12-31$3,923,252
Value of total assets at beginning of year2014-12-31$3,345,992
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$501,445
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$348,827
Total non interest bearing cash at end of year2014-12-31$11,776
Total non interest bearing cash at beginning of year2014-12-31$9,877
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$577,260
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,923,252
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,345,992
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$3,774,220
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,224,659
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$266
Net investment gain/loss from pooled separate accounts2014-12-31$142,309
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$137,256
Employer contributions (assets) at end of year2014-12-31$137,256
Employer contributions (assets) at beginning of year2014-12-31$111,190
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$552,577
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31HEINOLD-BANWART, LTD.
Accountancy firm EIN2014-12-31371196235
2013 : NUSSBAUM TRANSPORTATION SERVICES, INC. 401(K) PLAN & TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$0
Total transfer of assets from this plan2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$9
Total income from all sources (including contributions)2013-12-31$1,009,757
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$862,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$862,451
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$515,241
Value of total assets at end of year2013-12-31$3,345,992
Value of total assets at beginning of year2013-12-31$3,198,695
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$1,981
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$399,681
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$4,370
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$9
Total non interest bearing cash at end of year2013-12-31$9,877
Total non interest bearing cash at beginning of year2013-12-31$12,015
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$147,306
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,345,992
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,198,686
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$3,224,659
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,955,457
Interest earned on other investments2013-12-31$1,981
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$266
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$125,830
Net investment gain/loss from pooled separate accounts2013-12-31$492,535
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$111,190
Employer contributions (assets) at end of year2013-12-31$111,190
Employer contributions (assets) at beginning of year2013-12-31$105,393
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$862,451
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31HEINOLD-BANWART, LTD.
Accountancy firm EIN2013-12-31371196235
2012 : NUSSBAUM TRANSPORTATION SERVICES, INC. 401(K) PLAN & TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$0
Total transfer of assets from this plan2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$9
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$810,476
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$114,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$114,092
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$498,269
Value of total assets at end of year2012-12-31$3,198,695
Value of total assets at beginning of year2012-12-31$2,502,302
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$3,317
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 year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$368,404
Participant contributions at beginning of year2012-12-31$24
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$24,472
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$9
Total non interest bearing cash at end of year2012-12-31$12,015
Total non interest bearing cash at beginning of year2012-12-31$3,741
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$696,384
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,198,686
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,502,302
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$2,955,457
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,307,826
Interest earned on other investments2012-12-31$3,317
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$125,830
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$118,870
Net investment gain/loss from pooled separate accounts2012-12-31$308,890
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$105,393
Employer contributions (assets) at end of year2012-12-31$105,393
Employer contributions (assets) at beginning of year2012-12-31$71,841
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$114,092
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31HEINOLD-BANWART, LTD.
Accountancy firm EIN2012-12-31371196235

Form 5500 Responses for NUSSBAUM TRANSPORTATION SERVICES, INC. 401(K) PLAN & TRUST

2023: NUSSBAUM TRANSPORTATION SERVICES, INC. 401(K) PLAN & TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: NUSSBAUM TRANSPORTATION SERVICES, INC. 401(K) PLAN & TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NUSSBAUM TRANSPORTATION SERVICES, INC. 401(K) PLAN & TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NUSSBAUM TRANSPORTATION SERVICES, INC. 401(K) PLAN & TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NUSSBAUM TRANSPORTATION SERVICES, INC. 401(K) PLAN & TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2017: NUSSBAUM TRANSPORTATION SERVICES, INC. 401(K) PLAN & TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NUSSBAUM TRANSPORTATION SERVICES, INC. 401(K) PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NUSSBAUM TRANSPORTATION SERVICES, INC. 401(K) PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NUSSBAUM TRANSPORTATION SERVICES, INC. 401(K) PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NUSSBAUM TRANSPORTATION SERVICES, INC. 401(K) PLAN & TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NUSSBAUM TRANSPORTATION SERVICES, INC. 401(K) PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894055+087
Policy instance 1
Insurance contract or identification number894055+087
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894055+087
Policy instance 1
Insurance contract or identification number894055+087
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894055+087
Policy instance 1
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )
Policy contract number894055+087
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number46715
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number46715
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number46715
Policy instance 1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number46715
Policy instance 1

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