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Plan Name | DEDICATED LOGISTICS, INC. 401(K) SAVINGS & RETIREMENT PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | DEDICATED LOGISTICS, INC. |
Employer identification number (EIN): | 411816106 |
NAIC Classification: | 484120 |
NAIC Description: | General Freight Trucking, Long-Distance |
Additional information about DEDICATED LOGISTICS, INC.
Jurisdiction of Incorporation: | Virginia Secretary of State |
Incorporation Date: | 2016-11-26 |
Company Identification Number: | 0811957 |
Legal Registered Office Address: |
713 FENWAY AVE CHESAPEAKE United States of America (USA) 23323 |
More information about DEDICATED LOGISTICS, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2014-01-01 | ANDREW RITTEN | DEDICATED LOGSITICS, INC. | 2015-10-15 | |
001 | 2013-01-01 | JESSE KOOK | JESSE KOOK | 2014-08-07 | |
001 | 2012-01-01 | JESSE KOOK | JESSE KOOK | 2013-07-29 | |
001 | 2011-01-01 | JESSE KOOK | |||
001 | 2009-01-01 | JESSE KOOK | JESSE KOOK | 2010-07-29 | |
001 | 2009-01-01 | JESSE KOOK | 2010-07-29 |
Measure | Date | Value |
---|---|---|
2014: DEDICATED LOGISTICS, INC. 401(K) SAVINGS & RETIREMENT PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 1,045 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 952 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 160 |
Total of all active and inactive participants | 2014-01-01 | 1,113 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 3 |
Total participants | 2014-01-01 | 1,116 |
Number of participants with account balances | 2014-01-01 | 932 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: DEDICATED LOGISTICS, INC. 401(K) SAVINGS & RETIREMENT PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 798 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 903 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 140 |
Total of all active and inactive participants | 2013-01-01 | 1,044 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 1 |
Total participants | 2013-01-01 | 1,045 |
Number of participants with account balances | 2013-01-01 | 899 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: DEDICATED LOGISTICS, INC. 401(K) SAVINGS & RETIREMENT PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 730 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 681 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 116 |
Total of all active and inactive participants | 2012-01-01 | 798 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 798 |
Number of participants with account balances | 2012-01-01 | 716 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: DEDICATED LOGISTICS, INC. 401(K) SAVINGS & RETIREMENT PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 564 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 633 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 96 |
Total of all active and inactive participants | 2011-01-01 | 730 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 730 |
Number of participants with account balances | 2011-01-01 | 696 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: DEDICATED LOGISTICS, INC. 401(K) SAVINGS & RETIREMENT PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 633 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 504 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 76 |
Total of all active and inactive participants | 2009-01-01 | 581 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 581 |
Number of participants with account balances | 2009-01-01 | 547 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2014 : DEDICATED LOGISTICS, INC. 401(K) SAVINGS & RETIREMENT PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $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 | $2,654,262 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,768,114 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,744,824 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $-10,506 |
Value of total corrective distributions | 2014-12-31 | $2,014 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $2,127,188 |
Value of total assets at end of year | 2014-12-31 | $14,605,957 |
Value of total assets at beginning of year | 2014-12-31 | $13,719,809 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $31,782 |
Total interest from all sources | 2014-12-31 | $18,896 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $521,011 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $521,011 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $1,689,691 |
Participant contributions at end of year | 2014-12-31 | $531,521 |
Participant contributions at beginning of year | 2014-12-31 | $439,247 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $136,647 |
Other income not declared elsewhere | 2014-12-31 | $4,199 |
Administrative expenses (other) incurred | 2014-12-31 | $31,782 |
Total non interest bearing cash at end of year | 2014-12-31 | $3 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $11 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $886,148 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $14,605,957 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $13,719,809 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $11,643,075 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $10,812,136 |
Interest on participant loans | 2014-12-31 | $18,896 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $2,431,358 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $2,468,415 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-37,454 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $20,422 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $300,850 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,744,824 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | Yes |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | CLIFTONLARSONALLEN, LLP |
Accountancy firm EIN | 2014-12-31 | 410746749 |
2013 : DEDICATED LOGISTICS, INC. 401(K) SAVINGS & RETIREMENT PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $3,882,863 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $2,790,500 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $2,773,220 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $2,705 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,705,562 |
Value of total assets at end of year | 2013-12-31 | $13,719,809 |
Value of total assets at beginning of year | 2013-12-31 | $12,627,446 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $14,575 |
Total interest from all sources | 2013-12-31 | $17,772 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $343,974 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $343,974 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $1,428,081 |
Participant contributions at end of year | 2013-12-31 | $439,247 |
Participant contributions at beginning of year | 2013-12-31 | $416,451 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $43,207 |
Other income not declared elsewhere | 2013-12-31 | $753 |
Administrative expenses (other) incurred | 2013-12-31 | $14,575 |
Total non interest bearing cash at end of year | 2013-12-31 | $11 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $1,092,363 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $13,719,809 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $12,627,446 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $10,812,136 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $9,750,140 |
Interest on participant loans | 2013-12-31 | $17,772 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $2,468,415 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $2,460,855 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $1,788,779 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $26,023 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $234,274 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,773,220 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | Yes |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | CLIFTONLARSONALLEN, LLP |
Accountancy firm EIN | 2013-12-31 | 410746749 |
2012 : DEDICATED LOGISTICS, INC. 401(K) SAVINGS & RETIREMENT PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
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 | $2,911,448 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $1,804,676 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,780,364 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $6,688 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,632,897 |
Value of total assets at end of year | 2012-12-31 | $12,627,446 |
Value of total assets at beginning of year | 2012-12-31 | $11,520,674 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $17,624 |
Total interest from all sources | 2012-12-31 | $15,612 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $326,034 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $326,034 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $1,340,938 |
Participant contributions at end of year | 2012-12-31 | $416,451 |
Participant contributions at beginning of year | 2012-12-31 | $356,576 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $74,417 |
Other income not declared elsewhere | 2012-12-31 | $746 |
Administrative expenses (other) incurred | 2012-12-31 | $17,624 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $1,106,772 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $12,627,446 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $11,520,674 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $9,750,140 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $8,705,057 |
Interest on participant loans | 2012-12-31 | $15,612 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $2,460,855 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $2,459,041 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $901,778 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $34,381 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $217,542 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,780,364 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | CLIFTONLARSONALLEN,LLP |
Accountancy firm EIN | 2012-12-31 | 410746749 |
2011 : DEDICATED LOGISTICS, INC. 401(K) SAVINGS & RETIREMENT PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $1,433,141 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $945,588 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $923,026 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $1,112 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $1,470,782 |
Value of total assets at end of year | 2011-12-31 | $11,520,674 |
Value of total assets at beginning of year | 2011-12-31 | $11,033,121 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $21,450 |
Total interest from all sources | 2011-12-31 | $14,794 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $153,119 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $153,119 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $1,165,855 |
Participant contributions at end of year | 2011-12-31 | $356,576 |
Participant contributions at beginning of year | 2011-12-31 | $325,059 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $114,052 |
Other income not declared elsewhere | 2011-12-31 | $0 |
Administrative expenses (other) incurred | 2011-12-31 | $21,450 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $487,553 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $11,520,674 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $11,033,121 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $8,705,057 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $8,726,223 |
Interest on participant loans | 2011-12-31 | $14,794 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $2,459,041 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $1,981,839 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-246,051 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $40,497 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $190,875 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $923,026 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | CLIFTONLARSONALLEN, LLP |
Accountancy firm EIN | 2011-12-31 | 410746749 |
2010 : DEDICATED LOGISTICS, INC. 401(K) SAVINGS & RETIREMENT PLAN 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $2,478,505 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $1,273,113 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $1,260,613 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,283,797 |
Value of total assets at end of year | 2010-12-31 | $11,033,121 |
Value of total assets at beginning of year | 2010-12-31 | $9,827,729 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $12,500 |
Total interest from all sources | 2010-12-31 | $16,848 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $143,457 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $143,457 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $1,018,217 |
Participant contributions at end of year | 2010-12-31 | $325,059 |
Participant contributions at beginning of year | 2010-12-31 | $330,918 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $90,790 |
Other income not declared elsewhere | 2010-12-31 | $340 |
Administrative expenses (other) incurred | 2010-12-31 | $12,500 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $1,205,392 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $11,033,121 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $9,827,729 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $8,726,223 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $7,377,918 |
Interest on participant loans | 2010-12-31 | $16,848 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $1,981,839 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $2,118,893 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $986,255 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $47,808 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $174,790 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,260,613 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | Yes |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | LARSONALLEN LLP |
Accountancy firm EIN | 2010-12-31 | 410746749 |
2009 : DEDICATED LOGISTICS, INC. 401(K) SAVINGS & RETIREMENT PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2014: DEDICATED LOGISTICS, INC. 401(K) SAVINGS & RETIREMENT PLAN 2014 form 5500 responses | ||
---|---|---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: DEDICATED LOGISTICS, INC. 401(K) SAVINGS & RETIREMENT PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: DEDICATED LOGISTICS, INC. 401(K) SAVINGS & RETIREMENT PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: DEDICATED LOGISTICS, INC. 401(K) SAVINGS & RETIREMENT PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: DEDICATED LOGISTICS, INC. 401(K) SAVINGS & RETIREMENT PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | Yes |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |