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Plan Name | AG EXPRESS, INC. |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
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Company Name: | AG EXPRESS, INC. |
Employer identification number (EIN): | 470905977 |
NAIC Classification: | 484200 |
NAIC Description: | Specialized Freight Trucking |
Additional information about AG EXPRESS, INC.
Jurisdiction of Incorporation: | Oregon Secretary of State Corporations Division |
Incorporation Date: | 2003-12-31 |
Company Identification Number: | 19316793 |
Legal Registered Office Address: |
650 HOPE ST VALE United States of America (USA) 97918 |
More information about AG EXPRESS, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | KELLY L OWENS | 2022-03-29 | ||
001 | 2020-01-01 | KELLY OWENS | 2021-07-06 | ||
001 | 2019-01-01 | KELLY OWENS | 2021-09-07 | ||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | KELLY OWENS | 2019-10-14 | ||
001 | 2017-01-01 | KELLY OWENS | 2018-10-15 | ||
001 | 2017-01-01 | KELLY OWENS | |||
001 | 2016-01-01 | KELLY OWENS | |||
001 | 2016-01-01 | KELLY OWENS | |||
001 | 2015-01-01 | KATRINA POWELL | |||
001 | 2015-01-01 | ||||
001 | 2014-11-01 | KELLY OWENS | |||
001 | 2014-11-01 |
Measure | Date | Value |
---|---|---|
2019: AG EXPRESS, INC. 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 128 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 2 |
Total of all active and inactive participants | 2019-01-01 | 2 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 2 |
Number of participants with account balances | 2019-01-01 | 2 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2017: AG EXPRESS, INC. 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 113 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 72 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 1 |
Total of all active and inactive participants | 2017-01-01 | 73 |
Total participants | 2017-01-01 | 73 |
Number of participants with account balances | 2017-01-01 | 17 |
2016: AG EXPRESS, INC. 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 136 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 111 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 2 |
Total of all active and inactive participants | 2016-01-01 | 113 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 113 |
Number of participants with account balances | 2016-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: AG EXPRESS, INC. 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 126 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 116 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 2 |
Total of all active and inactive participants | 2015-01-01 | 118 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 118 |
Number of participants with account balances | 2015-01-01 | 16 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: AG EXPRESS, INC. 2014 401k membership | ||
Total participants, beginning-of-year | 2014-11-01 | 112 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-11-01 | 126 |
Total of all active and inactive participants | 2014-11-01 | 126 |
Total participants | 2014-11-01 | 126 |
Number of participants with account balances | 2014-11-01 | 16 |
Measure | Date | Value |
---|---|---|
2019 : AG EXPRESS, INC. 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $0 |
Total transfer of assets from this plan | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $88,702 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $418,438 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $407,168 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $2,697 |
Value of total corrective distributions | 2019-12-31 | $7,748 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $0 |
Value of total assets at end of year | 2019-12-31 | $227,023 |
Value of total assets at beginning of year | 2019-12-31 | $556,759 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $825 |
Total interest from all sources | 2019-12-31 | $346 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $15,563 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2019-12-31 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $15,563 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $56,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Participant contributions at beginning of year | 2019-12-31 | $28,199 |
Administrative expenses (other) incurred | 2019-12-31 | $825 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $-329,736 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $227,023 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $556,759 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $226,927 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $515,908 |
Interest on participant loans | 2019-12-31 | $332 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $44 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $10,589 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $52 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $2,063 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $2,063 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $14 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $72,350 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $443 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $407,168 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | PULLIAM & ASSOCIATES, CHARTERED |
Accountancy firm EIN | 2019-12-31 | 820419604 |
2017 : AG EXPRESS, INC. 2017 401k financial data | ||
Total income from all sources (including contributions) | 2017-12-31 | $129,707 |
Total of all expenses incurred | 2017-12-31 | $19,016 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $7,638 |
Value of total corrective distributions | 2017-12-31 | $10,328 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $57,709 |
Value of total assets at end of year | 2017-12-31 | $548,555 |
Value of total assets at beginning of year | 2017-12-31 | $437,864 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $1,050 |
Total interest from all sources | 2017-12-31 | $477 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $25,888 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $25,888 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $44,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $57,709 |
Participant contributions at end of year | 2017-12-31 | $21,800 |
Participant contributions at beginning of year | 2017-12-31 | $3,298 |
Administrative expenses (other) incurred | 2017-12-31 | $1,050 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $110,691 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $548,555 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $437,864 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $498,598 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $412,537 |
Interest on participant loans | 2017-12-31 | $477 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $26,982 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $20,921 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $1,175 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $1,108 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $1,108 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $44,902 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $731 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $7,638 |
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 | 2017-12-31 | No |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | PULLIAM & ASSOCIATES CHARTERED |
Accountancy firm EIN | 2017-12-31 | 820419604 |
2016 : AG EXPRESS, INC. 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $0 |
Total transfer of assets from this plan | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
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 | $78,492 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $84,091 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $74,826 |
Value of total corrective distributions | 2016-12-31 | $8,990 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $57,236 |
Value of total assets at end of year | 2016-12-31 | $437,864 |
Value of total assets at beginning of year | 2016-12-31 | $443,463 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $275 |
Total interest from all sources | 2016-12-31 | $85 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $13,381 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $13,381 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $45,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $57,236 |
Participant contributions at end of year | 2016-12-31 | $3,298 |
Participant contributions at beginning of year | 2016-12-31 | $2,535 |
Administrative expenses (other) incurred | 2016-12-31 | $275 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $-5,599 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $437,864 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $443,463 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $412,537 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $424,558 |
Interest on participant loans | 2016-12-31 | $85 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $20,921 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $15,724 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $1,108 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $646 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $646 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $7,444 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $346 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $74,826 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | GRANT THORNTON LLP |
Accountancy firm EIN | 2016-12-31 | 366055558 |
2015 : AG EXPRESS, INC. 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $0 |
Total transfer of assets from this plan | 2015-12-31 | $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 | $60,331 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $11,691 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $0 |
Value of total corrective distributions | 2015-12-31 | $11,441 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $63,937 |
Value of total assets at end of year | 2015-12-31 | $443,463 |
Value of total assets at beginning of year | 2015-12-31 | $394,823 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $250 |
Total interest from all sources | 2015-12-31 | $129 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $34,865 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $34,865 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $40,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $63,937 |
Participant contributions at end of year | 2015-12-31 | $2,535 |
Administrative expenses (other) incurred | 2015-12-31 | $250 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $48,640 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $443,463 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $394,823 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $424,558 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $381,725 |
Interest on participant loans | 2015-12-31 | $129 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $15,724 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $12,647 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $646 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $451 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $451 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-38,572 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-28 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | GRANT THORNTON LLP |
Accountancy firm EIN | 2015-12-31 | 366055558 |
2014 : AG EXPRESS, INC. 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets to this plan | 2014-12-31 | $380,501 |
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 | $14,322 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $0 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $10,245 |
Value of total assets at end of year | 2014-12-31 | $394,823 |
Value of total assets at beginning of year | 2014-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $0 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $38,230 |
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 | $38,230 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $40,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $10,245 |
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 | $14,322 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $394,823 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $0 |
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 | $381,725 |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $12,647 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $451 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-34,153 |
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 |
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 | No |
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 | PULLIAM & ASSOCIATES, CHARTERED |
Accountancy firm EIN | 2014-12-31 | 820419604 |
2019: AG EXPRESS, INC. 2019 form 5500 responses | ||
---|---|---|
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2017: AG EXPRESS, INC. 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: AG EXPRESS, INC. 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: AG EXPRESS, INC. 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: AG EXPRESS, INC. 2014 form 5500 responses | ||
2014-11-01 | Type of plan entity | Single employer plan |
2014-11-01 | Submission has been amended | No |
2014-11-01 | This submission is the final filing | No |
2014-11-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2014-11-01 | Plan is a collectively bargained plan | No |
2014-11-01 | Plan funding arrangement – Trust | Yes |
2014-11-01 | Plan benefit arrangement - Trust | Yes |