401k Plan data: MID SOUTH TRUCKERS GROUP, INC. DEFINED BENEFIT PLAN plan

MID SOUTH TRUCKERS GROUP, INC. DEFINED BENEFIT PLAN 401k Plan overview

Plan Name	MID SOUTH TRUCKERS GROUP, INC. DEFINED BENEFIT PLAN
Plan identification number	001

MID SOUTH TRUCKERS GROUP, INC. DEFINED BENEFIT PLAN Benefits

401k Plan Type	Defined Benefit Pension
Plan Features/Benefits	Benefits are primarily pay related 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

MID SOUTH TRUCKERS GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: MID SOUTH TRUCKERS GROUP, INC.

Employer identification number (EIN): 621560092

NAIC Classification: 524210
NAIC Description: Insurance Agencies and Brokerages

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MID SOUTH TRUCKERS GROUP, INC. DEFINED BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2019-01-01 RUSTY VOLLMER 2020-03-24 J RUSSELL VOLLMER 2020-03-24
001 2018-01-01 RUSTY VOLLMER 2019-06-27 J RUSSELL VOLLMER 2019-06-27
001 2017-01-01 RUSTY VOLLMER 2018-06-22 J RUSSELL VOLLMER 2018-06-22
001 2016-01-01 RUSTY VOLLMER 2017-07-07 J RUSSELL VOLLMER 2017-07-07
001 2015-01-01 RUSTY VOLLMER 2016-07-12 J RUSSELL VOLLMER 2016-07-12
001 2014-01-01 RUSTY VOLLMER 2015-07-16 J RUSSELL VOLLMER 2015-07-16
001 2014-01-01 RUSTY VOLLMER 2015-07-16 J RUSSELL VOLLMER 2015-07-16
001 2013-01-01 RUSTY VOLLMER 2014-07-28
001 2012-01-01 RUSTY VOLLMER 2013-07-29 RUSTY VOLLMER 2013-07-29

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2019-01-01	RUSTY VOLLMER	2020-03-24	J RUSSELL VOLLMER	2020-03-24
001	2018-01-01	RUSTY VOLLMER	2019-06-27	J RUSSELL VOLLMER	2019-06-27
001	2017-01-01	RUSTY VOLLMER	2018-06-22	J RUSSELL VOLLMER	2018-06-22
001	2016-01-01	RUSTY VOLLMER	2017-07-07	J RUSSELL VOLLMER	2017-07-07
001	2015-01-01	RUSTY VOLLMER	2016-07-12	J RUSSELL VOLLMER	2016-07-12
001	2014-01-01	RUSTY VOLLMER	2015-07-16	J RUSSELL VOLLMER	2015-07-16
001	2014-01-01	RUSTY VOLLMER	2015-07-16	J RUSSELL VOLLMER	2015-07-16
001	2013-01-01	RUSTY VOLLMER	2014-07-28
001	2012-01-01	RUSTY VOLLMER	2013-07-29	RUSTY VOLLMER	2013-07-29

Plan Statistics for MID SOUTH TRUCKERS GROUP, INC. DEFINED BENEFIT PLAN

401k plan membership statisitcs for MID SOUTH TRUCKERS GROUP, INC. DEFINED BENEFIT PLAN

Measure Date Value
2019: MID SOUTH TRUCKERS GROUP, INC. DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets 2019-09-03 1,465,804
Acturial value of plan assets 2019-09-03 1,465,804
Funding target for retired participants and beneficiaries receiving payment 2019-09-03 0
Number of terminated vested participants 2019-09-03 1
Fundng target for terminated vested participants 2019-09-03 41,379
Active participant vested funding target 2019-09-03 1,343,665
Number of active participants 2019-09-03 2
Total funding liabilities for active participants 2019-09-03 1,343,665
Total participant count 2019-09-03 3
Total funding target for all participants 2019-09-03 1,385,044
Balance at beginning of prior year after applicable adjustments 2019-09-03 0
Prefunding balance at beginning of prior year after applicable adjustments 2019-09-03 271,787
Amount remaining of carryover balance 2019-09-03 0
Amount remaining of prefunding balance 2019-09-03 271,787
Present value of excess contributions 2019-09-03 89,914
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2019-09-03 95,030
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2019-09-03 95,030
Reductions in prefunding balances due to elections or deemed elections 2019-09-03 272,280
Balance of carryovers at beginning of current year 2019-09-03 0
Balance of prefunding at beginning of current year 2019-09-03 80,703
Total employer contributions 2019-09-03 0
Total employee contributions 2019-09-03 0
Contributions allocated toward unpaid minimum require contributions from prior years 2019-09-03 0
Contributions made to avoid restrictions adjusted to valuation date 2019-09-03 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2019-09-03 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2019-09-03 0
Remaining amount of unpaid minimum required contributions 2019-09-03 0
Minimum required contributions for current year target normal cost 2019-09-03 87,918
Total funding amount beforereflecting carryover/prefunding balances 2019-09-03 0
Additional cash requirement 2019-09-03 0
Contributions allocatedtoward minimum required contributions for current year 2019-09-03 0
Unpaid minimum required contributions for current year 2019-09-03 0
Unpaid minimum required contributions for all years 2019-09-03 0
2018: MID SOUTH TRUCKERS GROUP, INC. DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets 2018-12-31 1,439,913
Acturial value of plan assets 2018-12-31 1,439,913
Funding target for retired participants and beneficiaries receiving payment 2018-12-31 0
Number of terminated vested participants 2018-12-31 0
Fundng target for terminated vested participants 2018-12-31 0
Active participant vested funding target 2018-12-31 1,103,575
Number of active participants 2018-12-31 3
Total funding liabilities for active participants 2018-12-31 1,103,575
Total participant count 2018-12-31 3
Total funding target for all participants 2018-12-31 1,103,575
Balance at beginning of prior year after applicable adjustments 2018-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2018-12-31 239,873
Amount remaining of carryover balance 2018-12-31 0
Amount remaining of prefunding balance 2018-12-31 239,873
Present value of excess contributions 2018-12-31 33
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2018-12-31 35
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2018-12-31 35
Reductions in prefunding balances due to elections or deemed elections 2018-12-31 0
Balance of carryovers at beginning of current year 2018-12-31 0
Balance of prefunding at beginning of current year 2018-12-31 271,787
Total employer contributions 2018-12-31 100,000
Total employee contributions 2018-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2018-12-31 93,788
Remaining amount of unpaid minimum required contributions 2018-12-31 0
Minimum required contributions for current year target normal cost 2018-12-31 68,425
Total funding amount beforereflecting carryover/prefunding balances 2018-12-31 3,874
Additional cash requirement 2018-12-31 3,874
Contributions allocatedtoward minimum required contributions for current year 2018-12-31 93,788
Unpaid minimum required contributions for current year 2018-12-31 0
Unpaid minimum required contributions for all years 2018-12-31 0
2017: MID SOUTH TRUCKERS GROUP, INC. DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets 2017-12-31 1,088,035
Acturial value of plan assets 2017-12-31 1,088,035
Funding target for retired participants and beneficiaries receiving payment 2017-12-31 0
Number of terminated vested participants 2017-12-31 0
Fundng target for terminated vested participants 2017-12-31 0
Active participant vested funding target 2017-12-31 848,162
Number of active participants 2017-12-31 3
Total funding liabilities for active participants 2017-12-31 848,162
Total participant count 2017-12-31 3
Total funding target for all participants 2017-12-31 848,162
Balance at beginning of prior year after applicable adjustments 2017-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-12-31 256,569
Carryover balanced portion elected for use to offset prior years funding requirement 2017-12-31 0
Prefunding balanced used to offset prior years funding requirement 2017-12-31 0
Amount remaining of carryover balance 2017-12-31 0
Amount remaining of prefunding balance 2017-12-31 256,569
Present value of excess contributions 2017-12-31 107
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-12-31 114
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-12-31 114
Reductions in prefunding balances due to elections or deemed elections 2017-12-31 55,911
Balance of carryovers at beginning of current year 2017-12-31 0
Balance of prefunding at beginning of current year 2017-12-31 239,873
Total employer contributions 2017-12-31 190,820
Total employee contributions 2017-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-12-31 187,181
Remaining amount of unpaid minimum required contributions 2017-12-31 0
Minimum required contributions for current year target normal cost 2017-12-31 187,148
Total funding amount beforereflecting carryover/prefunding balances 2017-12-31 187,148
Additional cash requirement 2017-12-31 187,148
Contributions allocatedtoward minimum required contributions for current year 2017-12-31 187,181
Unpaid minimum required contributions for current year 2017-12-31 0
Unpaid minimum required contributions for all years 2017-12-31 0
2016: MID SOUTH TRUCKERS GROUP, INC. DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets 2016-12-31 784,958
Acturial value of plan assets 2016-12-31 784,958
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 0
Number of terminated vested participants 2016-12-31 0
Fundng target for terminated vested participants 2016-12-31 0
Active participant vested funding target 2016-12-31 528,389
Number of active participants 2016-12-31 3
Total funding liabilities for active participants 2016-12-31 528,389
Total participant count 2016-12-31 3
Total funding target for all participants 2016-12-31 528,389
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 356,327
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 356,327
Present value of excess contributions 2016-12-31 42,408
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 45,084
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 45,084
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 122,251
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 256,569
Total employer contributions 2016-12-31 170,856
Total employee contributions 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 165,901
Unpaid minimum required contributions for all prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 165,794
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 165,794
Additional cash requirement 2016-12-31 165,794
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 165,901
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0

Measure	Date	Value
2019: MID SOUTH TRUCKERS GROUP, INC. DEFINED BENEFIT PLAN 2019 401k membership
Market value of plan assets	2019-09-03	1,465,804
Acturial value of plan assets	2019-09-03	1,465,804
Funding target for retired participants and beneficiaries receiving payment	2019-09-03	0
Number of terminated vested participants	2019-09-03	1
Fundng target for terminated vested participants	2019-09-03	41,379
Active participant vested funding target	2019-09-03	1,343,665
Number of active participants	2019-09-03	2
Total funding liabilities for active participants	2019-09-03	1,343,665
Total participant count	2019-09-03	3
Total funding target for all participants	2019-09-03	1,385,044
Balance at beginning of prior year after applicable adjustments	2019-09-03	0
Prefunding balance at beginning of prior year after applicable adjustments	2019-09-03	271,787
Amount remaining of carryover balance	2019-09-03	0
Amount remaining of prefunding balance	2019-09-03	271,787
Present value of excess contributions	2019-09-03	89,914
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2019-09-03	95,030
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2019-09-03	95,030
Reductions in prefunding balances due to elections or deemed elections	2019-09-03	272,280
Balance of carryovers at beginning of current year	2019-09-03	0
Balance of prefunding at beginning of current year	2019-09-03	80,703
Total employer contributions	2019-09-03	0
Total employee contributions	2019-09-03	0
Contributions allocated toward unpaid minimum require contributions from prior years	2019-09-03	0
Contributions made to avoid restrictions adjusted to valuation date	2019-09-03	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2019-09-03	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2019-09-03	0
Remaining amount of unpaid minimum required contributions	2019-09-03	0
Minimum required contributions for current year target normal cost	2019-09-03	87,918
Total funding amount beforereflecting carryover/prefunding balances	2019-09-03	0
Additional cash requirement	2019-09-03	0
Contributions allocatedtoward minimum required contributions for current year	2019-09-03	0
Unpaid minimum required contributions for current year	2019-09-03	0
Unpaid minimum required contributions for all years	2019-09-03	0
2018: MID SOUTH TRUCKERS GROUP, INC. DEFINED BENEFIT PLAN 2018 401k membership
Market value of plan assets	2018-12-31	1,439,913
Acturial value of plan assets	2018-12-31	1,439,913
Funding target for retired participants and beneficiaries receiving payment	2018-12-31	0
Number of terminated vested participants	2018-12-31	0
Fundng target for terminated vested participants	2018-12-31	0
Active participant vested funding target	2018-12-31	1,103,575
Number of active participants	2018-12-31	3
Total funding liabilities for active participants	2018-12-31	1,103,575
Total participant count	2018-12-31	3
Total funding target for all participants	2018-12-31	1,103,575
Balance at beginning of prior year after applicable adjustments	2018-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2018-12-31	239,873
Amount remaining of carryover balance	2018-12-31	0
Amount remaining of prefunding balance	2018-12-31	239,873
Present value of excess contributions	2018-12-31	33
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2018-12-31	35
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2018-12-31	35
Reductions in prefunding balances due to elections or deemed elections	2018-12-31	0
Balance of carryovers at beginning of current year	2018-12-31	0
Balance of prefunding at beginning of current year	2018-12-31	271,787
Total employer contributions	2018-12-31	100,000
Total employee contributions	2018-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2018-12-31	93,788
Remaining amount of unpaid minimum required contributions	2018-12-31	0
Minimum required contributions for current year target normal cost	2018-12-31	68,425
Total funding amount beforereflecting carryover/prefunding balances	2018-12-31	3,874
Additional cash requirement	2018-12-31	3,874
Contributions allocatedtoward minimum required contributions for current year	2018-12-31	93,788
Unpaid minimum required contributions for current year	2018-12-31	0
Unpaid minimum required contributions for all years	2018-12-31	0
2017: MID SOUTH TRUCKERS GROUP, INC. DEFINED BENEFIT PLAN 2017 401k membership
Market value of plan assets	2017-12-31	1,088,035
Acturial value of plan assets	2017-12-31	1,088,035
Funding target for retired participants and beneficiaries receiving payment	2017-12-31	0
Number of terminated vested participants	2017-12-31	0
Fundng target for terminated vested participants	2017-12-31	0
Active participant vested funding target	2017-12-31	848,162
Number of active participants	2017-12-31	3
Total funding liabilities for active participants	2017-12-31	848,162
Total participant count	2017-12-31	3
Total funding target for all participants	2017-12-31	848,162
Balance at beginning of prior year after applicable adjustments	2017-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-12-31	256,569
Carryover balanced portion elected for use to offset prior years funding requirement	2017-12-31	0
Prefunding balanced used to offset prior years funding requirement	2017-12-31	0
Amount remaining of carryover balance	2017-12-31	0
Amount remaining of prefunding balance	2017-12-31	256,569
Present value of excess contributions	2017-12-31	107
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-12-31	114
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-12-31	114
Reductions in prefunding balances due to elections or deemed elections	2017-12-31	55,911
Balance of carryovers at beginning of current year	2017-12-31	0
Balance of prefunding at beginning of current year	2017-12-31	239,873
Total employer contributions	2017-12-31	190,820
Total employee contributions	2017-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-12-31	187,181
Remaining amount of unpaid minimum required contributions	2017-12-31	0
Minimum required contributions for current year target normal cost	2017-12-31	187,148
Total funding amount beforereflecting carryover/prefunding balances	2017-12-31	187,148
Additional cash requirement	2017-12-31	187,148
Contributions allocatedtoward minimum required contributions for current year	2017-12-31	187,181
Unpaid minimum required contributions for current year	2017-12-31	0
Unpaid minimum required contributions for all years	2017-12-31	0
2016: MID SOUTH TRUCKERS GROUP, INC. DEFINED BENEFIT PLAN 2016 401k membership
Market value of plan assets	2016-12-31	784,958
Acturial value of plan assets	2016-12-31	784,958
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	0
Number of terminated vested participants	2016-12-31	0
Fundng target for terminated vested participants	2016-12-31	0
Active participant vested funding target	2016-12-31	528,389
Number of active participants	2016-12-31	3
Total funding liabilities for active participants	2016-12-31	528,389
Total participant count	2016-12-31	3
Total funding target for all participants	2016-12-31	528,389
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	356,327
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	356,327
Present value of excess contributions	2016-12-31	42,408
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	45,084
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	45,084
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	122,251
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	256,569
Total employer contributions	2016-12-31	170,856
Total employee contributions	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	165,901
Unpaid minimum required contributions for all prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	165,794
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	165,794
Additional cash requirement	2016-12-31	165,794
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	165,901
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0

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Company Name:	MID SOUTH TRUCKERS GROUP, INC.
Employer identification number (EIN):	621560092
NAIC Classification:	524210
NAIC Description:	Insurance Agencies and Brokerages