J & S CARTAGE, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan J & S CARTAGE, INC. RETIREMENT PLAN
401k plan membership statisitcs for J & S CARTAGE, INC. RETIREMENT PLAN
Measure | Date | Value |
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2018: J & S CARTAGE, INC. RETIREMENT PLAN 2018 401k membership |
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Total participants, beginning-of-year | 2018-01-01 | 60 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 0 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
Total participants | 2018-01-01 | 0 |
Number of participants with account balances | 2018-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: J & S CARTAGE, INC. RETIREMENT PLAN 2017 401k membership |
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Total participants, beginning-of-year | 2017-01-01 | 56 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 47 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 13 |
Total of all active and inactive participants | 2017-01-01 | 60 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 60 |
Number of participants with account balances | 2017-01-01 | 34 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 1 |
2016: J & S CARTAGE, INC. RETIREMENT PLAN 2016 401k membership |
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Total participants, beginning-of-year | 2016-01-01 | 57 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 42 |
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 | 11 |
Total of all active and inactive participants | 2016-01-01 | 53 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 53 |
Number of participants with account balances | 2016-01-01 | 34 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 2 |
2015: J & S CARTAGE, INC. RETIREMENT PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 54 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 43 |
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 | 11 |
Total of all active and inactive participants | 2015-01-01 | 54 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 54 |
Number of participants with account balances | 2015-01-01 | 38 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 2 |
2014: J & S CARTAGE, INC. RETIREMENT PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 46 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 38 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 9 |
Total of all active and inactive participants | 2014-01-01 | 47 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 47 |
Number of participants with account balances | 2014-01-01 | 38 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 1 |
2013: J & S CARTAGE, INC. RETIREMENT PLAN 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 43 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 35 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 7 |
Total of all active and inactive participants | 2013-01-01 | 42 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 42 |
Number of participants with account balances | 2013-01-01 | 38 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 7 |
2012: J & S CARTAGE, INC. RETIREMENT PLAN 2012 401k membership |
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Total participants, beginning-of-year | 2012-01-01 | 50 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 40 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 3 |
Total of all active and inactive participants | 2012-01-01 | 43 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 43 |
Number of participants with account balances | 2012-01-01 | 38 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 2 |
2011: J & S CARTAGE, INC. RETIREMENT PLAN 2011 401k membership |
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Total participants, beginning-of-year | 2011-01-01 | 33 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 34 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 11 |
Total of all active and inactive participants | 2011-01-01 | 45 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 45 |
Number of participants with account balances | 2011-01-01 | 34 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 5 |
2010: J & S CARTAGE, INC. RETIREMENT PLAN 2010 401k membership |
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Total participants, beginning-of-year | 2010-01-01 | 33 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 30 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 3 |
Total of all active and inactive participants | 2010-01-01 | 33 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 33 |
Number of participants with account balances | 2010-01-01 | 33 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 1 |
2009: J & S CARTAGE, INC. RETIREMENT PLAN 2009 401k membership |
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Total participants, beginning-of-year | 2009-01-01 | 31 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 26 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 7 |
Total of all active and inactive participants | 2009-01-01 | 33 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 33 |
Number of participants with account balances | 2009-01-01 | 33 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 3 |
Measure | Date | Value |
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2018 : J & S CARTAGE, INC. RETIREMENT PLAN 2018 401k financial data |
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Transfers to/from the plan | 2018-08-20 | $-349,972 |
Total income from all sources | 2018-08-20 | $2,044 |
Expenses. Total of all expenses incurred | 2018-08-20 | $4,410 |
Benefits paid (including direct rollovers) | 2018-08-20 | $4,208 |
Total plan assets at end of year | 2018-08-20 | $0 |
Total plan assets at beginning of year | 2018-08-20 | $352,338 |
Value of fidelity bond covering the plan | 2018-08-20 | $100,000 |
Other income received | 2018-08-20 | $2,044 |
Net income (gross income less expenses) | 2018-08-20 | $-2,366 |
Net plan assets at end of year (total assets less liabilities) | 2018-08-20 | $0 |
Net plan assets at beginning of year (total assets less liabilities) | 2018-08-20 | $352,338 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2018-08-20 | $202 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-08-20 | $0 |
2017 : J & S CARTAGE, INC. RETIREMENT PLAN 2017 401k financial data |
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Total income from all sources | 2017-12-31 | $39,133 |
Expenses. Total of all expenses incurred | 2017-12-31 | $1 |
Benefits paid (including direct rollovers) | 2017-12-31 | $1 |
Total plan assets at end of year | 2017-12-31 | $352,338 |
Total plan assets at beginning of year | 2017-12-31 | $313,206 |
Value of fidelity bond covering the plan | 2017-12-31 | $100,000 |
Total contributions received or receivable from participants | 2017-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2017-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2017-12-31 | $0 |
Other income received | 2017-12-31 | $39,133 |
Net income (gross income less expenses) | 2017-12-31 | $39,132 |
Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $352,338 |
Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $313,206 |
Total contributions received or receivable from employer(s) | 2017-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
2016 : J & S CARTAGE, INC. RETIREMENT PLAN 2016 401k financial data |
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Total income from all sources | 2016-12-31 | $12,162 |
Expenses. Total of all expenses incurred | 2016-12-31 | $21,622 |
Benefits paid (including direct rollovers) | 2016-12-31 | $21,621 |
Total plan assets at end of year | 2016-12-31 | $313,206 |
Total plan assets at beginning of year | 2016-12-31 | $322,666 |
Value of fidelity bond covering the plan | 2016-12-31 | $100,000 |
Total contributions received or receivable from participants | 2016-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2016-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2016-12-31 | $0 |
Other income received | 2016-12-31 | $12,162 |
Net income (gross income less expenses) | 2016-12-31 | $-9,460 |
Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $313,206 |
Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $322,666 |
Total contributions received or receivable from employer(s) | 2016-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $1 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
2015 : J & S CARTAGE, INC. RETIREMENT PLAN 2015 401k financial data |
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Total income from all sources | 2015-12-31 | $-8,488 |
Expenses. Total of all expenses incurred | 2015-12-31 | $16,077 |
Benefits paid (including direct rollovers) | 2015-12-31 | $15,577 |
Total plan assets at end of year | 2015-12-31 | $322,666 |
Total plan assets at beginning of year | 2015-12-31 | $347,231 |
Value of fidelity bond covering the plan | 2015-12-31 | $100,000 |
Total contributions received or receivable from participants | 2015-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2015-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2015-12-31 | $0 |
Other income received | 2015-12-31 | $-8,488 |
Net income (gross income less expenses) | 2015-12-31 | $-24,565 |
Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $322,666 |
Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $347,231 |
Total contributions received or receivable from employer(s) | 2015-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $500 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
2014 : J & S CARTAGE, INC. RETIREMENT PLAN 2014 401k financial data |
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Total income from all sources | 2014-12-31 | $13,075 |
Expenses. Total of all expenses incurred | 2014-12-31 | $17,448 |
Benefits paid (including direct rollovers) | 2014-12-31 | $17,448 |
Total plan assets at end of year | 2014-12-31 | $347,231 |
Total plan assets at beginning of year | 2014-12-31 | $351,604 |
Value of fidelity bond covering the plan | 2014-12-31 | $100,000 |
Total contributions received or receivable from participants | 2014-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2014-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2014-12-31 | $0 |
Other income received | 2014-12-31 | $13,075 |
Net income (gross income less expenses) | 2014-12-31 | $-4,373 |
Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $347,231 |
Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $351,604 |
Total contributions received or receivable from employer(s) | 2014-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $0 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
2013 : J & S CARTAGE, INC. RETIREMENT PLAN 2013 401k financial data |
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Total plan liabilities at beginning of year | 2013-12-31 | $0 |
Total income from all sources | 2013-12-31 | $44,010 |
Expenses. Total of all expenses incurred | 2013-12-31 | $48,033 |
Benefits paid (including direct rollovers) | 2013-12-31 | $47,533 |
Total plan assets at end of year | 2013-12-31 | $351,604 |
Total plan assets at beginning of year | 2013-12-31 | $355,627 |
Value of fidelity bond covering the plan | 2013-12-31 | $100,000 |
Total contributions received or receivable from participants | 2013-12-31 | $0 |
Expenses. Other expenses not covered elsewhere | 2013-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $0 |
Other income received | 2013-12-31 | $44,010 |
Net income (gross income less expenses) | 2013-12-31 | $-4,023 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $351,604 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $355,627 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $500 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : J & S CARTAGE, INC. RETIREMENT PLAN 2012 401k financial data |
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Total plan liabilities at end of year | 2012-12-31 | $0 |
Total plan liabilities at beginning of year | 2012-12-31 | $0 |
Total income from all sources | 2012-12-31 | $40,047 |
Expenses. Total of all expenses incurred | 2012-12-31 | $24,918 |
Benefits paid (including direct rollovers) | 2012-12-31 | $24,418 |
Total plan assets at end of year | 2012-12-31 | $355,627 |
Total plan assets at beginning of year | 2012-12-31 | $340,498 |
Value of fidelity bond covering the plan | 2012-12-31 | $100,000 |
Total contributions received or receivable from participants | 2012-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $0 |
Other income received | 2012-12-31 | $40,047 |
Noncash contributions received | 2012-12-31 | $0 |
Net income (gross income less expenses) | 2012-12-31 | $15,129 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $355,627 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $340,498 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $500 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : J & S CARTAGE, INC. RETIREMENT PLAN 2011 401k financial data |
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Total plan liabilities at end of year | 2011-12-31 | $0 |
Total plan liabilities at beginning of year | 2011-12-31 | $0 |
Total income from all sources | 2011-12-31 | $-6,829 |
Expenses. Total of all expenses incurred | 2011-12-31 | $9,023 |
Benefits paid (including direct rollovers) | 2011-12-31 | $8,610 |
Total plan assets at end of year | 2011-12-31 | $340,498 |
Total plan assets at beginning of year | 2011-12-31 | $356,350 |
Value of fidelity bond covering the plan | 2011-12-31 | $100,000 |
Other income received | 2011-12-31 | $-6,829 |
Net income (gross income less expenses) | 2011-12-31 | $-15,852 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $340,498 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $356,350 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $413 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : J & S CARTAGE, INC. RETIREMENT PLAN 2010 401k financial data |
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Total plan liabilities at end of year | 2010-12-31 | $0 |
Total plan liabilities at beginning of year | 2010-12-31 | $0 |
Total income from all sources | 2010-12-31 | $126,249 |
Expenses. Total of all expenses incurred | 2010-12-31 | $15,248 |
Benefits paid (including direct rollovers) | 2010-12-31 | $14,748 |
Total plan assets at end of year | 2010-12-31 | $356,350 |
Total plan assets at beginning of year | 2010-12-31 | $245,349 |
Value of fidelity bond covering the plan | 2010-12-31 | $100,000 |
Total contributions received or receivable from participants | 2010-12-31 | $0 |
Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
Other income received | 2010-12-31 | $26,081 |
Noncash contributions received | 2010-12-31 | $0 |
Net income (gross income less expenses) | 2010-12-31 | $111,001 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $356,350 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $245,349 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $100,168 |
Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of corrective distributions | 2010-12-31 | $0 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $500 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : J & S CARTAGE, INC. RETIREMENT PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2018: J & S CARTAGE, INC. RETIREMENT PLAN 2018 form 5500 responses |
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2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | Yes |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Insurance | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement – Insurance | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: J & S CARTAGE, INC. RETIREMENT PLAN 2017 form 5500 responses |
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2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Insurance | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement – Insurance | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: J & S CARTAGE, INC. RETIREMENT PLAN 2016 form 5500 responses |
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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 – Insurance | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement – Insurance | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: J & S CARTAGE, INC. RETIREMENT PLAN 2015 form 5500 responses |
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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 – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement – Insurance | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: J & S CARTAGE, INC. RETIREMENT PLAN 2014 form 5500 responses |
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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 – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: J & S CARTAGE, INC. RETIREMENT PLAN 2013 form 5500 responses |
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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 – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: J & S CARTAGE, INC. RETIREMENT PLAN 2012 form 5500 responses |
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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 – Insurance | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement – Insurance | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: J & S CARTAGE, INC. RETIREMENT PLAN 2011 form 5500 responses |
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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 – Insurance | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement – Insurance | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: J & S CARTAGE, INC. RETIREMENT PLAN 2010 form 5500 responses |
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2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Insurance | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement – Insurance | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: J & S CARTAGE, INC. RETIREMENT PLAN 2009 form 5500 responses |
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2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
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 – Insurance | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement – Insurance | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
Policy contract number | 709758 |
Policy instance | 1 |
Insurance contract or identification number | 709758 | Insurance policy start date | 2018-01-01 | Insurance policy end date | 2018-08-20 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $1,057 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Amount paid for insurance broker fees | 1057 | Additional information about fees paid to insurance broker | REFERRAL/SERVICE FEE | Insurance broker organization code? | 3 | Insurance broker name | MML INSURANCE AGENCY LLC |
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PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
Policy contract number | 709758 |
Policy instance | 1 |
Insurance contract or identification number | 709758 | Number of Individuals Covered | 36 | Insurance policy start date | 2017-01-01 | Insurance policy end date | 2017-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $940 | Are there contracts with allocated funds for types other than group deferred annuity or individual? | Yes | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Other information about contract | PENSION PROVIDER | Commission paid to Insurance Broker | USD $0 | Amount paid for insurance broker fees | 940 | Additional information about fees paid to insurance broker | REFERRAL/SERVICE FEE | Insurance broker organization code? | 3 | Insurance broker name | MML INSURANCE AGENCY LLC |
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PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
Policy contract number | 709758 |
Policy instance | 1 |
Insurance contract or identification number | 709758 | Number of Individuals Covered | 35 | Insurance policy start date | 2015-01-01 | Insurance policy end date | 2015-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $1,042 | Are there contracts with allocated funds for types other than group deferred annuity or individual? | Yes | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Other information about contract | PENSION PROVIDER | Commission paid to Insurance Broker | USD $0 | Amount paid for insurance broker fees | 1042 | Additional information about fees paid to insurance broker | REFERRAL/SERVICE FEE | Insurance broker organization code? | 3 | Insurance broker name | MML INSURANCE AGENCY LLC |
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PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
Policy contract number | 709758 |
Policy instance | 1 |
Insurance contract or identification number | 709758 | Insurance policy start date | 2014-01-01 | Insurance policy end date | 2014-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $1,055 | Are there contracts with allocated funds for types other than group deferred annuity or individual? | Yes | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Other information about contract | PENSION PROVIDER | Amount paid for insurance broker fees | 1055 | Additional information about fees paid to insurance broker | REFERRAL/SERVICE FEE | Insurance broker organization code? | 3 | Insurance broker name | MML INSURANCE AGENCY LLC |
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PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
Policy contract number | 709758 |
Policy instance | 1 |
Insurance contract or identification number | 709758 | Number of Individuals Covered | 36 | Insurance policy start date | 2013-01-01 | Insurance policy end date | 2013-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $1,067 | Are there contracts with allocated funds for types other than group deferred annuity or individual? | Yes | Other information about contract | PENSION PROVIDER | Amount paid for insurance broker fees | 1067 | Additional information about fees paid to insurance broker | REFERRAL/SERVICE FEE | Insurance broker organization code? | 3 | Insurance broker name | MML INSURANCE AGENCY LLC |
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PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
Policy contract number | 709758 |
Policy instance | 1 |
Insurance contract or identification number | 709758 | Number of Individuals Covered | 22 | Insurance policy start date | 2012-01-01 | Insurance policy end date | 2012-12-31 | Total amount of commissions paid to insurance broker | USD $0 | Total amount of fees paid to insurance company | USD $1,021 | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | Commission paid to Insurance Broker | USD $0 | Amount paid for insurance broker fees | 1021 | Additional information about fees paid to insurance broker | REFERRAL/SERVICE FEE | Insurance broker organization code? | 3 | Insurance broker name | MML INSURANCE AGENCY, LLC |
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PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
Policy contract number | 709758 |
Policy instance | 1 |
Insurance contract or identification number | 709758 | Number of Individuals Covered | 34 | Insurance policy start date | 2011-01-01 | Insurance policy end date | 2011-12-31 | Total amount of commissions paid to insurance broker | USD $2,253 | Total amount of fees paid to insurance company | USD $768 | Are there contracts with allocated funds for individual policies? | No | 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? | Yes | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | 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 | Other information about contract | PENSION PROVIDER |
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PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 ) |
Policy contract number | 709758 |
Policy instance | 1 |
Insurance contract or identification number | 709758 | Number of Individuals Covered | 31 | Insurance policy start date | 2010-01-01 | Insurance policy end date | 2010-12-31 | Total amount of commissions paid to insurance broker | USD $1,071 | Total amount of fees paid to insurance company | USD $587 | Are there contracts with allocated funds for individual policies? | No | 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 plan | No | Contracts With Unallocated Funds Deposit Administration | 0 | 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? | No | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | Yes | Health Insurance Welfare Benefit | No | Dental Insurance Welfare Benefit | No | Vision Insurance Welfare Benefit | No | Life Insurance Welfare Benefit | No | Temporary Disability Insurance Welfare Benefit | No | Long Term Disability Insurance Welfare Benefit | No | Unemployment Insurance Welfare Benefit | No | Were dividends or retroactive rate refunds paid in cash? | No | Were dividends or retroactive rate refunds paid as a credit? | No | Commission paid to Insurance Broker | USD $1,071 | Amount paid for insurance broker fees | 587 | Additional information about fees paid to insurance broker | REFERRAL/SERVICE FEE | Insurance broker organization code? | 3 | Insurance broker name | LINCOLN FINANCIAL SECURITIES COPORA |
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