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L & M BOTRUC RENTAL, INC SAVINGS PLAN 401k Plan overview

Plan NameL & M BOTRUC RENTAL, INC SAVINGS PLAN
Plan identification number 001

L & M BOTRUC RENTAL, INC SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

L & M BOTRUC RENTAL, INC. has sponsored the creation of one or more 401k plans.

Company Name:L & M BOTRUC RENTAL, INC.
Employer identification number (EIN):720563105
NAIC Classification:483000
NAIC Description: Water Transportation

Form 5500 Filing Information

Submission information for form 5500 for 401k plan L & M BOTRUC RENTAL, INC SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01MINOR A CHERAMIE III2022-09-13
0012020-01-01MINOR A CHERAMIE III2021-11-15
0012019-01-01MINOR A CHERAMIE III2020-09-23
0012019-01-01MINOR A CHERAMIE III2020-11-16
0012018-01-01MINOR A CHERAMIE III2019-08-20 MINOR A CHERAMIE III2019-08-20
0012017-01-01
0012016-01-01
0012015-01-01MINOR A CHERAMIE
0012014-01-01MINOR A CHERAMIE
0012013-01-01MINOR A. CHERAMIE III
0012012-01-01MINOR A. CHERAMIE III
0012011-01-01MINOR A. CHERAMIE III
0012010-01-01MINOR A. CHERAMIE III
0012009-01-01MINOR A CHERAMIE III

Plan Statistics for L & M BOTRUC RENTAL, INC SAVINGS PLAN

401k plan membership statisitcs for L & M BOTRUC RENTAL, INC SAVINGS PLAN

Measure Date Value
2021: L & M BOTRUC RENTAL, INC SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01139
Total number of active participants reported on line 7a of the Form 55002021-01-01106
Number of retired or separated participants receiving benefits2021-01-012
Number of other retired or separated participants entitled to future benefits2021-01-0113
Total of all active and inactive participants2021-01-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01121
Number of participants with account balances2021-01-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: L & M BOTRUC RENTAL, INC SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01131
Total number of active participants reported on line 7a of the Form 55002020-01-01118
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-0111
Total of all active and inactive participants2020-01-01132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01132
Number of participants with account balances2020-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: L & M BOTRUC RENTAL, INC SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01121
Total number of active participants reported on line 7a of the Form 55002019-01-01104
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-0114
Total of all active and inactive participants2019-01-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01121
Number of participants with account balances2019-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: L & M BOTRUC RENTAL, INC SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01118
Total number of active participants reported on line 7a of the Form 55002018-01-0194
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-0118
Total of all active and inactive participants2018-01-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01117
Number of participants with account balances2018-01-0183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: L & M BOTRUC RENTAL, INC SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01141
Total number of active participants reported on line 7a of the Form 55002017-01-0192
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-0122
Total of all active and inactive participants2017-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01117
Number of participants with account balances2017-01-0192
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-015
2016: L & M BOTRUC RENTAL, INC SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01146
Total number of active participants reported on line 7a of the Form 55002016-01-01110
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-0122
Total of all active and inactive participants2016-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01135
Number of participants with account balances2016-01-01103
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-016
2015: L & M BOTRUC RENTAL, INC SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01179
Total number of active participants reported on line 7a of the Form 55002015-01-01119
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0123
Total of all active and inactive participants2015-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01145
Number of participants with account balances2015-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-014
2014: L & M BOTRUC RENTAL, INC SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01191
Total number of active participants reported on line 7a of the Form 55002014-01-01150
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-0119
Total of all active and inactive participants2014-01-01171
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01172
Number of participants with account balances2014-01-01128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: L & M BOTRUC RENTAL, INC SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01189
Total number of active participants reported on line 7a of the Form 55002013-01-01157
Number of retired or separated participants receiving benefits2013-01-014
Number of other retired or separated participants entitled to future benefits2013-01-0117
Total of all active and inactive participants2013-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01178
Number of participants with account balances2013-01-01109
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: L & M BOTRUC RENTAL, INC SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01179
Total number of active participants reported on line 7a of the Form 55002012-01-01152
Number of retired or separated participants receiving benefits2012-01-014
Number of other retired or separated participants entitled to future benefits2012-01-0119
Total of all active and inactive participants2012-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-012
Total participants2012-01-01177
Number of participants with account balances2012-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: L & M BOTRUC RENTAL, INC SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01154
Total number of active participants reported on line 7a of the Form 55002011-01-01131
Number of retired or separated participants receiving benefits2011-01-014
Number of other retired or separated participants entitled to future benefits2011-01-0122
Total of all active and inactive participants2011-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01159
Number of participants with account balances2011-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2010: L & M BOTRUC RENTAL, INC SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01165
Total number of active participants reported on line 7a of the Form 55002010-01-01132
Number of retired or separated participants receiving benefits2010-01-014
Number of other retired or separated participants entitled to future benefits2010-01-0117
Total of all active and inactive participants2010-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-012
Total participants2010-01-01155
Number of participants with account balances2010-01-01124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-015
2009: L & M BOTRUC RENTAL, INC SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01183
Total number of active participants reported on line 7a of the Form 55002009-01-01140
Number of retired or separated participants receiving benefits2009-01-014
Number of other retired or separated participants entitled to future benefits2009-01-0115
Total of all active and inactive participants2009-01-01159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01161
Number of participants with account balances2009-01-01131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on L & M BOTRUC RENTAL, INC SAVINGS PLAN

Measure Date Value
2021 : L & M BOTRUC RENTAL, INC SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,024,968
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$571,824
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$570,312
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$208,695
Value of total assets at end of year2021-12-31$7,671,413
Value of total assets at beginning of year2021-12-31$7,218,269
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,512
Total interest from all sources2021-12-31$60,807
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$208,695
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$453,144
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,671,413
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,218,269
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$4,750,282
Value of interest in pooled separate accounts at beginning of year2021-12-31$4,054,369
Interest earned on other investments2021-12-31$60,807
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,921,131
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$3,163,900
Net investment gain/loss from pooled separate accounts2021-12-31$755,466
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$570,312
Contract administrator fees2021-12-31$1,512
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31LAPORTE CPAS AND BUSINESS ADVISORS
Accountancy firm EIN2021-12-31721088864
2020 : L & M BOTRUC RENTAL, INC SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,030,899
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,356,037
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,349,487
Value of total corrective distributions2020-12-31$5,440
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$218,222
Value of total assets at end of year2020-12-31$7,218,269
Value of total assets at beginning of year2020-12-31$7,543,407
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,110
Total interest from all sources2020-12-31$65,958
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$218,222
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-325,138
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,218,269
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$7,543,407
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$4,054,369
Value of interest in pooled separate accounts at beginning of year2020-12-31$4,376,989
Interest earned on other investments2020-12-31$65,958
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$3,163,900
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,166,418
Net investment gain/loss from pooled separate accounts2020-12-31$746,719
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,349,487
Contract administrator fees2020-12-31$1,110
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31LAPORTE CPAS AND BUSINESS ADVISORS
Accountancy firm EIN2020-12-31721088864
2019 : L & M BOTRUC RENTAL, INC SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$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 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$1,205,200
Total income from all sources (including contributions)2019-12-31$1,205,200
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$557,502
Total of all expenses incurred2019-12-31$557,502
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$555,828
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$555,828
Value of total corrective distributions2019-12-31$404
Value of total corrective distributions2019-12-31$404
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$238,664
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$238,664
Value of total assets at end of year2019-12-31$7,543,407
Value of total assets at end of year2019-12-31$7,543,407
Value of total assets at beginning of year2019-12-31$6,895,709
Value of total assets at beginning of year2019-12-31$6,895,709
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,270
Total interest from all sources2019-12-31$67,438
Total interest from all sources2019-12-31$67,438
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$238,664
Contributions received from participants2019-12-31$238,664
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$647,698
Value of net income/loss2019-12-31$647,698
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,543,407
Value of net assets at end of year (total assets less liabilities)2019-12-31$7,543,407
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,895,709
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,895,709
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$4,376,989
Value of interest in pooled separate accounts at end of year2019-12-31$4,376,989
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,553,811
Value of interest in pooled separate accounts at beginning of year2019-12-31$3,553,811
Interest earned on other investments2019-12-31$67,438
Interest earned on other investments2019-12-31$67,438
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,166,418
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,166,418
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,341,898
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$3,341,898
Net investment gain/loss from pooled separate accounts2019-12-31$899,098
Net investment gain/loss from pooled separate accounts2019-12-31$899,098
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$555,828
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$555,828
Contract administrator fees2019-12-31$1,270
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31LAPORTE CPAS AND BUSINESS ADVISORS
Accountancy firm name2019-12-31LAPORTE CPAS AND BUSINESS ADVISORS
Accountancy firm EIN2019-12-31721088864
Accountancy firm EIN2019-12-31721088864
2018 : L & M BOTRUC RENTAL, INC SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$340
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$674,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$672,099
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$217,954
Value of total assets at end of year2018-12-31$6,895,709
Value of total assets at beginning of year2018-12-31$7,570,147
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,679
Total interest from all sources2018-12-31$51,984
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$217,954
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-674,438
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,895,709
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$7,570,147
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in pooled separate accounts at end of year2018-12-31$3,553,811
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,162,349
Interest earned on other investments2018-12-31$51,984
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$3,341,898
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$3,407,798
Net investment gain/loss from pooled separate accounts2018-12-31$-269,598
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$672,099
Contract administrator fees2018-12-31$2,679
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31LAPORTE CPAS AND BUSINESS ADVISORS
Accountancy firm EIN2018-12-31721088864
2017 : L & M BOTRUC RENTAL, INC SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$958,631
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$654,744
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$649,673
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$240,565
Value of total assets at end of year2017-12-31$7,570,147
Value of total assets at beginning of year2017-12-31$7,266,260
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,071
Total interest from all sources2017-12-31$49,026
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$240,565
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$303,887
Value of net assets at end of year (total assets less liabilities)2017-12-31$7,570,147
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,266,260
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in pooled separate accounts at end of year2017-12-31$4,162,349
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,709,395
Interest earned on other investments2017-12-31$49,026
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$3,407,798
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$3,556,865
Net investment gain/loss from pooled separate accounts2017-12-31$669,040
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$649,673
Contract administrator fees2017-12-31$5,071
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31LAPORTE CPAS AND BUSINESS
Accountancy firm EIN2017-12-31721088864
2016 : L & M BOTRUC RENTAL, INC SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$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$698,869
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$662,526
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$656,844
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$286,723
Value of total assets at end of year2016-12-31$7,266,260
Value of total assets at beginning of year2016-12-31$7,229,917
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,682
Total interest from all sources2016-12-31$52,039
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$286,723
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$36,343
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,266,260
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,229,917
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in pooled separate accounts at end of year2016-12-31$3,709,395
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,620,590
Interest earned on other investments2016-12-31$52,039
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,556,865
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,609,327
Net investment gain/loss from pooled separate accounts2016-12-31$360,107
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$656,844
Contract administrator fees2016-12-31$5,682
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31LAPORTE CPAS AND BUSINESS ADVISORS
Accountancy firm EIN2016-12-31721088864
2015 : L & M BOTRUC RENTAL, INC SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$479,473
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$851,473
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$847,526
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$481,780
Value of total assets at end of year2015-12-31$7,229,917
Value of total assets at beginning of year2015-12-31$7,601,917
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$3,947
Total interest from all sources2015-12-31$55,745
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$388,709
Participant contributions at beginning of year2015-12-31$29,141
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$61,033
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-372,000
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,229,917
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,601,917
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$3,620,590
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,884,134
Interest earned on other investments2015-12-31$55,745
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,609,327
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,672,652
Net investment gain/loss from pooled separate accounts2015-12-31$-58,052
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$32,038
Employer contributions (assets) at beginning of year2015-12-31$15,990
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$847,526
Contract administrator fees2015-12-31$3,947
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31LAPORTE CPAS AND BUSINESS ADVISORS
Accountancy firm EIN2015-12-31721088864
2014 : L & M BOTRUC RENTAL, INC SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$976,022
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$734,600
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$733,970
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$632,885
Value of total assets at end of year2014-12-31$7,601,917
Value of total assets at beginning of year2014-12-31$7,360,495
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$630
Total interest from all sources2014-12-31$56,950
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$537,063
Participant contributions at end of year2014-12-31$29,141
Participant contributions at beginning of year2014-12-31$28,323
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$241,422
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,601,917
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,360,495
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$3,884,134
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,792,077
Interest earned on other investments2014-12-31$56,950
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,672,652
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$3,540,095
Net investment gain/loss from pooled separate accounts2014-12-31$286,187
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$95,822
Employer contributions (assets) at end of year2014-12-31$15,990
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$733,970
Contract administrator fees2014-12-31$630
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BEYER, STAGNI & CO.
Accountancy firm EIN2014-12-31721110140
2013 : L & M BOTRUC RENTAL, INC SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$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$1,373,632
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$548,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$547,148
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$487,920
Value of total assets at end of year2013-12-31$7,360,495
Value of total assets at beginning of year2013-12-31$6,535,403
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,392
Total interest from all sources2013-12-31$83,716
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$487,920
Participant contributions at end of year2013-12-31$28,323
Participant contributions at beginning of year2013-12-31$25,876
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$825,092
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,360,495
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,535,403
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$3,792,077
Value of interest in pooled separate accounts at beginning of year2013-12-31$3,083,308
Interest earned on other investments2013-12-31$83,716
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$3,540,095
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$3,426,219
Net investment gain/loss from pooled separate accounts2013-12-31$801,996
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$547,148
Contract administrator fees2013-12-31$1,392
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BEYER, STAGNI & CO.
Accountancy firm EIN2013-12-31721110140
2012 : L & M BOTRUC RENTAL, INC SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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$918,947
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$644,305
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$639,720
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$458,062
Value of total assets at end of year2012-12-31$6,535,403
Value of total assets at beginning of year2012-12-31$6,260,761
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,585
Total interest from all sources2012-12-31$94,390
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$458,062
Participant contributions at end of year2012-12-31$25,876
Participant contributions at beginning of year2012-12-31$17,640
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$274,642
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,535,403
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$6,260,761
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$3,083,308
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,630,836
Interest earned on other investments2012-12-31$94,390
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$3,426,219
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$3,612,285
Net investment gain/loss from pooled separate accounts2012-12-31$366,495
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$639,720
Contract administrator fees2012-12-31$4,585
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BEYER, STAGNI & CO.
Accountancy firm EIN2012-12-31721110140
2011 : L & M BOTRUC RENTAL, INC SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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$517,005
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$475,805
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$469,952
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$437,789
Value of total assets at end of year2011-12-31$6,260,761
Value of total assets at beginning of year2011-12-31$6,219,561
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,853
Total interest from all sources2011-12-31$99,482
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$250,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$437,789
Participant contributions at end of year2011-12-31$17,640
Participant contributions at beginning of year2011-12-31$18,388
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$41,200
Value of net assets at end of year (total assets less liabilities)2011-12-31$6,260,761
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$6,219,561
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$2,630,836
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,886,621
Interest earned on other investments2011-12-31$99,482
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$3,612,285
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$3,314,552
Net investment gain/loss from pooled separate accounts2011-12-31$-20,266
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$469,952
Contract administrator fees2011-12-31$5,853
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BEYER STAGNI & COMPANY
Accountancy firm EIN2011-12-31721110140
2010 : L & M BOTRUC RENTAL, INC SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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$926,064
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$428,054
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$422,215
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$452,613
Value of total assets at end of year2010-12-31$6,219,561
Value of total assets at beginning of year2010-12-31$5,721,551
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,839
Total interest from all sources2010-12-31$89,098
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$452,613
Participant contributions at end of year2010-12-31$18,388
Participant contributions at beginning of year2010-12-31$48,783
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$498,010
Value of net assets at end of year (total assets less liabilities)2010-12-31$6,219,561
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$5,721,551
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$2,886,621
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,710,795
Interest earned on other investments2010-12-31$89,098
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$3,314,552
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$2,944,571
Net investment gain/loss from pooled separate accounts2010-12-31$384,353
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Employer contributions (assets) at beginning of year2010-12-31$17,402
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$422,215
Contract administrator fees2010-12-31$5,839
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BEYER STAGNI & COMPANY
Accountancy firm EIN2010-12-31721110140
2009 : L & M BOTRUC RENTAL, INC SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for L & M BOTRUC RENTAL, INC SAVINGS PLAN

2021: L & M BOTRUC RENTAL, INC SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: L & M BOTRUC RENTAL, INC SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: L & M BOTRUC RENTAL, INC SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: L & M BOTRUC RENTAL, INC SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: L & M BOTRUC RENTAL, INC SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: L & M BOTRUC RENTAL, INC SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: L & M BOTRUC RENTAL, INC SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: L & M BOTRUC RENTAL, INC SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: L & M BOTRUC RENTAL, INC SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: L & M BOTRUC RENTAL, INC SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: L & M BOTRUC RENTAL, INC SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: L & M BOTRUC RENTAL, INC SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: L & M BOTRUC RENTAL, INC SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number801392
Policy instance 1
Insurance contract or identification number801392
Number of Individuals Covered121
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number801392
Policy instance 1
Insurance contract or identification number801392
Number of Individuals Covered132
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number801392
Policy instance 1
Insurance contract or identification number801392
Number of Individuals Covered121
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number801392
Policy instance 1
Insurance contract or identification number801392
Number of Individuals Covered117
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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