| Plan Name | UTILITY TRAILER OF DALLAS, INC. 401K PROFIT SHARING PLAN AND TRUST |
| Plan identification number | 001 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| Company Name: | FIDUCIARY WISE LLC FBO UTILITY TRAILER OF DALLAS, INC. |
| Employer identification number (EIN): | 752407220 |
| NAIC Classification: | 441228 |
| NAIC Description: | Motorcycle, ATV, and All Other Motor Vehicle Dealers |
Additional information about FIDUCIARY WISE LLC FBO UTILITY TRAILER OF DALLAS, INC.
| Jurisdiction of Incorporation: | Texas Secretary of State |
| Incorporation Date: | 1991-11-08 |
| Company Identification Number: | 0121184100 |
| Legal Registered Office Address: |
34241 LYNDON B JOHNSON FWY DALLAS United States of America (USA) 75241 |
More information about FIDUCIARY WISE LLC FBO UTILITY TRAILER OF DALLAS, INC.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 001 | 2014-01-01 | LYNNE MCAULEY | |||
| 001 | 2014-01-01 | LYNNE MCAULEY | |||
| 001 | 2013-01-01 | LYNNE MCAULEY | |||
| 001 | 2012-01-01 | MELISSA DAGENAIS | 2013-05-24 | MELISSA DAGENAIS | 2013-05-24 |
| 001 | 2011-01-01 | MELISSA DAGENAIS | 2012-03-30 | ||
| 001 | 2010-01-01 | MELISSA DAGENAIS | 2011-05-26 |
| Measure | Date | Value |
|---|---|---|
| 2014 : UTILITY TRAILER OF DALLAS, INC. 401K PROFIT SHARING PLAN AND TRUST 2014 401k financial data | ||
| Total income from all sources | 2014-12-31 | $292,138 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $59,444 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $51,488 |
| Total plan assets at end of year | 2014-12-31 | $951,099 |
| Total plan assets at beginning of year | 2014-12-31 | $718,405 |
| Value of fidelity bond covering the plan | 2014-12-31 | $71,841 |
| Total contributions received or receivable from participants | 2014-12-31 | $117,154 |
| Other income received | 2014-12-31 | $126,827 |
| Net income (gross income less expenses) | 2014-12-31 | $232,694 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $951,099 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $718,405 |
| Assets. Value of participant loans | 2014-12-31 | $25,260 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $48,157 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $7,956 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| 2013 : UTILITY TRAILER OF DALLAS, INC. 401K PROFIT SHARING PLAN AND TRUST 2013 401k financial data | ||
| Total income from all sources | 2013-12-31 | $243,980 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $59,444 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $51,488 |
| Total plan assets at end of year | 2013-12-31 | $902,941 |
| Total plan assets at beginning of year | 2013-12-31 | $718,405 |
| Value of fidelity bond covering the plan | 2013-12-31 | $100,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $117,154 |
| Other income received | 2013-12-31 | $126,826 |
| Net income (gross income less expenses) | 2013-12-31 | $184,536 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $902,941 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $718,405 |
| Assets. Value of participant loans | 2013-12-31 | $25,260 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $48,137 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $7,956 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| 2014: UTILITY TRAILER OF DALLAS, INC. 401K PROFIT SHARING PLAN AND TRUST 2014 form 5500 responses | ||
|---|---|---|
| 2014-01-01 | Type of plan entity | Mulitple employer plan |
| 2014-01-01 | Submission has been amended | Yes |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: UTILITY TRAILER OF DALLAS, INC. 401K PROFIT SHARING PLAN AND TRUST 2013 form 5500 responses | ||
| 2013-01-01 | Type of plan entity | Mulitple employer plan |
| 2013-01-01 | Submission has been amended | Yes |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |