Logo

MOMENTUM FLEET SERVICES INC. RETIREMENT PLAN 401k Plan overview

Plan NameMOMENTUM FLEET SERVICES INC. RETIREMENT PLAN
Plan identification number 001

MOMENTUM FLEET SERVICES INC. RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

MOMENTUM FLEET SERVICES INC. has sponsored the creation of one or more 401k plans.

Company Name:MOMENTUM FLEET SERVICES INC.
Employer identification number (EIN):815237543
NAIC Classification:484120
NAIC Description: General Freight Trucking, Long-Distance

Additional information about MOMENTUM FLEET SERVICES INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 2017-01-31
Company Identification Number: P17000010638
Legal Registered Office Address: 23535 OAKSIDE BOULEVARD

LUTZ

33559

More information about MOMENTUM FLEET SERVICES INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MOMENTUM FLEET SERVICES INC. RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01KEVIN KING
0012023-01-01
0012023-01-01KEVIN KING
0012022-01-01
0012022-01-01
0012022-01-01KEVIN KING
0012021-01-01
0012021-01-01
0012021-01-01KEVIN KING
0012020-01-01
0012020-01-01
0012020-01-01KEVIN KING
0012019-01-01
0012018-01-01
0012017-02-02KEVIN SEIDL

Financial Data on MOMENTUM FLEET SERVICES INC. RETIREMENT PLAN

Measure Date Value
2024 : MOMENTUM FLEET SERVICES INC. RETIREMENT PLAN 2024 401k financial data
Total income from all sources2024-01-01$-537,434
Expenses. Total of all expenses incurred2024-01-01$0
Total plan assets at end of year2024-01-01$1,368,016
Total plan assets at beginning of year2024-01-01$1,905,450
Value of fidelity bond covering the plan2024-01-01$30,000
Other income received2024-01-01$-540,888
Net income (gross income less expenses)2024-01-01$-537,434
Net plan assets at end of year (total assets less liabilities)2024-01-01$1,368,016
Net plan assets at beginning of year (total assets less liabilities)2024-01-01$1,905,450
Assets. Value of participant loans2024-01-01$8,938
Assets. Value of employer securities2024-01-01$1,316,563
Total contributions received or receivable from employer(s)2024-01-01$3,454
2023 : MOMENTUM FLEET SERVICES INC. RETIREMENT PLAN 2023 401k financial data
Total income from all sources2023-12-31$310,690
Expenses. Total of all expenses incurred2023-12-31$0
Total plan assets at end of year2023-12-31$1,905,450
Total plan assets at beginning of year2023-12-31$1,594,760
Value of fidelity bond covering the plan2023-12-31$30,000
Total contributions received or receivable from participants2023-12-31$0
Other income received2023-12-31$310,690
Net income (gross income less expenses)2023-12-31$310,690
Net plan assets at end of year (total assets less liabilities)2023-12-31$1,905,450
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$1,594,760
Assets. Value of participant loans2023-12-31$11,758
Assets. Value of employer securities2023-12-31$1,721,708
Total contributions received or receivable from employer(s)2023-12-31$0
2022 : MOMENTUM FLEET SERVICES INC. RETIREMENT PLAN 2022 401k financial data
Total income from all sources2022-12-31$581,010
Expenses. Total of all expenses incurred2022-12-31$0
Total plan assets at end of year2022-12-31$1,591,916
Total plan assets at beginning of year2022-12-31$1,010,906
Value of fidelity bond covering the plan2022-12-31$30,000
Contributions received from other sources (not participants or employers)2022-12-31$7,600
Other income received2022-12-31$573,410
Net income (gross income less expenses)2022-12-31$581,010
Net plan assets at end of year (total assets less liabilities)2022-12-31$1,591,916
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$1,010,906
Assets. Value of participant loans2022-12-31$11,531
Assets. Value of employer securities2022-12-31$1,552,995
2021 : MOMENTUM FLEET SERVICES INC. RETIREMENT PLAN 2021 401k financial data
Total income from all sources2021-12-31$357,078
Expenses. Total of all expenses incurred2021-12-31$0
Total plan assets at end of year2021-12-31$1,010,906
Total plan assets at beginning of year2021-12-31$653,828
Value of fidelity bond covering the plan2021-12-31$30,000
Contributions received from other sources (not participants or employers)2021-12-31$6,800
Other income received2021-12-31$350,278
Net income (gross income less expenses)2021-12-31$357,078
Net plan assets at end of year (total assets less liabilities)2021-12-31$1,010,906
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$653,828
Assets. Value of participant loans2021-12-31$1,879
Assets. Value of employer securities2021-12-31$981,580
2020 : MOMENTUM FLEET SERVICES INC. RETIREMENT PLAN 2020 401k financial data
Total income from all sources2020-12-31$214,801
Expenses. Total of all expenses incurred2020-12-31$20,400
Benefits paid (including direct rollovers)2020-12-31$20,400
Total plan assets at end of year2020-12-31$653,828
Total plan assets at beginning of year2020-12-31$459,427
Value of fidelity bond covering the plan2020-12-31$30,000
Contributions received from other sources (not participants or employers)2020-12-31$3,400
Other income received2020-12-31$214,801
Net income (gross income less expenses)2020-12-31$194,401
Net plan assets at end of year (total assets less liabilities)2020-12-31$653,828
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$459,427
Assets. Value of participant loans2020-12-31$14,914
Assets. Value of employer securities2020-12-31$631,854
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
2019 : MOMENTUM FLEET SERVICES INC. RETIREMENT PLAN 2019 401k financial data
Total income from all sources2019-12-31$230,329
Expenses. Total of all expenses incurred2019-12-31$14,863
Benefits paid (including direct rollovers)2019-12-31$14,863
Total plan assets at end of year2019-12-31$459,427
Total plan assets at beginning of year2019-12-31$243,961
Value of fidelity bond covering the plan2019-12-31$30,000
Other income received2019-12-31$230,329
Net income (gross income less expenses)2019-12-31$215,466
Net plan assets at end of year (total assets less liabilities)2019-12-31$459,427
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$243,961
Assets. Value of participant loans2019-12-31$30,354
Assets. Value of employer securities2019-12-31$418,631
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
2018 : MOMENTUM FLEET SERVICES INC. RETIREMENT PLAN 2018 401k financial data
Total income from all sources2018-12-31$38,105
Total plan assets at end of year2018-12-31$243,961
Total plan assets at beginning of year2018-12-31$205,856
Other income received2018-12-31$38,105
Net income (gross income less expenses)2018-12-31$38,105
Net plan assets at end of year (total assets less liabilities)2018-12-31$243,961
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$205,856
Assets. Value of participant loans2018-12-31$41,821
Assets. Value of employer securities2018-12-31$190,528
2017 : MOMENTUM FLEET SERVICES INC. RETIREMENT PLAN 2017 401k financial data
Total income from all sources2017-12-31$205,873
Expenses. Total of all expenses incurred2017-12-31$17
Total plan assets at end of year2017-12-31$205,856
Contributions received from other sources (not participants or employers)2017-12-31$329,532
Other income received2017-12-31$-123,659
Net income (gross income less expenses)2017-12-31$205,856
Net plan assets at end of year (total assets less liabilities)2017-12-31$205,856
Assets. Value of participant loans2017-12-31$43,361
Assets. Value of employer securities2017-12-31$155,143
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$17

Form 5500 Responses for MOMENTUM FLEET SERVICES INC. RETIREMENT PLAN

2023: MOMENTUM FLEET SERVICES INC. RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: MOMENTUM FLEET SERVICES INC. RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MOMENTUM FLEET SERVICES INC. RETIREMENT 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 – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MOMENTUM FLEET SERVICES INC. RETIREMENT 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 – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MOMENTUM FLEET SERVICES INC. RETIREMENT 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 – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MOMENTUM FLEET SERVICES INC. RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MOMENTUM FLEET SERVICES INC. RETIREMENT PLAN 2017 form 5500 responses
2017-02-02Type of plan entitySingle employer plan
2017-02-02First time form 5500 has been submittedYes
2017-02-02This return/report is a short plan year return/report (less than 12 months)Yes
2017-02-02Plan funding arrangement – TrustYes
2017-02-02Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1