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A TO Z EQUIPMENT RENTALS & SALES PROFIT SHARING/401(K) PLAN 401k Plan overview

Plan NameA TO Z EQUIPMENT RENTALS & SALES PROFIT SHARING/401(K) PLAN
Plan identification number 001

A TO Z EQUIPMENT RENTALS & SALES PROFIT SHARING/401(K) 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.

401k Sponsoring company profile

EFFEM CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:EFFEM CORPORATION
Employer identification number (EIN):860250394
NAIC Classification:532310
NAIC Description:General Rental Centers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan A TO Z EQUIPMENT RENTALS & SALES PROFIT SHARING/401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01VICKI DICKERSON2024-05-29
0012022-01-01VICKI DICKERSON2023-06-19
0012021-01-01VICKI DICKERSON2022-07-28
0012020-01-01VICKI DICKERSON2021-07-20
0012019-01-01VICKI DICKERSON2020-09-22
0012017-01-01
0012016-01-01VICKI DICKERSON
0012015-01-01VICKI DICKERSON
0012014-01-01STACEY KOCSIS
0012013-01-01STACEY KOCSIS
0012012-01-01JUDY FOSTER
0012011-01-01JUDY FOSTER

Plan Statistics for A TO Z EQUIPMENT RENTALS & SALES PROFIT SHARING/401(K) PLAN

401k plan membership statisitcs for A TO Z EQUIPMENT RENTALS & SALES PROFIT SHARING/401(K) PLAN

Measure Date Value
2023: A TO Z EQUIPMENT RENTALS & SALES PROFIT SHARING/401(K) PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01143
Total number of active participants reported on line 7a of the Form 55002023-01-010
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-01133
Total of all active and inactive participants2023-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01133
Number of participants with account balances2023-01-01133
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-0150
2022: A TO Z EQUIPMENT RENTALS & SALES PROFIT SHARING/401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01148
Total number of active participants reported on line 7a of the Form 55002022-01-01116
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0124
Total of all active and inactive participants2022-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01140
Number of participants with account balances2022-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-019
2021: A TO Z EQUIPMENT RENTALS & SALES PROFIT SHARING/401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01141
Total number of active participants reported on line 7a of the Form 55002021-01-01120
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0128
Total of all active and inactive participants2021-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01148
Number of participants with account balances2021-01-01129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0110
2020: A TO Z EQUIPMENT RENTALS & SALES PROFIT SHARING/401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01161
Total number of active participants reported on line 7a of the Form 55002020-01-01111
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0128
Total of all active and inactive participants2020-01-01139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01139
Number of participants with account balances2020-01-01115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0111
2019: A TO Z EQUIPMENT RENTALS & SALES PROFIT SHARING/401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01170
Total number of active participants reported on line 7a of the Form 55002019-01-01146
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0114
Total of all active and inactive participants2019-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01160
Number of participants with account balances2019-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-019
2017: A TO Z EQUIPMENT RENTALS & SALES PROFIT SHARING/401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01145
Total number of active participants reported on line 7a of the Form 55002017-01-01132
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0114
Total of all active and inactive participants2017-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01146
Number of participants with account balances2017-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0112
2016: A TO Z EQUIPMENT RENTALS & SALES PROFIT SHARING/401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01146
Total number of active participants reported on line 7a of the Form 55002016-01-01127
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0116
Total of all active and inactive participants2016-01-01143
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01143
Number of participants with account balances2016-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0118
2015: A TO Z EQUIPMENT RENTALS & SALES PROFIT SHARING/401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01141
Total number of active participants reported on line 7a of the Form 55002015-01-01133
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0113
Total of all active and inactive participants2015-01-01146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01146
Number of participants with account balances2015-01-01108
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018
2014: A TO Z EQUIPMENT RENTALS & SALES PROFIT SHARING/401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01123
Total number of active participants reported on line 7a of the Form 55002014-01-01131
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-019
Total of all active and inactive participants2014-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01140
Number of participants with account balances2014-01-01101
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-018
2013: A TO Z EQUIPMENT RENTALS & SALES PROFIT SHARING/401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01114
Total number of active participants reported on line 7a of the Form 55002013-01-01108
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0113
Total of all active and inactive participants2013-01-01121
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01121
Number of participants with account balances2013-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011
2012: A TO Z EQUIPMENT RENTALS & SALES PROFIT SHARING/401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01105
Total number of active participants reported on line 7a of the Form 55002012-01-0196
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-018
Total of all active and inactive participants2012-01-01104
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01104
Number of participants with account balances2012-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: A TO Z EQUIPMENT RENTALS & SALES PROFIT SHARING/401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01118
Total number of active participants reported on line 7a of the Form 55002011-01-0182
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0112
Total of all active and inactive participants2011-01-0194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0194
Number of participants with account balances2011-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011

Financial Data on A TO Z EQUIPMENT RENTALS & SALES PROFIT SHARING/401(K) PLAN

Measure Date Value
2024 : A TO Z EQUIPMENT RENTALS & SALES PROFIT SHARING/401(K) PLAN 2024 401k financial data
Total unrealized appreciation/depreciation of assets2024-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2024-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2024-01-01$0
Total income from all sources (including contributions)2024-01-01$473,910
Total loss/gain on sale of assets2024-01-01$0
Total of all expenses incurred2024-01-01$6,881,122
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2024-01-01$6,853,661
Total contributions o plan (from employers,participants, others, non cash contrinutions)2024-01-01$1,306
Value of total assets at end of year2024-01-01$0
Value of total assets at beginning of year2024-01-01$6,407,212
Total of administrative expenses incurred including professional, contract, advisory and management fees2024-01-01$27,461
Total interest from all sources2024-01-01$4,444
Total dividends received (eg from common stock, registered investment company shares)2024-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2024-01-01Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2024-01-01$0
Was this plan covered by a fidelity bond2024-01-01Yes
Value of fidelity bond cover2024-01-01$500,000
If this is an individual account plan, was there a blackout period2024-01-01No
Were there any nonexempt tranactions with any party-in-interest2024-01-01No
Participant contributions at end of year2024-01-01$0
Participant contributions at beginning of year2024-01-01$157,436
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2024-01-01No
Value of net income/loss2024-01-01$-6,407,212
Value of net assets at end of year (total assets less liabilities)2024-01-01$0
Value of net assets at beginning of year (total assets less liabilities)2024-01-01$6,407,212
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2024-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2024-01-01No
Were any leases to which the plan was party in default or uncollectible2024-01-01No
Investment advisory and management fees2024-01-01$18,806
Value of interest in pooled separate accounts at end of year2024-01-01$0
Value of interest in pooled separate accounts at beginning of year2024-01-01$5,718,917
Interest on participant loans2024-01-01$17
Interest earned on other investments2024-01-01$4,427
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2024-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2024-01-01$530,859
Net investment gain/loss from pooled separate accounts2024-01-01$468,160
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2024-01-01No
Was there a failure to transmit to the plan any participant contributions2024-01-01No
Has the plan failed to provide any benefit when due under the plan2024-01-01No
Contributions received in cash from employer2024-01-01$1,306
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2024-01-01$6,853,661
Contract administrator fees2024-01-01$8,655
Did the plan have assets held for investment2024-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2024-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2024-01-01Yes
Opinion of an independent qualified public accountant for this plan2024-01-011
Accountancy firm name2024-01-01KIMBERLIN COMPANY, PLLC
Accountancy firm EIN2024-01-01455497718
2023 : A TO Z EQUIPMENT RENTALS & SALES PROFIT SHARING/401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$1,825,533
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$609,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$580,845
Value of total corrective distributions2023-12-31$492
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$793,273
Value of total assets at end of year2023-12-31$6,407,212
Value of total assets at beginning of year2023-12-31$5,190,972
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$27,956
Total interest from all sources2023-12-31$19,151
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2023-12-31$0
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$610,754
Participant contributions at end of year2023-12-31$157,436
Participant contributions at beginning of year2023-12-31$119,550
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$16,268
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$1,216,240
Value of net assets at end of year (total assets less liabilities)2023-12-31$6,407,212
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$5,190,972
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$21,692
Value of interest in pooled separate accounts at end of year2023-12-31$5,718,917
Value of interest in pooled separate accounts at beginning of year2023-12-31$4,606,603
Interest on participant loans2023-12-31$7,390
Interest earned on other investments2023-12-31$11,761
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$530,859
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$445,319
Net investment gain/loss from pooled separate accounts2023-12-31$1,013,109
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$182,519
Employer contributions (assets) at end of year2023-12-31$0
Employer contributions (assets) at beginning of year2023-12-31$3,232
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$580,845
Contract administrator fees2023-12-31$6,264
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31KIMBERLIN COMPANY, PLLC
Accountancy firm EIN2023-12-31455497718
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$1,825,533
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$609,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$580,845
Value of total corrective distributions2023-01-01$492
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$793,273
Value of total assets at end of year2023-01-01$6,407,212
Value of total assets at beginning of year2023-01-01$5,190,972
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$27,956
Total interest from all sources2023-01-01$19,151
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2023-01-01$0
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$610,754
Participant contributions at end of year2023-01-01$157,436
Participant contributions at beginning of year2023-01-01$119,550
Participant contributions at end of year2023-01-01$0
Participant contributions at beginning of year2023-01-01$16,268
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$1,216,240
Value of net assets at end of year (total assets less liabilities)2023-01-01$6,407,212
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$5,190,972
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$21,692
Value of interest in pooled separate accounts at end of year2023-01-01$5,718,917
Value of interest in pooled separate accounts at beginning of year2023-01-01$4,606,603
Interest on participant loans2023-01-01$7,390
Interest earned on other investments2023-01-01$11,761
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$530,859
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$445,319
Net investment gain/loss from pooled separate accounts2023-01-01$1,013,109
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$182,519
Employer contributions (assets) at end of year2023-01-01$0
Employer contributions (assets) at beginning of year2023-01-01$3,232
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$580,845
Contract administrator fees2023-01-01$6,264
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01KIMBERLIN COMPANY, PLLC
Accountancy firm EIN2023-01-01455497718
2022 : A TO Z EQUIPMENT RENTALS & SALES PROFIT SHARING/401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-628,019
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$640,025
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$610,257
Value of total corrective distributions2022-12-31$268
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$552,429
Value of total assets at end of year2022-12-31$5,190,972
Value of total assets at beginning of year2022-12-31$6,459,016
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$29,500
Total interest from all sources2022-12-31$14,649
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$462,825
Participant contributions at end of year2022-12-31$119,550
Participant contributions at beginning of year2022-12-31$138,956
Participant contributions at end of year2022-12-31$16,268
Participant contributions at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,268,044
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,190,972
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,459,016
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$4,606,603
Value of interest in pooled separate accounts at beginning of year2022-12-31$5,766,745
Interest on participant loans2022-12-31$5,643
Interest earned on other investments2022-12-31$9,006
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$445,319
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$553,315
Net investment gain/loss from pooled separate accounts2022-12-31$-1,195,097
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$89,604
Employer contributions (assets) at end of year2022-12-31$3,232
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$610,257
Contract administrator fees2022-12-31$29,500
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31KIMBERLIN COMPANY, PLLC
Accountancy firm EIN2022-12-31455497718
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$-628,019
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$640,025
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$610,257
Value of total corrective distributions2022-01-01$268
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$552,429
Value of total assets at end of year2022-01-01$5,190,972
Value of total assets at beginning of year2022-01-01$6,459,016
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$29,500
Total interest from all sources2022-01-01$14,649
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$462,825
Participant contributions at end of year2022-01-01$119,550
Participant contributions at beginning of year2022-01-01$138,956
Participant contributions at end of year2022-01-01$16,268
Participant contributions at beginning of year2022-01-01$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-1,268,044
Value of net assets at end of year (total assets less liabilities)2022-01-01$5,190,972
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$6,459,016
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in pooled separate accounts at end of year2022-01-01$4,606,603
Value of interest in pooled separate accounts at beginning of year2022-01-01$5,766,745
Interest on participant loans2022-01-01$5,643
Interest earned on other investments2022-01-01$9,006
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$445,319
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$553,315
Net investment gain/loss from pooled separate accounts2022-01-01$-1,195,097
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01Yes
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$89,604
Employer contributions (assets) at end of year2022-01-01$3,232
Employer contributions (assets) at beginning of year2022-01-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$610,257
Contract administrator fees2022-01-01$29,500
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01KIMBERLIN COMPANY, PLLC
Accountancy firm EIN2022-01-01455497718
2021 : A TO Z EQUIPMENT RENTALS & SALES PROFIT SHARING/401(K) 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$1,291,767
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$864,111
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$833,058
Value of total corrective distributions2021-12-31$1,484
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$496,293
Value of total assets at end of year2021-12-31$6,459,016
Value of total assets at beginning of year2021-12-31$6,031,360
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$29,569
Total interest from all sources2021-12-31$18,381
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$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$411,206
Participant contributions at end of year2021-12-31$138,956
Participant contributions at beginning of year2021-12-31$138,256
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$6,333
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$427,656
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,459,016
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,031,360
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$5,766,745
Value of interest in pooled separate accounts at beginning of year2021-12-31$5,206,294
Interest on participant loans2021-12-31$6,835
Interest earned on other investments2021-12-31$11,546
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$553,315
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$686,810
Net investment gain/loss from pooled separate accounts2021-12-31$777,093
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$78,754
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$833,058
Contract administrator fees2021-12-31$29,569
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 name2021-12-31KIMBERLIN COMPANY, PLLC
Accountancy firm EIN2021-12-31455497718
2020 : A TO Z EQUIPMENT RENTALS & SALES PROFIT SHARING/401(K) 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$1,223,148
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$394,944
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$359,881
Value of total corrective distributions2020-12-31$10,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$444,739
Value of total assets at end of year2020-12-31$6,031,360
Value of total assets at beginning of year2020-12-31$5,203,156
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$24,395
Total interest from all sources2020-12-31$20,310
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$500,000
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$372,220
Participant contributions at end of year2020-12-31$138,256
Participant contributions at beginning of year2020-12-31$164,739
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$828,204
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,031,360
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,203,156
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$5,206,294
Value of interest in pooled separate accounts at beginning of year2020-12-31$4,455,103
Interest on participant loans2020-12-31$8,957
Interest earned on other investments2020-12-31$11,353
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$686,810
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$583,314
Net investment gain/loss from pooled separate accounts2020-12-31$758,099
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
Contributions received in cash from employer2020-12-31$72,519
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$359,881
Contract administrator fees2020-12-31$24,395
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 name2020-12-31KIMBERLIN COMPANY, PLLC
Accountancy firm EIN2020-12-31455497718
2019 : A TO Z EQUIPMENT RENTALS & SALES PROFIT SHARING/401(K) PLAN 2019 401k financial data
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 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$1,382,298
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$356,737
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$332,036
Value of total corrective distributions2019-12-31$1,313
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$473,791
Value of total assets at end of year2019-12-31$5,203,156
Value of total assets at beginning of year2019-12-31$4,177,595
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$23,388
Total interest from all sources2019-12-31$16,915
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
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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
Contributions received from participants2019-12-31$384,557
Participant contributions at end of year2019-12-31$164,739
Participant contributions at beginning of year2019-12-31$115,433
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$14,206
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$1,025,561
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,203,156
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,177,595
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 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$4,455,103
Value of interest in pooled separate accounts at beginning of year2019-12-31$4,062,162
Interest on participant loans2019-12-31$8,326
Interest earned on other investments2019-12-31$8,589
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$583,314
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$891,592
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$75,028
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$332,036
Contract administrator fees2019-12-31$23,388
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KIMBERLIN COMPANY, PLLC
Accountancy firm EIN2019-12-31455497718
2018 : A TO Z EQUIPMENT RENTALS & SALES PROFIT SHARING/401(K) 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$241,258
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$315,693
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$297,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$445,595
Value of total assets at end of year2018-12-31$4,177,595
Value of total assets at beginning of year2018-12-31$4,252,030
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$18,025
Total interest from all sources2018-12-31$6,082
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$400,000
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$381,165
Participant contributions at end of year2018-12-31$115,433
Participant contributions at beginning of year2018-12-31$106,857
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-74,435
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,177,595
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,252,030
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$4,062,162
Value of interest in pooled separate accounts at beginning of year2018-12-31$4,145,173
Interest on participant loans2018-12-31$6,082
Net investment gain/loss from pooled separate accounts2018-12-31$-210,419
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 contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$64,430
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$297,668
Contract administrator fees2018-12-31$18,025
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 name2018-12-31KIMBERLIN COMPANY, PLLC
Accountancy firm EIN2018-12-31455497718
2017 : A TO Z EQUIPMENT RENTALS & SALES PROFIT SHARING/401(K) 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$627
Total income from all sources (including contributions)2017-12-31$894,872
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$226,648
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$220,619
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$375,330
Value of total assets at end of year2017-12-31$4,252,030
Value of total assets at beginning of year2017-12-31$3,584,433
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,029
Total interest from all sources2017-12-31$5,716
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$350,000
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$324,145
Participant contributions at end of year2017-12-31$106,857
Participant contributions at beginning of year2017-12-31$129,212
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$627
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$668,224
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,252,030
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,583,806
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$4,145,173
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,455,221
Interest on participant loans2017-12-31$5,716
Net investment gain/loss from pooled separate accounts2017-12-31$513,826
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$51,185
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$220,619
Contract administrator fees2017-12-31$6,029
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 name2017-12-31RUSS KIMBERLIN, CPA PLLC
Accountancy firm EIN2017-12-31455497718
2016 : A TO Z EQUIPMENT RENTALS & SALES PROFIT SHARING/401(K) 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$627
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$10,048
Total income from all sources (including contributions)2016-12-31$516,669
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$133,996
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$127,019
Value of total corrective distributions2016-12-31$627
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$314,671
Value of total assets at end of year2016-12-31$3,584,433
Value of total assets at beginning of year2016-12-31$3,211,181
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,350
Total interest from all sources2016-12-31$5,061
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$350,000
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$279,353
Participant contributions at end of year2016-12-31$129,212
Participant contributions at beginning of year2016-12-31$122,963
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$627
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$10,048
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$382,673
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,583,806
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,201,133
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$3,455,221
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,088,218
Interest on participant loans2016-12-31$5,061
Net investment gain/loss from pooled separate accounts2016-12-31$196,937
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
Contributions received in cash from employer2016-12-31$35,318
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$127,019
Contract administrator fees2016-12-31$6,350
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 name2016-12-31RUSS KIMBERLIN, CPA PLLC
Accountancy firm EIN2016-12-31455497718
2015 : A TO Z EQUIPMENT RENTALS & SALES PROFIT SHARING/401(K) 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$10,048
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$14,050
Total income from all sources (including contributions)2015-12-31$241,812
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$227,368
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$211,907
Value of total corrective distributions2015-12-31$10,048
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$290,349
Value of total assets at end of year2015-12-31$3,211,181
Value of total assets at beginning of year2015-12-31$3,200,739
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,413
Total interest from all sources2015-12-31$5,273
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$350,000
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$254,600
Participant contributions at end of year2015-12-31$122,963
Participant contributions at beginning of year2015-12-31$101,323
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$10,048
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$14,050
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$14,444
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,201,133
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,186,689
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$3,088,218
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,099,416
Interest on participant loans2015-12-31$5,273
Net investment gain/loss from pooled separate accounts2015-12-31$-53,810
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$35,749
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$211,907
Contract administrator fees2015-12-31$5,413
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 name2015-12-31RUSS KIMBERLIN, CPA PLLC
Accountancy firm EIN2015-12-31455497718
2014 : A TO Z EQUIPMENT RENTALS & SALES PROFIT SHARING/401(K) 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$14,050
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,887
Total income from all sources (including contributions)2014-12-31$444,987
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$568,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$548,498
Value of total corrective distributions2014-12-31$14,050
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$231,121
Value of total assets at end of year2014-12-31$3,200,739
Value of total assets at beginning of year2014-12-31$3,312,736
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,599
Total interest from all sources2014-12-31$3,688
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$350,000
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$201,764
Participant contributions at end of year2014-12-31$101,323
Participant contributions at beginning of year2014-12-31$97,674
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$14,050
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$2,887
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-123,160
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,186,689
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,309,849
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$3,099,416
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,215,062
Interest on participant loans2014-12-31$3,688
Net investment gain/loss from pooled separate accounts2014-12-31$210,178
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$29,357
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$548,498
Contract administrator fees2014-12-31$5,599
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 name2014-12-31RUSS KIMBERLIN, CPA PLLC
Accountancy firm EIN2014-12-31455497718
2013 : A TO Z EQUIPMENT RENTALS & SALES PROFIT SHARING/401(K) 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$2,887
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$6,488
Total income from all sources (including contributions)2013-12-31$648,409
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$93,812
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$82,331
Value of total corrective distributions2013-12-31$2,887
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$187,709
Value of total assets at end of year2013-12-31$3,312,736
Value of total assets at beginning of year2013-12-31$2,761,740
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$8,594
Total interest from all sources2013-12-31$5,455
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$350,000
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$164,841
Participant contributions at end of year2013-12-31$97,674
Participant contributions at beginning of year2013-12-31$126,285
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$2,887
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$6,488
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$554,597
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,309,849
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,755,252
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$3,215,062
Value of interest in pooled separate accounts at beginning of year2013-12-31$2,635,455
Interest on participant loans2013-12-31$5,455
Net investment gain/loss from pooled separate accounts2013-12-31$455,245
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
Contributions received in cash from employer2013-12-31$22,868
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$82,331
Contract administrator fees2013-12-31$8,594
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 name2013-12-31RUSS KIMBERLIN, CPA PLLC
Accountancy firm EIN2013-12-31455497718
2012 : A TO Z EQUIPMENT RENTALS & SALES PROFIT SHARING/401(K) 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$6,488
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$6,397
Total income from all sources (including contributions)2012-12-31$434,107
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$87,489
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$70,945
Value of total corrective distributions2012-12-31$6,488
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$161,865
Value of total assets at end of year2012-12-31$2,761,740
Value of total assets at beginning of year2012-12-31$2,415,031
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$10,056
Total interest from all sources2012-12-31$4,596
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$350,000
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$143,226
Participant contributions at end of year2012-12-31$126,285
Participant contributions at beginning of year2012-12-31$92,285
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$5,296
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$6,488
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$6,397
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$346,618
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,755,252
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,408,634
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$2,635,455
Value of interest in pooled separate accounts at beginning of year2012-12-31$2,316,841
Interest on participant loans2012-12-31$4,596
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$267,646
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
Contributions received in cash from employer2012-12-31$18,639
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$609
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$70,945
Contract administrator fees2012-12-31$10,056
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 name2012-12-31RUSS KIMBERLIN, CPA PLLC
Accountancy firm EIN2012-12-31455497718
2011 : A TO Z EQUIPMENT RENTALS & SALES PROFIT SHARING/401(K) 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$6,397
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$13,640
Total income from all sources (including contributions)2011-12-31$145,338
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$262,378
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$241,856
Value of total corrective distributions2011-12-31$6,397
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$161,712
Value of total assets at end of year2011-12-31$2,415,031
Value of total assets at beginning of year2011-12-31$2,539,314
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$14,125
Total interest from all sources2011-12-31$4,237
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$350,000
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$143,395
Participant contributions at end of year2011-12-31$92,285
Participant contributions at beginning of year2011-12-31$125,087
Participant contributions at end of year2011-12-31$5,296
Participant contributions at beginning of year2011-12-31$6,019
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$6,397
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$13,640
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-117,040
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,408,634
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,525,674
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$2,316,841
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,407,461
Interest on participant loans2011-12-31$4,237
Net investment gain/loss from pooled separate accounts2011-12-31$-20,611
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
Contributions received in cash from employer2011-12-31$18,317
Employer contributions (assets) at end of year2011-12-31$609
Employer contributions (assets) at beginning of year2011-12-31$747
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$241,856
Contract administrator fees2011-12-31$14,125
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 name2011-12-31RUSS KIMBERLIN, CPA PLLC
Accountancy firm EIN2011-12-31455497718
2010 : A TO Z EQUIPMENT RENTALS & SALES PROFIT SHARING/401(K) 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$13,640
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$441,737
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$181,859
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$151,531
Value of total corrective distributions2010-12-31$22,753
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$195,099
Value of total assets at end of year2010-12-31$2,539,314
Value of total assets at beginning of year2010-12-31$2,265,796
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$7,575
Total interest from all sources2010-12-31$6,496
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$350,000
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$172,637
Participant contributions at end of year2010-12-31$125,087
Participant contributions at beginning of year2010-12-31$158,611
Participant contributions at end of year2010-12-31$6,019
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$13,640
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$259,878
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,525,674
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,265,796
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$2,407,461
Value of interest in pooled separate accounts at beginning of year2010-12-31$2,107,185
Interest on participant loans2010-12-31$6,496
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$240,142
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
Contributions received in cash from employer2010-12-31$22,462
Employer contributions (assets) at end of year2010-12-31$747
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$151,531
Contract administrator fees2010-12-31$7,575
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 name2010-12-31MANSPERGER PATTERSON & MCMULLIN,PLC
Accountancy firm EIN2010-12-31860751928

Form 5500 Responses for A TO Z EQUIPMENT RENTALS & SALES PROFIT SHARING/401(K) PLAN

2023: A TO Z EQUIPMENT RENTALS & SALES PROFIT SHARING/401(K) 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 – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: A TO Z EQUIPMENT RENTALS & SALES PROFIT SHARING/401(K) 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: A TO Z EQUIPMENT RENTALS & SALES PROFIT SHARING/401(K) 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: A TO Z EQUIPMENT RENTALS & SALES PROFIT SHARING/401(K) 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: A TO Z EQUIPMENT RENTALS & SALES PROFIT SHARING/401(K) 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
2017: A TO Z EQUIPMENT RENTALS & SALES PROFIT SHARING/401(K) 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: A TO Z EQUIPMENT RENTALS & SALES PROFIT SHARING/401(K) 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: A TO Z EQUIPMENT RENTALS & SALES PROFIT SHARING/401(K) 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: A TO Z EQUIPMENT RENTALS & SALES PROFIT SHARING/401(K) 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: A TO Z EQUIPMENT RENTALS & SALES PROFIT SHARING/401(K) 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: A TO Z EQUIPMENT RENTALS & SALES PROFIT SHARING/401(K) 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: A TO Z EQUIPMENT RENTALS & SALES PROFIT SHARING/401(K) 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

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number806832
Policy instance 1
Insurance contract or identification number806832
Number of Individuals Covered133
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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 number806832
Policy instance 1
Insurance contract or identification number806832
Number of Individuals Covered140
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 number806832
Policy instance 1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number806832
Policy instance 1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number806832
Policy instance 1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number806832
Policy instance 1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number806832
Policy instance 1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number806832
Policy instance 1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number806832
Policy instance 1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number806832
Policy instance 1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number806832
Policy instance 1
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number806832
Policy instance 1

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