HERITAGE TRUCKING INC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HERITAGE TRUCKING 401(K) & PROFIT SHARING PLAN
401k plan membership statisitcs for HERITAGE TRUCKING 401(K) & PROFIT SHARING PLAN
Measure | Date | Value |
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2022 : HERITAGE TRUCKING 401(K) & PROFIT SHARING PLAN 2022 401k financial data |
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Total income from all sources (including contributions) | 2022-12-31 | $-27,620 |
Total of all expenses incurred | 2022-12-31 | $797,898 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $751,220 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $27,645 |
Value of total assets at end of year | 2022-12-31 | $0 |
Value of total assets at beginning of year | 2022-12-31 | $825,518 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $46,678 |
Total interest from all sources | 2022-12-31 | $0 |
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 year | 2022-12-31 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2022-12-31 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $0 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $250,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $22,543 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $193 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-825,518 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $825,518 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $452,310 |
Interest on participant loans | 2022-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $373,015 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-55,265 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $5,102 |
Employer contributions (assets) at end of year | 2022-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $751,220 |
Contract administrator fees | 2022-12-31 | $46,678 |
Did the plan have assets held for investment | 2022-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Disclaimer |
Accountancy firm name | 2022-12-31 | KIMBERLIN COMPANY, PLLC |
Accountancy firm EIN | 2022-12-31 | 455497718 |
Total income from all sources (including contributions) | 2022-12-02 | $-27,620 |
Total of all expenses incurred | 2022-12-02 | $797,898 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-02 | $751,220 |
Expenses. Certain deemed distributions of participant loans | 2022-12-02 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-02 | $27,645 |
Value of total assets at end of year | 2022-12-02 | $0 |
Value of total assets at beginning of year | 2022-12-02 | $825,518 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-02 | $46,678 |
Total interest from all sources | 2022-12-02 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-02 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-02 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2022-12-02 | $0 |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-02 | $0 |
Was this plan covered by a fidelity bond | 2022-12-02 | Yes |
Value of fidelity bond cover | 2022-12-02 | $250,000 |
If this is an individual account plan, was there a blackout period | 2022-12-02 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-02 | No |
Contributions received from participants | 2022-12-02 | $22,543 |
Participant contributions at end of year | 2022-12-02 | $0 |
Participant contributions at beginning of year | 2022-12-02 | $193 |
Participant contributions at end of year | 2022-12-02 | $0 |
Participant contributions at beginning of year | 2022-12-02 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-02 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-02 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-02 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-02 | No |
Value of net income/loss | 2022-12-02 | $-825,518 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-02 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-02 | $825,518 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-02 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-02 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-02 | No |
Value of interest in pooled separate accounts at end of year | 2022-12-02 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-02 | $452,310 |
Interest on participant loans | 2022-12-02 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-02 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-02 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-02 | $373,015 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2022-12-02 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-02 | $-55,265 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-02 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-02 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-02 | No |
Contributions received in cash from employer | 2022-12-02 | $5,102 |
Employer contributions (assets) at end of year | 2022-12-02 | $0 |
Employer contributions (assets) at beginning of year | 2022-12-02 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-02 | $751,220 |
Contract administrator fees | 2022-12-02 | $46,678 |
Did the plan have assets held for investment | 2022-12-02 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-02 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-02 | Yes |
Opinion of an independent qualified public accountant for this plan | 2022-12-02 | Unqualified |
Accountancy firm name | 2022-12-02 | KIMBERLIN COMPANY, PLLC |
Accountancy firm EIN | 2022-12-02 | 455497718 |
2021 : HERITAGE TRUCKING 401(K) & PROFIT SHARING PLAN 2021 401k financial data |
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Total income from all sources (including contributions) | 2021-12-31 | $674,481 |
Total of all expenses incurred | 2021-12-31 | $74,235 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $67,208 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $643,786 |
Value of total assets at end of year | 2021-12-31 | $825,518 |
Value of total assets at beginning of year | 2021-12-31 | $225,272 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $7,027 |
Total interest from all sources | 2021-12-31 | $18 |
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 year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $0 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $250,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $368,232 |
Participant contributions at end of year | 2021-12-31 | $193 |
Participant contributions at beginning of year | 2021-12-31 | $0 |
Participant contributions at end of year | 2021-12-31 | $0 |
Participant contributions at beginning of year | 2021-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $600,246 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $825,518 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $225,272 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $452,310 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $119,315 |
Interest on participant loans | 2021-12-31 | $18 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $373,015 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $105,957 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2021-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $30,677 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $275,554 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $67,208 |
Contract administrator fees | 2021-12-31 | $7,027 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Disclaimer |
Accountancy firm name | 2021-12-31 | MRA ASSOCIATES |
2020 : HERITAGE TRUCKING 401(K) & PROFIT SHARING PLAN 2020 401k financial data |
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Total income from all sources (including contributions) | 2020-12-31 | $226,228 |
Total of all expenses incurred | 2020-12-31 | $956 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $581 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $217,772 |
Value of total assets at end of year | 2020-12-31 | $225,272 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $375 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $250,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $119,428 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at end of year | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $225,272 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $225,272 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $119,315 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $105,957 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $8,456 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $98,344 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $581 |
Contract administrator fees | 2020-12-31 | $375 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | KIMBERLIN COMPANY PLLC |
Accountancy firm EIN | 2020-12-31 | 455497718 |