UTILITY TRAILER EQUIPMENT has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan UTILITY TRAILER EQUIPMENT 401 K PROFIT SHARING PLAN TRUST
| Measure | Date | Value |
|---|
| 2023 : UTILITY TRAILER EQUIPMENT 401 K PROFIT SHARING PLAN TRUST 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $10,743 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $17,906 |
| Total income from all sources (including contributions) | 2023-12-31 | $492,694 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $295,277 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $277,841 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $218,791 |
| Value of total assets at end of year | 2023-12-31 | $2,363,377 |
| Value of total assets at beginning of year | 2023-12-31 | $2,173,123 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $17,436 |
| Total interest from all sources | 2023-12-31 | $4,227 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $76,631 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $250,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $218,791 |
| Participant contributions at end of year | 2023-12-31 | $64,834 |
| Participant contributions at beginning of year | 2023-12-31 | $54,432 |
| Participant contributions at end of year | 2023-12-31 | $6,801 |
| Administrative expenses (other) incurred | 2023-12-31 | $5,548 |
| Liabilities. Value of operating payables at end of year | 2023-12-31 | $10,743 |
| Liabilities. Value of operating payables at beginning of year | 2023-12-31 | $17,906 |
| Total non interest bearing cash at end of year | 2023-12-31 | $10,743 |
| Total non interest bearing cash at beginning of year | 2023-12-31 | $17,906 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $197,417 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $2,352,634 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $2,155,217 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Investment advisory and management fees | 2023-12-31 | $11,888 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $2,280,656 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $2,099,881 |
| Interest on participant loans | 2023-12-31 | $3,422 |
| Interest earned on other investments | 2023-12-31 | $805 |
| Value of interest in common/collective trusts at end of year | 2023-12-31 | $343 |
| Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $904 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $193,028 |
| Net investment gain or loss from common/collective trusts | 2023-12-31 | $17 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Income. Dividends from common stock | 2023-12-31 | $76,631 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $277,841 |
| Did the plan have assets held for investment | 2023-12-31 | 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 | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | SHANNON & ASSOCIATES, LLP |
| Accountancy firm EIN | 2023-12-31 | 911128500 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $10,743 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $17,906 |
| Total income from all sources (including contributions) | 2023-01-01 | $492,694 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $295,277 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $277,841 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $218,791 |
| Value of total assets at end of year | 2023-01-01 | $2,363,377 |
| Value of total assets at beginning of year | 2023-01-01 | $2,173,123 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $17,436 |
| Total interest from all sources | 2023-01-01 | $4,227 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $76,631 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $250,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $218,791 |
| Participant contributions at end of year | 2023-01-01 | $64,834 |
| Participant contributions at beginning of year | 2023-01-01 | $54,432 |
| Participant contributions at end of year | 2023-01-01 | $6,801 |
| Administrative expenses (other) incurred | 2023-01-01 | $5,548 |
| Liabilities. Value of operating payables at end of year | 2023-01-01 | $10,743 |
| Liabilities. Value of operating payables at beginning of year | 2023-01-01 | $17,906 |
| Total non interest bearing cash at end of year | 2023-01-01 | $10,743 |
| Total non interest bearing cash at beginning of year | 2023-01-01 | $17,906 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $197,417 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $2,352,634 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $2,155,217 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Investment advisory and management fees | 2023-01-01 | $11,888 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $2,280,656 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $2,099,881 |
| Interest on participant loans | 2023-01-01 | $3,422 |
| Interest earned on other investments | 2023-01-01 | $805 |
| Value of interest in common/collective trusts at end of year | 2023-01-01 | $343 |
| Value of interest in common/collective trusts at beginning of year | 2023-01-01 | $904 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $193,028 |
| Net investment gain or loss from common/collective trusts | 2023-01-01 | $17 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Income. Dividends from common stock | 2023-01-01 | $76,631 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $277,841 |
| Did the plan have assets held for investment | 2023-01-01 | 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 | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | SHANNON & ASSOCIATES, LLP |
| Accountancy firm EIN | 2023-01-01 | 911128500 |
| 2022 : UTILITY TRAILER EQUIPMENT 401 K PROFIT SHARING PLAN TRUST 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $17,906 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $3,319 |
| Total income from all sources (including contributions) | 2022-12-31 | $-24,763 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $243,353 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $226,611 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $236,533 |
| Value of total assets at end of year | 2022-12-31 | $2,173,123 |
| Value of total assets at beginning of year | 2022-12-31 | $2,426,652 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $16,742 |
| Total interest from all sources | 2022-12-31 | $1,496 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $65,270 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| 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 | $236,533 |
| Participant contributions at end of year | 2022-12-31 | $54,432 |
| Participant contributions at beginning of year | 2022-12-31 | $42,807 |
| Participant contributions at beginning of year | 2022-12-31 | $6,613 |
| Other income not declared elsewhere | 2022-12-31 | $-1 |
| Administrative expenses (other) incurred | 2022-12-31 | $4,391 |
| Liabilities. Value of operating payables at end of year | 2022-12-31 | $17,906 |
| Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $3,319 |
| Total non interest bearing cash at end of year | 2022-12-31 | $17,906 |
| Total non interest bearing cash at beginning of year | 2022-12-31 | $3,319 |
| 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 | $-268,116 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $2,155,217 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,423,333 |
| 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 |
| Investment advisory and management fees | 2022-12-31 | $12,351 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $2,099,881 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $1,834,617 |
| Interest on participant loans | 2022-12-31 | $2,266 |
| Interest earned on other investments | 2022-12-31 | $-770 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $904 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $539,296 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-335,879 |
| Net investment gain or loss from common/collective trusts | 2022-12-31 | $7,818 |
| 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 |
| Income. Dividends from common stock | 2022-12-31 | $65,270 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $226,611 |
| Did the plan have assets held for investment | 2022-12-31 | 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 | 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 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | SHANNON & ASSOCIATES, LLP |
| Accountancy firm EIN | 2022-12-31 | 911128500 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $17,906 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $3,319 |
| Total income from all sources (including contributions) | 2022-01-01 | $-24,763 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $243,353 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $226,611 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $236,533 |
| Value of total assets at end of year | 2022-01-01 | $2,173,123 |
| Value of total assets at beginning of year | 2022-01-01 | $2,426,652 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $16,742 |
| Total interest from all sources | 2022-01-01 | $1,496 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $65,270 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $250,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $236,533 |
| Participant contributions at end of year | 2022-01-01 | $54,432 |
| Participant contributions at beginning of year | 2022-01-01 | $42,807 |
| Participant contributions at beginning of year | 2022-01-01 | $6,613 |
| Other income not declared elsewhere | 2022-01-01 | $-1 |
| Administrative expenses (other) incurred | 2022-01-01 | $4,391 |
| Liabilities. Value of operating payables at end of year | 2022-01-01 | $17,906 |
| Liabilities. Value of operating payables at beginning of year | 2022-01-01 | $3,319 |
| Total non interest bearing cash at end of year | 2022-01-01 | $17,906 |
| Total non interest bearing cash at beginning of year | 2022-01-01 | $3,319 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-268,116 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $2,155,217 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $2,423,333 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Investment advisory and management fees | 2022-01-01 | $12,351 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $2,099,881 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $1,834,617 |
| Interest on participant loans | 2022-01-01 | $2,266 |
| Interest earned on other investments | 2022-01-01 | $-770 |
| Value of interest in common/collective trusts at end of year | 2022-01-01 | $904 |
| Value of interest in common/collective trusts at beginning of year | 2022-01-01 | $539,296 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-335,879 |
| Net investment gain or loss from common/collective trusts | 2022-01-01 | $7,818 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Income. Dividends from common stock | 2022-01-01 | $65,270 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $226,611 |
| Did the plan have assets held for investment | 2022-01-01 | 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 | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | SHANNON & ASSOCIATES, LLP |
| Accountancy firm EIN | 2022-01-01 | 911128500 |
