401k Plan data: RITCHIE TRUCKING SERVICE, INC. DEFINED BENEFIT PENSION PLAN plan

RITCHIE TRUCKING SERVICE, INC. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	RITCHIE TRUCKING SERVICE, INC. DEFINED BENEFIT PENSION PLAN
Plan identification number	002

RITCHIE TRUCKING SERVICE, INC. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
Life insurance

401k Sponsoring company profile

RITCHIE TRUCKING SERVICE, INC. has sponsored the creation of one or more 401k plans.

Company Name: RITCHIE TRUCKING SERVICE, INC.

Employer identification number (EIN): 942308082

NAIC Classification: 484110
NAIC Description: General Freight Trucking, Local

Additional information about RITCHIE TRUCKING SERVICE, INC.

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division

Incorporation Date: 2018-07-23

Company Identification Number: 146138599

Legal Registered Office Address: 12842 NE AIRPORT WAY

PORTLAND
United States of America (USA)
97230

More information about RITCHIE TRUCKING SERVICE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RITCHIE TRUCKING SERVICE, INC. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2017-01-01
002 2016-01-01
002 2015-01-01
002 2014-01-01
002 2013-01-01
002 2012-01-01 BRUCE LACKEY 2013-10-02 BRUCE LACKEY 2013-10-02
002 2011-01-01 BRUCE LACKEY
002 2010-01-01 BRUCE LACKEY 2011-07-12

Plan Statistics for RITCHIE TRUCKING SERVICE, INC. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for RITCHIE TRUCKING SERVICE, INC. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2017: RITCHIE TRUCKING SERVICE, INC. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets 2017-09-14 1,970,113
Acturial value of plan assets 2017-09-14 1,970,113
Funding target for retired participants and beneficiaries receiving payment 2017-09-14 8,191
Number of terminated vested participants 2017-09-14 5
Fundng target for terminated vested participants 2017-09-14 6,278
Active participant vested funding target 2017-09-14 1,681,991
Number of active participants 2017-09-14 82
Total funding liabilities for active participants 2017-09-14 1,690,571
Total participant count 2017-09-14 88
Total funding target for all participants 2017-09-14 1,705,040
Balance at beginning of prior year after applicable adjustments 2017-09-14 0
Prefunding balance at beginning of prior year after applicable adjustments 2017-09-14 83,828
Carryover balanced portion elected for use to offset prior years funding requirement 2017-09-14 0
Prefunding balanced used to offset prior years funding requirement 2017-09-14 0
Amount remaining of carryover balance 2017-09-14 0
Amount remaining of prefunding balance 2017-09-14 83,828
Present value of excess contributions 2017-09-14 162,160
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2017-09-14 162,160
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2017-09-14 0
Reductions in caryover balances due to elections or deemed elections 2017-09-14 0
Reductions in prefunding balances due to elections or deemed elections 2017-09-14 0
Balance of carryovers at beginning of current year 2017-09-14 0
Balance of prefunding at beginning of current year 2017-09-14 91,473
Contributions allocated toward unpaid minimum require contributions from prior years 2017-09-14 0
Contributions made to avoid restrictions adjusted to valuation date 2017-09-14 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2017-09-14 0
Unpaid minimum required contributions for all prior years 2017-09-14 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2017-09-14 0
Remaining amount of unpaid minimum required contributions 2017-09-14 0
Minimum required contributions for current year target normal cost 2017-09-14 0
Net shortfall amortization installment of oustanding balance 2017-09-14 0
Waiver amortization installment 2017-09-14 0
Waived amount of outstanding balance 2017-09-14 0
Total funding amount beforereflecting carryover/prefunding balances 2017-09-14 0
Carryover balance elected to use to offset funding requirement 2017-09-14 0
Prefunding balance elected to use to offset funding requirement 2017-09-14 0
Additional cash requirement 2017-09-14 0
Contributions allocatedtoward minimum required contributions for current year 2017-09-14 0
Unpaid minimum required contributions for current year 2017-09-14 0
Unpaid minimum required contributions for all years 2017-09-14 0
2016: RITCHIE TRUCKING SERVICE, INC. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,567,119
Acturial value of plan assets 2016-12-31 1,567,119
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 8,079
Number of terminated vested participants 2016-12-31 5
Fundng target for terminated vested participants 2016-12-31 6,068
Active participant vested funding target 2016-12-31 1,473,043
Number of active participants 2016-12-31 71
Total funding liabilities for active participants 2016-12-31 1,478,316
Total participant count 2016-12-31 77
Total funding target for all participants 2016-12-31 1,492,463
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 89,636
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 89,636
Present value of excess contributions 2016-12-31 79,420
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 79,420
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 83,828
Total employer contributions 2016-12-31 418,460
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 394,220
Liquidity shortfalls end of Q1 2016-12-31 0
Liquidity shortfalls end of Q2 2016-12-31 0
Liquidity shortfalls end of Q3 2016-12-31 0
Liquidity shortfalls end of Q4 2016-12-31 0
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 204,639
Net shortfall amortization installment of oustanding balance 2016-12-31 139,409
Waiver amortization installment 2016-12-31 0
Waived amount of outstanding balance 2016-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 232,060
Carryover balance elected to use to offset funding requirement 2016-12-31 0
Prefunding balance elected to use to offset funding requirement 2016-12-31 0
Additional cash requirement 2016-12-31 232,060
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 394,220
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2011: RITCHIE TRUCKING SERVICE, INC. DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 13
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 14
Number of other retired or separated participants entitled to future benefits 2011-01-01 2
Total of all active and inactive participants 2011-01-01 16
Total participants 2011-01-01 16

Measure	Date	Value
2017: RITCHIE TRUCKING SERVICE, INC. DEFINED BENEFIT PENSION PLAN 2017 401k membership
Market value of plan assets	2017-09-14	1,970,113
Acturial value of plan assets	2017-09-14	1,970,113
Funding target for retired participants and beneficiaries receiving payment	2017-09-14	8,191
Number of terminated vested participants	2017-09-14	5
Fundng target for terminated vested participants	2017-09-14	6,278
Active participant vested funding target	2017-09-14	1,681,991
Number of active participants	2017-09-14	82
Total funding liabilities for active participants	2017-09-14	1,690,571
Total participant count	2017-09-14	88
Total funding target for all participants	2017-09-14	1,705,040
Balance at beginning of prior year after applicable adjustments	2017-09-14	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-09-14	83,828
Carryover balanced portion elected for use to offset prior years funding requirement	2017-09-14	0
Prefunding balanced used to offset prior years funding requirement	2017-09-14	0
Amount remaining of carryover balance	2017-09-14	0
Amount remaining of prefunding balance	2017-09-14	83,828
Present value of excess contributions	2017-09-14	162,160
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-09-14	162,160
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-09-14	0
Reductions in caryover balances due to elections or deemed elections	2017-09-14	0
Reductions in prefunding balances due to elections or deemed elections	2017-09-14	0
Balance of carryovers at beginning of current year	2017-09-14	0
Balance of prefunding at beginning of current year	2017-09-14	91,473
Contributions allocated toward unpaid minimum require contributions from prior years	2017-09-14	0
Contributions made to avoid restrictions adjusted to valuation date	2017-09-14	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-09-14	0
Unpaid minimum required contributions for all prior years	2017-09-14	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-09-14	0
Remaining amount of unpaid minimum required contributions	2017-09-14	0
Minimum required contributions for current year target normal cost	2017-09-14	0
Net shortfall amortization installment of oustanding balance	2017-09-14	0
Waiver amortization installment	2017-09-14	0
Waived amount of outstanding balance	2017-09-14	0
Total funding amount beforereflecting carryover/prefunding balances	2017-09-14	0
Carryover balance elected to use to offset funding requirement	2017-09-14	0
Prefunding balance elected to use to offset funding requirement	2017-09-14	0
Additional cash requirement	2017-09-14	0
Contributions allocatedtoward minimum required contributions for current year	2017-09-14	0
Unpaid minimum required contributions for current year	2017-09-14	0
Unpaid minimum required contributions for all years	2017-09-14	0
2016: RITCHIE TRUCKING SERVICE, INC. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,567,119
Acturial value of plan assets	2016-12-31	1,567,119
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	8,079
Number of terminated vested participants	2016-12-31	5
Fundng target for terminated vested participants	2016-12-31	6,068
Active participant vested funding target	2016-12-31	1,473,043
Number of active participants	2016-12-31	71
Total funding liabilities for active participants	2016-12-31	1,478,316
Total participant count	2016-12-31	77
Total funding target for all participants	2016-12-31	1,492,463
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	89,636
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	89,636
Present value of excess contributions	2016-12-31	79,420
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	79,420
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	83,828
Total employer contributions	2016-12-31	418,460
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	394,220
Liquidity shortfalls end of Q1	2016-12-31	0
Liquidity shortfalls end of Q2	2016-12-31	0
Liquidity shortfalls end of Q3	2016-12-31	0
Liquidity shortfalls end of Q4	2016-12-31	0
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	204,639
Net shortfall amortization installment of oustanding balance	2016-12-31	139,409
Waiver amortization installment	2016-12-31	0
Waived amount of outstanding balance	2016-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	232,060
Carryover balance elected to use to offset funding requirement	2016-12-31	0
Prefunding balance elected to use to offset funding requirement	2016-12-31	0
Additional cash requirement	2016-12-31	232,060
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	394,220
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2011: RITCHIE TRUCKING SERVICE, INC. DEFINED BENEFIT PENSION PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	13
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	14
Number of other retired or separated participants entitled to future benefits	2011-01-01	2
Total of all active and inactive participants	2011-01-01	16
Total participants	2011-01-01	16

Financial Data on RITCHIE TRUCKING SERVICE, INC. DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2011 : RITCHIE TRUCKING SERVICE, INC. DEFINED BENEFIT PENSION PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$50,932
Expenses. Total of all expenses incurred	2011-12-31	$2,353
Benefits paid (including direct rollovers)	2011-12-31	$2,351
Total plan assets at end of year	2011-12-31	$674,520
Total plan assets at beginning of year	2011-12-31	$625,941
Value of fidelity bond covering the plan	2011-12-31	$100,000
Other income received	2011-12-31	$-48,811
Net income (gross income less expenses)	2011-12-31	$48,579
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$674,520
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$625,941
Total contributions received or receivable from employer(s)	2011-12-31	$99,743
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$2

Form 5500 Responses for RITCHIE TRUCKING SERVICE, INC. DEFINED BENEFIT PENSION PLAN

2011: RITCHIE TRUCKING SERVICE, INC. DEFINED BENEFIT PENSION PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PACIFIC LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 67466 )

Policy contract number

Policy instance

Number of Individuals Covered	12
Insurance policy start date	2011-01-10
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $2,034
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	RITCHIE TRUCKING SERVICE, INC.
Employer identification number (EIN):	942308082
NAIC Classification:	484110
NAIC Description:	General Freight Trucking, Local

Jurisdiction of Incorporation:	Oregon Secretary of State Corporations Division
Incorporation Date:	2018-07-23
Company Identification Number:	146138599
Legal Registered Office Address:	12842 NE AIRPORT WAY PORTLAND United States of America (USA) 97230

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2017-01-01
002	2016-01-01
002	2015-01-01
002	2014-01-01
002	2013-01-01
002	2012-01-01	BRUCE LACKEY	2013-10-02	BRUCE LACKEY	2013-10-02
002	2011-01-01	BRUCE LACKEY
002	2010-01-01	BRUCE LACKEY	2011-07-12