V&S MIDWEST CARRIERS CORP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MIDWEST CARRIERS 401K PLAN & TRUST
Measure | Date | Value |
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2022 : MIDWEST CARRIERS 401K PLAN & TRUST 2022 401k financial data |
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Total income from all sources (including contributions) | 2022-12-31 | $-337,057 |
Total of all expenses incurred | 2022-12-31 | $508,210 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $457,428 |
Value of total corrective distributions | 2022-12-31 | $48 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $851,951 |
Value of total assets at end of year | 2022-12-31 | $6,569,331 |
Value of total assets at beginning of year | 2022-12-31 | $7,414,598 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $50,734 |
Total interest from all sources | 2022-12-31 | $7,854 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $22,333 |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $22,333 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
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 | $744,047 |
Participant contributions at end of year | 2022-12-31 | $113,593 |
Participant contributions at beginning of year | 2022-12-31 | $156,468 |
Participant contributions at end of year | 2022-12-31 | $15,710 |
Participant contributions at beginning of year | 2022-12-31 | $10,189 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $308 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $204 |
Administrative expenses (other) incurred | 2022-12-31 | $3,039 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $5,000 |
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 | $-845,267 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $6,569,331 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $7,414,598 |
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 | $47,695 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $1,710,611 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $1,948,263 |
Interest on participant loans | 2022-12-31 | $7,854 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $4,621,278 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $5,202,887 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-434,715 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-784,480 |
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 | $107,904 |
Employer contributions (assets) at end of year | 2022-12-31 | $107,831 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $91,587 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $457,428 |
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 | KERBER ROSE |
Accountancy firm EIN | 2022-12-31 | 391654823 |
2021 : MIDWEST CARRIERS 401K PLAN & TRUST 2021 401k financial data |
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Total income from all sources (including contributions) | 2021-12-31 | $1,539,741 |
Total of all expenses incurred | 2021-12-31 | $1,014,138 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $962,380 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $744,371 |
Value of total assets at end of year | 2021-12-31 | $7,414,598 |
Value of total assets at beginning of year | 2021-12-31 | $6,888,995 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $51,758 |
Total interest from all sources | 2021-12-31 | $9,668 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $18,270 |
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 | $18,270 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $652,769 |
Participant contributions at end of year | 2021-12-31 | $156,468 |
Participant contributions at beginning of year | 2021-12-31 | $139,008 |
Participant contributions at end of year | 2021-12-31 | $10,189 |
Participant contributions at beginning of year | 2021-12-31 | $38,273 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $204 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $149 |
Administrative expenses (other) incurred | 2021-12-31 | $3,189 |
Total non interest bearing cash at end of year | 2021-12-31 | $5,000 |
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 | $525,603 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $7,414,598 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $6,888,995 |
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 |
Investment advisory and management fees | 2021-12-31 | $48,569 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $1,948,263 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $1,745,651 |
Interest on participant loans | 2021-12-31 | $9,668 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $5,202,887 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $4,874,162 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $270,605 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $496,827 |
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 | $91,602 |
Employer contributions (assets) at end of year | 2021-12-31 | $91,587 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $91,752 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $962,380 |
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 | Unqualified |
Accountancy firm name | 2021-12-31 | KERBER ROSE |
Accountancy firm EIN | 2021-12-31 | 391658423 |
2020 : MIDWEST CARRIERS 401K PLAN & TRUST 2020 401k financial data |
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Total income from all sources (including contributions) | 2020-12-31 | $2,410,292 |
Total of all expenses incurred | 2020-12-31 | $2,690,574 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,614,220 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $24,038 |
Value of total corrective distributions | 2020-12-31 | $517 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,164,030 |
Value of total assets at end of year | 2020-12-31 | $6,888,995 |
Value of total assets at beginning of year | 2020-12-31 | $7,169,277 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $51,799 |
Total interest from all sources | 2020-12-31 | $8,658 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $17,967 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $17,967 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $644,359 |
Participant contributions at end of year | 2020-12-31 | $139,008 |
Participant contributions at beginning of year | 2020-12-31 | $144,038 |
Participant contributions at end of year | 2020-12-31 | $38,273 |
Participant contributions at beginning of year | 2020-12-31 | $5,200 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $427,762 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $149 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $270 |
Administrative expenses (other) incurred | 2020-12-31 | $3,381 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $11,512 |
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 | $-280,282 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $6,888,995 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $7,169,277 |
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 |
Investment advisory and management fees | 2020-12-31 | $48,418 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $1,745,651 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $1,336,805 |
Interest on participant loans | 2020-12-31 | $8,658 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $4,874,162 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $5,588,864 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $331,858 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $887,779 |
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 | $91,909 |
Employer contributions (assets) at end of year | 2020-12-31 | $91,752 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $82,588 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,614,220 |
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 | Unqualified |
Accountancy firm name | 2020-12-31 | KERBER ROSE |
Accountancy firm EIN | 2020-12-31 | 391658423 |
2019 : MIDWEST CARRIERS 401K PLAN & TRUST 2019 401k financial data |
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Total income from all sources (including contributions) | 2019-12-31 | $1,958,466 |
Total of all expenses incurred | 2019-12-31 | $1,661,124 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,602,684 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $6,269 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $677,882 |
Value of total assets at end of year | 2019-12-31 | $7,169,277 |
Value of total assets at beginning of year | 2019-12-31 | $6,871,935 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $52,171 |
Total interest from all sources | 2019-12-31 | $10,804 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $22,480 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $22,480 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $595,294 |
Participant contributions at end of year | 2019-12-31 | $144,038 |
Participant contributions at beginning of year | 2019-12-31 | $129,758 |
Participant contributions at end of year | 2019-12-31 | $5,200 |
Participant contributions at beginning of year | 2019-12-31 | $25,312 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $270 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $341 |
Administrative expenses (other) incurred | 2019-12-31 | $3,950 |
Total non interest bearing cash at end of year | 2019-12-31 | $11,512 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $297,342 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $7,169,277 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $6,871,935 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $48,221 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $1,336,805 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $1,257,271 |
Interest on participant loans | 2019-12-31 | $10,804 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $5,588,864 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $5,321,182 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $291,606 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $955,694 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $82,588 |
Employer contributions (assets) at end of year | 2019-12-31 | $82,588 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $138,071 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,602,684 |
Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | KERBER ROSE |
Accountancy firm EIN | 2019-12-31 | 391658423 |
2018 : MIDWEST CARRIERS 401K PLAN & TRUST 2018 401k financial data |
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Total income from all sources (including contributions) | 2018-12-31 | $902,880 |
Total of all expenses incurred | 2018-12-31 | $528,455 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $460,918 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $18,804 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,163,086 |
Value of total assets at end of year | 2018-12-31 | $6,871,935 |
Value of total assets at beginning of year | 2018-12-31 | $6,497,510 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $48,733 |
Total interest from all sources | 2018-12-31 | $6,682 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $22,439 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $22,439 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $602,742 |
Participant contributions at end of year | 2018-12-31 | $129,758 |
Participant contributions at beginning of year | 2018-12-31 | $107,497 |
Participant contributions at end of year | 2018-12-31 | $25,312 |
Participant contributions at beginning of year | 2018-12-31 | $19,121 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $422,273 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $341 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $473 |
Administrative expenses (other) incurred | 2018-12-31 | $3,407 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $374,425 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $6,871,935 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $6,497,510 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $45,326 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $1,257,271 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $1,346,217 |
Interest on participant loans | 2018-12-31 | $6,682 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $5,321,182 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $4,936,239 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-105,165 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-184,162 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $138,071 |
Employer contributions (assets) at end of year | 2018-12-31 | $138,071 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $87,963 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $460,918 |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | KERBER ROSE |
Accountancy firm EIN | 2018-12-31 | 391658423 |
2017 : MIDWEST CARRIERS 401K PLAN & TRUST 2017 401k financial data |
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Total income from all sources (including contributions) | 2017-12-31 | $1,501,291 |
Total of all expenses incurred | 2017-12-31 | $369,617 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $327,444 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $694,884 |
Value of total assets at end of year | 2017-12-31 | $6,497,510 |
Value of total assets at beginning of year | 2017-12-31 | $5,365,836 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $42,173 |
Total interest from all sources | 2017-12-31 | $4,041 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $18,907 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $18,907 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $555,467 |
Participant contributions at end of year | 2017-12-31 | $107,497 |
Participant contributions at beginning of year | 2017-12-31 | $83,752 |
Participant contributions at end of year | 2017-12-31 | $19,121 |
Participant contributions at beginning of year | 2017-12-31 | $15,736 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $51,454 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $473 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $366 |
Administrative expenses (other) incurred | 2017-12-31 | $2,206 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $1,131,674 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $6,497,510 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $5,365,836 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $39,967 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $1,346,217 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $1,044,034 |
Interest on participant loans | 2017-12-31 | $4,041 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $4,936,239 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $4,062,794 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $166,571 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $616,888 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $87,963 |
Employer contributions (assets) at end of year | 2017-12-31 | $87,963 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $159,154 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $327,444 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | KERBER ROSE |
Accountancy firm EIN | 2017-12-31 | 391658423 |
2016 : MIDWEST CARRIERS 401K PLAN & TRUST 2016 401k financial data |
---|
Total income from all sources (including contributions) | 2016-12-31 | $1,011,298 |
Total of all expenses incurred | 2016-12-31 | $303,939 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $266,272 |
Value of total corrective distributions | 2016-12-31 | $213 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $682,970 |
Value of total assets at end of year | 2016-12-31 | $5,365,836 |
Value of total assets at beginning of year | 2016-12-31 | $4,658,477 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $37,454 |
Total interest from all sources | 2016-12-31 | $3,816 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $15,426 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $15,426 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $494,591 |
Participant contributions at end of year | 2016-12-31 | $83,752 |
Participant contributions at beginning of year | 2016-12-31 | $89,005 |
Participant contributions at end of year | 2016-12-31 | $15,736 |
Participant contributions at beginning of year | 2016-12-31 | $8,426 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $29,225 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $366 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $334 |
Administrative expenses (other) incurred | 2016-12-31 | $2,258 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $707,359 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $5,365,836 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $4,658,477 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $35,196 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $1,044,034 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $786,651 |
Interest on participant loans | 2016-12-31 | $3,816 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $4,062,794 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $3,630,160 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $72,380 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $236,706 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $159,154 |
Employer contributions (assets) at end of year | 2016-12-31 | $159,154 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $143,901 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $266,272 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | KERBER ROSE |
Accountancy firm EIN | 2016-12-31 | 391658423 |
2015 : MIDWEST CARRIERS 401K PLAN & TRUST 2015 401k financial data |
---|
Total income from all sources (including contributions) | 2015-12-31 | $522,202 |
Total of all expenses incurred | 2015-12-31 | $521,096 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $484,044 |
Value of total corrective distributions | 2015-12-31 | $935 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $529,677 |
Value of total assets at end of year | 2015-12-31 | $4,658,477 |
Value of total assets at beginning of year | 2015-12-31 | $4,657,371 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $36,117 |
Total interest from all sources | 2015-12-31 | $4,662 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $10,168 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $10,168 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $385,776 |
Participant contributions at end of year | 2015-12-31 | $89,005 |
Participant contributions at beginning of year | 2015-12-31 | $95,625 |
Participant contributions at end of year | 2015-12-31 | $8,426 |
Participant contributions at beginning of year | 2015-12-31 | $9,439 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $334 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $239 |
Administrative expenses (other) incurred | 2015-12-31 | $1,396 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $1,106 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $4,658,477 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $4,657,371 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $34,721 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $786,651 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $672,135 |
Interest on participant loans | 2015-12-31 | $4,662 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $3,630,160 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $3,757,568 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-20,397 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-1,908 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $143,901 |
Employer contributions (assets) at end of year | 2015-12-31 | $143,901 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $122,365 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $484,044 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | KERBER ROSE |
Accountancy firm EIN | 2015-12-31 | 391658423 |
2014 : MIDWEST CARRIERS 401K PLAN & TRUST 2014 401k financial data |
---|
Total income from all sources (including contributions) | 2014-12-31 | $698,809 |
Total of all expenses incurred | 2014-12-31 | $401,136 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $367,987 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $470,108 |
Value of total assets at end of year | 2014-12-31 | $4,657,371 |
Value of total assets at beginning of year | 2014-12-31 | $4,359,698 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $33,149 |
Total interest from all sources | 2014-12-31 | $3,465 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $7,837 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $7,837 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $290,293 |
Participant contributions at end of year | 2014-12-31 | $95,625 |
Participant contributions at beginning of year | 2014-12-31 | $41,815 |
Participant contributions at end of year | 2014-12-31 | $9,439 |
Participant contributions at beginning of year | 2014-12-31 | $31,200 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $57,450 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $239 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $308 |
Administrative expenses (other) incurred | 2014-12-31 | $3,039 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $4,725 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $297,673 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $4,657,371 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,359,698 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $30,110 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $672,135 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $201,870 |
Interest on participant loans | 2014-12-31 | $3,465 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $3,757,568 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $4,006,219 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $40,692 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $176,707 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $122,365 |
Employer contributions (assets) at end of year | 2014-12-31 | $122,365 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $73,561 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $367,987 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | KERBER ROSE |
Accountancy firm EIN | 2014-12-31 | 391658423 |
2013 : MIDWEST CARRIERS 401K PLAN & TRUST 2013 401k financial data |
---|
Total income from all sources (including contributions) | 2013-12-31 | $900,881 |
Total of all expenses incurred | 2013-12-31 | $418,820 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $394,716 |
Value of total corrective distributions | 2013-12-31 | $485 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $369,194 |
Value of total assets at end of year | 2013-12-31 | $4,359,698 |
Value of total assets at beginning of year | 2013-12-31 | $3,877,637 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $23,619 |
Total interest from all sources | 2013-12-31 | $1,881 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $16,461 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $16,461 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $295,634 |
Participant contributions at end of year | 2013-12-31 | $41,815 |
Participant contributions at beginning of year | 2013-12-31 | $36,974 |
Participant contributions at end of year | 2013-12-31 | $31,200 |
Participant contributions at beginning of year | 2013-12-31 | $22,302 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $308 |
Administrative expenses (other) incurred | 2013-12-31 | $656 |
Total non interest bearing cash at end of year | 2013-12-31 | $4,725 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $482,061 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $4,359,698 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,877,637 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $22,963 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $201,870 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $3,724,242 |
Interest on participant loans | 2013-12-31 | $1,881 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $4,006,219 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $407,931 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $105,414 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $73,560 |
Employer contributions (assets) at end of year | 2013-12-31 | $73,561 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $94,119 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $394,716 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | Yes |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | KERBER ROSE SC |
Accountancy firm EIN | 2013-12-31 | 391658423 |