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M&M TRANSPORT SERVICES, INC RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameM&M TRANSPORT SERVICES, INC RETIREMENT SAVINGS PLAN
Plan identification number 001

M&M TRANSPORT SERVICES, INC RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

M&M TRANSPORT SERVICES, INC has sponsored the creation of one or more 401k plans.

Company Name:M&M TRANSPORT SERVICES, INC
Employer identification number (EIN):043107431
NAIC Classification:484200
NAIC Description: Specialized Freight Trucking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan M&M TRANSPORT SERVICES, INC RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01JAMES BUROKAS JAMES BUROKAS2014-10-14
0012012-01-01NORBERT HANKS NORBERT HANKS2013-10-15
0012011-01-01NORBERT HANKS NORBERT HANKS2012-10-12
0012010-01-01NORBERT HANKS NORBERT HANKS2011-10-21
0012009-01-01NORBERT HANKS NORBERT HANKS2010-10-15
0012009-01-01NORBERT HANKS NORBERT HANKS2010-10-15

Plan Statistics for M&M TRANSPORT SERVICES, INC RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for M&M TRANSPORT SERVICES, INC RETIREMENT SAVINGS PLAN

Measure Date Value
2022: M&M TRANSPORT SERVICES, INC RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01787
Total number of active participants reported on line 7a of the Form 55002022-01-01691
Number of retired or separated participants receiving benefits2022-01-015
Number of other retired or separated participants entitled to future benefits2022-01-0185
Total of all active and inactive participants2022-01-01781
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01781
Number of participants with account balances2022-01-01340
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0136
2021: M&M TRANSPORT SERVICES, INC RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01789
Total number of active participants reported on line 7a of the Form 55002021-01-01606
Number of retired or separated participants receiving benefits2021-01-019
Number of other retired or separated participants entitled to future benefits2021-01-01113
Total of all active and inactive participants2021-01-01728
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01728
Number of participants with account balances2021-01-01315
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0131
2020: M&M TRANSPORT SERVICES, INC RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01834
Total number of active participants reported on line 7a of the Form 55002020-01-01626
Number of retired or separated participants receiving benefits2020-01-017
Number of other retired or separated participants entitled to future benefits2020-01-01109
Total of all active and inactive participants2020-01-01742
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01742
Number of participants with account balances2020-01-01333
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0142
2019: M&M TRANSPORT SERVICES, INC RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01815
Total number of active participants reported on line 7a of the Form 55002019-01-01724
Number of retired or separated participants receiving benefits2019-01-016
Number of other retired or separated participants entitled to future benefits2019-01-0179
Total of all active and inactive participants2019-01-01809
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01809
Number of participants with account balances2019-01-01348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0128
2018: M&M TRANSPORT SERVICES, INC RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01669
Total number of active participants reported on line 7a of the Form 55002018-01-01709
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0158
Total of all active and inactive participants2018-01-01767
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01767
Number of participants with account balances2018-01-01304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0123
2017: M&M TRANSPORT SERVICES, INC RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01560
Total number of active participants reported on line 7a of the Form 55002017-01-01558
Number of retired or separated participants receiving benefits2017-01-016
Number of other retired or separated participants entitled to future benefits2017-01-0141
Total of all active and inactive participants2017-01-01605
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01605
Number of participants with account balances2017-01-01270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0115
2016: M&M TRANSPORT SERVICES, INC RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01559
Total number of active participants reported on line 7a of the Form 55002016-01-01514
Number of retired or separated participants receiving benefits2016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-0130
Total of all active and inactive participants2016-01-01548
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01548
Number of participants with account balances2016-01-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0120
2015: M&M TRANSPORT SERVICES, INC RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01543
Total number of active participants reported on line 7a of the Form 55002015-01-01508
Number of other retired or separated participants entitled to future benefits2015-01-0135
Total of all active and inactive participants2015-01-01543
Total participants2015-01-01543
Number of participants with account balances2015-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0113
2014: M&M TRANSPORT SERVICES, INC RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01433
Total number of active participants reported on line 7a of the Form 55002014-01-01508
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0134
Total of all active and inactive participants2014-01-01543
Total participants2014-01-01543
Number of participants with account balances2014-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-019
2013: M&M TRANSPORT SERVICES, INC RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01349
Total number of active participants reported on line 7a of the Form 55002013-01-01433
Total of all active and inactive participants2013-01-01433
Total participants2013-01-01433
Number of participants with account balances2013-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: M&M TRANSPORT SERVICES, INC RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01341
Total number of active participants reported on line 7a of the Form 55002012-01-01349
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-01349
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01349
Number of participants with account balances2012-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: M&M TRANSPORT SERVICES, INC RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01374
Total number of active participants reported on line 7a of the Form 55002011-01-01341
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01341
Number of participants with account balances2011-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0110
2010: M&M TRANSPORT SERVICES, INC RETIREMENT SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01329
Total number of active participants reported on line 7a of the Form 55002010-01-01374
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-010
Total of all active and inactive participants2010-01-01374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01374
Number of participants with account balances2010-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0161
2009: M&M TRANSPORT SERVICES, INC RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01360
Total number of active participants reported on line 7a of the Form 55002009-01-01329
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01329
Number of participants with account balances2009-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0150

Financial Data on M&M TRANSPORT SERVICES, INC RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : M&M TRANSPORT SERVICES, INC RETIREMENT SAVINGS PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$71,619
Total of all expenses incurred2022-12-31$872,628
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$821,147
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,790,786
Value of total assets at end of year2022-12-31$7,799,714
Value of total assets at beginning of year2022-12-31$8,600,723
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$51,481
Total interest from all sources2022-12-31$13,403
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,125,228
Participant contributions at end of year2022-12-31$362,993
Participant contributions at beginning of year2022-12-31$304,185
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$393,820
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$8,125
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-801,009
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,799,714
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$8,600,723
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$43,356
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,420,642
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$8,274,519
Interest on participant loans2022-12-31$13,403
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 year2022-12-31$16,079
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$22,019
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,732,570
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$271,738
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$821,147
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31LEONARD, MULHERIN & GREENE, P.C.
Accountancy firm EIN2022-12-31043108635
2021 : M&M TRANSPORT SERVICES, INC RETIREMENT SAVINGS PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$2,172,808
Total of all expenses incurred2021-12-31$874,013
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$821,447
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,110,227
Value of total assets at end of year2021-12-31$8,600,723
Value of total assets at beginning of year2021-12-31$7,301,928
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$52,566
Total interest from all sources2021-12-31$12,137
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$843,550
Participant contributions at end of year2021-12-31$304,185
Participant contributions at beginning of year2021-12-31$296,993
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$85,672
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$6,900
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,298,795
Value of net assets at end of year (total assets less liabilities)2021-12-31$8,600,723
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,301,928
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$45,666
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$8,274,519
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$6,986,661
Interest on participant loans2021-12-31$12,137
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 year2021-12-31$22,019
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$18,274
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,050,444
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$181,005
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$821,447
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31LEONARD, MULHERIN & GREENE, P.C.
Accountancy firm EIN2021-12-31043108635
2020 : M&M TRANSPORT SERVICES, INC RETIREMENT SAVINGS PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$2,390,317
Total of all expenses incurred2020-12-31$1,400,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,356,285
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,213,245
Value of total assets at end of year2020-12-31$7,301,928
Value of total assets at beginning of year2020-12-31$6,312,140
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$44,244
Total interest from all sources2020-12-31$13,475
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$914,263
Participant contributions at end of year2020-12-31$296,993
Participant contributions at beginning of year2020-12-31$310,922
Participant contributions at end of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$73,661
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Administrative expenses (other) incurred2020-12-31$8,300
Total non interest bearing cash at end of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$989,788
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,301,928
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,312,140
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$35,944
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$6,986,661
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$5,984,965
Interest on participant loans2020-12-31$13,475
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$18,274
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$16,253
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,163,597
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$225,321
Employer contributions (assets) at end of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,356,285
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31LEONARD, MULHERIN & GREENE, P.C.
Accountancy firm EIN2020-12-31043108635
2019 : M&M TRANSPORT SERVICES, INC RETIREMENT SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$3,006,591
Total of all expenses incurred2019-12-31$659,004
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$618,935
Expenses. Certain deemed distributions of participant loans2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,039,559
Value of total assets at end of year2019-12-31$6,312,140
Value of total assets at beginning of year2019-12-31$3,964,553
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$40,069
Total interest from all sources2019-12-31$11,687
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$924,814
Participant contributions at end of year2019-12-31$310,922
Participant contributions at beginning of year2019-12-31$211,779
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$887,671
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Administrative expenses (other) incurred2019-12-31$8,728
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,347,587
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,312,140
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,964,553
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$31,341
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$5,984,965
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,741,382
Interest on participant loans2019-12-31$11,687
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$16,253
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$11,392
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$955,345
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$227,074
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$618,935
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31LEONARD, MULHERIN & GREENE, P.C.
Accountancy firm EIN2019-12-31043108635
2018 : M&M TRANSPORT SERVICES, INC RETIREMENT SAVINGS PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$718,606
Total of all expenses incurred2018-12-31$472,912
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$444,810
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$981,456
Value of total assets at end of year2018-12-31$3,964,553
Value of total assets at beginning of year2018-12-31$3,718,859
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$28,102
Total interest from all sources2018-12-31$8,511
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$325,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$753,164
Participant contributions at end of year2018-12-31$211,779
Participant contributions at beginning of year2018-12-31$225,491
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$70,509
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Administrative expenses (other) incurred2018-12-31$4,800
Total non interest bearing cash at end of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$245,694
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,964,553
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,718,859
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$23,302
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,741,382
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,486,411
Interest on participant loans2018-12-31$8,511
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$11,392
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$6,957
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-271,361
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$157,783
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$444,810
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31LEONARD, MULHERIN & GREENE, P.C.
Accountancy firm EIN2018-12-31043108635
2017 : M&M TRANSPORT SERVICES, INC RETIREMENT SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$1,262,803
Total of all expenses incurred2017-12-31$215,321
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$189,647
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$790,281
Value of total assets at end of year2017-12-31$3,718,859
Value of total assets at beginning of year2017-12-31$2,671,377
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$25,674
Total interest from all sources2017-12-31$7,608
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$0
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$325,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$635,748
Participant contributions at end of year2017-12-31$225,491
Participant contributions at beginning of year2017-12-31$127,769
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$45,402
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Administrative expenses (other) incurred2017-12-31$5,950
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,047,482
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,718,859
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,671,377
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$19,724
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,486,411
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$2,536,696
Interest on participant loans2017-12-31$7,608
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$6,957
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$6,912
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$464,914
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$109,131
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$189,647
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31LEONARD, MULHERIN & GREENE, P.C.
Accountancy firm EIN2017-12-31043108635
2016 : M&M TRANSPORT SERVICES, INC RETIREMENT SAVINGS PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$776,810
Total of all expenses incurred2016-12-31$381,565
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$349,859
Expenses. Certain deemed distributions of participant loans2016-12-31$11,696
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$600,089
Value of total assets at end of year2016-12-31$2,671,377
Value of total assets at beginning of year2016-12-31$2,276,132
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$20,010
Total interest from all sources2016-12-31$5,431
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$325,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$497,896
Participant contributions at end of year2016-12-31$127,769
Participant contributions at beginning of year2016-12-31$130,487
Participant contributions at end of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$40,755
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$0
Administrative expenses (other) incurred2016-12-31$4,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$395,245
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,671,377
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,276,132
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$2,536,696
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,115,713
Interest on participant loans2016-12-31$5,431
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$6,912
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$29,932
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$171,290
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$61,438
Employer contributions (assets) at end of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$349,859
Contract administrator fees2016-12-31$15,110
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31LEONARD, MULHERIN & GREENE, P.C.
Accountancy firm EIN2016-12-31043108635
2015 : M&M TRANSPORT SERVICES, INC RETIREMENT SAVINGS PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$483,658
Total of all expenses incurred2015-12-31$467,145
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$448,114
Expenses. Certain deemed distributions of participant loans2015-12-31$1,962
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$530,827
Value of total assets at end of year2015-12-31$2,276,132
Value of total assets at beginning of year2015-12-31$2,259,619
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$17,069
Total interest from all sources2015-12-31$4,644
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$325,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$433,163
Participant contributions at end of year2015-12-31$130,487
Participant contributions at beginning of year2015-12-31$105,842
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$45,981
Administrative expenses (other) incurred2015-12-31$3,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$16,513
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,276,132
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,259,619
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,115,713
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,124,173
Interest on participant loans2015-12-31$4,644
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$29,932
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$29,604
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-51,813
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$51,683
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$448,114
Contract administrator fees2015-12-31$14,069
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31LEONARD, MULHERIN & GREENE, P.C.
Accountancy firm EIN2015-12-31043108635
2014 : M&M TRANSPORT SERVICES, INC RETIREMENT SAVINGS PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$525,564
Total of all expenses incurred2014-12-31$427,233
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$411,609
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$443,870
Value of total assets at end of year2014-12-31$2,259,619
Value of total assets at beginning of year2014-12-31$2,161,288
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$15,624
Total interest from all sources2014-12-31$3,791
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$325,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$334,066
Participant contributions at end of year2014-12-31$105,842
Participant contributions at beginning of year2014-12-31$82,022
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$66,256
Administrative expenses (other) incurred2014-12-31$15,624
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$98,331
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,259,619
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,161,288
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,124,173
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,044,328
Interest on participant loans2014-12-31$3,791
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$29,604
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$34,938
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$77,903
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$43,548
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$411,609
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31LEONARD, MULHERIN & GREENE, P.C.
Accountancy firm EIN2014-12-31043108635
2013 : M&M TRANSPORT SERVICES, INC RETIREMENT SAVINGS PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$631,813
Total of all expenses incurred2013-12-31$226,275
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$209,729
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$332,536
Value of total assets at end of year2013-12-31$2,161,288
Value of total assets at beginning of year2013-12-31$1,755,750
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$16,546
Total interest from all sources2013-12-31$3,389
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$325,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$296,012
Participant contributions at end of year2013-12-31$82,022
Participant contributions at beginning of year2013-12-31$85,620
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$3,535
Administrative expenses (other) incurred2013-12-31$16,546
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$405,538
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,161,288
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,755,750
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,079,266
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,669,537
Interest on participant loans2013-12-31$3,389
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$593
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$593
Net gain/loss from 103.12 investment entities2013-12-31$295,888
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$32,989
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$209,729
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31LEONARD, MULHERIN & GREENE, P.C.
Accountancy firm EIN2013-12-31043108635
2012 : M&M TRANSPORT SERVICES, INC RETIREMENT SAVINGS PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$507,741
Total of all expenses incurred2012-12-31$163,595
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$148,259
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$313,672
Value of total assets at end of year2012-12-31$1,755,750
Value of total assets at beginning of year2012-12-31$1,411,604
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$15,336
Total interest from all sources2012-12-31$3,328
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$325,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$271,423
Participant contributions at end of year2012-12-31$85,620
Participant contributions at beginning of year2012-12-31$68,466
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$24,772
Administrative expenses (other) incurred2012-12-31$15,336
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$344,146
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,755,750
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,411,604
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,669,537
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,343,138
Interest on participant loans2012-12-31$3,328
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$593
Net gain/loss from 103.12 investment entities2012-12-31$190,741
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$17,477
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$148,259
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31LEONARD, MULHERIN & GREENE, P.C.
Accountancy firm EIN2012-12-31043108635
2011 : M&M TRANSPORT SERVICES, INC RETIREMENT SAVINGS PLAN 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$269,973
Total of all expenses incurred2011-12-31$232,068
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$217,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$305,987
Value of total assets at end of year2011-12-31$1,411,604
Value of total assets at beginning of year2011-12-31$1,373,699
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$14,817
Total interest from all sources2011-12-31$2,709
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$325,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$247,176
Participant contributions at end of year2011-12-31$68,466
Participant contributions at beginning of year2011-12-31$58,391
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$48,153
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$0
Administrative expenses (other) incurred2011-12-31$14,817
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$37,905
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,411,604
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,373,699
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,343,138
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,311,395
Interest on participant loans2011-12-31$2,709
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$3,913
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$3,913
Net gain/loss from 103.12 investment entities2011-12-31$-38,723
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$10,658
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$217,251
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31LEONARD, MULHERIN & GREENE, P.C.
Accountancy firm EIN2011-12-31043108635
2010 : M&M TRANSPORT SERVICES, INC RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$405,234
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$133,631
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$120,300
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$252,860
Value of total assets at end of year2010-12-31$1,373,699
Value of total assets at beginning of year2010-12-31$1,102,096
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$13,331
Total interest from all sources2010-12-31$3,121
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$100,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$240,471
Participant contributions at end of year2010-12-31$58,391
Participant contributions at beginning of year2010-12-31$56,223
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$0
Administrative expenses (other) incurred2010-12-31$13,331
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$271,603
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,373,699
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,102,096
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,311,395
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,045,873
Interest on participant loans2010-12-31$3,121
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$3,913
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$149,253
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$12,389
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$120,300
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LEONARD, MULHERIN & GREENE, P.C.
Accountancy firm EIN2010-12-31043108635

Form 5500 Responses for M&M TRANSPORT SERVICES, INC RETIREMENT SAVINGS PLAN

2022: M&M TRANSPORT SERVICES, INC RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: M&M TRANSPORT SERVICES, INC RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: M&M TRANSPORT SERVICES, INC RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: M&M TRANSPORT SERVICES, INC RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: M&M TRANSPORT SERVICES, INC RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: M&M TRANSPORT SERVICES, INC RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: M&M TRANSPORT SERVICES, INC RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: M&M TRANSPORT SERVICES, INC RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: M&M TRANSPORT SERVICES, INC RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: M&M TRANSPORT SERVICES, INC RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: M&M TRANSPORT SERVICES, INC RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: M&M TRANSPORT SERVICES, INC RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: M&M TRANSPORT SERVICES, INC RETIREMENT SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: M&M TRANSPORT SERVICES, INC RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number55691
Policy instance 1
Insurance contract or identification number55691
Number of Individuals Covered504
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $38,758
Total amount of fees paid to insurance companyUSD $8,125
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $38,758
Insurance broker organization code?3
Amount paid for insurance broker fees8125
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number55691
Policy instance 1
Insurance contract or identification number55691
Number of Individuals Covered473
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $40,484
Total amount of fees paid to insurance companyUSD $6,900
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $40,484
Insurance broker organization code?3
Amount paid for insurance broker fees6900
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number55691
Policy instance 1
Insurance contract or identification number55691
Number of Individuals Covered481
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $30,708
Total amount of fees paid to insurance companyUSD $8,300
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $30,708
Insurance broker organization code?3
Amount paid for insurance broker fees8300
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number55691
Policy instance 1
Insurance contract or identification number55691
Number of Individuals Covered494
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $25,643
Total amount of fees paid to insurance companyUSD $11,746
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $25,643
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees8728
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number55691
Policy instance 1
Insurance contract or identification number55691
Number of Individuals Covered416
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $17,253
Total amount of fees paid to insurance companyUSD $5,950
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,683
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Amount paid for insurance broker fees5950
Insurance broker nameKENNETH D. ANDERSON
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number55691
Policy instance 1
Insurance contract or identification number55691
Number of Individuals Covered326
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $11,320
Total amount of fees paid to insurance companyUSD $3,000
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,877
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?3
Amount paid for insurance broker fees3000
Insurance broker nameH.D. VEST INSURANCE AGENCY, LLLC
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number55691
Policy instance 1
Insurance contract or identification number55691
Number of Individuals Covered343
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $11,052
Total amount of fees paid to insurance companyUSD $2,275
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,052
Additional information about fees paid to insurance brokerCOMMISSIONS
Insurance broker organization code?6
Amount paid for insurance broker fees2275
Insurance broker nameMATTHEW ZIOBROWSKI
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number55691
Policy instance 1
Insurance contract or identification number55691
Number of Individuals Covered279
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $9,621
Total amount of fees paid to insurance companyUSD $2,000
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractPSA
Commission paid to Insurance BrokerUSD $9,621
Insurance broker organization code?6
Amount paid for insurance broker fees2000
Additional information about fees paid to insurance brokerPROCESS LOANS
Insurance broker nameMATTHEW ZIOBROWSKI
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number55691
Policy instance 1
Insurance contract or identification number55691
Number of Individuals Covered278
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $8,004
Total amount of fees paid to insurance companyUSD $1,550
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Other information about contractPSA
Commission paid to Insurance BrokerUSD $8,004
Insurance broker organization code?6
Amount paid for insurance broker fees1550
Additional information about fees paid to insurance brokerPROCESS LOANS
Insurance broker nameMFZ ASSOCIATES
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number55691
Policy instance 1
Insurance contract or identification number55691
Number of Individuals Covered289
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $7,142
Total amount of fees paid to insurance companyUSD $2,050
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Other information about contractPSA
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number55691
Policy instance 1
Insurance contract or identification number55691
Number of Individuals Covered290
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $5,876
Total amount of fees paid to insurance companyUSD $1,700
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Other information about contractPSA

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