UTILITY FLEET SALES, LTD. has sponsored the creation of one or more 401k plans.
Additional information about UTILITY FLEET SALES, LTD.
| Measure | Date | Value |
|---|
| 2017 : UTILITY FLEET 401(K) PLAN 2017 401k financial data |
|---|
| Total transfer of assets from this plan | 2017-06-30 | $937,144 |
| Total income from all sources (including contributions) | 2017-06-30 | $76,391 |
| Total of all expenses incurred | 2017-06-30 | $193,768 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-06-30 | $139,606 |
| Expenses. Certain deemed distributions of participant loans | 2017-06-30 | $52,188 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-06-30 | $7,253 |
| Value of total assets at end of year | 2017-06-30 | $0 |
| Value of total assets at beginning of year | 2017-06-30 | $1,054,521 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-06-30 | $1,974 |
| Total interest from all sources | 2017-06-30 | $1,241 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-06-30 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2017-06-30 | $0 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-06-30 | $0 |
| Was this plan covered by a fidelity bond | 2017-06-30 | Yes |
| Value of fidelity bond cover | 2017-06-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-06-30 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-06-30 | No |
| Contributions received from participants | 2017-06-30 | $4,047 |
| Participant contributions at end of year | 2017-06-30 | $0 |
| Participant contributions at beginning of year | 2017-06-30 | $75,327 |
| Participant contributions at end of year | 2017-06-30 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-06-30 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | No |
| Value of net income/loss | 2017-06-30 | $-117,377 |
| Value of net assets at end of year (total assets less liabilities) | 2017-06-30 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-06-30 | $1,054,521 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-06-30 | $979,194 |
| Interest on participant loans | 2017-06-30 | $1,241 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-06-30 | $0 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2017-06-30 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-06-30 | $67,897 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2017-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-06-30 | No |
| Contributions received in cash from employer | 2017-06-30 | $3,206 |
| Employer contributions (assets) at end of year | 2017-06-30 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-06-30 | $139,606 |
| Contract administrator fees | 2017-06-30 | $1,974 |
| 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 | 2017-06-30 | No |
| Did the plan have assets held for investment | 2017-06-30 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-06-30 | Yes |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-06-30 | Disclaimer |
| Accountancy firm name | 2017-06-30 | MILLER HAVILAND KETTER, PC PA |
| Accountancy firm EIN | 2017-06-30 | 480958002 |
| 2016 : UTILITY FLEET 401(K) PLAN 2016 401k financial data |
|---|
| Total income from all sources (including contributions) | 2016-12-31 | $403,567 |
| Total of all expenses incurred | 2016-12-31 | $132,654 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $127,502 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $349,459 |
| Value of total assets at end of year | 2016-12-31 | $1,054,521 |
| Value of total assets at beginning of year | 2016-12-31 | $783,608 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $5,152 |
| Total interest from all sources | 2016-12-31 | $2,550 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2016-12-31 | $0 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
| 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 | $199,065 |
| Participant contributions at end of year | 2016-12-31 | $75,327 |
| Participant contributions at beginning of year | 2016-12-31 | $54,526 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $4,270 |
| 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 | $270,913 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $1,054,521 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $783,608 |
| 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $979,194 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $729,082 |
| Interest on participant loans | 2016-12-31 | $2,550 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $51,558 |
| 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 | $146,124 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $127,502 |
| Contract administrator fees | 2016-12-31 | $5,152 |
| 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 | MILLER HAVILAND KETTER, PC PA |
| Accountancy firm EIN | 2016-12-31 | 480958002 |
| 2011 : UTILITY FLEET 401(K) PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $26,362 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $7,969 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $1,657 |
| Total plan assets at end of year | 2011-12-31 | $129,036 |
| Total plan assets at beginning of year | 2011-12-31 | $110,643 |
| Value of fidelity bond covering the plan | 2011-12-31 | $10,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $24,320 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $0 |
| Other income received | 2011-12-31 | $-7,256 |
| Net income (gross income less expenses) | 2011-12-31 | $18,393 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $129,036 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $110,643 |
| Assets. Value of participant loans | 2011-12-31 | $6,147 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $9,298 |
| Value of certain deemed distributions of participant loans | 2011-12-31 | $0 |
| Value of corrective distributions | 2011-12-31 | $5,832 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $480 |
| 2010 : UTILITY FLEET 401(K) PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $51,480 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $15,664 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $9,887 |
| Total plan assets at end of year | 2010-12-31 | $110,643 |
| Total plan assets at beginning of year | 2010-12-31 | $74,827 |
| Value of fidelity bond covering the plan | 2010-12-31 | $10,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $29,338 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $0 |
| Other income received | 2010-12-31 | $11,236 |
| Net income (gross income less expenses) | 2010-12-31 | $35,816 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $110,643 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $74,827 |
| Assets. Value of participant loans | 2010-12-31 | $10,488 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $10,906 |
| Value of certain deemed distributions of participant loans | 2010-12-31 | $0 |
| Value of corrective distributions | 2010-12-31 | $5,297 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $480 |
| 2017: UTILITY FLEET 401(K) PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | This submission is the final filing | Yes |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: UTILITY FLEET 401(K) PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: UTILITY FLEET 401(K) PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010: UTILITY FLEET 401(K) PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | Yes |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009: UTILITY FLEET 401(K) PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | Yes |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2008: UTILITY FLEET 401(K) PLAN 2008 form 5500 responses |
|---|
| 2008-01-01 | Type of plan entity | Single employer plan |
| 2008-01-01 | Submission has been amended | No |
| 2008-01-01 | This submission is the final filing | No |
| 2008-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2008-01-01 | Plan is a collectively bargained plan | No |
