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HALE TRAILER BRAKE & WHEEL, INC. 401(K) PLAN 401k Plan overview

Plan NameHALE TRAILER BRAKE & WHEEL, INC. 401(K) PLAN
Plan identification number 001

HALE TRAILER BRAKE & WHEEL, INC. 401(K) 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.

401k Sponsoring company profile

HALE TRAILER BRAKE AND WHEEL, INC. has sponsored the creation of one or more 401k plans.

Company Name:HALE TRAILER BRAKE AND WHEEL, INC.
Employer identification number (EIN):231622629
NAIC Classification:336210

Additional information about HALE TRAILER BRAKE AND WHEEL, INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 3846178

More information about HALE TRAILER BRAKE AND WHEEL, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HALE TRAILER BRAKE & WHEEL, INC. 401(K) 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
0012017-01-01MARILYN BYRD
0012016-01-01MARILYN BYRD
0012015-01-01MARILYN BYRD
0012014-01-01MARILYN BYRD
0012013-01-01MARILYN BYRD
0012012-01-01BARRY HALE
0012011-01-01BARRY HALE
0012009-01-01BARRY HALE

Plan Statistics for HALE TRAILER BRAKE & WHEEL, INC. 401(K) PLAN

401k plan membership statisitcs for HALE TRAILER BRAKE & WHEEL, INC. 401(K) PLAN

Measure Date Value
2022: HALE TRAILER BRAKE & WHEEL, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01457
Total number of active participants reported on line 7a of the Form 55002022-01-01382
Number of retired or separated participants receiving benefits2022-01-011
Number of other retired or separated participants entitled to future benefits2022-01-0152
Total of all active and inactive participants2022-01-01435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01435
Number of participants with account balances2022-01-01419
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0129
2021: HALE TRAILER BRAKE & WHEEL, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01448
Total number of active participants reported on line 7a of the Form 55002021-01-01367
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0152
Total of all active and inactive participants2021-01-01419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01421
Number of participants with account balances2021-01-01407
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0129
2020: HALE TRAILER BRAKE & WHEEL, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01510
Total number of active participants reported on line 7a of the Form 55002020-01-01380
Number of retired or separated participants receiving benefits2020-01-011
Number of other retired or separated participants entitled to future benefits2020-01-0147
Total of all active and inactive participants2020-01-01428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01429
Number of participants with account balances2020-01-01429
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0121
2019: HALE TRAILER BRAKE & WHEEL, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01471
Total number of active participants reported on line 7a of the Form 55002019-01-01357
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-01124
Total of all active and inactive participants2019-01-01482
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01483
Number of participants with account balances2019-01-01483
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0123
2018: HALE TRAILER BRAKE & WHEEL, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01447
Total number of active participants reported on line 7a of the Form 55002018-01-01324
Number of retired or separated participants receiving benefits2018-01-011
Number of other retired or separated participants entitled to future benefits2018-01-01116
Total of all active and inactive participants2018-01-01441
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01442
Number of participants with account balances2018-01-01424
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0133
2017: HALE TRAILER BRAKE & WHEEL, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01431
Total number of active participants reported on line 7a of the Form 55002017-01-01320
Number of retired or separated participants receiving benefits2017-01-018
Number of other retired or separated participants entitled to future benefits2017-01-0194
Total of all active and inactive participants2017-01-01422
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01424
Number of participants with account balances2017-01-01417
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0134
2016: HALE TRAILER BRAKE & WHEEL, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01385
Total number of active participants reported on line 7a of the Form 55002016-01-01303
Number of retired or separated participants receiving benefits2016-01-018
Number of other retired or separated participants entitled to future benefits2016-01-0181
Total of all active and inactive participants2016-01-01392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01394
Number of participants with account balances2016-01-01388
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0116
2015: HALE TRAILER BRAKE & WHEEL, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01359
Total number of active participants reported on line 7a of the Form 55002015-01-01276
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0180
Total of all active and inactive participants2015-01-01356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-01359
Number of participants with account balances2015-01-01347
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0115
2014: HALE TRAILER BRAKE & WHEEL, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01350
Total number of active participants reported on line 7a of the Form 55002014-01-01259
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0174
Total of all active and inactive participants2014-01-01333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01335
Number of participants with account balances2014-01-01327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-018
2013: HALE TRAILER BRAKE & WHEEL, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01337
Total number of active participants reported on line 7a of the Form 55002013-01-01255
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0170
Total of all active and inactive participants2013-01-01325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-01328
Number of participants with account balances2013-01-01324
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0110
2012: HALE TRAILER BRAKE & WHEEL, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01306
Total number of active participants reported on line 7a of the Form 55002012-01-01239
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0167
Total of all active and inactive participants2012-01-01306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01307
Number of participants with account balances2012-01-01307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-019
2011: HALE TRAILER BRAKE & WHEEL, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01296
Total number of active participants reported on line 7a of the Form 55002011-01-01221
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0163
Total of all active and inactive participants2011-01-01284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01286
Number of participants with account balances2011-01-01286
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2009: HALE TRAILER BRAKE & WHEEL, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01314
Total number of active participants reported on line 7a of the Form 55002009-01-01219
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0182
Total of all active and inactive participants2009-01-01301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01301
Number of participants with account balances2009-01-01289
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0124

Financial Data on HALE TRAILER BRAKE & WHEEL, INC. 401(K) PLAN

Measure Date Value
2022 : HALE TRAILER BRAKE & WHEEL, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$459,335
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$610,126
Total income from all sources (including contributions)2022-12-31$-1,771,896
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,068,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,975,690
Value of total corrective distributions2022-12-31$17,391
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,129,091
Value of total assets at end of year2022-12-31$27,668,670
Value of total assets at beginning of year2022-12-31$31,659,504
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$75,066
Total interest from all sources2022-12-31$28,496
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,007,237
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$1,007,237
Administrative expenses professional fees incurred2022-12-31$75,066
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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$1,734,743
Participant contributions at end of year2022-12-31$713,752
Participant contributions at beginning of year2022-12-31$480,846
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$470,816
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$441,944
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$587,407
Liabilities. Value of operating payables at end of year2022-12-31$17,391
Liabilities. Value of operating payables at beginning of year2022-12-31$22,719
Total non interest bearing cash at end of year2022-12-31$441,944
Total non interest bearing cash at beginning of year2022-12-31$587,407
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-3,840,043
Value of net assets at end of year (total assets less liabilities)2022-12-31$27,209,335
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$31,049,378
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$23,852,842
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$28,000,474
Interest on participant loans2022-12-31$28,496
Value of interest in common/collective trusts at end of year2022-12-31$2,410,132
Value of interest in common/collective trusts at beginning of year2022-12-31$2,340,777
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,974,455
Net investment gain or loss from common/collective trusts2022-12-31$37,735
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$923,532
Employer contributions (assets) at end of year2022-12-31$250,000
Employer contributions (assets) at beginning of year2022-12-31$250,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,975,690
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 name2022-12-31MAILLIE, LLP
Accountancy firm EIN2022-12-31231518888
2021 : HALE TRAILER BRAKE & WHEEL, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$610,126
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$778,096
Total income from all sources (including contributions)2021-12-31$5,984,293
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,951,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,853,559
Value of total corrective distributions2021-12-31$22,719
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,441,465
Value of total assets at end of year2021-12-31$31,659,504
Value of total assets at beginning of year2021-12-31$29,795,104
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$75,645
Total interest from all sources2021-12-31$25,966
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,202,460
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$1,202,460
Administrative expenses professional fees incurred2021-12-31$75,645
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
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$1,486,106
Participant contributions at end of year2021-12-31$480,846
Participant contributions at beginning of year2021-12-31$593,961
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$122,991
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$587,407
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$728,019
Liabilities. Value of operating payables at end of year2021-12-31$22,719
Liabilities. Value of operating payables at beginning of year2021-12-31$50,077
Total non interest bearing cash at end of year2021-12-31$587,407
Total non interest bearing cash at beginning of year2021-12-31$728,019
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$2,032,370
Value of net assets at end of year (total assets less liabilities)2021-12-31$31,049,378
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$29,017,008
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$28,000,474
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$26,023,341
Interest on participant loans2021-12-31$25,966
Value of interest in common/collective trusts at end of year2021-12-31$2,340,777
Value of interest in common/collective trusts at beginning of year2021-12-31$2,212,283
Net investment gain or loss from common/collective trusts2021-12-31$2,314,402
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$832,368
Employer contributions (assets) at end of year2021-12-31$250,000
Employer contributions (assets) at beginning of year2021-12-31$237,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,853,559
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 name2021-12-31MAILLIE, LLP
Accountancy firm EIN2021-12-31231518888
2020 : HALE TRAILER BRAKE & WHEEL, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$778,096
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$510,742
Total income from all sources (including contributions)2020-12-31$5,903,029
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,327,243
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,205,418
Value of total corrective distributions2020-12-31$50,077
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,320,261
Value of total assets at end of year2020-12-31$29,795,104
Value of total assets at beginning of year2020-12-31$25,951,964
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$71,748
Total interest from all sources2020-12-31$29,948
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$948,219
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$948,219
Administrative expenses professional fees incurred2020-12-31$71,748
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
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$1,380,645
Participant contributions at end of year2020-12-31$593,961
Participant contributions at beginning of year2020-12-31$516,715
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$156,214
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$728,019
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$482,713
Other income not declared elsewhere2020-12-31$94,975
Liabilities. Value of operating payables at end of year2020-12-31$50,077
Liabilities. Value of operating payables at beginning of year2020-12-31$28,029
Total non interest bearing cash at end of year2020-12-31$728,019
Total non interest bearing cash at beginning of year2020-12-31$482,713
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$3,575,786
Value of net assets at end of year (total assets less liabilities)2020-12-31$29,017,008
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$25,441,222
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$26,023,341
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$22,939,980
Interest on participant loans2020-12-31$29,948
Value of interest in common/collective trusts at end of year2020-12-31$2,212,283
Value of interest in common/collective trusts at beginning of year2020-12-31$1,762,556
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,470,987
Net investment gain or loss from common/collective trusts2020-12-31$38,639
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$783,402
Employer contributions (assets) at end of year2020-12-31$237,500
Employer contributions (assets) at beginning of year2020-12-31$250,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,205,418
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 name2020-12-31MAILLIE, LLP
Accountancy firm EIN2020-12-31231518888
2019 : HALE TRAILER BRAKE & WHEEL, INC. 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$510,742
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$510,742
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$538,530
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$538,530
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$6,254,853
Total income from all sources (including contributions)2019-12-31$6,254,853
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,457,252
Total of all expenses incurred2019-12-31$1,457,252
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,366,813
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,366,813
Value of total corrective distributions2019-12-31$28,029
Value of total corrective distributions2019-12-31$28,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,060,963
Value of total assets at end of year2019-12-31$25,951,964
Value of total assets at end of year2019-12-31$25,951,964
Value of total assets at beginning of year2019-12-31$21,182,151
Value of total assets at beginning of year2019-12-31$21,182,151
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$62,410
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$62,410
Total interest from all sources2019-12-31$28,569
Total interest from all sources2019-12-31$28,569
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$721,884
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$721,884
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$721,884
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$721,884
Administrative expenses professional fees incurred2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,217,510
Contributions received from participants2019-12-31$1,217,510
Participant contributions at end of year2019-12-31$516,715
Participant contributions at end of year2019-12-31$516,715
Participant contributions at beginning of year2019-12-31$523,758
Participant contributions at beginning of year2019-12-31$523,758
Participant contributions at beginning of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$110,299
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$110,299
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$482,713
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$482,713
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$532,267
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$532,267
Other income not declared elsewhere2019-12-31$3,501
Other income not declared elsewhere2019-12-31$3,501
Administrative expenses (other) incurred2019-12-31$62,410
Administrative expenses (other) incurred2019-12-31$62,410
Liabilities. Value of operating payables at end of year2019-12-31$28,029
Liabilities. Value of operating payables at end of year2019-12-31$28,029
Liabilities. Value of operating payables at beginning of year2019-12-31$6,263
Liabilities. Value of operating payables at beginning of year2019-12-31$6,263
Total non interest bearing cash at end of year2019-12-31$482,713
Total non interest bearing cash at end of year2019-12-31$482,713
Total non interest bearing cash at beginning of year2019-12-31$532,267
Total non interest bearing cash at beginning of year2019-12-31$532,267
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
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$4,797,601
Value of net income/loss2019-12-31$4,797,601
Value of net assets at end of year (total assets less liabilities)2019-12-31$25,441,222
Value of net assets at end of year (total assets less liabilities)2019-12-31$25,441,222
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$20,643,621
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$20,643,621
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$22,939,980
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$22,939,980
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$18,464,423
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$18,464,423
Interest on participant loans2019-12-31$28,569
Interest on participant loans2019-12-31$28,569
Value of interest in common/collective trusts at end of year2019-12-31$1,762,556
Value of interest in common/collective trusts at end of year2019-12-31$1,762,556
Value of interest in common/collective trusts at beginning of year2019-12-31$1,411,703
Value of interest in common/collective trusts at beginning of year2019-12-31$1,411,703
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,402,420
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,402,420
Net investment gain or loss from common/collective trusts2019-12-31$37,516
Net investment gain or loss from common/collective trusts2019-12-31$37,516
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$733,154
Contributions received in cash from employer2019-12-31$733,154
Employer contributions (assets) at end of year2019-12-31$250,000
Employer contributions (assets) at end of year2019-12-31$250,000
Employer contributions (assets) at beginning of year2019-12-31$250,000
Employer contributions (assets) at beginning of year2019-12-31$250,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,366,813
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,366,813
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MAILLIE, LLP
Accountancy firm name2019-12-31MAILLIE, LLP
Accountancy firm EIN2019-12-31231518888
Accountancy firm EIN2019-12-31231518888
2018 : HALE TRAILER BRAKE & WHEEL, INC. 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$538,530
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$498,328
Total income from all sources (including contributions)2018-12-31$901,205
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$908,436
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$843,188
Value of total corrective distributions2018-12-31$6,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,859,707
Value of total assets at end of year2018-12-31$21,182,151
Value of total assets at beginning of year2018-12-31$21,149,180
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$58,998
Total interest from all sources2018-12-31$27,006
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$780,145
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$780,145
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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$1,104,514
Participant contributions at end of year2018-12-31$523,758
Participant contributions at beginning of year2018-12-31$516,482
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$26,371
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$48,136
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$893
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$532,267
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$479,466
Other income not declared elsewhere2018-12-31$17,971
Administrative expenses (other) incurred2018-12-31$58,998
Liabilities. Value of operating payables at end of year2018-12-31$6,263
Liabilities. Value of operating payables at beginning of year2018-12-31$18,862
Total non interest bearing cash at end of year2018-12-31$532,267
Total non interest bearing cash at beginning of year2018-12-31$434,603
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-7,231
Value of net assets at end of year (total assets less liabilities)2018-12-31$20,643,621
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$20,650,852
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$18,464,423
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$18,540,213
Interest on participant loans2018-12-31$27,006
Value of interest in common/collective trusts at end of year2018-12-31$1,411,703
Value of interest in common/collective trusts at beginning of year2018-12-31$1,409,099
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,814,985
Net investment gain or loss from common/collective trusts2018-12-31$31,361
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$707,057
Employer contributions (assets) at end of year2018-12-31$250,000
Employer contributions (assets) at beginning of year2018-12-31$221,519
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$843,188
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 name2018-12-31MAILLIE, LLP
Accountancy firm EIN2018-12-31231518888
2017 : HALE TRAILER BRAKE & WHEEL, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$498,328
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$430,476
Total income from all sources (including contributions)2017-12-31$4,486,471
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,579,538
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,508,115
Value of total corrective distributions2017-12-31$18,862
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,743,800
Value of total assets at end of year2017-12-31$21,149,180
Value of total assets at beginning of year2017-12-31$18,174,395
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$52,561
Total interest from all sources2017-12-31$19,781
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$613,902
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$613,902
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,074,747
Participant contributions at end of year2017-12-31$516,482
Participant contributions at beginning of year2017-12-31$417,022
Participant contributions at end of year2017-12-31$26,371
Participant contributions at beginning of year2017-12-31$24,294
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$9,192
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$893
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$3,132
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$479,466
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$423,354
Other income not declared elsewhere2017-12-31$3,700
Liabilities. Value of operating payables at end of year2017-12-31$18,862
Liabilities. Value of operating payables at beginning of year2017-12-31$7,122
Total non interest bearing cash at end of year2017-12-31$434,603
Total non interest bearing cash at beginning of year2017-12-31$376,437
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$2,906,933
Value of net assets at end of year (total assets less liabilities)2017-12-31$20,650,852
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$17,743,919
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$52,561
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$18,540,213
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$16,259,363
Interest on participant loans2017-12-31$19,781
Value of interest in common/collective trusts at end of year2017-12-31$1,409,099
Value of interest in common/collective trusts at beginning of year2017-12-31$878,862
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$2,081,859
Net investment gain or loss from common/collective trusts2017-12-31$23,429
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$659,861
Employer contributions (assets) at end of year2017-12-31$221,519
Employer contributions (assets) at beginning of year2017-12-31$215,285
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,508,115
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 name2017-12-31MAILLIE, LLP
Accountancy firm EIN2017-12-31231518888
2016 : HALE TRAILER BRAKE & WHEEL, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$430,476
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$570,453
Total income from all sources (including contributions)2016-12-31$2,902,507
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,572,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,516,389
Value of total corrective distributions2016-12-31$7,122
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,656,745
Value of total assets at end of year2016-12-31$18,174,395
Value of total assets at beginning of year2016-12-31$16,984,092
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$48,716
Total interest from all sources2016-12-31$15,034
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$492,575
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$492,575
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,019,618
Participant contributions at end of year2016-12-31$417,022
Participant contributions at beginning of year2016-12-31$302,351
Participant contributions at end of year2016-12-31$24,294
Participant contributions at beginning of year2016-12-31$26,242
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$17,119
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$3,132
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$498
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$423,354
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$563,552
Other income not declared elsewhere2016-12-31$8,319
Liabilities. Value of operating payables at end of year2016-12-31$7,122
Liabilities. Value of operating payables at beginning of year2016-12-31$6,901
Total non interest bearing cash at end of year2016-12-31$376,437
Total non interest bearing cash at beginning of year2016-12-31$521,786
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$1,330,280
Value of net assets at end of year (total assets less liabilities)2016-12-31$17,743,919
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$16,413,639
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
Investment advisory and management fees2016-12-31$48,716
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$16,259,363
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$14,891,697
Interest on participant loans2016-12-31$15,034
Value of interest in common/collective trusts at end of year2016-12-31$878,862
Value of interest in common/collective trusts at beginning of year2016-12-31$1,010,998
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$712,830
Net investment gain or loss from common/collective trusts2016-12-31$17,004
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$620,008
Employer contributions (assets) at end of year2016-12-31$215,285
Employer contributions (assets) at beginning of year2016-12-31$230,520
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,516,389
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 name2016-12-31MALLIE, LLP
Accountancy firm EIN2016-12-31231518888
2015 : HALE TRAILER BRAKE & WHEEL, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$570,453
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$244,693
Total income from all sources (including contributions)2015-12-31$1,799,050
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,133,216
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,085,397
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,855,527
Value of total assets at end of year2015-12-31$16,984,092
Value of total assets at beginning of year2015-12-31$16,992,498
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$47,819
Total interest from all sources2015-12-31$12,814
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$753,449
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$753,449
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,014,503
Participant contributions at end of year2015-12-31$302,351
Participant contributions at beginning of year2015-12-31$273,460
Participant contributions at end of year2015-12-31$26,242
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$214,492
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$498
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$563,552
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$234,547
Other income not declared elsewhere2015-12-31$2,982
Liabilities. Value of operating payables at end of year2015-12-31$6,901
Liabilities. Value of operating payables at beginning of year2015-12-31$10,146
Total non interest bearing cash at end of year2015-12-31$521,786
Total non interest bearing cash at beginning of year2015-12-31$234,547
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-334,166
Value of net assets at end of year (total assets less liabilities)2015-12-31$16,413,639
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$16,747,805
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
Investment advisory and management fees2015-12-31$47,819
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$14,891,697
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$15,251,206
Interest on participant loans2015-12-31$12,814
Value of interest in common/collective trusts at end of year2015-12-31$1,010,998
Value of interest in common/collective trusts at beginning of year2015-12-31$1,053,285
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-844,147
Net investment gain or loss from common/collective trusts2015-12-31$18,425
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$626,532
Employer contributions (assets) at end of year2015-12-31$230,520
Employer contributions (assets) at beginning of year2015-12-31$180,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,085,397
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 name2015-12-31MALLIE, LLP
Accountancy firm EIN2015-12-31231518888
2014 : HALE TRAILER BRAKE & WHEEL, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$244,693
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$217,822
Total income from all sources (including contributions)2014-12-31$2,534,734
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,025,946
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$981,218
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,458,597
Value of total assets at end of year2014-12-31$16,992,498
Value of total assets at beginning of year2014-12-31$15,456,839
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$44,728
Total interest from all sources2014-12-31$9,628
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$454,666
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$454,666
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$886,943
Participant contributions at end of year2014-12-31$273,460
Participant contributions at beginning of year2014-12-31$239,365
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$52,104
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$234,547
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$210,562
Other income not declared elsewhere2014-12-31$8,084
Liabilities. Value of operating payables at end of year2014-12-31$10,146
Liabilities. Value of operating payables at beginning of year2014-12-31$7,260
Total non interest bearing cash at end of year2014-12-31$234,547
Total non interest bearing cash at beginning of year2014-12-31$210,562
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$1,508,788
Value of net assets at end of year (total assets less liabilities)2014-12-31$16,747,805
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$15,239,017
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
Investment advisory and management fees2014-12-31$44,728
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$15,251,206
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$13,860,393
Interest on participant loans2014-12-31$9,628
Value of interest in common/collective trusts at end of year2014-12-31$1,053,285
Value of interest in common/collective trusts at beginning of year2014-12-31$1,026,519
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$585,175
Net investment gain or loss from common/collective trusts2014-12-31$18,584
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$519,550
Employer contributions (assets) at end of year2014-12-31$180,000
Employer contributions (assets) at beginning of year2014-12-31$120,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$981,218
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 name2014-12-31MALLIE LLP
Accountancy firm EIN2014-12-31231518888
2013 : HALE TRAILER BRAKE & WHEEL, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$217,822
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$192,903
Total income from all sources (including contributions)2013-12-31$3,437,794
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$835,106
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$793,936
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,314,403
Value of total assets at end of year2013-12-31$15,456,839
Value of total assets at beginning of year2013-12-31$12,829,232
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$41,170
Total interest from all sources2013-12-31$9,796
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$362,231
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$362,231
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$828,138
Participant contributions at end of year2013-12-31$239,365
Participant contributions at beginning of year2013-12-31$237,532
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$61,055
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$210,562
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$192,903
Other income not declared elsewhere2013-12-31$1,816
Liabilities. Value of operating payables at end of year2013-12-31$7,260
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$210,562
Total non interest bearing cash at beginning of year2013-12-31$177,858
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$2,602,688
Value of net assets at end of year (total assets less liabilities)2013-12-31$15,239,017
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$12,636,329
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
Investment advisory and management fees2013-12-31$41,170
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$13,860,393
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$10,901,356
Interest on participant loans2013-12-31$9,796
Value of interest in common/collective trusts at end of year2013-12-31$1,026,519
Value of interest in common/collective trusts at beginning of year2013-12-31$1,412,486
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$1,730,734
Net investment gain or loss from common/collective trusts2013-12-31$18,814
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$425,210
Employer contributions (assets) at end of year2013-12-31$120,000
Employer contributions (assets) at beginning of year2013-12-31$100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$793,936
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 name2013-12-31MALLIE LLP
Accountancy firm EIN2013-12-31231518888
2012 : HALE TRAILER BRAKE & WHEEL, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$192,903
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$177,571
Total income from all sources (including contributions)2012-12-31$2,762,785
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,549,616
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,510,127
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,442,833
Value of total assets at end of year2012-12-31$12,829,232
Value of total assets at beginning of year2012-12-31$11,600,731
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$39,489
Total interest from all sources2012-12-31$10,134
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$286,527
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$286,527
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$796,220
Participant contributions at end of year2012-12-31$237,532
Participant contributions at beginning of year2012-12-31$250,661
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$265,134
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$222,208
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$192,903
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$177,571
Total non interest bearing cash at end of year2012-12-31$177,858
Total non interest bearing cash at beginning of year2012-12-31$168,254
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$1,213,169
Value of net assets at end of year (total assets less liabilities)2012-12-31$12,636,329
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$11,423,160
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
Investment advisory and management fees2012-12-31$39,489
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$10,901,356
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$9,882,479
Interest on participant loans2012-12-31$10,134
Value of interest in common/collective trusts at end of year2012-12-31$1,412,486
Value of interest in common/collective trusts at beginning of year2012-12-31$927,129
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,003,080
Net investment gain or loss from common/collective trusts2012-12-31$20,211
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$381,479
Employer contributions (assets) at end of year2012-12-31$100,000
Employer contributions (assets) at beginning of year2012-12-31$150,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,510,127
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 name2012-12-31MAILLIE LLP
Accountancy firm EIN2012-12-31231518888
2011 : HALE TRAILER BRAKE & WHEEL, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$177,571
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$233,723
Total income from all sources (including contributions)2011-12-31$1,189,352
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$437,690
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$402,250
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,096,838
Value of total assets at end of year2011-12-31$11,600,731
Value of total assets at beginning of year2011-12-31$10,905,221
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$35,440
Total interest from all sources2011-12-31$9,790
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$255,790
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$255,790
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$728,681
Participant contributions at end of year2011-12-31$250,661
Participant contributions at beginning of year2011-12-31$192,810
Participant contributions at beginning of year2011-12-31$29,913
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$96,111
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$222,208
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$55,127
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$177,571
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$233,723
Total non interest bearing cash at end of year2011-12-31$168,254
Total non interest bearing cash at beginning of year2011-12-31$143,834
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$751,662
Value of net assets at end of year (total assets less liabilities)2011-12-31$11,423,160
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$10,671,498
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
Investment advisory and management fees2011-12-31$35,440
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$9,882,479
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$9,352,461
Interest on participant loans2011-12-31$9,790
Value of interest in common/collective trusts at end of year2011-12-31$927,129
Value of interest in common/collective trusts at beginning of year2011-12-31$1,051,522
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-202,873
Net investment gain or loss from common/collective trusts2011-12-31$29,807
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$272,046
Employer contributions (assets) at end of year2011-12-31$150,000
Employer contributions (assets) at beginning of year2011-12-31$79,554
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$402,250
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 name2011-12-31MAILLIE, FALCONIERO & COMPANY, LLP
Accountancy firm EIN2011-12-31231518888
2010 : HALE TRAILER BRAKE & WHEEL, INC. 401(K) 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$233,723
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$131,925
Total income from all sources (including contributions)2010-12-31$2,039,810
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$723,201
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$687,088
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$881,545
Value of total assets at end of year2010-12-31$10,905,221
Value of total assets at beginning of year2010-12-31$9,486,814
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$36,113
Total interest from all sources2010-12-31$5,442
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$242,310
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$242,310
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$681,704
Participant contributions at end of year2010-12-31$192,810
Participant contributions at beginning of year2010-12-31$57,015
Participant contributions at end of year2010-12-31$29,913
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$10,019
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$55,127
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$1,150
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$233,723
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$131,925
Other income not declared elsewhere2010-12-31$2,503
Total non interest bearing cash at end of year2010-12-31$143,834
Total non interest bearing cash at beginning of year2010-12-31$131,925
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$1,316,609
Value of net assets at end of year (total assets less liabilities)2010-12-31$10,671,498
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$9,354,889
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
Investment advisory and management fees2010-12-31$36,113
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$9,352,461
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$8,386,357
Interest on participant loans2010-12-31$5,442
Value of interest in common/collective trusts at end of year2010-12-31$1,051,522
Value of interest in common/collective trusts at beginning of year2010-12-31$910,367
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$908,010
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$189,822
Employer contributions (assets) at end of year2010-12-31$79,554
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$687,088
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 name2010-12-31MAILLIE, FALCONIERO & COMPANY, LLP
Accountancy firm EIN2010-12-31231518888
2009 : HALE TRAILER BRAKE & WHEEL, INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for HALE TRAILER BRAKE & WHEEL, INC. 401(K) PLAN

2022: HALE TRAILER BRAKE & WHEEL, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HALE TRAILER BRAKE & WHEEL, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: HALE TRAILER BRAKE & WHEEL, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: HALE TRAILER BRAKE & WHEEL, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: HALE TRAILER BRAKE & WHEEL, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: HALE TRAILER BRAKE & WHEEL, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HALE TRAILER BRAKE & WHEEL, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HALE TRAILER BRAKE & WHEEL, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HALE TRAILER BRAKE & WHEEL, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HALE TRAILER BRAKE & WHEEL, INC. 401(K) 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 – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HALE TRAILER BRAKE & WHEEL, INC. 401(K) 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 – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HALE TRAILER BRAKE & WHEEL, INC. 401(K) 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 – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: HALE TRAILER BRAKE & WHEEL, INC. 401(K) 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 – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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