401k Plan data: PHILADELPHIA TRUCK LINES 401(K) PLAN plan

PHILADELPHIA TRUCK LINES 401(K) PLAN 401k Plan overview

Plan Name	PHILADELPHIA TRUCK LINES 401(K) PLAN
Plan identification number	001

PHILADELPHIA TRUCK LINES 401(K) PLAN Benefits

401k Plan Type

Defined 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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
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.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PHILADELPHIA TRUCK LINES, INC. has sponsored the creation of one or more 401k plans.

Company Name: PHILADELPHIA TRUCK LINES, INC.

Employer identification number (EIN): 232663941

NAIC Classification: 484120
NAIC Description: General Freight Trucking, Long-Distance

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHILADELPHIA TRUCK LINES 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01
001 2018-01-01
001 2017-01-01 VICTORIA IANOALE VICTORIA IANOALE 2018-08-21
001 2016-01-01 VICTORIA IANOALE 2017-04-25 VICTORIA IANOALE 2017-04-25
001 2015-01-01 VICTORIA IANOALE 2016-04-07 VICTORIA IANOALE 2016-04-07
001 2014-01-01 VICTORIA IANOALE 2015-03-06 VICTORIA IANOALE 2015-03-06
001 2013-01-01 VICTORIA IANOALE 2014-02-21 VICTORIA IANOALE 2014-02-21
001 2012-01-01 VICTORIA IANOALE 2013-07-08 VICTORIA IANOALE 2013-07-08
001 2011-01-01 VICTORIA IANOALE 2012-07-13 VICTORIA IANOALE 2012-07-13
001 2010-01-01 VICTORIA IANOALE 2011-02-17 VICTORIA IANOALE 2011-02-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01
001	2018-01-01
001	2017-01-01	VICTORIA IANOALE		VICTORIA IANOALE	2018-08-21
001	2016-01-01	VICTORIA IANOALE	2017-04-25	VICTORIA IANOALE	2017-04-25
001	2015-01-01	VICTORIA IANOALE	2016-04-07	VICTORIA IANOALE	2016-04-07
001	2014-01-01	VICTORIA IANOALE	2015-03-06	VICTORIA IANOALE	2015-03-06
001	2013-01-01	VICTORIA IANOALE	2014-02-21	VICTORIA IANOALE	2014-02-21
001	2012-01-01	VICTORIA IANOALE	2013-07-08	VICTORIA IANOALE	2013-07-08
001	2011-01-01	VICTORIA IANOALE	2012-07-13	VICTORIA IANOALE	2012-07-13
001	2010-01-01	VICTORIA IANOALE	2011-02-17	VICTORIA IANOALE	2011-02-17

Plan Statistics for PHILADELPHIA TRUCK LINES 401(K) PLAN

401k plan membership statisitcs for PHILADELPHIA TRUCK LINES 401(K) PLAN

Measure Date Value
2022: PHILADELPHIA TRUCK LINES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 122
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 0
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 0
Total of all active and inactive participants 2022-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 0
Number of participants with account balances 2022-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: PHILADELPHIA TRUCK LINES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 125
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 100
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 19
Total of all active and inactive participants 2021-01-01 119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 119
Number of participants with account balances 2021-01-01 68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: PHILADELPHIA TRUCK LINES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 155
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 122
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 37
Total of all active and inactive participants 2020-01-01 159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 159
Number of participants with account balances 2020-01-01 107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: PHILADELPHIA TRUCK LINES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 159
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 135
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 18
Total of all active and inactive participants 2019-01-01 153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 153
Number of participants with account balances 2019-01-01 97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: PHILADELPHIA TRUCK LINES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 129
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 146
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 11
Total of all active and inactive participants 2018-01-01 157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 157
Number of participants with account balances 2018-01-01 91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: PHILADELPHIA TRUCK LINES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 113
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 124
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 4
Total of all active and inactive participants 2017-01-01 128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 128
Number of participants with account balances 2017-01-01 63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0

Measure	Date	Value
2022: PHILADELPHIA TRUCK LINES 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	122
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	0
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	0
Total of all active and inactive participants	2022-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	0
Number of participants with account balances	2022-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: PHILADELPHIA TRUCK LINES 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	125
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	100
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	19
Total of all active and inactive participants	2021-01-01	119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	119
Number of participants with account balances	2021-01-01	68
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: PHILADELPHIA TRUCK LINES 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	155
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	122
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	37
Total of all active and inactive participants	2020-01-01	159
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	159
Number of participants with account balances	2020-01-01	107
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: PHILADELPHIA TRUCK LINES 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	159
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	135
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	18
Total of all active and inactive participants	2019-01-01	153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	153
Number of participants with account balances	2019-01-01	97
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: PHILADELPHIA TRUCK LINES 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	129
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	146
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	11
Total of all active and inactive participants	2018-01-01	157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	157
Number of participants with account balances	2018-01-01	91
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: PHILADELPHIA TRUCK LINES 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	113
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	124
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	4
Total of all active and inactive participants	2017-01-01	128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	128
Number of participants with account balances	2017-01-01	63
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0

Financial Data on PHILADELPHIA TRUCK LINES 401(K) PLAN

Measure	Date	Value
2022 : PHILADELPHIA TRUCK LINES 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total transfer of assets to this plan	2022-12-31	$0
Total transfer of assets from this plan	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-104,274
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$1,340,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,286,457
Expenses. Certain deemed distributions of participant loans	2022-12-31	$34,252
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$54,472
Value of total assets at end of year	2022-12-31	$26
Value of total assets at beginning of year	2022-12-31	$1,444,820
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$19,811
Total interest from all sources	2022-12-31	$1,277
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$1,098
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2022-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$1,098
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$145,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$54,472
Participant contributions at beginning of year	2022-12-31	$63,882
Other income not declared elsewhere	2022-12-31	$2,200
Administrative expenses (other) incurred	2022-12-31	$19,811
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-1,444,794
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$26
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$1,444,820
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$1,379,331
Interest on participant loans	2022-12-31	$1,277
Value of interest in common/collective trusts at end of year	2022-12-31	$26
Value of interest in common/collective trusts at beginning of year	2022-12-31	$1,607
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-163,333
Net investment gain or loss from common/collective trusts	2022-12-31	$12
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,286,457
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	ANTHONY M PONTARELLI CPA LLC
Accountancy firm EIN	2022-12-31	320048632
2021 : PHILADELPHIA TRUCK LINES 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets from this plan	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$345,078
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$337,560
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$320,525
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$172,317
Value of total assets at end of year	2021-12-31	$1,444,820
Value of total assets at beginning of year	2021-12-31	$1,437,302
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$17,035
Total interest from all sources	2021-12-31	$1,624
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$167,357
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$167,357
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$144,000
If this is an individual account plan, was there a blackout period	2021-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$172,317
Participant contributions at end of year	2021-12-31	$63,882
Participant contributions at beginning of year	2021-12-31	$27,047
Administrative expenses (other) incurred	2021-12-31	$17,035
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$7,518
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$1,444,820
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$1,437,302
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$1,379,331
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$1,407,442
Interest on participant loans	2021-12-31	$1,624
Value of interest in common/collective trusts at end of year	2021-12-31	$1,607
Value of interest in common/collective trusts at beginning of year	2021-12-31	$2,813
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$3,722
Net investment gain or loss from common/collective trusts	2021-12-31	$58
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$320,525
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	Yes
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Disclaimer
Accountancy firm name	2021-12-31	ANTHONY M PONTARELLI CPA LLC
Accountancy firm EIN	2021-12-31	320048632
2020 : PHILADELPHIA TRUCK LINES 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$342,562
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$240,673
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$237,613
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$159,392
Value of total assets at end of year	2020-12-31	$1,437,302
Value of total assets at beginning of year	2020-12-31	$1,335,413
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$3,060
Total interest from all sources	2020-12-31	$3,024
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$20,617
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$20,617
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$265,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$159,392
Participant contributions at end of year	2020-12-31	$27,047
Participant contributions at beginning of year	2020-12-31	$107,678
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$6,975
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$101,889
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$1,437,302
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$1,335,413
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$3,060
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$1,407,442
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$1,219,497
Interest on participant loans	2020-12-31	$3,024
Income. Interest from loans (other than to participants)	2020-12-31	$0
Value of interest in common/collective trusts at end of year	2020-12-31	$2,813
Value of interest in common/collective trusts at beginning of year	2020-12-31	$1,263
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$159,479
Net investment gain or loss from common/collective trusts	2020-12-31	$50
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$237,613
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	ANTHONY M PONTARELLI CPA LLC
Accountancy firm EIN	2020-12-31	320048632
2019 : PHILADELPHIA TRUCK LINES 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$397,590
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$108,599
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$98,597
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$180,787
Value of total assets at end of year	2019-12-31	$1,335,413
Value of total assets at beginning of year	2019-12-31	$1,046,422
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$10,002
Total interest from all sources	2019-12-31	$4,617
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$26,972
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$26,972
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$265,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$180,787
Participant contributions at end of year	2019-12-31	$107,678
Participant contributions at beginning of year	2019-12-31	$50,129
Participant contributions at end of year	2019-12-31	$6,975
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$40,126
Other income not declared elsewhere	2019-12-31	$127
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$288,991
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$1,335,413
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$1,046,422
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$2,750
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$1,219,497
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$956,167
Interest on participant loans	2019-12-31	$4,617
Income. Interest from loans (other than to participants)	2019-12-31	$0
Value of interest in common/collective trusts at end of year	2019-12-31	$1,263
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$185,073
Net investment gain or loss from common/collective trusts	2019-12-31	$14
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$98,597
Contract administrator fees	2019-12-31	$7,252
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	ANTHONY M PONTARELLI CPA LLC
Accountancy firm EIN	2019-12-31	320048632
2018 : PHILADELPHIA TRUCK LINES 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$0
Total income from all sources (including contributions)	2018-12-31	$118,123
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$35,263
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$31,541
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$183,399
Value of total assets at end of year	2018-12-31	$1,046,422
Value of total assets at beginning of year	2018-12-31	$963,562
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$3,722
Total interest from all sources	2018-12-31	$2,184
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$22,063
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$22,063
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$265,000
If this is an individual account plan, was there a blackout period	2018-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$158,250
Participant contributions at end of year	2018-12-31	$50,129
Participant contributions at beginning of year	2018-12-31	$19,459
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$40,126
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$25,149
Other income not declared elsewhere	2018-12-31	$118
Administrative expenses (other) incurred	2018-12-31	$1,093
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$82,860
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$1,046,422
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$963,562
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$654
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$956,167
Value of interest in pooled separate accounts at end of year	2018-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$887,802
Interest on participant loans	2018-12-31	$2,184
Income. Interest from loans (other than to participants)	2018-12-31	$0
Value of interest in common/collective trusts at end of year	2018-12-31	$0
Value of interest in common/collective trusts at beginning of year	2018-12-31	$29,562
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$26,739
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-90,693
Net investment gain/loss from pooled separate accounts	2018-12-31	$800
Net investment gain or loss from common/collective trusts	2018-12-31	$252
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$31,541
Contract administrator fees	2018-12-31	$1,975
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	Yes
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	ANTHONY M PONTARELLI CPA LLC
Accountancy firm EIN	2018-12-31	320048632
2017 : PHILADELPHIA TRUCK LINES 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of real estate assets	2017-12-31	$0
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$0
Total unrealized appreciation/depreciation of assets	2017-12-31	$0
Total transfer of assets to this plan	2017-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$0
Total income from all sources (including contributions)	2017-12-31	$231,408
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$82,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$80,569
Expenses. Certain deemed distributions of participant loans	2017-12-31	$0
Value of total corrective distributions	2017-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$109,261
Value of total assets at end of year	2017-12-31	$963,562
Value of total assets at beginning of year	2017-12-31	$814,413
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$1,690
Total income from rents	2017-12-31	$0
Total interest from all sources	2017-12-31	$2,379
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$0
Administrative expenses professional fees incurred	2017-12-31	$0
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$265,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Amount of non-exempt transactions with any party-in-interest	2017-12-31	$0
Contributions received from participants	2017-12-31	$109,261
Participant contributions at end of year	2017-12-31	$19,459
Participant contributions at beginning of year	2017-12-31	$67,693
Participant contributions at end of year	2017-12-31	$0
Participant contributions at beginning of year	2017-12-31	$2,139
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2017-12-31	$182
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$0
Other income not declared elsewhere	2017-12-31	$147
Administrative expenses (other) incurred	2017-12-31	$0
Liabilities. Value of operating payables at beginning of year	2017-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$149,149
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$963,562
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$814,413
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2017-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year	2017-12-31	$0
Investment advisory and management fees	2017-12-31	$0
Value of interest in pooled separate accounts at end of year	2017-12-31	$887,802
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$690,903
Interest on participant loans	2017-12-31	$2,203
Income. Interest from loans (other than to participants)	2017-12-31	$0
Interest earned on other investments	2017-12-31	$176
Income. Interest from US Government securities	2017-12-31	$0
Income. Interest from corporate debt instruments	2017-12-31	$0
Value of interest in common/collective trusts at end of year	2017-12-31	$29,562
Value of interest in common/collective trusts at beginning of year	2017-12-31	$12,472
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$26,739
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$41,206
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$0
Net investment gain/loss from pooled separate accounts	2017-12-31	$119,403
Net investment gain or loss from common/collective trusts	2017-12-31	$218
Net gain/loss from 103.12 investment entities	2017-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$0
Employer contributions (assets) at end of year	2017-12-31	$0
Employer contributions (assets) at beginning of year	2017-12-31	$0
Income. Dividends from preferred stock	2017-12-31	$0
Income. Dividends from common stock	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$80,387
Contract administrator fees	2017-12-31	$1,690
Liabilities. Value of benefit claims payable at beginning of year	2017-12-31	$0
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Aggregate proceeds on sale of assets	2017-12-31	$0
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$0
Liabilities. Value of acquisition indebtedness at beginning of year	2017-12-31	$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	ANTHONY M PONTARELLI
Accountancy firm EIN	2017-12-31	320048632

Form 5500 Responses for PHILADELPHIA TRUCK LINES 401(K) PLAN

2022: PHILADELPHIA TRUCK LINES 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: PHILADELPHIA TRUCK LINES 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: PHILADELPHIA TRUCK LINES 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: PHILADELPHIA TRUCK LINES 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: PHILADELPHIA TRUCK LINES 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PHILADELPHIA TRUCK LINES 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

454553

Policy instance

Insurance contract or identification number	454553
Number of Individuals Covered	164
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $1,152
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,152
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

454553

Policy instance

Insurance contract or identification number	454553
Number of Individuals Covered	128
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $1,990
Total amount of fees paid to insurance company	USD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,990
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Insurance broker name	LPL FINANCIAL LLC

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Company Name:	PHILADELPHIA TRUCK LINES, INC.
Employer identification number (EIN):	232663941
NAIC Classification:	484120
NAIC Description:	General Freight Trucking, Long-Distance