401k Plan data: SUMMIT TRUCK 401(K) PLAN plan

SUMMIT TRUCK 401(K) PLAN 401k Plan overview

Plan Name	SUMMIT TRUCK 401(K) PLAN
Plan identification number	001

SUMMIT TRUCK 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Participant-directed brokerage accounts provided as an investment option under the plan.
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

SUMMIT TRUCK GROUP, LLC has sponsored the creation of one or more 401k plans.

Company Name: SUMMIT TRUCK GROUP, LLC

Employer identification number (EIN): 260794263

NAIC Classification: 441228
NAIC Description: Motorcycle, ATV, and All Other Motor Vehicle Dealers

Additional information about SUMMIT TRUCK GROUP, LLC

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 2007-05-08

Company Identification Number: 0800812263

Legal Registered Office Address: 11320 SAINT JOHN RD

PILOT POINT
United States of America (USA)
76258

More information about SUMMIT TRUCK GROUP, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUMMIT TRUCK 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 GREG HANNO 2022-12-14 GREG HANNO 2022-12-14
001 2020-01-01 GREG HANNO 2020-10-13 GREG HANNO 2020-10-13
001 2019-01-01 GREG HANNO 2020-10-12 GREG HANNO 2020-10-12
001 2018-01-01 GREG HANNO 2019-10-15 GREG HANNO 2019-10-15
001 2017-01-01
001 2016-01-01
001 2015-01-01

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	GREG HANNO	2022-12-14	GREG HANNO	2022-12-14
001	2020-01-01	GREG HANNO	2020-10-13	GREG HANNO	2020-10-13
001	2019-01-01	GREG HANNO	2020-10-12	GREG HANNO	2020-10-12
001	2018-01-01	GREG HANNO	2019-10-15	GREG HANNO	2019-10-15
001	2017-01-01
001	2016-01-01
001	2015-01-01

Plan Statistics for SUMMIT TRUCK 401(K) PLAN

401k plan membership statisitcs for SUMMIT TRUCK 401(K) PLAN

Measure Date Value
2022: SUMMIT TRUCK 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 591
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: SUMMIT TRUCK 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 781
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 0
Number of retired or separated participants receiving benefits 2021-01-01 5
Number of other retired or separated participants entitled to future benefits 2021-01-01 582
Total of all active and inactive participants 2021-01-01 587
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 4
Total participants 2021-01-01 591
Number of participants with account balances 2021-01-01 591
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 77
2020: SUMMIT TRUCK 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 754
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 781
Number of retired or separated participants receiving benefits 2020-01-01 5
Number of other retired or separated participants entitled to future benefits 2020-01-01 218
Total of all active and inactive participants 2020-01-01 1,004
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 7
Total participants 2020-01-01 1,011
Number of participants with account balances 2020-01-01 684
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 13
2019: SUMMIT TRUCK 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,006
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 554
Number of retired or separated participants receiving benefits 2019-01-01 7
Number of other retired or separated participants entitled to future benefits 2019-01-01 190
Total of all active and inactive participants 2019-01-01 751
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 3
Total participants 2019-01-01 754
Number of participants with account balances 2019-01-01 690
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 27
2018: SUMMIT TRUCK 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 989
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 939
Number of retired or separated participants receiving benefits 2018-01-01 6
Number of other retired or separated participants entitled to future benefits 2018-01-01 206
Total of all active and inactive participants 2018-01-01 1,151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 4
Total participants 2018-01-01 1,155
Number of participants with account balances 2018-01-01 797
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 18
2017: SUMMIT TRUCK 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 823
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 611
Number of retired or separated participants receiving benefits 2017-01-01 8
Number of other retired or separated participants entitled to future benefits 2017-01-01 183
Total of all active and inactive participants 2017-01-01 802
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 3
Total participants 2017-01-01 805
Number of participants with account balances 2017-01-01 776
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 13
2016: SUMMIT TRUCK 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1,105
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 642
Number of retired or separated participants receiving benefits 2016-01-01 4
Number of other retired or separated participants entitled to future benefits 2016-01-01 175
Total of all active and inactive participants 2016-01-01 821
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 2
Total participants 2016-01-01 823
Number of participants with account balances 2016-01-01 799
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 32
2015: SUMMIT TRUCK 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1,031
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 1,028
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 77
Total of all active and inactive participants 2015-01-01 1,105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 1,105
Number of participants with account balances 2015-01-01 651
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 33

Measure	Date	Value
2022: SUMMIT TRUCK 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	591
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: SUMMIT TRUCK 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	781
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	0
Number of retired or separated participants receiving benefits	2021-01-01	5
Number of other retired or separated participants entitled to future benefits	2021-01-01	582
Total of all active and inactive participants	2021-01-01	587
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	4
Total participants	2021-01-01	591
Number of participants with account balances	2021-01-01	591
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	77
2020: SUMMIT TRUCK 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	754
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	781
Number of retired or separated participants receiving benefits	2020-01-01	5
Number of other retired or separated participants entitled to future benefits	2020-01-01	218
Total of all active and inactive participants	2020-01-01	1,004
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	7
Total participants	2020-01-01	1,011
Number of participants with account balances	2020-01-01	684
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	13
2019: SUMMIT TRUCK 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,006
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	554
Number of retired or separated participants receiving benefits	2019-01-01	7
Number of other retired or separated participants entitled to future benefits	2019-01-01	190
Total of all active and inactive participants	2019-01-01	751
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	3
Total participants	2019-01-01	754
Number of participants with account balances	2019-01-01	690
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	27
2018: SUMMIT TRUCK 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	989
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	939
Number of retired or separated participants receiving benefits	2018-01-01	6
Number of other retired or separated participants entitled to future benefits	2018-01-01	206
Total of all active and inactive participants	2018-01-01	1,151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	4
Total participants	2018-01-01	1,155
Number of participants with account balances	2018-01-01	797
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	18
2017: SUMMIT TRUCK 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	823
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	611
Number of retired or separated participants receiving benefits	2017-01-01	8
Number of other retired or separated participants entitled to future benefits	2017-01-01	183
Total of all active and inactive participants	2017-01-01	802
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	3
Total participants	2017-01-01	805
Number of participants with account balances	2017-01-01	776
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	13
2016: SUMMIT TRUCK 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1,105
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	642
Number of retired or separated participants receiving benefits	2016-01-01	4
Number of other retired or separated participants entitled to future benefits	2016-01-01	175
Total of all active and inactive participants	2016-01-01	821
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	2
Total participants	2016-01-01	823
Number of participants with account balances	2016-01-01	799
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	32
2015: SUMMIT TRUCK 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1,031
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	1,028
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	77
Total of all active and inactive participants	2015-01-01	1,105
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	1,105
Number of participants with account balances	2015-01-01	651
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	33

Financial Data on SUMMIT TRUCK 401(K) PLAN

Measure	Date	Value
2022 : SUMMIT TRUCK 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-08-09	$0
Total transfer of assets from this plan	2022-08-09	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-08-09	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-08-09	$0
Total income from all sources (including contributions)	2022-08-09	$-3,007,200
Total loss/gain on sale of assets	2022-08-09	$0
Total of all expenses incurred	2022-08-09	$39,899,078
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-08-09	$39,868,306
Value of total corrective distributions	2022-08-09	$5,699
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-08-09	$-1,616
Value of total assets at end of year	2022-08-09	$0
Value of total assets at beginning of year	2022-08-09	$42,906,278
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-08-09	$25,073
Total interest from all sources	2022-08-09	$427
Total dividends received (eg from common stock, registered investment company shares)	2022-08-09	$349,680
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-08-09	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2022-08-09	$0
Total dividends received from registered investment company shares (eg mutual funds)	2022-08-09	$349,680
Was this plan covered by a fidelity bond	2022-08-09	Yes
Value of fidelity bond cover	2022-08-09	$500,000
If this is an individual account plan, was there a blackout period	2022-08-09	No
Were there any nonexempt tranactions with any party-in-interest	2022-08-09	No
Contributions received from participants	2022-08-09	$-1,616
Participant contributions at end of year	2022-08-09	$0
Participant contributions at beginning of year	2022-08-09	$549,550
Assets. Other investments not covered elsewhere at end of year	2022-08-09	$0
Assets. Other investments not covered elsewhere at beginning of year	2022-08-09	$891,214
Other income not declared elsewhere	2022-08-09	$-82,316
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-08-09	No
Value of net income/loss	2022-08-09	$-42,906,278
Value of net assets at end of year (total assets less liabilities)	2022-08-09	$0
Value of net assets at beginning of year (total assets less liabilities)	2022-08-09	$42,906,278
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-08-09	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-08-09	No
Were any leases to which the plan was party in default or uncollectible	2022-08-09	No
Investment advisory and management fees	2022-08-09	$25,073
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-08-09	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-08-09	$40,314,880
Interest on participant loans	2022-08-09	$427
Value of interest in common/collective trusts at end of year	2022-08-09	$0
Value of interest in common/collective trusts at beginning of year	2022-08-09	$1,126,395
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2022-08-09	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2022-08-09	$24,239
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2022-08-09	$24,239
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-08-09	$-3,273,375
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-08-09	No
Was there a failure to transmit to the plan any participant contributions	2022-08-09	No
Has the plan failed to provide any benefit when due under the plan	2022-08-09	No
Contributions received in cash from employer	2022-08-09	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-08-09	$39,868,306
Did the plan have assets held for investment	2022-08-09	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	2022-08-09	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-08-09	Yes
Opinion of an independent qualified public accountant for this plan	2022-08-09	Unqualified
Accountancy firm name	2022-08-09	JAMES M. MOYNA, CPA, PC
Accountancy firm EIN	2022-08-09	472940358
2021 : SUMMIT TRUCK 401(K) PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$3,154,349
Total unrealized appreciation/depreciation of assets	2021-12-31	$3,154,349
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$88,225
Total income from all sources (including contributions)	2021-12-31	$7,555,485
Total of all expenses incurred	2021-12-31	$5,676,144
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$5,488,703
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$3,188,023
Value of total assets at end of year	2021-12-31	$43,377,714
Value of total assets at beginning of year	2021-12-31	$41,586,598
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$187,441
Total interest from all sources	2021-12-31	$21,642
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$1,113,036
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2021-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$1,113,036
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$2,359,926
Participant contributions at end of year	2021-12-31	$549,550
Participant contributions at beginning of year	2021-12-31	$587,162
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$891,214
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$722,743
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$97,542
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$88,225
Other income not declared elsewhere	2021-12-31	$78,435
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	$1,879,341
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$43,377,714
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$41,498,373
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$187,441
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$40,314,880
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$37,585,368
Interest on participant loans	2021-12-31	$21,557
Value of interest in common/collective trusts at end of year	2021-12-31	$1,126,395
Value of interest in common/collective trusts at beginning of year	2021-12-31	$1,781,621
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2021-12-31	$24,239
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2021-12-31	$460,937
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2021-12-31	$460,937
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2021-12-31	$85
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$730,555
Employer contributions (assets) at end of year	2021-12-31	$471,436
Employer contributions (assets) at beginning of year	2021-12-31	$448,767
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$5,488,703
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	JAMES M. MOYNA, CPA, PC
Accountancy firm EIN	2021-12-31	472940358
2020 : SUMMIT TRUCK 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$3,840,994
Total unrealized appreciation/depreciation of assets	2020-12-31	$3,840,994
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$88,225
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$85,366
Total income from all sources (including contributions)	2020-12-31	$7,754,157
Total of all expenses incurred	2020-12-31	$5,102,200
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$4,947,758
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$3,027,858
Value of total assets at end of year	2020-12-31	$41,586,598
Value of total assets at beginning of year	2020-12-31	$38,931,782
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$154,442
Total interest from all sources	2020-12-31	$33,143
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$852,162
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	$852,162
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,966,999
Participant contributions at end of year	2020-12-31	$587,162
Participant contributions at beginning of year	2020-12-31	$645,508
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$722,743
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$1,181,416
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$612,092
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$88,225
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$85,366
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	$2,651,957
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$41,498,373
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$38,846,416
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$37,585,368
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$35,195,814
Interest on participant loans	2020-12-31	$26,522
Value of interest in common/collective trusts at end of year	2020-12-31	$1,781,621
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$460,937
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$1,412,244
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$1,412,244
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$6,621
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$448,767
Employer contributions (assets) at end of year	2020-12-31	$448,767
Employer contributions (assets) at beginning of year	2020-12-31	$496,800
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$4,947,758
Contract administrator fees	2020-12-31	$154,442
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	JAMES M. MOYNA, CPA, PC
Accountancy firm EIN	2020-12-31	472940358
2019 : SUMMIT TRUCK 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$2,335,918
Unrealized appreciation/depreciation of other (non real estate) assets	2019-12-31	$2,335,918
Total unrealized appreciation/depreciation of assets	2019-12-31	$2,335,918
Total unrealized appreciation/depreciation of assets	2019-12-31	$2,335,918
Total transfer of assets from this plan	2019-12-31	$6,284,491
Total transfer of assets from this plan	2019-12-31	$6,284,491
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$85,366
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$85,366
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$126,067
Total income from all sources (including contributions)	2019-12-31	$10,317,540
Total income from all sources (including contributions)	2019-12-31	$10,317,540
Total loss/gain on sale of assets	2019-12-31	$3,531,821
Total loss/gain on sale of assets	2019-12-31	$3,531,821
Total of all expenses incurred	2019-12-31	$3,993,160
Total of all expenses incurred	2019-12-31	$3,993,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$3,741,019
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$3,741,019
Value of total corrective distributions	2019-12-31	$98,752
Value of total corrective distributions	2019-12-31	$98,752
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$3,351,634
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$3,351,634
Value of total assets at end of year	2019-12-31	$38,931,782
Value of total assets at end of year	2019-12-31	$38,931,782
Value of total assets at beginning of year	2019-12-31	$38,932,594
Value of total assets at beginning of year	2019-12-31	$38,932,594
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$153,389
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$153,389
Total interest from all sources	2019-12-31	$58,693
Total interest from all sources	2019-12-31	$58,693
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$946,185
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$946,185
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
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	$946,185
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$946,185
Was this plan covered by a fidelity bond	2019-12-31	Yes
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
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
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$2,371,422
Contributions received from participants	2019-12-31	$2,371,422
Participant contributions at end of year	2019-12-31	$645,508
Participant contributions at end of year	2019-12-31	$645,508
Participant contributions at beginning of year	2019-12-31	$807,353
Participant contributions at beginning of year	2019-12-31	$807,353
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$1,181,416
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$1,181,416
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$803,065
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$803,065
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$483,412
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$483,412
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$85,366
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2019-12-31	$85,366
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$126,067
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2019-12-31	$126,067
Administrative expenses (other) incurred	2019-12-31	$168
Administrative expenses (other) incurred	2019-12-31	$168
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
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	$6,324,380
Value of net income/loss	2019-12-31	$6,324,380
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$38,846,416
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$38,846,416
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$38,806,527
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$38,806,527
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
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 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
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$35,195,814
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$35,195,814
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$35,342,481
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$35,342,481
Interest on participant loans	2019-12-31	$28,247
Interest on participant loans	2019-12-31	$28,247
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$1,412,244
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2019-12-31	$1,412,244
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$1,452,541
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$1,452,541
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2019-12-31	$1,452,541
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2019-12-31	$1,452,541
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$30,446
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2019-12-31	$30,446
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$93,289
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$93,289
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
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
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
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$496,800
Contributions received in cash from employer	2019-12-31	$496,800
Employer contributions (assets) at end of year	2019-12-31	$496,800
Employer contributions (assets) at end of year	2019-12-31	$496,800
Employer contributions (assets) at beginning of year	2019-12-31	$527,154
Employer contributions (assets) at beginning of year	2019-12-31	$527,154
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$3,741,019
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$3,741,019
Contract administrator fees	2019-12-31	$153,221
Contract administrator fees	2019-12-31	$153,221
Did the plan have assets held for investment	2019-12-31	Yes
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
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
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
Aggregate proceeds on sale of assets	2019-12-31	$3,531,821
Aggregate proceeds on sale of assets	2019-12-31	$3,531,821
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
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
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	JAMES M. MOYNA, CPA, PC
Accountancy firm name	2019-12-31	JAMES M. MOYNA, CPA, PC
Accountancy firm EIN	2019-12-31	472940358
Accountancy firm EIN	2019-12-31	472940358
2018 : SUMMIT TRUCK 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$-3,644,767
Total unrealized appreciation/depreciation of assets	2018-12-31	$-3,644,767
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$126,067
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$106,303
Total income from all sources (including contributions)	2018-12-31	$596,683
Total loss/gain on sale of assets	2018-12-31	$12,500
Total of all expenses incurred	2018-12-31	$5,036,431
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$4,810,398
Value of total corrective distributions	2018-12-31	$95,902
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$2,913,248
Value of total assets at end of year	2018-12-31	$38,932,594
Value of total assets at beginning of year	2018-12-31	$43,352,578
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$130,131
Total interest from all sources	2018-12-31	$62,542
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,348,792
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	$1,348,792
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$2,215,339
Participant contributions at end of year	2018-12-31	$807,353
Participant contributions at beginning of year	2018-12-31	$896,700
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$803,065
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$925,035
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$170,755
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$126,067
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$106,303
Administrative expenses (other) incurred	2018-12-31	$2,700
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	$-4,439,748
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$38,806,527
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$43,246,275
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$35,342,481
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$39,307,447
Interest on participant loans	2018-12-31	$36,456
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$1,452,541
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$1,658,496
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$1,658,496
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$26,086
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-95,632
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$527,154
Employer contributions (assets) at end of year	2018-12-31	$527,154
Employer contributions (assets) at beginning of year	2018-12-31	$564,900
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$4,810,398
Contract administrator fees	2018-12-31	$127,431
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
Aggregate proceeds on sale of assets	2018-12-31	$12,500
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	JAMES M. MOYNA, CPA, PC
Accountancy firm EIN	2018-12-31	472940358
2017 : SUMMIT TRUCK 401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$4,113,872
Total unrealized appreciation/depreciation of assets	2017-12-31	$4,113,872
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$106,303
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$12,032
Total income from all sources (including contributions)	2017-12-31	$8,368,140
Total loss/gain on sale of assets	2017-12-31	$403,619
Total of all expenses incurred	2017-12-31	$3,051,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$2,913,035
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$2,684,866
Value of total assets at end of year	2017-12-31	$43,352,578
Value of total assets at beginning of year	2017-12-31	$37,941,413
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$138,211
Total interest from all sources	2017-12-31	$35,873
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$1,129,910
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	$1,129,910
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$2,049,942
Participant contributions at end of year	2017-12-31	$896,700
Participant contributions at beginning of year	2017-12-31	$786,392
Participant contributions at beginning of year	2017-12-31	$48,407
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$925,035
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$70,024
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$106,303
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$12,032
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	$5,316,894
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$43,246,275
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$37,929,381
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$39,307,447
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$35,700,560
Interest on participant loans	2017-12-31	$35,873
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$1,658,496
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$1,406,054
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$1,406,054
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	Yes
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	$564,900
Employer contributions (assets) at end of year	2017-12-31	$564,900
Employer contributions (assets) at beginning of year	2017-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$2,913,035
Contract administrator fees	2017-12-31	$138,211
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	$403,619
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	JAMES M. MOYNA, CPA, PC
Accountancy firm EIN	2017-12-31	472940358
2016 : SUMMIT TRUCK 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$12,032
Total income from all sources (including contributions)	2016-12-31	$4,733,941
Total loss/gain on sale of assets	2016-12-31	$147,013
Total of all expenses incurred	2016-12-31	$4,357,095
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$4,261,658
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$2,101,622
Value of total assets at end of year	2016-12-31	$37,941,413
Value of total assets at beginning of year	2016-12-31	$37,552,535
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$95,437
Total interest from all sources	2016-12-31	$37,024
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$979,158
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$979,158
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$1,932,782
Participant contributions at end of year	2016-12-31	$786,392
Participant contributions at beginning of year	2016-12-31	$720,168
Participant contributions at end of year	2016-12-31	$48,407
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$515,633
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$168,840
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$12,032
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$376,846
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$37,929,381
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$37,552,535
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$95,437
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$35,700,560
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$35,662,718
Interest on participant loans	2016-12-31	$37,024
Income. Interest from corporate debt instruments	2016-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$1,406,054
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$570,329
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$570,329
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$1,469,124
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$0
Employer contributions (assets) at end of year	2016-12-31	$0
Employer contributions (assets) at beginning of year	2016-12-31	$83,687
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$4,261,658
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Aggregate proceeds on sale of assets	2016-12-31	$147,013
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	JAMES M. MOYNA, CPA, PC
Accountancy firm EIN	2016-12-31	472940358
2015 : SUMMIT TRUCK 401(K) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$-3,272,463
Total unrealized appreciation/depreciation of assets	2015-12-31	$-3,272,463
Total transfer of assets to this plan	2015-12-31	$23,558,184
Total income from all sources (including contributions)	2015-12-31	$1,257,826
Total loss/gain on sale of assets	2015-12-31	$-106,908
Total of all expenses incurred	2015-12-31	$3,320,297
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$3,187,835
Expenses. Certain deemed distributions of participant loans	2015-12-31	$236
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$2,162,869
Value of total assets at end of year	2015-12-31	$37,552,535
Value of total assets at beginning of year	2015-12-31	$16,056,822
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$132,226
Total interest from all sources	2015-12-31	$37,588
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$1,492,828
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$1,492,828
Administrative expenses professional fees incurred	2015-12-31	$1,675
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,575,512
Participant contributions at end of year	2015-12-31	$720,168
Participant contributions at beginning of year	2015-12-31	$240,644
Participant contributions at beginning of year	2015-12-31	$485
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$515,633
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$7,009
Other income not declared elsewhere	2015-12-31	$236,441
Administrative expenses (other) incurred	2015-12-31	$122,305
Total non interest bearing cash at beginning of year	2015-12-31	$7,602
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-2,062,471
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$37,552,535
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$16,056,822
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$7,880
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$35,662,718
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$15,509,615
Interest on participant loans	2015-12-31	$37,232
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$570,329
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$356
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$21,994
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$0
Net investment gain/loss from pooled separate accounts	2015-12-31	$707,471
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2015-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$580,348
Employer contributions (assets) at end of year	2015-12-31	$83,687
Employer contributions (assets) at beginning of year	2015-12-31	$276,482
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$3,187,835
Contract administrator fees	2015-12-31	$366
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	2015-12-31	Yes
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Aggregate proceeds on sale of assets	2015-12-31	$-106,908
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	JAMES M. MOYNA, CPA, PC
Accountancy firm EIN	2015-12-31	472940358

Form 5500 Responses for SUMMIT TRUCK 401(K) PLAN

2022: SUMMIT TRUCK 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	Yes
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
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: SUMMIT TRUCK 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	Yes
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: SUMMIT TRUCK 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: SUMMIT TRUCK 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: SUMMIT TRUCK 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 – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: SUMMIT TRUCK 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
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 – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: SUMMIT TRUCK 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: SUMMIT TRUCK 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

SUMMIT TRUCKING, LLC 401(K) PLAN [EIN = 651227268]

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Company Name:	SUMMIT TRUCK GROUP, LLC
Employer identification number (EIN):	260794263
NAIC Classification:	441228
NAIC Description:	Motorcycle, ATV, and All Other Motor Vehicle Dealers

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	2007-05-08
Company Identification Number:	0800812263
Legal Registered Office Address:	11320 SAINT JOHN RD PILOT POINT United States of America (USA) 76258