SPARTAN WAREHOUSE & DISTRIBUTION COMPANY, INC. has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2022 : SPARTAN LOGISTICS 401(K) PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 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 | $-146,398 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $194,702 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $188,404 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $917,311 |
Value of total assets at end of year | 2022-12-31 | $5,390,108 |
Value of total assets at beginning of year | 2022-12-31 | $5,731,208 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $6,298 |
Total interest from all sources | 2022-12-31 | $10,786 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
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 | $439,308 |
Participant contributions at end of year | 2022-12-31 | $67,946 |
Participant contributions at beginning of year | 2022-12-31 | $49,158 |
Participant contributions at end of year | 2022-12-31 | $11,937 |
Participant contributions at beginning of year | 2022-12-31 | $5,440 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $251,468 |
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 | $-341,100 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $5,390,108 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $5,731,208 |
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 pooled separate accounts at end of year | 2022-12-31 | $4,680,602 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $5,125,657 |
Interest on participant loans | 2022-12-31 | $1,878 |
Interest earned on other investments | 2022-12-31 | $8,908 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $623,866 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $529,638 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-1,074,495 |
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 |
Contributions received in cash from employer | 2022-12-31 | $226,535 |
Employer contributions (assets) at end of year | 2022-12-31 | $5,757 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $21,315 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $188,404 |
Contract administrator fees | 2022-12-31 | $6,298 |
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 | CLARK, SCHAEFER, HACKETT |
Accountancy firm EIN | 2022-12-31 | 310800053 |
2021 : SPARTAN LOGISTICS 401(K) PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 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 | $1,200,597 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $799,624 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $796,283 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $521,835 |
Value of total assets at end of year | 2021-12-31 | $5,731,208 |
Value of total assets at beginning of year | 2021-12-31 | $5,330,235 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $3,341 |
Total interest from all sources | 2021-12-31 | $10,067 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
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 |
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 | $315,386 |
Participant contributions at end of year | 2021-12-31 | $49,158 |
Participant contributions at beginning of year | 2021-12-31 | $56,018 |
Participant contributions at end of year | 2021-12-31 | $5,440 |
Participant contributions at beginning of year | 2021-12-31 | $3,605 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $28,345 |
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 | $400,973 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $5,731,208 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $5,330,235 |
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 pooled separate accounts at end of year | 2021-12-31 | $5,125,657 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $4,817,744 |
Interest on participant loans | 2021-12-31 | $2,257 |
Interest earned on other investments | 2021-12-31 | $7,810 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $529,638 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $450,701 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $668,695 |
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 |
Contributions received in cash from employer | 2021-12-31 | $178,104 |
Employer contributions (assets) at end of year | 2021-12-31 | $21,315 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $2,167 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $796,283 |
Contract administrator fees | 2021-12-31 | $3,341 |
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 | Unqualified |
Accountancy firm name | 2021-12-31 | CLARK, SCHAEFER, HACKETT |
Accountancy firm EIN | 2021-12-31 | 310800053 |
2020 : SPARTAN LOGISTICS 401(K) PLAN 2020 401k financial data |
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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 | $1,318,619 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $145,973 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $142,018 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $476,718 |
Value of total assets at end of year | 2020-12-31 | $5,330,235 |
Value of total assets at beginning of year | 2020-12-31 | $4,157,589 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $3,955 |
Total interest from all sources | 2020-12-31 | $9,811 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
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 |
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 | $277,320 |
Participant contributions at end of year | 2020-12-31 | $56,018 |
Participant contributions at beginning of year | 2020-12-31 | $58,833 |
Participant contributions at end of year | 2020-12-31 | $3,605 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $49,535 |
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 | $1,172,646 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $5,330,235 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,157,589 |
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 pooled separate accounts at end of year | 2020-12-31 | $4,817,744 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $3,656,382 |
Interest on participant loans | 2020-12-31 | $2,572 |
Interest earned on other investments | 2020-12-31 | $7,239 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $450,701 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $442,374 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $832,090 |
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 | Yes |
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 | $149,863 |
Employer contributions (assets) at end of year | 2020-12-31 | $2,167 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $142,018 |
Contract administrator fees | 2020-12-31 | $3,955 |
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 | CLARK, SCHAEFER, HACKETT |
Accountancy firm EIN | 2020-12-31 | 310800053 |
2019 : SPARTAN LOGISTICS 401(K) PLAN 2019 401k financial data |
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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 | $1,147,922 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $473,675 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $469,840 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $427,142 |
Value of total assets at end of year | 2019-12-31 | $4,157,589 |
Value of total assets at beginning of year | 2019-12-31 | $3,483,342 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $3,835 |
Total interest from all sources | 2019-12-31 | $13,514 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
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 |
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 | $264,349 |
Participant contributions at end of year | 2019-12-31 | $58,833 |
Participant contributions at beginning of year | 2019-12-31 | $39,156 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $21,424 |
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 | $674,247 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $4,157,589 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,483,342 |
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 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $3,656,382 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $2,744,622 |
Interest on participant loans | 2019-12-31 | $3,111 |
Interest earned on other investments | 2019-12-31 | $10,403 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $442,374 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $699,564 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $707,266 |
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 | Yes |
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 | $141,369 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $469,840 |
Contract administrator fees | 2019-12-31 | $3,835 |
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 | CLARK, SCHAEFER, HACKETT |
Accountancy firm EIN | 2019-12-31 | 310800053 |
2018 : SPARTAN LOGISTICS 401(K) PLAN 2018 401k financial data |
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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 | $196,403 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $342,203 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $338,807 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $375,292 |
Value of total assets at end of year | 2018-12-31 | $3,483,342 |
Value of total assets at beginning of year | 2018-12-31 | $3,629,142 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $3,396 |
Total interest from all sources | 2018-12-31 | $12,994 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
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 |
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 | $245,831 |
Participant contributions at end of year | 2018-12-31 | $39,156 |
Participant contributions at beginning of year | 2018-12-31 | $72,224 |
Participant contributions at beginning of year | 2018-12-31 | $6,001 |
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 | $-145,800 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $3,483,342 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,629,142 |
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 pooled separate accounts at end of year | 2018-12-31 | $2,744,622 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $2,837,683 |
Interest on participant loans | 2018-12-31 | $2,850 |
Interest earned on other investments | 2018-12-31 | $10,144 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $699,564 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $710,074 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-191,883 |
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 | Yes |
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 | $129,461 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $3,160 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $338,807 |
Contract administrator fees | 2018-12-31 | $3,396 |
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 | CLARK, SCHAFFER, HACKETT |
Accountancy firm EIN | 2018-12-31 | 310800053 |
2017 : SPARTAN LOGISTICS 401(K) PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 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 | $889,764 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $317,767 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $312,637 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $420,378 |
Value of total assets at end of year | 2017-12-31 | $3,629,142 |
Value of total assets at beginning of year | 2017-12-31 | $3,057,145 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $5,130 |
Total interest from all sources | 2017-12-31 | $11,171 |
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 |
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 |
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 |
Contributions received from participants | 2017-12-31 | $265,211 |
Participant contributions at end of year | 2017-12-31 | $72,224 |
Participant contributions at beginning of year | 2017-12-31 | $82,556 |
Participant contributions at end of year | 2017-12-31 | $6,001 |
Participant contributions at beginning of year | 2017-12-31 | $4,460 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $1,262 |
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 | $571,997 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $3,629,142 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,057,145 |
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 pooled separate accounts at end of year | 2017-12-31 | $2,837,683 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $2,352,541 |
Interest on participant loans | 2017-12-31 | $2,761 |
Interest earned on other investments | 2017-12-31 | $8,410 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $710,074 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $614,965 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $458,215 |
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 | $153,905 |
Employer contributions (assets) at end of year | 2017-12-31 | $3,160 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $2,623 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $312,637 |
Contract administrator fees | 2017-12-31 | $5,130 |
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 |
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 | CLARK, SCHAFFER, HACKETT |
Accountancy firm EIN | 2017-12-31 | 310800053 |
2016 : SPARTAN LOGISTICS 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 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $680,915 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $574,021 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $569,931 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $451,316 |
Value of total assets at end of year | 2016-12-31 | $3,057,145 |
Value of total assets at beginning of year | 2016-12-31 | $2,950,251 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $4,090 |
Total income from rents | 2016-12-31 | $0 |
Total interest from all sources | 2016-12-31 | $9,612 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $273,317 |
Participant contributions at end of year | 2016-12-31 | $82,556 |
Participant contributions at beginning of year | 2016-12-31 | $46,930 |
Participant contributions at end of year | 2016-12-31 | $4,460 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $18,000 |
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 | $106,894 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $3,057,145 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,950,251 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $2,352,541 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $2,343,105 |
Interest on participant loans | 2016-12-31 | $1,973 |
Interest earned on other investments | 2016-12-31 | $7,639 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $614,965 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $560,216 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $219,987 |
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 | $159,999 |
Employer contributions (assets) at end of year | 2016-12-31 | $2,623 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $569,931 |
Contract administrator fees | 2016-12-31 | $4,090 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | CLARK, SCHAFFER, HACKETT |
Accountancy firm EIN | 2016-12-31 | 310800053 |
2015 : SPARTAN LOGISTICS 401(K) PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $357,452 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $203,559 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $201,845 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $377,057 |
Value of total assets at end of year | 2015-12-31 | $2,950,251 |
Value of total assets at beginning of year | 2015-12-31 | $2,796,358 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $1,714 |
Total interest from all sources | 2015-12-31 | $8,980 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $100,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
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 | $226,059 |
Participant contributions at end of year | 2015-12-31 | $46,930 |
Participant contributions at beginning of year | 2015-12-31 | $38,486 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $10,385 |
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 | $153,893 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $2,950,251 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,796,358 |
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 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $2,343,105 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $2,237,015 |
Interest on participant loans | 2015-12-31 | $1,820 |
Interest earned on other investments | 2015-12-31 | $7,160 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $560,216 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $520,857 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-28,585 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
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 | $140,613 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $201,845 |
Contract administrator fees | 2015-12-31 | $1,714 |
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 |
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 | CLARK SCHAEFER HACKETT |
Accountancy firm EIN | 2015-12-31 | 310800053 |
2014 : SPARTAN LOGISTICS 401(K) PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $454,053 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $84,401 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $83,061 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $289,418 |
Value of total assets at end of year | 2014-12-31 | $2,796,358 |
Value of total assets at beginning of year | 2014-12-31 | $2,426,706 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $1,340 |
Total interest from all sources | 2014-12-31 | $7,336 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $100,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $182,365 |
Participant contributions at end of year | 2014-12-31 | $38,486 |
Participant contributions at beginning of year | 2014-12-31 | $19,009 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $3,430 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $369,652 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $2,796,358 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,426,706 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $2,237,015 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $2,001,948 |
Interest on participant loans | 2014-12-31 | $650 |
Interest earned on other investments | 2014-12-31 | $6,686 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $520,857 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $405,749 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $157,299 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $103,623 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $83,061 |
Contract administrator fees | 2014-12-31 | $1,340 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | CLARK SCHAEFER HACKETT |
Accountancy firm EIN | 2014-12-31 | 310800053 |
2013 : SPARTAN LOGISTICS 401(K) PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $686,553 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $55,617 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $54,661 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $307,819 |
Value of total assets at end of year | 2013-12-31 | $2,426,706 |
Value of total assets at beginning of year | 2013-12-31 | $1,795,770 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $956 |
Total interest from all sources | 2013-12-31 | $6,025 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $100,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $171,665 |
Participant contributions at end of year | 2013-12-31 | $19,009 |
Participant contributions at beginning of year | 2013-12-31 | $29,603 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $41,427 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $630,936 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $2,426,706 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,795,770 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $2,001,948 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $1,464,006 |
Interest on participant loans | 2013-12-31 | $451 |
Interest earned on other investments | 2013-12-31 | $5,574 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $405,749 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $302,161 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $372,709 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $94,727 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $54,661 |
Contract administrator fees | 2013-12-31 | $956 |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | CLARK SCHAEFER HACKETT |
Accountancy firm EIN | 2013-12-31 | 310800053 |
2012 : SPARTAN LOGISTICS 401(K) PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $360,812 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $30,358 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $29,881 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $170,340 |
Value of total assets at end of year | 2012-12-31 | $1,795,770 |
Value of total assets at beginning of year | 2012-12-31 | $1,465,316 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $477 |
Total interest from all sources | 2012-12-31 | $5,634 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $100,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $116,030 |
Participant contributions at end of year | 2012-12-31 | $29,603 |
Participant contributions at beginning of year | 2012-12-31 | $24,517 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $330,454 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $1,795,770 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,465,316 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $1,464,006 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $1,208,123 |
Interest on participant loans | 2012-12-31 | $649 |
Interest earned on other investments | 2012-12-31 | $4,985 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $302,161 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $232,676 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $184,838 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $54,310 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $29,881 |
Contract administrator fees | 2012-12-31 | $477 |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | CLARK SCHAEFER HACKETT |
Accountancy firm EIN | 2012-12-31 | 310800053 |
2011 : SPARTAN LOGISTICS 401(K) PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $135,704 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $119,954 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $119,009 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $159,945 |
Value of total assets at end of year | 2011-12-31 | $1,465,316 |
Value of total assets at beginning of year | 2011-12-31 | $1,449,566 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $945 |
Total interest from all sources | 2011-12-31 | $6,142 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $100,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $110,637 |
Participant contributions at end of year | 2011-12-31 | $24,517 |
Participant contributions at beginning of year | 2011-12-31 | $36,101 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $15,750 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $1,465,316 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,449,566 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $1,208,123 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $1,163,233 |
Interest on participant loans | 2011-12-31 | $984 |
Interest earned on other investments | 2011-12-31 | $5,158 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $232,676 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $250,232 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-30,383 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $49,308 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $119,009 |
Contract administrator fees | 2011-12-31 | $945 |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | CLARK SCHAEFER HACKETT |
Accountancy firm EIN | 2011-12-31 | 310800053 |
2010 : SPARTAN LOGISTICS 401(K) PLAN 2010 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $341,122 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $120,226 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $113,487 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $160,272 |
Value of total assets at end of year | 2010-12-31 | $1,449,566 |
Value of total assets at beginning of year | 2010-12-31 | $1,228,670 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $6,739 |
Total interest from all sources | 2010-12-31 | $7,153 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $100,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $106,134 |
Participant contributions at end of year | 2010-12-31 | $36,101 |
Participant contributions at beginning of year | 2010-12-31 | $50,473 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $12,027 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $220,896 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $1,449,566 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,228,670 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $1,163,233 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $941,439 |
Interest on participant loans | 2010-12-31 | $1,678 |
Interest earned on other investments | 2010-12-31 | $5,475 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $250,232 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $236,758 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $173,697 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $42,111 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $113,487 |
Contract administrator fees | 2010-12-31 | $6,739 |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | FENTRESS & BARNES |
Accountancy firm EIN | 2010-12-31 | 270676440 |
2009 : SPARTAN LOGISTICS 401(K) PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2008 : SPARTAN LOGISTICS 401(K) PLAN 2008 401k financial data |
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Total income from all sources | 2008-12-31 | $-192,887 |
Expenses. Total of all expenses incurred | 2008-12-31 | $94,100 |
Benefits paid (including direct rollovers) | 2008-12-31 | $91,317 |
Total plan assets at end of year | 2008-12-31 | $956,008 |
Total plan assets at beginning of year | 2008-12-31 | $1,242,995 |
Value of fidelity bond covering the plan | 2008-12-31 | $100,000 |
Total contributions received or receivable from participants | 2008-12-31 | $110,181 |
Expenses. Other expenses not covered elsewhere | 2008-12-31 | $2,783 |
Contributions received from other sources (not participants or employers) | 2008-12-31 | $8,426 |
Other income received | 2008-12-31 | $-357,622 |
Net income (gross income less expenses) | 2008-12-31 | $-286,987 |
Net plan assets at end of year (total assets less liabilities) | 2008-12-31 | $956,008 |
Net plan assets at beginning of year (total assets less liabilities) | 2008-12-31 | $1,242,995 |
Assets. Value of participant loans | 2008-12-31 | $38,912 |
Total contributions received or receivable from employer(s) | 2008-12-31 | $46,128 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2008-12-31 | $0 |