AG TRUCKING, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan AG TRUCKING, INC. PROFIT SHARING & SAVINGS PLAN
401k plan membership statisitcs for AG TRUCKING, INC. PROFIT SHARING & SAVINGS PLAN
Measure | Date | Value |
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2023 : AG TRUCKING, INC. PROFIT SHARING & SAVINGS PLAN 2023 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
Total transfer of assets from this plan | 2023-01-01 | $8,975,232 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $8,975,232 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
Total income from all sources (including contributions) | 2023-01-01 | $0 |
Total loss/gain on sale of assets | 2023-01-01 | $0 |
Total of all expenses incurred | 2023-01-01 | $0 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $0 |
Value of total assets at end of year | 2023-01-01 | $8,975,232 |
Value of total assets at beginning of year | 2023-01-01 | $8,975,232 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $0 |
Total interest from all sources | 2023-01-01 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2023-01-01 | $0 |
Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
Value of fidelity bond cover | 2023-01-01 | $500,000 |
If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
Participant contributions at end of year | 2023-01-01 | $18,872 |
Participant contributions at beginning of year | 2023-01-01 | $18,872 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2023-01-01 | $8,975,232 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
Value of net income/loss | 2023-01-01 | $0 |
Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $8,975,232 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $227,563 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $227,563 |
Interest earned on other investments | 2023-01-01 | $0 |
Value of interest in common/collective trusts at end of year | 2023-01-01 | $8,140,210 |
Value of interest in common/collective trusts at beginning of year | 2023-01-01 | $8,140,210 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2023-01-01 | $39,373 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2023-01-01 | $39,373 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $0 |
Net investment gain or loss from common/collective trusts | 2023-01-01 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
Employer contributions (assets) at end of year | 2023-01-01 | $549,214 |
Employer contributions (assets) at beginning of year | 2023-01-01 | $549,214 |
Did the plan have assets held for investment | 2023-01-01 | 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 | 2023-01-01 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | Yes |
Opinion of an independent qualified public accountant for this plan | 2023-01-01 | Unqualified |
Accountancy firm name | 2023-01-01 | RMS US LLP |
Accountancy firm EIN | 2023-01-01 | 420714325 |
2022 : AG TRUCKING, INC. PROFIT SHARING & SAVINGS 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 | $158,815 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $1,945,893 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,836,282 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $1,719,094 |
Value of total assets at end of year | 2022-12-31 | $8,975,232 |
Value of total assets at beginning of year | 2022-12-31 | $10,762,310 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $109,611 |
Total interest from all sources | 2022-12-31 | $577 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $6,922 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $6,922 |
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 | $1,169,880 |
Participant contributions at end of year | 2022-12-31 | $18,872 |
Participant contributions at beginning of year | 2022-12-31 | $19,885 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-1,787,078 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $8,975,232 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $10,762,310 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $227,563 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $209,425 |
Interest earned on other investments | 2022-12-31 | $577 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $8,140,210 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $9,977,518 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $39,373 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $16,451 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $163 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-1,567,941 |
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 | $549,214 |
Employer contributions (assets) at end of year | 2022-12-31 | $549,214 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $539,031 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,836,282 |
Contract administrator fees | 2022-12-31 | $109,611 |
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 | RMS US LLP |
Accountancy firm EIN | 2022-12-31 | 420714325 |
2021 : AG TRUCKING, INC. PROFIT SHARING & SAVINGS 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 | $2,732,191 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $3,377,825 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $3,294,182 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,674,014 |
Value of total assets at end of year | 2021-12-31 | $10,762,310 |
Value of total assets at beginning of year | 2021-12-31 | $11,407,944 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $83,643 |
Total interest from all sources | 2021-12-31 | $291 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $6,393 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $6,393 |
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 | $1,121,666 |
Participant contributions at end of year | 2021-12-31 | $19,885 |
Participant contributions at beginning of year | 2021-12-31 | $12,000 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $10,878 |
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 | $-645,634 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $10,762,310 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $11,407,944 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $209,425 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $72,704 |
Interest earned on other investments | 2021-12-31 | $291 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $9,977,518 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $10,802,005 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $16,451 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $32,575 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $19,328 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $1,032,165 |
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 | $541,470 |
Employer contributions (assets) at end of year | 2021-12-31 | $539,031 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $488,660 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $3,294,182 |
Contract administrator fees | 2021-12-31 | $83,643 |
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 | RMS US LLP |
Accountancy firm EIN | 2021-12-31 | 420714325 |
2020 : AG TRUCKING, INC. PROFIT SHARING & SAVINGS 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 | $71,843 |
Total income from all sources (including contributions) | 2020-12-31 | $2,794,814 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $1,480,639 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,408,076 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,450,597 |
Value of total assets at end of year | 2020-12-31 | $11,407,944 |
Value of total assets at beginning of year | 2020-12-31 | $10,165,612 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $72,563 |
Total interest from all sources | 2020-12-31 | $507 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,851 |
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 | $1,851 |
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 | $961,937 |
Participant contributions at end of year | 2020-12-31 | $12,000 |
Participant contributions at beginning of year | 2020-12-31 | $17,794 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $17,794 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $54,049 |
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 | $1,314,175 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $11,407,944 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $10,093,769 |
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 | $72,704 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $43,062 |
Interest earned on other investments | 2020-12-31 | $507 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $10,802,005 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $9,481,231 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $32,575 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $122,032 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $9,693 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $1,332,166 |
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 | $488,660 |
Employer contributions (assets) at end of year | 2020-12-31 | $488,660 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $447,444 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,408,076 |
Contract administrator fees | 2020-12-31 | $72,563 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $54,049 |
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 | RSM US LLP |
Accountancy firm EIN | 2020-12-31 | 420714325 |
2019 : AG TRUCKING, INC. PROFIT SHARING & SAVINGS 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 | $71,843 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $16,773 |
Total income from all sources (including contributions) | 2019-12-31 | $2,846,893 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $1,745,798 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,671,655 |
Value of total corrective distributions | 2019-12-31 | $2,118 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,291,848 |
Value of total assets at end of year | 2019-12-31 | $10,165,612 |
Value of total assets at beginning of year | 2019-12-31 | $9,009,447 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $72,025 |
Total interest from all sources | 2019-12-31 | $3,090 |
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 | $823,064 |
Participant contributions at end of year | 2019-12-31 | $17,794 |
Participant contributions at beginning of year | 2019-12-31 | $14,655 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $19,222 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $17,794 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $16,773 |
Total non interest bearing cash at end of year | 2019-12-31 | $54,049 |
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 | $1,101,095 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $10,093,769 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $8,992,674 |
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 registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $43,062 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $96,084 |
Interest earned on other investments | 2019-12-31 | $3,090 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $9,481,231 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $8,410,142 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $122,032 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $122,546 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $14,348 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $1,537,607 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $449,562 |
Employer contributions (assets) at end of year | 2019-12-31 | $447,444 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $366,020 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,671,655 |
Contract administrator fees | 2019-12-31 | $72,025 |
Liabilities. Value of benefit claims payable at end of year | 2019-12-31 | $54,049 |
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 | RSM US LLP |
Accountancy firm EIN | 2019-12-31 | 420714325 |
2018 : AG TRUCKING, INC. PROFIT SHARING & SAVINGS 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 | $16,773 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $48,696 |
Total income from all sources (including contributions) | 2018-12-31 | $802,614 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $2,312,789 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $2,233,815 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,019,536 |
Value of total assets at end of year | 2018-12-31 | $9,009,447 |
Value of total assets at beginning of year | 2018-12-31 | $10,551,545 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $78,974 |
Total interest from all sources | 2018-12-31 | $3,441 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $2,378 |
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 | $2,378 |
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 | $653,583 |
Participant contributions at end of year | 2018-12-31 | $14,655 |
Participant contributions at beginning of year | 2018-12-31 | $11,671 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $37,050 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $2,051 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $16,773 |
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 | $-1,510,175 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $8,992,674 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $10,502,849 |
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 | $96,084 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $360,063 |
Interest earned on other investments | 2018-12-31 | $3,441 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $8,410,142 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $9,322,631 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $122,546 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $495,066 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $1,030 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-223,771 |
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 | $363,902 |
Employer contributions (assets) at end of year | 2018-12-31 | $366,020 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $325,064 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $2,233,815 |
Contract administrator fees | 2018-12-31 | $78,974 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $48,696 |
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 | RSM US LLP |
Accountancy firm EIN | 2018-12-31 | 420714325 |
2017 : AG TRUCKING, INC. PROFIT SHARING & SAVINGS PLAN 2017 401k financial data |
---|
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 | $48,696 |
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 | $2,090,340 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $1,237,605 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,154,313 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $888,441 |
Value of total assets at end of year | 2017-12-31 | $10,551,545 |
Value of total assets at beginning of year | 2017-12-31 | $9,650,114 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $83,292 |
Total interest from all sources | 2017-12-31 | $3,060 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $6,742 |
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 | $6,742 |
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 | $563,377 |
Participant contributions at end of year | 2017-12-31 | $11,671 |
Participant contributions at beginning of year | 2017-12-31 | $10,501 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $37,050 |
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 | $852,735 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $10,502,849 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $9,650,114 |
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 | $360,063 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $234,356 |
Interest earned on other investments | 2017-12-31 | $3,060 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $9,322,631 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $8,980,793 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $495,066 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $104,927 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $34,784 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $1,157,313 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $325,064 |
Employer contributions (assets) at end of year | 2017-12-31 | $325,064 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $319,537 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,154,313 |
Contract administrator fees | 2017-12-31 | $83,292 |
Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $48,696 |
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 | RSM US LLP |
Accountancy firm EIN | 2017-12-31 | 420714325 |
2016 : AG TRUCKING, INC. PROFIT SHARING & SAVINGS 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 | $1,507,224 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $1,319,910 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,229,557 |
Value of total corrective distributions | 2016-12-31 | $3,721 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $886,561 |
Value of total assets at end of year | 2016-12-31 | $9,650,114 |
Value of total assets at beginning of year | 2016-12-31 | $9,462,800 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $86,632 |
Total interest from all sources | 2016-12-31 | $2,155 |
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 | $567,024 |
Participant contributions at end of year | 2016-12-31 | $10,501 |
Participant contributions at beginning of year | 2016-12-31 | $10,402 |
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 | $187,314 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $9,650,114 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $9,462,800 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $234,356 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $159,698 |
Interest earned on other investments | 2016-12-31 | $2,155 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $8,980,793 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $8,880,412 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $104,927 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $108,845 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $21,546 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $596,962 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $319,537 |
Employer contributions (assets) at end of year | 2016-12-31 | $319,537 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $303,443 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,229,557 |
Contract administrator fees | 2016-12-31 | $86,632 |
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 | RSM US LLP |
Accountancy firm EIN | 2016-12-31 | 420714325 |
2015 : AG TRUCKING, INC. PROFIT SHARING & SAVINGS 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 | $789,409 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $392,269 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $368,824 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $857,966 |
Value of total assets at end of year | 2015-12-31 | $9,462,800 |
Value of total assets at beginning of year | 2015-12-31 | $9,065,660 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $23,445 |
Total interest from all sources | 2015-12-31 | $0 |
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 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $523,087 |
Participant contributions at end of year | 2015-12-31 | $10,402 |
Participant contributions at beginning of year | 2015-12-31 | $9,262 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $30,461 |
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 | $397,140 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $9,462,800 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $9,065,660 |
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 registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $159,698 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $107,552 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $8,880,412 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $8,640,045 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $41,628 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $41,628 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $108,845 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $437 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-68,994 |
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 | No |
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 | $304,418 |
Employer contributions (assets) at end of year | 2015-12-31 | $303,443 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $267,173 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $368,824 |
Contract administrator fees | 2015-12-31 | $23,445 |
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 | RSM US LLP |
Accountancy firm EIN | 2015-12-31 | 420714325 |
2014 : AG TRUCKING, INC. PROFIT SHARING & SAVINGS 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 | $1,293,778 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,197,428 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,120,120 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $757,870 |
Value of total assets at end of year | 2014-12-31 | $9,065,660 |
Value of total assets at beginning of year | 2014-12-31 | $8,969,310 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $77,308 |
Total interest from all sources | 2014-12-31 | $3 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $1,980 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $1,980 |
Administrative expenses professional fees incurred | 2014-12-31 | $61,811 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $490,697 |
Participant contributions at end of year | 2014-12-31 | $9,262 |
Participant contributions at beginning of year | 2014-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $96,350 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $9,065,660 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $8,969,310 |
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 |
Investment advisory and management fees | 2014-12-31 | $3,497 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $107,552 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $72,996 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $8,640,045 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $8,383,608 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $41,628 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $226,591 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $226,591 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $3 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $7,296 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $526,629 |
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 | No |
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 | $267,173 |
Employer contributions (assets) at end of year | 2014-12-31 | $267,173 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $286,115 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,120,120 |
Contract administrator fees | 2014-12-31 | $12,000 |
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 | MCGLADREY LLP |
Accountancy firm EIN | 2014-12-31 | 420714325 |
2013 : AG TRUCKING, INC. PROFIT SHARING & SAVINGS 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 | $1,957,432 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $870,596 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $798,573 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $744,434 |
Value of total assets at end of year | 2013-12-31 | $8,969,310 |
Value of total assets at beginning of year | 2013-12-31 | $7,882,474 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $72,023 |
Total interest from all sources | 2013-12-31 | $1 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $1,745 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $1,745 |
Administrative expenses professional fees incurred | 2013-12-31 | $57,323 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
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 | $458,319 |
Participant contributions at end of year | 2013-12-31 | $0 |
Participant contributions at beginning of year | 2013-12-31 | $8,963 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $0 |
Administrative expenses (other) incurred | 2013-12-31 | $2,800 |
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 | $1,086,836 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $8,969,310 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $7,882,474 |
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 |
Investment advisory and management fees | 2013-12-31 | $11,900 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $72,996 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $61,911 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $8,383,608 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $7,517,494 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $226,591 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $18,263 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $18,263 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $1 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $11,439 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $1,199,813 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
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 | $286,115 |
Employer contributions (assets) at end of year | 2013-12-31 | $286,115 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $275,843 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $798,573 |
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 | MCGLADREY LLP |
Accountancy firm EIN | 2013-12-31 | 420714325 |
2012 : AG TRUCKING, INC. PROFIT SHARING & SAVINGS 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 | $1,416,892 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $456,870 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $387,124 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $703,229 |
Value of total assets at end of year | 2012-12-31 | $7,882,474 |
Value of total assets at beginning of year | 2012-12-31 | $6,922,452 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $69,746 |
Total interest from all sources | 2012-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $1,397 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $1,397 |
Administrative expenses professional fees incurred | 2012-12-31 | $58,983 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $427,386 |
Participant contributions at end of year | 2012-12-31 | $8,963 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $0 |
Administrative expenses (other) incurred | 2012-12-31 | $2,863 |
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 | $960,022 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $7,882,474 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $6,922,452 |
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 |
Investment advisory and management fees | 2012-12-31 | $7,900 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $61,911 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $55,463 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $7,517,494 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $6,515,188 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $18,263 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $6,474 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $6,474 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $5,381 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $706,885 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
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 | $275,843 |
Employer contributions (assets) at end of year | 2012-12-31 | $275,843 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $345,327 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $387,124 |
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 | MCGLADREY LLP |
Accountancy firm EIN | 2012-12-31 | 420714325 |
2011 : AG TRUCKING, INC. PROFIT SHARING & SAVINGS 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 | $786,798 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $657,917 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $594,361 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $748,550 |
Value of total assets at end of year | 2011-12-31 | $6,922,452 |
Value of total assets at beginning of year | 2011-12-31 | $6,793,571 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $63,556 |
Total interest from all sources | 2011-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $1,341 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $1,341 |
Administrative expenses professional fees incurred | 2011-12-31 | $51,254 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $403,223 |
Administrative expenses (other) incurred | 2011-12-31 | $3,552 |
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 | $128,881 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $6,922,452 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $6,793,571 |
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 |
Investment advisory and management fees | 2011-12-31 | $8,750 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $55,463 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $49,457 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $6,515,188 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $6,493,304 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $6,474 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $1,697 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $1,697 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $1,235 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $35,672 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
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 | $345,327 |
Employer contributions (assets) at end of year | 2011-12-31 | $345,327 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $249,113 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $594,361 |
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 | MCGLADREY LLP |
Accountancy firm EIN | 2011-12-31 | 420714325 |
2010 : AG TRUCKING, INC. PROFIT SHARING & SAVINGS PLAN 2010 401k financial data |
---|
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 | $1,237,508 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $1,006,392 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $937,505 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $625,310 |
Value of total assets at end of year | 2010-12-31 | $6,793,571 |
Value of total assets at beginning of year | 2010-12-31 | $6,562,455 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $68,887 |
Total interest from all sources | 2010-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $1,107 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $1,107 |
Administrative expenses professional fees incurred | 2010-12-31 | $56,176 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
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 | $376,197 |
Participant contributions at beginning of year | 2010-12-31 | $8,343 |
Administrative expenses (other) incurred | 2010-12-31 | $2,011 |
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 | $231,116 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $6,793,571 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $6,562,455 |
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 |
Investment advisory and management fees | 2010-12-31 | $10,700 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $49,457 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $44,433 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $6,493,304 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $6,482,131 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $1,697 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $27,548 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $27,548 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $4,714 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $606,377 |
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 | No |
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 | $249,113 |
Employer contributions (assets) at end of year | 2010-12-31 | $249,113 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $937,505 |
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 | MCGLADREY & PULLEN, LLP |
Accountancy firm EIN | 2010-12-31 | 420714325 |
2009 : AG TRUCKING, INC. PROFIT SHARING & SAVINGS PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |