ELMER BUCHTA TRUCKING, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ELMER BUCHTA TRUCKING, LLC 401(K) PLAN
Measure | Date | Value |
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2022 : ELMER BUCHTA TRUCKING, LLC 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 | $-71,278 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $680,049 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $659,404 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $404,088 |
Value of total assets at end of year | 2022-12-31 | $3,441,273 |
Value of total assets at beginning of year | 2022-12-31 | $4,192,600 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $20,645 |
Total interest from all sources | 2022-12-31 | $8,579 |
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 | $300,000 |
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 | $273,463 |
Participant contributions at end of year | 2022-12-31 | $0 |
Participant contributions at beginning of year | 2022-12-31 | $710 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $414 |
Other income not declared elsewhere | 2022-12-31 | $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 | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-751,327 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $3,441,273 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $4,192,600 |
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 | $2,575,792 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $3,325,292 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-12-31 | $8,579 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $865,481 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $866,059 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-483,945 |
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 | $130,211 |
Employer contributions (assets) at end of year | 2022-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $539 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $659,404 |
Contract administrator fees | 2022-12-31 | $20,645 |
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 | WEINZAPFEL & CO, LLC |
Accountancy firm EIN | 2022-12-31 | 352152081 |
2021 : ELMER BUCHTA TRUCKING, LLC 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 | $873,542 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $626,863 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $598,338 |
Value of total corrective distributions | 2021-12-31 | $501 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $390,944 |
Value of total assets at end of year | 2021-12-31 | $4,192,600 |
Value of total assets at beginning of year | 2021-12-31 | $3,945,921 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $28,024 |
Total interest from all sources | 2021-12-31 | $8,625 |
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 | $241,594 |
Participant contributions at end of year | 2021-12-31 | $710 |
Participant contributions at beginning of year | 2021-12-31 | $0 |
Other income not declared elsewhere | 2021-12-31 | $0 |
Administrative expenses (other) incurred | 2021-12-31 | $2,524 |
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 | $246,679 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $4,192,600 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,945,921 |
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 | $3,325,292 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $3,129,335 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $8,625 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $866,059 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $816,586 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $473,973 |
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 | $149,350 |
Employer contributions (assets) at end of year | 2021-12-31 | $539 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $598,338 |
Contract administrator fees | 2021-12-31 | $25,500 |
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 | WEINZAPFEL & CO, LLC |
Accountancy firm EIN | 2021-12-31 | 352152081 |
2020 : ELMER BUCHTA TRUCKING, LLC 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 | $749,908 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $530,489 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $508,331 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $380,582 |
Value of total assets at end of year | 2020-12-31 | $3,945,921 |
Value of total assets at beginning of year | 2020-12-31 | $3,726,502 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $22,158 |
Total interest from all sources | 2020-12-31 | $0 |
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 | $420,000 |
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 | $202,524 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $44,656 |
Other income not declared elsewhere | 2020-12-31 | $12,071 |
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 | $219,419 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $3,945,921 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,726,502 |
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 | $3,129,335 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $2,896,341 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $816,586 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $830,161 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $357,255 |
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 | $133,402 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $508,331 |
Contract administrator fees | 2020-12-31 | $22,158 |
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 | WEINZAPFEL & CO, LLC |
Accountancy firm EIN | 2020-12-31 | 352152081 |
2019 : ELMER BUCHTA TRUCKING, LLC 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 | $848,144 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $306,109 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $285,108 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $363,933 |
Value of total assets at end of year | 2019-12-31 | $3,726,502 |
Value of total assets at beginning of year | 2019-12-31 | $3,184,467 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $21,001 |
Total interest from all sources | 2019-12-31 | $0 |
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 | $318,447 |
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 | $219,689 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $18,133 |
Other income not declared elsewhere | 2019-12-31 | $12,078 |
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 | $542,035 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $3,726,502 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $3,184,467 |
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 | $2,896,341 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $2,414,603 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $830,161 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $769,864 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $472,133 |
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 | $126,111 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $285,108 |
Contract administrator fees | 2019-12-31 | $21,001 |
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 | WEINZAPFEL & CO, LLC |
Accountancy firm EIN | 2019-12-31 | 352152081 |
2018 : ELMER BUCHTA TRUCKING, LLC 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 | $163,190 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $343,218 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $314,504 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $277,975 |
Value of total assets at end of year | 2018-12-31 | $3,184,467 |
Value of total assets at beginning of year | 2018-12-31 | $3,364,495 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $28,714 |
Total interest from all sources | 2018-12-31 | $0 |
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 | $336,450 |
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 | $162,681 |
Other income not declared elsewhere | 2018-12-31 | $11,136 |
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 | $-180,028 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $3,184,467 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $3,364,495 |
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 | $2,414,603 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $2,638,214 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $769,864 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $726,281 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-125,921 |
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 | $115,294 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $314,504 |
Contract administrator fees | 2018-12-31 | $28,714 |
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 | WEINZAPFEL & CO, LLC |
Accountancy firm EIN | 2018-12-31 | 352152081 |
2017 : ELMER BUCHTA TRUCKING, LLC 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 | $699,879 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $208,324 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $176,309 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $261,053 |
Value of total assets at end of year | 2017-12-31 | $3,364,495 |
Value of total assets at beginning of year | 2017-12-31 | $2,872,940 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $32,015 |
Total interest from all sources | 2017-12-31 | $0 |
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 | $336,450 |
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 | $152,290 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $4,351 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $0 |
Other income not declared elsewhere | 2017-12-31 | $10,169 |
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 | $491,555 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $3,364,495 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $2,872,940 |
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 | $2,638,214 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $2,229,164 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $726,281 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $643,776 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $428,657 |
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 | $104,412 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $176,309 |
Contract administrator fees | 2017-12-31 | $32,015 |
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 | WEINZAPFEL & CO, LLC |
Accountancy firm EIN | 2017-12-31 | 352152081 |
2016 : ELMER BUCHTA TRUCKING, LLC 401(K) PLAN 2016 401k financial data |
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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 | $450,318 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $279,392 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $249,444 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $251,463 |
Value of total assets at end of year | 2016-12-31 | $2,872,940 |
Value of total assets at beginning of year | 2016-12-31 | $2,702,014 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $29,948 |
Total interest from all sources | 2016-12-31 | $9,527 |
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 | $300,000 |
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 | $145,952 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $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 | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $170,926 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $2,872,940 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $2,702,014 |
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 | $2,229,164 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $2,100,529 |
Interest earned on other investments | 2016-12-31 | $9,527 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $643,776 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $601,485 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $189,328 |
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 | $105,511 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $249,444 |
Contract administrator fees | 2016-12-31 | $29,948 |
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 | WEINZAPFEL & CO, LLC |
Accountancy firm EIN | 2016-12-31 | 352152081 |
2015 : ELMER BUCHTA TRUCKING, LLC 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 | $388,126 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $294,548 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $261,516 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $479,305 |
Value of total assets at end of year | 2015-12-31 | $2,702,014 |
Value of total assets at beginning of year | 2015-12-31 | $2,608,436 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $33,032 |
Total interest from all sources | 2015-12-31 | $7,785 |
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 | $300,000 |
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 | $169,709 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $201,959 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $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 | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $93,578 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $2,702,014 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,608,436 |
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 | $2,100,529 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $2,192,690 |
Interest earned on other investments | 2015-12-31 | $7,785 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $601,485 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $415,746 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-98,964 |
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 | $107,637 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $261,516 |
Contract administrator fees | 2015-12-31 | $33,032 |
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 | WEINZAPFEL & CO, LLC |
Accountancy firm EIN | 2015-12-31 | 352152081 |
2014 : ELMER BUCHTA TRUCKING, LLC 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 | $318,844 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $667,371 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $626,870 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $284,385 |
Value of total assets at end of year | 2014-12-31 | $2,608,436 |
Value of total assets at beginning of year | 2014-12-31 | $2,956,963 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $40,501 |
Total interest from all sources | 2014-12-31 | $8,210 |
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 | $500,000 |
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 | $165,836 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) 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 | $-348,527 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $2,608,436 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $2,956,963 |
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 | $2,192,690 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $2,796,262 |
Interest earned on other investments | 2014-12-31 | $8,210 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $415,746 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $160,701 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $26,249 |
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 | $118,549 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $626,870 |
Contract administrator fees | 2014-12-31 | $40,501 |
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 | WEINZAPFEL & CO, LLC |
Accountancy firm EIN | 2014-12-31 | 352152081 |
2013 : ELMER BUCHTA TRUCKING, LLC 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 | $619,488 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $251,731 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $212,297 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $277,759 |
Value of total assets at end of year | 2013-12-31 | $2,956,963 |
Value of total assets at beginning of year | 2013-12-31 | $2,589,206 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $39,434 |
Total interest from all sources | 2013-12-31 | $0 |
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 | $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 | $152,694 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $1,226 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $0 |
Other income not declared elsewhere | 2013-12-31 | $2,338 |
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 | $367,757 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $2,956,963 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,589,206 |
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 | $2,796,262 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $2,444,661 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $160,701 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $144,545 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $339,391 |
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 | $123,839 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $212,297 |
Contract administrator fees | 2013-12-31 | $39,434 |
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 | WEINZAPFEL & CO, LLC |
Accountancy firm EIN | 2013-12-31 | 352152081 |
2012 : ELMER BUCHTA TRUCKING, LLC 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 | $503,187 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $338,870 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $302,435 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $256,319 |
Value of total assets at end of year | 2012-12-31 | $2,589,206 |
Value of total assets at beginning of year | 2012-12-31 | $2,424,889 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $36,435 |
Total interest from all sources | 2012-12-31 | $244,501 |
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 | $300,000 |
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 | $141,201 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $0 |
Other income not declared elsewhere | 2012-12-31 | $2,367 |
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 | $164,317 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $2,589,206 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,424,889 |
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 | $36,435 |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $2,444,661 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $2,290,379 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $244,501 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $144,545 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $134,510 |
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 | 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 | $115,118 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $302,435 |
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 | JOHN FRIEND & COMPANY PC |
Accountancy firm EIN | 2012-12-31 | 351622660 |
2011 : ELMER BUCHTA TRUCKING, LLC 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 | $110,917 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $349,206 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $330,833 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $239,472 |
Value of total assets at end of year | 2011-12-31 | $2,424,889 |
Value of total assets at beginning of year | 2011-12-31 | $2,663,178 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $18,373 |
Total interest from all sources | 2011-12-31 | $0 |
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 | $300,000 |
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 | $137,895 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $0 |
Other income not declared elsewhere | 2011-12-31 | $2,090 |
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 | $-238,289 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $2,424,889 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,663,178 |
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 | $2,290,379 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $2,513,772 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $134,510 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $149,406 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-130,645 |
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 | 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 | $101,577 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $330,833 |
Contract administrator fees | 2011-12-31 | $18,373 |
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 | JOHN FRIEND & COMPANY PC |
Accountancy firm EIN | 2011-12-31 | 351622660 |
2010 : ELMER BUCHTA TRUCKING, LLC 401(K) 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 | $555,933 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $277,402 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $265,033 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $310,810 |
Value of total assets at end of year | 2010-12-31 | $2,663,178 |
Value of total assets at beginning of year | 2010-12-31 | $2,384,647 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $12,369 |
Total interest from all sources | 2010-12-31 | $0 |
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 | $300,000 |
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 | $148,843 |
Participant contributions at end of year | 2010-12-31 | $0 |
Participant contributions at beginning of year | 2010-12-31 | $2,351 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $64,984 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $0 |
Other income not declared elsewhere | 2010-12-31 | $3,225 |
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 | $278,531 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $2,663,178 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,384,647 |
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 | $2,513,772 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $2,328,017 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $149,406 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $52,606 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $241,898 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
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 | $96,983 |
Employer contributions (assets) at end of year | 2010-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $1,673 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $265,033 |
Contract administrator fees | 2010-12-31 | $12,369 |
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 | JOHN FRIEND & COMPANY PC |
Accountancy firm EIN | 2010-12-31 | 351622660 |
2009 : ELMER BUCHTA TRUCKING, LLC 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 |