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MCCOY FREIGHTLINER OF PORTLAND RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameMCCOY FREIGHTLINER OF PORTLAND RETIREMENT SAVINGS PLAN
Plan identification number 001

MCCOY FREIGHTLINER OF PORTLAND RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

JMR GROUP LLC DBA MCCOY FREIGHTLINER OF PORTLAND has sponsored the creation of one or more 401k plans.

Company Name:JMR GROUP LLC DBA MCCOY FREIGHTLINER OF PORTLAND
Employer identification number (EIN):364614998
NAIC Classification:441228
NAIC Description:Motorcycle, ATV, and All Other Motor Vehicle Dealers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MCCOY FREIGHTLINER OF PORTLAND RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01JACKIE KASER2022-12-12
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01ROBERT MCCOY
0012016-01-01ROBERT MCCOY
0012015-01-01ROBERT MCCOY
0012014-01-01ROBERT MCCOY
0012013-01-01ROBERT MCCOY
0012012-01-01ROBERT MCCOY
0012011-01-01ROBERT MCCOY ROBERT MCCOY2012-09-18
0012009-01-01ROBERT MCCOY
0012009-01-01R.S. MCCOY R.S. MCCOY2010-08-18
0012009-01-01ROBERT MCCOY

Plan Statistics for MCCOY FREIGHTLINER OF PORTLAND RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for MCCOY FREIGHTLINER OF PORTLAND RETIREMENT SAVINGS PLAN

Measure Date Value
2021: MCCOY FREIGHTLINER OF PORTLAND RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01229
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0116
Total of all active and inactive participants2021-01-0116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-0116
Number of participants with account balances2021-01-0116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: MCCOY FREIGHTLINER OF PORTLAND RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01226
Total number of active participants reported on line 7a of the Form 55002020-01-01202
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0127
Total of all active and inactive participants2020-01-01229
Total participants2020-01-01229
Number of participants with account balances2020-01-01136
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MCCOY FREIGHTLINER OF PORTLAND RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01224
Total number of active participants reported on line 7a of the Form 55002019-01-01198
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0128
Total of all active and inactive participants2019-01-01226
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01226
Number of participants with account balances2019-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: MCCOY FREIGHTLINER OF PORTLAND RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01197
Total number of active participants reported on line 7a of the Form 55002018-01-01195
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0129
Total of all active and inactive participants2018-01-01224
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01224
Number of participants with account balances2018-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: MCCOY FREIGHTLINER OF PORTLAND RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01213
Total number of active participants reported on line 7a of the Form 55002017-01-01179
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0118
Total of all active and inactive participants2017-01-01197
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01197
Number of participants with account balances2017-01-01132
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: MCCOY FREIGHTLINER OF PORTLAND RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01203
Total number of active participants reported on line 7a of the Form 55002016-01-01193
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0120
Total of all active and inactive participants2016-01-01213
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01213
Number of participants with account balances2016-01-01116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: MCCOY FREIGHTLINER OF PORTLAND RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01200
Total number of active participants reported on line 7a of the Form 55002015-01-01178
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0125
Total of all active and inactive participants2015-01-01203
Total participants2015-01-01203
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: MCCOY FREIGHTLINER OF PORTLAND RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01178
Total number of active participants reported on line 7a of the Form 55002014-01-01176
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0124
Total of all active and inactive participants2014-01-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01200
Number of participants with account balances2014-01-0191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: MCCOY FREIGHTLINER OF PORTLAND RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01181
Total number of active participants reported on line 7a of the Form 55002013-01-01156
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0122
Total of all active and inactive participants2013-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01178
Number of participants with account balances2013-01-0196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: MCCOY FREIGHTLINER OF PORTLAND RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01185
Total number of active participants reported on line 7a of the Form 55002012-01-01144
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0137
Total of all active and inactive participants2012-01-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01181
Number of participants with account balances2012-01-01112
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: MCCOY FREIGHTLINER OF PORTLAND RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01169
Total number of active participants reported on line 7a of the Form 55002011-01-01136
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0149
Total of all active and inactive participants2011-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01185
Number of participants with account balances2011-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: MCCOY FREIGHTLINER OF PORTLAND RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01190
Total number of active participants reported on line 7a of the Form 55002009-01-01141
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0129
Total of all active and inactive participants2009-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01170
Number of participants with account balances2009-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on MCCOY FREIGHTLINER OF PORTLAND RETIREMENT SAVINGS PLAN

Measure Date Value
2021 : MCCOY FREIGHTLINER OF PORTLAND RETIREMENT SAVINGS PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$325,038
Total income from all sources (including contributions)2021-12-31$2,384,895
Total of all expenses incurred2021-12-31$12,779,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$12,725,243
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,167,818
Value of total assets at end of year2021-12-31$1,214,813
Value of total assets at beginning of year2021-12-31$11,283,895
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$53,772
Total interest from all sources2021-12-31$13,950
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$624,579
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$624,579
Administrative expenses professional fees incurred2021-12-31$10,022
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$775,571
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$171,577
Total non interest bearing cash at end of year2021-12-31$325,077
Total non interest bearing cash at beginning of year2021-12-31$26,463
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-10,394,120
Value of net assets at end of year (total assets less liabilities)2021-12-31$889,775
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$11,283,895
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$43,750
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$872,847
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$10,306,267
Interest on participant loans2021-12-31$9,414
Interest earned on other investments2021-12-31$4,536
Value of interest in common/collective trusts at end of year2021-12-31$16,889
Value of interest in common/collective trusts at beginning of year2021-12-31$779,588
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$568,132
Net investment gain or loss from common/collective trusts2021-12-31$10,416
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$392,247
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$12,725,243
Liabilities. Value of benefit claims payable at end of year2021-12-31$325,038
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PERKINS & COMPANY, P.C.
Accountancy firm EIN2021-12-31930928924
2020 : MCCOY FREIGHTLINER OF PORTLAND RETIREMENT SAVINGS PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$3,127,804
Total of all expenses incurred2020-12-31$1,176,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,127,263
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,102,508
Value of total assets at end of year2020-12-31$11,283,895
Value of total assets at beginning of year2020-12-31$9,332,464
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$49,110
Total interest from all sources2020-12-31$12,192
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$517,907
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$517,907
Administrative expenses professional fees incurred2020-12-31$3,743
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$709,460
Participant contributions at end of year2020-12-31$171,577
Participant contributions at beginning of year2020-12-31$170,739
Participant contributions at beginning of year2020-12-31$55
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$13,483
Total non interest bearing cash at end of year2020-12-31$26,463
Total non interest bearing cash at beginning of year2020-12-31$98
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,951,431
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,283,895
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$9,332,464
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$45,367
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$10,306,267
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$8,659,069
Interest on participant loans2020-12-31$11,298
Interest earned on other investments2020-12-31$894
Value of interest in common/collective trusts at end of year2020-12-31$779,588
Value of interest in common/collective trusts at beginning of year2020-12-31$502,459
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,483,128
Net investment gain or loss from common/collective trusts2020-12-31$12,069
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$379,565
Employer contributions (assets) at beginning of year2020-12-31$44
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,127,263
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31PERKINS & COMPANY, P.C.
Accountancy firm EIN2020-12-31930928924
2019 : MCCOY FREIGHTLINER OF PORTLAND RETIREMENT SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$2,914,288
Total of all expenses incurred2019-12-31$261,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$219,434
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,272,523
Value of total assets at end of year2019-12-31$9,332,464
Value of total assets at beginning of year2019-12-31$6,679,777
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$42,167
Total interest from all sources2019-12-31$10,785
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$336,646
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$336,646
Administrative expenses professional fees incurred2019-12-31$3,573
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$713,834
Participant contributions at end of year2019-12-31$170,739
Participant contributions at beginning of year2019-12-31$151,671
Participant contributions at end of year2019-12-31$55
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$170,021
Total non interest bearing cash at end of year2019-12-31$98
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,652,687
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,332,464
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,679,777
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$38,594
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$8,659,069
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,258,518
Interest on participant loans2019-12-31$10,470
Interest earned on other investments2019-12-31$315
Value of interest in common/collective trusts at end of year2019-12-31$502,459
Value of interest in common/collective trusts at beginning of year2019-12-31$269,363
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$225
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$225
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,287,300
Net investment gain or loss from common/collective trusts2019-12-31$7,034
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$388,668
Employer contributions (assets) at end of year2019-12-31$44
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$219,434
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PERKINS & COMPANY, P.C.
Accountancy firm EIN2019-12-31930928924
2018 : MCCOY FREIGHTLINER OF PORTLAND RETIREMENT SAVINGS PLAN 2018 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$200
Total income from all sources (including contributions)2018-12-31$696,360
Total of all expenses incurred2018-12-31$730,254
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$691,575
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,037,177
Value of total assets at end of year2018-12-31$6,679,777
Value of total assets at beginning of year2018-12-31$6,713,871
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$38,679
Total interest from all sources2018-12-31$11,216
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$489,576
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$489,576
Administrative expenses professional fees incurred2018-12-31$3,794
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$654,134
Participant contributions at end of year2018-12-31$151,671
Participant contributions at beginning of year2018-12-31$158,598
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$49,061
Liabilities. Value of operating payables at beginning of year2018-12-31$200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-33,894
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,679,777
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,713,671
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$34,885
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$6,258,518
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,177,555
Interest on participant loans2018-12-31$10,295
Interest earned on other investments2018-12-31$921
Value of interest in common/collective trusts at end of year2018-12-31$269,363
Value of interest in common/collective trusts at beginning of year2018-12-31$377,325
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$225
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$393
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$393
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-847,049
Net investment gain or loss from common/collective trusts2018-12-31$5,440
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$333,982
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$691,575
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31DELAP, LLP
Accountancy firm EIN2018-12-31930418710
2017 : MCCOY FREIGHTLINER OF PORTLAND RETIREMENT SAVINGS PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$200
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,107
Total income from all sources (including contributions)2017-12-31$1,923,817
Total of all expenses incurred2017-12-31$254,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$223,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$925,289
Value of total assets at end of year2017-12-31$6,713,871
Value of total assets at beginning of year2017-12-31$5,046,787
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$31,501
Total interest from all sources2017-12-31$7,253
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$316,370
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$316,370
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$611,575
Participant contributions at end of year2017-12-31$158,598
Participant contributions at beginning of year2017-12-31$96,187
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,948
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$1,657
Other income not declared elsewhere2017-12-31$760
Liabilities. Value of operating payables at end of year2017-12-31$200
Liabilities. Value of operating payables at beginning of year2017-12-31$450
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$1,668,991
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,713,671
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,044,680
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$27,614
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,177,555
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,518,654
Interest on participant loans2017-12-31$7,242
Value of interest in common/collective trusts at end of year2017-12-31$377,325
Value of interest in common/collective trusts at beginning of year2017-12-31$430,282
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$393
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,664
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,664
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$11
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$668,803
Net investment gain or loss from common/collective trusts2017-12-31$5,342
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$311,766
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$223,325
Contract administrator fees2017-12-31$3,887
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31DELAP, LLP
Accountancy firm EIN2017-12-31930418710
2016 : MCCOY FREIGHTLINER OF PORTLAND RETIREMENT SAVINGS PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,107
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$283
Total income from all sources (including contributions)2016-12-31$1,263,533
Total of all expenses incurred2016-12-31$459,069
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$433,249
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$956,245
Value of total assets at end of year2016-12-31$5,046,787
Value of total assets at beginning of year2016-12-31$4,240,499
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$25,820
Total interest from all sources2016-12-31$4,562
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$144,098
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$144,098
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$566,111
Participant contributions at end of year2016-12-31$96,187
Participant contributions at beginning of year2016-12-31$58,591
Participant contributions at beginning of year2016-12-31$1
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$123,563
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$1,657
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$67
Liabilities. Value of operating payables at end of year2016-12-31$450
Liabilities. Value of operating payables at beginning of year2016-12-31$216
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$804,464
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,044,680
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,240,216
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$22,745
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$4,518,654
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,939,804
Interest on participant loans2016-12-31$4,559
Value of interest in common/collective trusts at end of year2016-12-31$430,282
Value of interest in common/collective trusts at beginning of year2016-12-31$231,100
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,664
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$294
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$294
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$3
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$155,074
Net investment gain or loss from common/collective trusts2016-12-31$3,554
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$266,571
Employer contributions (assets) at beginning of year2016-12-31$10,709
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$433,249
Contract administrator fees2016-12-31$3,075
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31DELAP, LLP
Accountancy firm EIN2016-12-31930418710
2015 : MCCOY FREIGHTLINER OF PORTLAND RETIREMENT SAVINGS PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$283
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$150
Total income from all sources (including contributions)2015-12-31$681,794
Total of all expenses incurred2015-12-31$591,743
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$568,783
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$654,555
Value of total assets at end of year2015-12-31$4,240,499
Value of total assets at beginning of year2015-12-31$4,150,315
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$22,960
Total interest from all sources2015-12-31$2,958
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$209,312
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$209,312
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$421,888
Participant contributions at end of year2015-12-31$58,591
Participant contributions at beginning of year2015-12-31$87,539
Participant contributions at end of year2015-12-31$1
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$13,299
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$67
Liabilities. Value of operating payables at end of year2015-12-31$216
Liabilities. Value of operating payables at beginning of year2015-12-31$150
Total non interest bearing cash at beginning of year2015-12-31$412
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$90,051
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,240,216
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,150,165
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$20,494
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$3,939,804
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,750,075
Interest on participant loans2015-12-31$2,957
Value of interest in common/collective trusts at end of year2015-12-31$231,100
Value of interest in common/collective trusts at beginning of year2015-12-31$295,705
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$294
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$16,584
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$16,584
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$1
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-188,145
Net investment gain or loss from common/collective trusts2015-12-31$3,114
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$219,368
Employer contributions (assets) at end of year2015-12-31$10,709
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$568,783
Contract administrator fees2015-12-31$2,466
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DELAP LLP
Accountancy firm EIN2015-12-31930418710
2014 : MCCOY FREIGHTLINER OF PORTLAND RETIREMENT SAVINGS PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$150
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$460
Total income from all sources (including contributions)2014-12-31$818,345
Total of all expenses incurred2014-12-31$636,991
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$614,531
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$616,798
Value of total assets at end of year2014-12-31$4,150,315
Value of total assets at beginning of year2014-12-31$3,969,271
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$22,460
Total interest from all sources2014-12-31$3,764
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$220,259
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$220,259
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$409,325
Participant contributions at end of year2014-12-31$87,539
Participant contributions at beginning of year2014-12-31$126,626
Liabilities. Value of operating payables at end of year2014-12-31$150
Liabilities. Value of operating payables at beginning of year2014-12-31$300
Total non interest bearing cash at end of year2014-12-31$412
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$181,354
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,150,165
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,968,811
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$19,510
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,750,075
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,535,061
Interest on participant loans2014-12-31$3,764
Value of interest in common/collective trusts at end of year2014-12-31$295,705
Value of interest in common/collective trusts at beginning of year2014-12-31$307,116
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$16,584
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$468
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$468
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-24,648
Net investment gain or loss from common/collective trusts2014-12-31$2,172
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$207,473
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$614,531
Contract administrator fees2014-12-31$2,950
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$160
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SVA
Accountancy firm EIN2014-12-31391203191
2013 : MCCOY FREIGHTLINER OF PORTLAND RETIREMENT SAVINGS PLAN 2013 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$460
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$75
Total income from all sources (including contributions)2013-12-31$1,250,164
Total of all expenses incurred2013-12-31$484,950
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$465,762
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$647,655
Value of total assets at end of year2013-12-31$3,969,271
Value of total assets at beginning of year2013-12-31$3,203,672
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$19,188
Total interest from all sources2013-12-31$4,378
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$92,160
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$92,160
Administrative expenses professional fees incurred2013-12-31$2,525
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$427,457
Participant contributions at end of year2013-12-31$126,626
Participant contributions at beginning of year2013-12-31$112,407
Liabilities. Value of operating payables at end of year2013-12-31$300
Liabilities. Value of operating payables at beginning of year2013-12-31$75
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$765,214
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,968,811
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,203,597
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$16,663
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,535,061
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,652,324
Interest on participant loans2013-12-31$4,378
Value of interest in common/collective trusts at end of year2013-12-31$307,116
Value of interest in common/collective trusts at beginning of year2013-12-31$438,865
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$468
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$76
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$76
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$503,059
Net investment gain or loss from common/collective trusts2013-12-31$2,912
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$220,198
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$465,762
Liabilities. Value of benefit claims payable at end of year2013-12-31$160
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SVA
Accountancy firm EIN2013-12-31391203191
2012 : MCCOY FREIGHTLINER OF PORTLAND RETIREMENT SAVINGS PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$75
Total income from all sources (including contributions)2012-12-31$900,673
Total of all expenses incurred2012-12-31$616,162
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$592,744
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$592,001
Value of total assets at end of year2012-12-31$3,203,672
Value of total assets at beginning of year2012-12-31$2,919,086
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$23,418
Total interest from all sources2012-12-31$3,542
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$81,721
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$81,721
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$291,909
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$387,279
Participant contributions at end of year2012-12-31$112,407
Participant contributions at beginning of year2012-12-31$130,870
Participant contributions at beginning of year2012-12-31$9,209
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,380
Liabilities. Value of operating payables at end of year2012-12-31$75
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$284,511
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,203,597
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,919,086
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$3,754
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,652,324
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,896,853
Interest on participant loans2012-12-31$3,542
Value of interest in common/collective trusts at end of year2012-12-31$438,865
Value of interest in common/collective trusts at beginning of year2012-12-31$875,519
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$76
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$223,409
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$204,722
Employer contributions (assets) at beginning of year2012-12-31$5,255
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$592,744
Contract administrator fees2012-12-31$19,664
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MCGLADREY LLP
Accountancy firm EIN2012-12-31420714325
2011 : MCCOY FREIGHTLINER OF PORTLAND RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$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$510,540
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$303,121
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$281,992
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$597,588
Value of total assets at end of year2011-12-31$2,919,086
Value of total assets at beginning of year2011-12-31$2,711,667
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$21,129
Total interest from all sources2011-12-31$4,764
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$41,972
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$41,972
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$271,167
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$382,789
Participant contributions at end of year2011-12-31$130,870
Participant contributions at beginning of year2011-12-31$97,923
Participant contributions at end of year2011-12-31$9,209
Participant contributions at beginning of year2011-12-31$10,066
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$2,701
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,380
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,452
Other income not declared elsewhere2011-12-31$-11
Administrative expenses (other) incurred2011-12-31$21,129
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$207,419
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,919,086
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,711,667
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,896,853
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$1,823,031
Interest on participant loans2011-12-31$4,764
Value of interest in common/collective trusts at end of year2011-12-31$875,519
Value of interest in common/collective trusts at beginning of year2011-12-31$773,263
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-136,781
Net investment gain or loss from common/collective trusts2011-12-31$3,008
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$212,098
Employer contributions (assets) at end of year2011-12-31$5,255
Employer contributions (assets) at beginning of year2011-12-31$5,932
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$281,992
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MCGLAGREY LLP
Accountancy firm EIN2011-12-31420714325
2010 : MCCOY FREIGHTLINER OF PORTLAND RETIREMENT SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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$19,316
Total income from all sources (including contributions)2010-12-31$836,039
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$526,787
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$507,593
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$559,004
Value of total assets at end of year2010-12-31$2,711,667
Value of total assets at beginning of year2010-12-31$2,421,731
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$19,194
Total interest from all sources2010-12-31$6,130
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$19,799
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$19,799
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$340,738
Participant contributions at end of year2010-12-31$97,923
Participant contributions at beginning of year2010-12-31$101,246
Participant contributions at end of year2010-12-31$10,066
Participant contributions at beginning of year2010-12-31$8,961
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$30,650
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,452
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$1,626
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$3,650
Administrative expenses (other) incurred2010-12-31$19,194
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$309,252
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,711,667
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,402,415
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$1,823,031
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,537,985
Interest on participant loans2010-12-31$6,130
Value of interest in common/collective trusts at end of year2010-12-31$773,263
Value of interest in common/collective trusts at beginning of year2010-12-31$760,080
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$189,326
Net investment gain or loss from common/collective trusts2010-12-31$61,780
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$187,616
Employer contributions (assets) at end of year2010-12-31$5,932
Employer contributions (assets) at beginning of year2010-12-31$11,833
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$507,593
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Liabilities. Value of acquisition indebtedness at beginning of year2010-12-31$15,666
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MCGLADREY & PULLEN, LLP
Accountancy firm EIN2010-12-31420714325
2009 : MCCOY FREIGHTLINER OF PORTLAND RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MCCOY FREIGHTLINER OF PORTLAND RETIREMENT SAVINGS PLAN

2021: MCCOY FREIGHTLINER OF PORTLAND RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MCCOY FREIGHTLINER OF PORTLAND RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MCCOY FREIGHTLINER OF PORTLAND RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MCCOY FREIGHTLINER OF PORTLAND RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MCCOY FREIGHTLINER OF PORTLAND RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MCCOY FREIGHTLINER OF PORTLAND RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MCCOY FREIGHTLINER OF PORTLAND RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MCCOY FREIGHTLINER OF PORTLAND RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MCCOY FREIGHTLINER OF PORTLAND RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MCCOY FREIGHTLINER OF PORTLAND RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MCCOY FREIGHTLINER OF PORTLAND RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MCCOY FREIGHTLINER OF PORTLAND RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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