HUFCOR, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan HUFCOR UNION TEAM MEMBER PROFIT SHARING PLAN
Measure | Date | Value |
---|
2022 : HUFCOR UNION TEAM MEMBER PROFIT SHARING PLAN 2022 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2022-03-31 | $0 |
Total transfer of assets to this plan | 2022-03-31 | $0 |
Total transfer of assets from this plan | 2022-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-03-31 | $0 |
Total income from all sources (including contributions) | 2022-03-31 | $1,166,724 |
Total loss/gain on sale of assets | 2022-03-31 | $0 |
Total of all expenses incurred | 2022-03-31 | $6,924,165 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-03-31 | $6,770,005 |
Expenses. Certain deemed distributions of participant loans | 2022-03-31 | $111,188 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-03-31 | $347,556 |
Value of total assets at end of year | 2022-03-31 | $5,679,580 |
Value of total assets at beginning of year | 2022-03-31 | $11,437,021 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-03-31 | $42,972 |
Total interest from all sources | 2022-03-31 | $10,609 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-03-31 | $293,000 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-03-31 | $293,000 |
Was this plan covered by a fidelity bond | 2022-03-31 | Yes |
Value of fidelity bond cover | 2022-03-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-03-31 | No |
Contributions received from participants | 2022-03-31 | $230,324 |
Participant contributions at end of year | 2022-03-31 | $25,298 |
Participant contributions at beginning of year | 2022-03-31 | $357,143 |
Other income not declared elsewhere | 2022-03-31 | $637 |
Administrative expenses (other) incurred | 2022-03-31 | $42,972 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-03-31 | No |
Value of net income/loss | 2022-03-31 | $-5,757,441 |
Value of net assets at end of year (total assets less liabilities) | 2022-03-31 | $5,679,580 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-03-31 | $11,437,021 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-03-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-03-31 | $5,293,318 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-03-31 | $10,641,950 |
Interest on participant loans | 2022-03-31 | $10,609 |
Value of interest in common/collective trusts at end of year | 2022-03-31 | $360,964 |
Value of interest in common/collective trusts at beginning of year | 2022-03-31 | $437,928 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-03-31 | $508,426 |
Net investment gain or loss from common/collective trusts | 2022-03-31 | $6,496 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-03-31 | No |
Contributions received in cash from employer | 2022-03-31 | $117,232 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-03-31 | $6,770,005 |
Did the plan have assets held for investment | 2022-03-31 | 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 | 2022-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-03-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-03-31 | Unqualified |
Accountancy firm name | 2022-03-31 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2022-03-31 | 390859910 |
2021 : HUFCOR UNION TEAM MEMBER PROFIT SHARING PLAN 2021 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2021-03-31 | $0 |
Total transfer of assets to this plan | 2021-03-31 | $0 |
Total transfer of assets from this plan | 2021-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-03-31 | $0 |
Total income from all sources (including contributions) | 2021-03-31 | $4,341,206 |
Total loss/gain on sale of assets | 2021-03-31 | $0 |
Total of all expenses incurred | 2021-03-31 | $1,826,172 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-03-31 | $1,761,348 |
Expenses. Certain deemed distributions of participant loans | 2021-03-31 | $20,268 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-03-31 | $521,125 |
Value of total assets at end of year | 2021-03-31 | $11,437,021 |
Value of total assets at beginning of year | 2021-03-31 | $8,921,987 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-03-31 | $44,556 |
Total interest from all sources | 2021-03-31 | $15,580 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-03-31 | $386,928 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-03-31 | $386,928 |
Was this plan covered by a fidelity bond | 2021-03-31 | Yes |
Value of fidelity bond cover | 2021-03-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-03-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-03-31 | No |
Contributions received from participants | 2021-03-31 | $293,344 |
Participant contributions at end of year | 2021-03-31 | $357,143 |
Participant contributions at beginning of year | 2021-03-31 | $389,590 |
Administrative expenses (other) incurred | 2021-03-31 | $44,556 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-03-31 | No |
Value of net income/loss | 2021-03-31 | $2,515,034 |
Value of net assets at end of year (total assets less liabilities) | 2021-03-31 | $11,437,021 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-03-31 | $8,921,987 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-03-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-03-31 | $10,641,950 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-03-31 | $8,373,825 |
Interest on participant loans | 2021-03-31 | $15,580 |
Value of interest in common/collective trusts at end of year | 2021-03-31 | $437,928 |
Value of interest in common/collective trusts at beginning of year | 2021-03-31 | $158,572 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-03-31 | $3,413,871 |
Net investment gain or loss from common/collective trusts | 2021-03-31 | $3,702 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-03-31 | No |
Contributions received in cash from employer | 2021-03-31 | $227,781 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-03-31 | $1,761,348 |
Did the plan have assets held for investment | 2021-03-31 | 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 | 2021-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-03-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-03-31 | Unqualified |
Accountancy firm name | 2021-03-31 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2021-03-31 | 390859910 |
2020 : HUFCOR UNION TEAM MEMBER PROFIT SHARING PLAN 2020 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2020-03-31 | $0 |
Total transfer of assets to this plan | 2020-03-31 | $0 |
Total transfer of assets from this plan | 2020-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-03-31 | $0 |
Total income from all sources (including contributions) | 2020-03-31 | $-174,184 |
Total loss/gain on sale of assets | 2020-03-31 | $0 |
Total of all expenses incurred | 2020-03-31 | $1,183,662 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-03-31 | $1,138,573 |
Expenses. Certain deemed distributions of participant loans | 2020-03-31 | $469 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-03-31 | $717,587 |
Value of total assets at end of year | 2020-03-31 | $8,921,987 |
Value of total assets at beginning of year | 2020-03-31 | $10,279,833 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-03-31 | $44,620 |
Total interest from all sources | 2020-03-31 | $21,459 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-03-31 | $371,572 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-03-31 | $371,572 |
Was this plan covered by a fidelity bond | 2020-03-31 | Yes |
Value of fidelity bond cover | 2020-03-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-03-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-03-31 | No |
Contributions received from participants | 2020-03-31 | $408,464 |
Participant contributions at end of year | 2020-03-31 | $389,590 |
Participant contributions at beginning of year | 2020-03-31 | $447,394 |
Participant contributions at end of year | 2020-03-31 | $0 |
Participant contributions at beginning of year | 2020-03-31 | $7,785 |
Administrative expenses (other) incurred | 2020-03-31 | $44,620 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-03-31 | No |
Value of net income/loss | 2020-03-31 | $-1,357,846 |
Value of net assets at end of year (total assets less liabilities) | 2020-03-31 | $8,921,987 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-03-31 | $10,279,833 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-03-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-03-31 | $8,373,825 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-03-31 | $9,670,217 |
Interest on participant loans | 2020-03-31 | $21,459 |
Value of interest in common/collective trusts at end of year | 2020-03-31 | $158,572 |
Value of interest in common/collective trusts at beginning of year | 2020-03-31 | $149,083 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-03-31 | $-1,288,251 |
Net investment gain or loss from common/collective trusts | 2020-03-31 | $3,449 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-03-31 | No |
Contributions received in cash from employer | 2020-03-31 | $309,123 |
Employer contributions (assets) at end of year | 2020-03-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-03-31 | $5,354 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-03-31 | $1,138,573 |
Did the plan have assets held for investment | 2020-03-31 | 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 | 2020-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-03-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2020-03-31 | Disclaimer |
Accountancy firm name | 2020-03-31 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2020-03-31 | 390859910 |
2019 : HUFCOR UNION TEAM MEMBER PROFIT SHARING PLAN 2019 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2019-03-31 | $0 |
Total transfer of assets to this plan | 2019-03-31 | $0 |
Total transfer of assets from this plan | 2019-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-03-31 | $0 |
Total income from all sources (including contributions) | 2019-03-31 | $1,129,146 |
Total loss/gain on sale of assets | 2019-03-31 | $0 |
Total of all expenses incurred | 2019-03-31 | $1,191,883 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-03-31 | $1,148,575 |
Expenses. Certain deemed distributions of participant loans | 2019-03-31 | $3,407 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-03-31 | $677,818 |
Value of total assets at end of year | 2019-03-31 | $10,279,833 |
Value of total assets at beginning of year | 2019-03-31 | $10,342,570 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-03-31 | $39,901 |
Total interest from all sources | 2019-03-31 | $23,825 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-03-31 | $460,005 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-03-31 | $460,005 |
Was this plan covered by a fidelity bond | 2019-03-31 | Yes |
Value of fidelity bond cover | 2019-03-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-03-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-03-31 | No |
Contributions received from participants | 2019-03-31 | $414,871 |
Participant contributions at end of year | 2019-03-31 | $447,394 |
Participant contributions at beginning of year | 2019-03-31 | $492,907 |
Participant contributions at end of year | 2019-03-31 | $7,785 |
Participant contributions at beginning of year | 2019-03-31 | $4,812 |
Administrative expenses (other) incurred | 2019-03-31 | $39,901 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-03-31 | No |
Value of net income/loss | 2019-03-31 | $-62,737 |
Value of net assets at end of year (total assets less liabilities) | 2019-03-31 | $10,279,833 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-03-31 | $10,342,570 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-03-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-03-31 | $9,670,217 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-03-31 | $9,667,261 |
Interest on participant loans | 2019-03-31 | $23,825 |
Value of interest in common/collective trusts at end of year | 2019-03-31 | $149,083 |
Value of interest in common/collective trusts at beginning of year | 2019-03-31 | $169,936 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-03-31 | $-36,023 |
Net investment gain or loss from common/collective trusts | 2019-03-31 | $3,521 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-03-31 | No |
Contributions received in cash from employer | 2019-03-31 | $262,947 |
Employer contributions (assets) at end of year | 2019-03-31 | $5,354 |
Employer contributions (assets) at beginning of year | 2019-03-31 | $7,654 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-03-31 | $1,148,575 |
Did the plan have assets held for investment | 2019-03-31 | 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 | 2019-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-03-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-03-31 | Disclaimer |
Accountancy firm name | 2019-03-31 | BAKER TILLY VIRCHOW KRAUSE LLP |
Accountancy firm EIN | 2019-03-31 | 390859910 |
2018 : HUFCOR UNION TEAM MEMBER PROFIT SHARING PLAN 2018 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2018-03-31 | $0 |
Total transfer of assets to this plan | 2018-03-31 | $0 |
Total transfer of assets from this plan | 2018-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-03-31 | $0 |
Total income from all sources (including contributions) | 2018-03-31 | $1,628,880 |
Total loss/gain on sale of assets | 2018-03-31 | $0 |
Total of all expenses incurred | 2018-03-31 | $822,450 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-03-31 | $680,265 |
Expenses. Certain deemed distributions of participant loans | 2018-03-31 | $45,841 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-03-31 | $652,576 |
Value of total assets at end of year | 2018-03-31 | $10,342,570 |
Value of total assets at beginning of year | 2018-03-31 | $9,536,140 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-03-31 | $96,344 |
Total interest from all sources | 2018-03-31 | $17,976 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-03-31 | $368,347 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-03-31 | $368,347 |
Was this plan covered by a fidelity bond | 2018-03-31 | Yes |
Value of fidelity bond cover | 2018-03-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-03-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-03-31 | No |
Contributions received from participants | 2018-03-31 | $391,736 |
Participant contributions at end of year | 2018-03-31 | $492,907 |
Participant contributions at beginning of year | 2018-03-31 | $500,680 |
Participant contributions at end of year | 2018-03-31 | $4,812 |
Participant contributions at beginning of year | 2018-03-31 | $5,981 |
Administrative expenses (other) incurred | 2018-03-31 | $96,344 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-03-31 | No |
Value of net income/loss | 2018-03-31 | $806,430 |
Value of net assets at end of year (total assets less liabilities) | 2018-03-31 | $10,342,570 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-03-31 | $9,536,140 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-03-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-03-31 | $9,667,261 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-03-31 | $8,807,671 |
Interest on participant loans | 2018-03-31 | $17,976 |
Value of interest in common/collective trusts at end of year | 2018-03-31 | $169,936 |
Value of interest in common/collective trusts at beginning of year | 2018-03-31 | $217,114 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-03-31 | $586,837 |
Net investment gain or loss from common/collective trusts | 2018-03-31 | $3,144 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-03-31 | No |
Contributions received in cash from employer | 2018-03-31 | $260,840 |
Employer contributions (assets) at end of year | 2018-03-31 | $7,654 |
Employer contributions (assets) at beginning of year | 2018-03-31 | $4,694 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-03-31 | $680,265 |
Did the plan have assets held for investment | 2018-03-31 | 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 | 2018-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-03-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-03-31 | Disclaimer |
Accountancy firm name | 2018-03-31 | GRANT THORNTON LLP |
Accountancy firm EIN | 2018-03-31 | 366055558 |
2017 : HUFCOR UNION TEAM MEMBER PROFIT SHARING PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-03-31 | $0 |
Total transfer of assets from this plan | 2017-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-03-31 | $0 |
Total income from all sources (including contributions) | 2017-03-31 | $1,832,575 |
Total loss/gain on sale of assets | 2017-03-31 | $0 |
Total of all expenses incurred | 2017-03-31 | $1,599,671 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-03-31 | $1,525,183 |
Expenses. Certain deemed distributions of participant loans | 2017-03-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-03-31 | $665,748 |
Value of total assets at end of year | 2017-03-31 | $9,536,140 |
Value of total assets at beginning of year | 2017-03-31 | $9,303,236 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-03-31 | $74,488 |
Total interest from all sources | 2017-03-31 | $15,495 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-03-31 | $275,721 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-03-31 | $275,721 |
Was this plan covered by a fidelity bond | 2017-03-31 | Yes |
Value of fidelity bond cover | 2017-03-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-03-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-03-31 | No |
Contributions received from participants | 2017-03-31 | $383,727 |
Participant contributions at end of year | 2017-03-31 | $500,680 |
Participant contributions at beginning of year | 2017-03-31 | $525,121 |
Participant contributions at end of year | 2017-03-31 | $5,981 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-03-31 | $7,685 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-03-31 | $745 |
Other income not declared elsewhere | 2017-03-31 | $245 |
Administrative expenses (other) incurred | 2017-03-31 | $74,488 |
Total non interest bearing cash at beginning of year | 2017-03-31 | $17,453 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-03-31 | No |
Value of net income/loss | 2017-03-31 | $232,904 |
Value of net assets at end of year (total assets less liabilities) | 2017-03-31 | $9,536,140 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-03-31 | $9,303,236 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-03-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-03-31 | $8,807,671 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-03-31 | $8,538,119 |
Interest on participant loans | 2017-03-31 | $15,495 |
Value of interest in common/collective trusts at end of year | 2017-03-31 | $217,114 |
Value of interest in common/collective trusts at beginning of year | 2017-03-31 | $221,798 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-03-31 | $875,366 |
Net investment gain or loss from common/collective trusts | 2017-03-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-03-31 | No |
Contributions received in cash from employer | 2017-03-31 | $274,336 |
Employer contributions (assets) at end of year | 2017-03-31 | $4,694 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-03-31 | $1,525,183 |
Did the plan have assets held for investment | 2017-03-31 | 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 | 2017-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-03-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-03-31 | Disclaimer |
Accountancy firm name | 2017-03-31 | GRANT THORNTON LLP |
Accountancy firm EIN | 2017-03-31 | 366055558 |
2016 : HUFCOR UNION TEAM MEMBER PROFIT SHARING PLAN 2016 401k financial data |
---|
Total income from all sources (including contributions) | 2016-03-31 | $583,286 |
Total of all expenses incurred | 2016-03-31 | $776,077 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-03-31 | $607,527 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-03-31 | $603,410 |
Value of total assets at end of year | 2016-03-31 | $9,303,236 |
Value of total assets at beginning of year | 2016-03-31 | $9,496,027 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-03-31 | $168,550 |
Total interest from all sources | 2016-03-31 | $16,251 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-03-31 | $175,791 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-03-31 | $175,791 |
Was this plan covered by a fidelity bond | 2016-03-31 | Yes |
Value of fidelity bond cover | 2016-03-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-03-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-03-31 | No |
Contributions received from participants | 2016-03-31 | $357,240 |
Participant contributions at end of year | 2016-03-31 | $525,121 |
Participant contributions at beginning of year | 2016-03-31 | $530,860 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-03-31 | $745 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-03-31 | $830 |
Administrative expenses (other) incurred | 2016-03-31 | $95,039 |
Total non interest bearing cash at end of year | 2016-03-31 | $17,453 |
Total non interest bearing cash at beginning of year | 2016-03-31 | $17,956 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-03-31 | No |
Value of net income/loss | 2016-03-31 | $-192,791 |
Value of net assets at end of year (total assets less liabilities) | 2016-03-31 | $9,303,236 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-03-31 | $9,496,027 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-03-31 | No |
Investment advisory and management fees | 2016-03-31 | $73,511 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-03-31 | $8,538,119 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-03-31 | $8,817,481 |
Interest on participant loans | 2016-03-31 | $16,251 |
Value of interest in common/collective trusts at end of year | 2016-03-31 | $221,798 |
Value of interest in common/collective trusts at beginning of year | 2016-03-31 | $128,900 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-03-31 | $-214,657 |
Net investment gain or loss from common/collective trusts | 2016-03-31 | $2,491 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-03-31 | No |
Contributions received in cash from employer | 2016-03-31 | $246,170 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-03-31 | $607,527 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-03-31 | No |
Did the plan have assets held for investment | 2016-03-31 | 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 | 2016-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-03-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-03-31 | Disclaimer |
Accountancy firm name | 2016-03-31 | GRANT THORNTON LLP |
Accountancy firm EIN | 2016-03-31 | 366055558 |
2015 : HUFCOR UNION TEAM MEMBER PROFIT SHARING PLAN 2015 401k financial data |
---|
Total income from all sources (including contributions) | 2015-03-31 | $1,300,961 |
Total of all expenses incurred | 2015-03-31 | $454,726 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-03-31 | $309,668 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-03-31 | $601,141 |
Value of total assets at end of year | 2015-03-31 | $9,496,027 |
Value of total assets at beginning of year | 2015-03-31 | $8,649,792 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-03-31 | $145,058 |
Total interest from all sources | 2015-03-31 | $17,565 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-03-31 | $155,844 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-03-31 | $155,844 |
Was this plan covered by a fidelity bond | 2015-03-31 | Yes |
Value of fidelity bond cover | 2015-03-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-03-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-03-31 | No |
Contributions received from participants | 2015-03-31 | $345,737 |
Participant contributions at end of year | 2015-03-31 | $530,860 |
Participant contributions at beginning of year | 2015-03-31 | $504,082 |
Participant contributions at beginning of year | 2015-03-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-03-31 | $830 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-03-31 | $321 |
Other income not declared elsewhere | 2015-03-31 | $63,054 |
Administrative expenses (other) incurred | 2015-03-31 | $86,325 |
Total non interest bearing cash at end of year | 2015-03-31 | $17,956 |
Total non interest bearing cash at beginning of year | 2015-03-31 | $13,895 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-03-31 | No |
Value of net income/loss | 2015-03-31 | $846,235 |
Value of net assets at end of year (total assets less liabilities) | 2015-03-31 | $9,496,027 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-03-31 | $8,649,792 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-03-31 | No |
Investment advisory and management fees | 2015-03-31 | $58,733 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-03-31 | $8,817,481 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-03-31 | $7,963,718 |
Interest on participant loans | 2015-03-31 | $17,565 |
Value of interest in common/collective trusts at end of year | 2015-03-31 | $128,900 |
Value of interest in common/collective trusts at beginning of year | 2015-03-31 | $167,776 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-03-31 | $461,366 |
Net investment gain or loss from common/collective trusts | 2015-03-31 | $1,991 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-03-31 | No |
Contributions received in cash from employer | 2015-03-31 | $255,404 |
Employer contributions (assets) at beginning of year | 2015-03-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-03-31 | $309,668 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-03-31 | No |
Did the plan have assets held for investment | 2015-03-31 | 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 | 2015-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-03-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-03-31 | Disclaimer |
Accountancy firm name | 2015-03-31 | GRANT THORNTON LLP |
Accountancy firm EIN | 2015-03-31 | 366055558 |
2014 : HUFCOR UNION TEAM MEMBER PROFIT SHARING PLAN 2014 401k financial data |
---|
Total income from all sources (including contributions) | 2014-03-31 | $1,797,574 |
Total of all expenses incurred | 2014-03-31 | $560,828 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-03-31 | $485,662 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-03-31 | $668,212 |
Value of total assets at end of year | 2014-03-31 | $8,649,792 |
Value of total assets at beginning of year | 2014-03-31 | $7,413,046 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-03-31 | $75,166 |
Total interest from all sources | 2014-03-31 | $15,053 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-03-31 | $134,788 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-03-31 | $134,788 |
Was this plan covered by a fidelity bond | 2014-03-31 | Yes |
Value of fidelity bond cover | 2014-03-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-03-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-03-31 | No |
Contributions received from participants | 2014-03-31 | $355,742 |
Participant contributions at end of year | 2014-03-31 | $504,082 |
Participant contributions at beginning of year | 2014-03-31 | $466,756 |
Participant contributions at end of year | 2014-03-31 | $0 |
Participant contributions at beginning of year | 2014-03-31 | $11,628 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-03-31 | $48,392 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-03-31 | $321 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-03-31 | $965 |
Administrative expenses (other) incurred | 2014-03-31 | $28,520 |
Total non interest bearing cash at end of year | 2014-03-31 | $13,895 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-03-31 | No |
Value of net income/loss | 2014-03-31 | $1,236,746 |
Value of net assets at end of year (total assets less liabilities) | 2014-03-31 | $8,649,792 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-03-31 | $7,413,046 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-03-31 | No |
Investment advisory and management fees | 2014-03-31 | $46,646 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-03-31 | $7,963,718 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-03-31 | $6,813,982 |
Interest on participant loans | 2014-03-31 | $15,053 |
Value of interest in common/collective trusts at end of year | 2014-03-31 | $167,776 |
Value of interest in common/collective trusts at beginning of year | 2014-03-31 | $116,398 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-03-31 | $977,048 |
Net investment gain or loss from common/collective trusts | 2014-03-31 | $2,473 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-03-31 | No |
Contributions received in cash from employer | 2014-03-31 | $264,078 |
Employer contributions (assets) at end of year | 2014-03-31 | $0 |
Employer contributions (assets) at beginning of year | 2014-03-31 | $3,317 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-03-31 | $485,662 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-03-31 | No |
Did the plan have assets held for investment | 2014-03-31 | 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 | 2014-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-03-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-03-31 | Disclaimer |
Accountancy firm name | 2014-03-31 | GRANT THORNTON LLP |
Accountancy firm EIN | 2014-03-31 | 366055558 |
2013 : HUFCOR UNION TEAM MEMBER PROFIT SHARING PLAN 2013 401k financial data |
---|
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-03-31 | $9,066 |
Total income from all sources (including contributions) | 2013-03-31 | $812,141 |
Total of all expenses incurred | 2013-03-31 | $237,058 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-03-31 | $204,419 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-03-31 | $348,570 |
Value of total assets at end of year | 2013-03-31 | $7,413,046 |
Value of total assets at beginning of year | 2013-03-31 | $6,847,029 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-03-31 | $32,639 |
Total interest from all sources | 2013-03-31 | $15,309 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-03-31 | $67,034 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-03-31 | $67,034 |
Administrative expenses professional fees incurred | 2013-03-31 | $7,250 |
Was this plan covered by a fidelity bond | 2013-03-31 | Yes |
Value of fidelity bond cover | 2013-03-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-03-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-03-31 | No |
Contributions received from participants | 2013-03-31 | $251,248 |
Participant contributions at end of year | 2013-03-31 | $466,756 |
Participant contributions at beginning of year | 2013-03-31 | $439,012 |
Participant contributions at end of year | 2013-03-31 | $11,628 |
Participant contributions at beginning of year | 2013-03-31 | $4,131 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-03-31 | $965 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-03-31 | $3,121 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-03-31 | $9,066 |
Administrative expenses (other) incurred | 2013-03-31 | $25,389 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-03-31 | No |
Value of net income/loss | 2013-03-31 | $575,083 |
Value of net assets at end of year (total assets less liabilities) | 2013-03-31 | $7,413,046 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-03-31 | $6,837,963 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-03-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-03-31 | $6,813,982 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-03-31 | $4,441,049 |
Interest on participant loans | 2013-03-31 | $15,285 |
Value of interest in common/collective trusts at end of year | 2013-03-31 | $116,398 |
Value of interest in common/collective trusts at beginning of year | 2013-03-31 | $1,957,728 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-03-31 | $24 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-03-31 | $341,250 |
Net investment gain or loss from common/collective trusts | 2013-03-31 | $39,978 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-03-31 | No |
Contributions received in cash from employer | 2013-03-31 | $97,322 |
Employer contributions (assets) at end of year | 2013-03-31 | $3,317 |
Employer contributions (assets) at beginning of year | 2013-03-31 | $1,988 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-03-31 | $204,419 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-03-31 | Yes |
Did the plan have assets held for investment | 2013-03-31 | 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 | 2013-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-03-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-03-31 | Disclaimer |
Accountancy firm name | 2013-03-31 | GRANT THORNTON LLP |
Accountancy firm EIN | 2013-03-31 | 366055558 |
2012 : HUFCOR UNION TEAM MEMBER PROFIT SHARING PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-03-31 | $9,066 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-03-31 | $0 |
Total income from all sources (including contributions) | 2012-03-31 | $642,734 |
Total loss/gain on sale of assets | 2012-03-31 | $0 |
Total of all expenses incurred | 2012-03-31 | $581,536 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-03-31 | $560,263 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-03-31 | $335,758 |
Value of total assets at end of year | 2012-03-31 | $6,847,029 |
Value of total assets at beginning of year | 2012-03-31 | $6,776,765 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-03-31 | $21,273 |
Total interest from all sources | 2012-03-31 | $16,118 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-03-31 | $39,117 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-03-31 | $39,117 |
Administrative expenses professional fees incurred | 2012-03-31 | $7,250 |
Was this plan covered by a fidelity bond | 2012-03-31 | Yes |
Value of fidelity bond cover | 2012-03-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-03-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-03-31 | No |
Contributions received from participants | 2012-03-31 | $233,359 |
Participant contributions at end of year | 2012-03-31 | $439,012 |
Participant contributions at beginning of year | 2012-03-31 | $429,536 |
Participant contributions at end of year | 2012-03-31 | $4,131 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-03-31 | $3,121 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-03-31 | $2,875 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-03-31 | $9,066 |
Administrative expenses (other) incurred | 2012-03-31 | $2,860 |
Total non interest bearing cash at beginning of year | 2012-03-31 | $5,750 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-03-31 | No |
Value of net income/loss | 2012-03-31 | $61,198 |
Value of net assets at end of year (total assets less liabilities) | 2012-03-31 | $6,837,963 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-03-31 | $6,776,765 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-03-31 | No |
Investment advisory and management fees | 2012-03-31 | $11,163 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-03-31 | $4,441,049 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-03-31 | $4,281,071 |
Interest on participant loans | 2012-03-31 | $16,118 |
Value of interest in common/collective trusts at end of year | 2012-03-31 | $1,957,728 |
Value of interest in common/collective trusts at beginning of year | 2012-03-31 | $2,057,533 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-03-31 | $195,674 |
Net investment gain or loss from common/collective trusts | 2012-03-31 | $56,067 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-03-31 | No |
Contributions received in cash from employer | 2012-03-31 | $102,399 |
Employer contributions (assets) at end of year | 2012-03-31 | $1,988 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-03-31 | $560,263 |
Did the plan have assets held for investment | 2012-03-31 | 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 | 2012-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-03-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-03-31 | Disclaimer |
Accountancy firm name | 2012-03-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2012-03-31 | 390859910 |
2011 : HUFCOR UNION TEAM MEMBER PROFIT SHARING PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-03-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-03-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-03-31 | $0 |
Total income from all sources (including contributions) | 2011-03-31 | $1,148,910 |
Total loss/gain on sale of assets | 2011-03-31 | $0 |
Total of all expenses incurred | 2011-03-31 | $483,366 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-03-31 | $463,578 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-03-31 | $338,958 |
Value of total assets at end of year | 2011-03-31 | $6,776,765 |
Value of total assets at beginning of year | 2011-03-31 | $6,111,221 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-03-31 | $19,788 |
Total interest from all sources | 2011-03-31 | $16,593 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-03-31 | $34,019 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-03-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-03-31 | $34,019 |
Administrative expenses professional fees incurred | 2011-03-31 | $7,004 |
Was this plan covered by a fidelity bond | 2011-03-31 | Yes |
Value of fidelity bond cover | 2011-03-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2011-03-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-03-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-03-31 | No |
Contributions received from participants | 2011-03-31 | $238,522 |
Participant contributions at end of year | 2011-03-31 | $429,536 |
Participant contributions at beginning of year | 2011-03-31 | $443,824 |
Participant contributions at beginning of year | 2011-03-31 | $4,750 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-03-31 | $2,875 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-03-31 | $3,352 |
Administrative expenses (other) incurred | 2011-03-31 | $12,784 |
Total non interest bearing cash at end of year | 2011-03-31 | $5,750 |
Total non interest bearing cash at beginning of year | 2011-03-31 | $7,235 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-03-31 | No |
Value of net income/loss | 2011-03-31 | $665,544 |
Value of net assets at end of year (total assets less liabilities) | 2011-03-31 | $6,776,765 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-03-31 | $6,111,221 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-03-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-03-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-03-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-03-31 | $4,281,071 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-03-31 | $3,639,012 |
Interest on participant loans | 2011-03-31 | $16,593 |
Value of interest in common/collective trusts at end of year | 2011-03-31 | $2,057,533 |
Value of interest in common/collective trusts at beginning of year | 2011-03-31 | $2,011,347 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-03-31 | $590,951 |
Net investment gain or loss from common/collective trusts | 2011-03-31 | $168,389 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-03-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-03-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-03-31 | No |
Contributions received in cash from employer | 2011-03-31 | $100,436 |
Employer contributions (assets) at beginning of year | 2011-03-31 | $1,701 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-03-31 | $463,578 |
Did the plan have assets held for investment | 2011-03-31 | 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 | 2011-03-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-03-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-03-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-03-31 | Disclaimer |
Accountancy firm name | 2011-03-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2011-03-31 | 390859910 |
2010 : HUFCOR UNION TEAM MEMBER PROFIT SHARING PLAN 2010 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-03-31 | $0 |