BADGER TRUCK AND AUTOMOTIVE GROUP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan BADGER TRUCK & AUTOMOTIVE GROUP 401(K) PLAN
Measure | Date | Value |
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2022 : BADGER TRUCK & AUTOMOTIVE GROUP 401(K) PLAN 2022 401k financial data |
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Total income from all sources (including contributions) | 2022-12-31 | $-1,276,581 |
Total of all expenses incurred | 2022-12-31 | $686,312 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $639,099 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $624,115 |
Value of total assets at end of year | 2022-12-31 | $8,040,299 |
Value of total assets at beginning of year | 2022-12-31 | $10,003,192 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $47,213 |
Total interest from all sources | 2022-12-31 | $4,386 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $366,839 |
Participant contributions at end of year | 2022-12-31 | $118,378 |
Participant contributions at beginning of year | 2022-12-31 | $70,548 |
Participant contributions at end of year | 2022-12-31 | $22,881 |
Participant contributions at beginning of year | 2022-12-31 | $25,821 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $102,195 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $0 |
Administrative expenses (other) incurred | 2022-12-31 | $20,552 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-1,962,893 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $8,040,299 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $10,003,192 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $26,661 |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $7,115,239 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $9,246,510 |
Interest on participant loans | 2022-12-31 | $4,386 |
Interest earned on other investments | 2022-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $770,282 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $646,575 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-1,905,082 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $155,081 |
Employer contributions (assets) at end of year | 2022-12-31 | $13,519 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $13,738 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $639,099 |
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 | 2022-12-31 | No |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2022-12-31 | 390859910 |
2021 : BADGER TRUCK & AUTOMOTIVE GROUP 401(K) PLAN 2021 401k financial data |
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Total income from all sources (including contributions) | 2021-12-31 | $1,340,741 |
Total of all expenses incurred | 2021-12-31 | $335,903 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $286,296 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $475,661 |
Value of total assets at end of year | 2021-12-31 | $10,003,192 |
Value of total assets at beginning of year | 2021-12-31 | $8,998,354 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $49,607 |
Total interest from all sources | 2021-12-31 | $19,832 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $55,414 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $55,414 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $295,007 |
Participant contributions at end of year | 2021-12-31 | $70,548 |
Participant contributions at beginning of year | 2021-12-31 | $102,224 |
Participant contributions at end of year | 2021-12-31 | $25,821 |
Participant contributions at beginning of year | 2021-12-31 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $86,404 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $31,988 |
Administrative expenses (other) incurred | 2021-12-31 | $39,307 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,004,838 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $10,003,192 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $8,998,354 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $10,300 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $7,549,443 |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $9,246,510 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $0 |
Interest on participant loans | 2021-12-31 | $4,633 |
Interest earned on other investments | 2021-12-31 | $15,199 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $721,992 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $646,575 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $538,291 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $713,478 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $76,356 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $148,666 |
Employer contributions (assets) at end of year | 2021-12-31 | $13,738 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $286,296 |
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 | 2021-12-31 | Yes |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2021-12-31 | 390859910 |
2020 : BADGER TRUCK & AUTOMOTIVE GROUP 401(K) PLAN 2020 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $1,536,950 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $1,414,910 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,353,510 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $2,460 |
Value of total corrective distributions | 2020-12-31 | $4,274 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $412,327 |
Value of total assets at end of year | 2020-12-31 | $8,998,354 |
Value of total assets at beginning of year | 2020-12-31 | $8,876,314 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $54,666 |
Total interest from all sources | 2020-12-31 | $16,867 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $245,981 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $245,981 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $284,186 |
Participant contributions at end of year | 2020-12-31 | $102,224 |
Participant contributions at beginning of year | 2020-12-31 | $101,659 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $86,404 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $79,854 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $6,975 |
Other income not declared elsewhere | 2020-12-31 | $6,550 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $122,040 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $8,998,354 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $8,876,314 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $7,549,443 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $7,340,969 |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $0 |
Interest on participant loans | 2020-12-31 | $6,183 |
Interest earned on other investments | 2020-12-31 | $10,684 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $721,992 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $699,131 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $538,291 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $654,701 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $719,318 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $135,907 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $121,166 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,353,510 |
Contract administrator fees | 2020-12-31 | $54,666 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2020-12-31 | 390859910 |
2019 : BADGER TRUCK & AUTOMOTIVE GROUP 401(K) PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $2,161,708 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $1,201,212 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,133,944 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $403,017 |
Value of total assets at end of year | 2019-12-31 | $8,876,314 |
Value of total assets at beginning of year | 2019-12-31 | $7,915,818 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $67,268 |
Total interest from all sources | 2019-12-31 | $19,130 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $239,609 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $239,609 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $274,687 |
Participant contributions at end of year | 2019-12-31 | $101,659 |
Participant contributions at beginning of year | 2019-12-31 | $133,169 |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $79,854 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $75,459 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $47,302 |
Other income not declared elsewhere | 2019-12-31 | $4,395 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $960,496 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $8,876,314 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $7,915,818 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $9,800 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $7,340,969 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $6,432,801 |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $0 |
Interest on participant loans | 2019-12-31 | $6,686 |
Interest earned on other investments | 2019-12-31 | $12,444 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $699,131 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $632,204 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $654,701 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $642,185 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,334,901 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $160,656 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $81,028 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,133,944 |
Contract administrator fees | 2019-12-31 | $57,468 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2019-12-31 | 390859910 |
2018 : BADGER TRUCK & AUTOMOTIVE GROUP 401(K) PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $-59,436 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,253,690 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,165,421 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $33,489 |
Value of total corrective distributions | 2018-12-31 | $11,379 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $438,619 |
Value of total assets at end of year | 2018-12-31 | $7,915,818 |
Value of total assets at beginning of year | 2018-12-31 | $9,228,944 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $43,401 |
Total interest from all sources | 2018-12-31 | $18,879 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $260,996 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $260,996 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $312,035 |
Participant contributions at end of year | 2018-12-31 | $133,169 |
Participant contributions at beginning of year | 2018-12-31 | $150,579 |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $75,459 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $70,904 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $2,525 |
Other income not declared elsewhere | 2018-12-31 | $4,555 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-1,313,126 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $7,915,818 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $9,228,944 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $1,221 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $6,432,801 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $0 |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $8,328,929 |
Interest on participant loans | 2018-12-31 | $7,501 |
Interest earned on other investments | 2018-12-31 | $11,378 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $632,204 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $642,185 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $678,532 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-816,156 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $166,810 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-133,139 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $124,059 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,165,421 |
Contract administrator fees | 2018-12-31 | $42,180 |
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 | 2018-12-31 | Yes |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2018-12-31 | 390859910 |
2017 : BADGER TRUCK & AUTOMOTIVE GROUP 401(K) PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $1,741,591 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $596,882 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $539,173 |
Value of total corrective distributions | 2017-12-31 | $19,159 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $410,539 |
Value of total assets at end of year | 2017-12-31 | $9,228,944 |
Value of total assets at beginning of year | 2017-12-31 | $8,084,235 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $38,550 |
Total interest from all sources | 2017-12-31 | $16,459 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $303,659 |
Participant contributions at end of year | 2017-12-31 | $150,579 |
Participant contributions at beginning of year | 2017-12-31 | $113,256 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $70,904 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $65,632 |
Other income not declared elsewhere | 2017-12-31 | $5,272 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $1,144,709 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $9,228,944 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $8,084,235 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $2,363 |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $8,328,929 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $7,252,862 |
Interest on participant loans | 2017-12-31 | $6,607 |
Interest earned on other investments | 2017-12-31 | $9,852 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $678,532 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $652,485 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $1,309,321 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $106,880 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $539,173 |
Contract administrator fees | 2017-12-31 | $36,187 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2017-12-31 | 390859910 |
2016 : BADGER TRUCK & AUTOMOTIVE GROUP 401(K) PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $1,101,177 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $573,370 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $544,011 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $242 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $439,811 |
Value of total assets at end of year | 2016-12-31 | $8,084,235 |
Value of total assets at beginning of year | 2016-12-31 | $7,556,428 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $29,117 |
Total interest from all sources | 2016-12-31 | $15,650 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $316,834 |
Participant contributions at end of year | 2016-12-31 | $113,256 |
Participant contributions at beginning of year | 2016-12-31 | $80,140 |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $65,632 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $62,524 |
Other income not declared elsewhere | 2016-12-31 | $3,108 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $527,807 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $8,084,235 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $7,556,428 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $2,442 |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $7,252,862 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $6,847,959 |
Interest on participant loans | 2016-12-31 | $5,167 |
Interest earned on other investments | 2016-12-31 | $10,483 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $652,485 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $565,805 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $642,608 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $122,977 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $544,011 |
Contract administrator fees | 2016-12-31 | $26,675 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | SCHENCK, SC |
Accountancy firm EIN | 2016-12-31 | 391173131 |
2015 : BADGER TRUCK & AUTOMOTIVE GROUP 401(K) PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $327,158 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $227,749 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $190,823 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $7,162 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $437,135 |
Value of total assets at end of year | 2015-12-31 | $7,556,428 |
Value of total assets at beginning of year | 2015-12-31 | $7,457,019 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $29,764 |
Total interest from all sources | 2015-12-31 | $12,292 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $327,656 |
Participant contributions at end of year | 2015-12-31 | $80,140 |
Participant contributions at beginning of year | 2015-12-31 | $68,097 |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $62,524 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $59,277 |
Other income not declared elsewhere | 2015-12-31 | $3,247 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $99,409 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $7,556,428 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $7,457,019 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $3,140 |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $6,847,959 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $6,751,956 |
Interest on participant loans | 2015-12-31 | $3,608 |
Interest earned on other investments | 2015-12-31 | $8,684 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $565,805 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $577,689 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-125,516 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $109,479 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $190,823 |
Contract administrator fees | 2015-12-31 | $26,624 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | SCHENCK, SC |
Accountancy firm EIN | 2015-12-31 | 391173131 |
2014 : BADGER TRUCK & AUTOMOTIVE GROUP 401(K) PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $1,014,298 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $853,786 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $796,678 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $20,422 |
Value of total corrective distributions | 2014-12-31 | $11,659 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $482,751 |
Value of total assets at end of year | 2014-12-31 | $7,457,019 |
Value of total assets at beginning of year | 2014-12-31 | $7,296,507 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $25,027 |
Total interest from all sources | 2014-12-31 | $17,057 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | Yes |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $355,805 |
Participant contributions at end of year | 2014-12-31 | $68,097 |
Participant contributions at beginning of year | 2014-12-31 | $81,058 |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $59,277 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $43,958 |
Other income not declared elsewhere | 2014-12-31 | $15,319 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $160,512 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $7,457,019 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $7,296,507 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $6,751,956 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $6,302,733 |
Interest on participant loans | 2014-12-31 | $4,472 |
Interest earned on other investments | 2014-12-31 | $12,585 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-12-31 | $577,689 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $868,758 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $1,920 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $499,171 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $126,946 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $794,758 |
Contract administrator fees | 2014-12-31 | $25,027 |
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 | 2014-12-31 | Yes |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | SCHENCK, SC |
Accountancy firm EIN | 2014-12-31 | 391173131 |
2013 : BADGER TRUCK & AUTOMOTIVE GROUP 401(K) PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $1,620,233 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $528,475 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $513,612 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $2,140 |
Value of total corrective distributions | 2013-12-31 | $5,536 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $285,031 |
Value of total assets at end of year | 2013-12-31 | $7,296,507 |
Value of total assets at beginning of year | 2013-12-31 | $6,204,749 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $7,187 |
Total interest from all sources | 2013-12-31 | $26,094 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $270,869 |
Participant contributions at end of year | 2013-12-31 | $81,058 |
Participant contributions at beginning of year | 2013-12-31 | $116,405 |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $43,958 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $38,925 |
Other income not declared elsewhere | 2013-12-31 | $10,383 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $1,091,758 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $7,296,507 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $6,204,749 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $6,302,733 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $4,571,568 |
Interest on participant loans | 2013-12-31 | $7,790 |
Interest earned on other investments | 2013-12-31 | $18,304 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $868,758 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $1,477,851 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $1,920 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $1,298,725 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $14,162 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $511,692 |
Contract administrator fees | 2013-12-31 | $7,187 |
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 | 2013-12-31 | No |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | SCHENCK, SC |
Accountancy firm EIN | 2013-12-31 | 391173131 |
2012 : BADGER TRUCK & AUTOMOTIVE GROUP 401(K) PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $989,143 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $470,929 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $448,189 |
Value of total corrective distributions | 2012-12-31 | $15,147 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $329,968 |
Value of total assets at end of year | 2012-12-31 | $6,204,749 |
Value of total assets at beginning of year | 2012-12-31 | $5,686,535 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $7,593 |
Total interest from all sources | 2012-12-31 | $35,178 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $280,371 |
Participant contributions at end of year | 2012-12-31 | $116,405 |
Participant contributions at beginning of year | 2012-12-31 | $147,055 |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $38,925 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $28,073 |
Other income not declared elsewhere | 2012-12-31 | $17,425 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $518,214 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $6,204,749 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $5,686,535 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $4,571,568 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $4,241,536 |
Interest on participant loans | 2012-12-31 | $10,834 |
Interest earned on other investments | 2012-12-31 | $24,344 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $1,477,851 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $1,269,871 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $2,593 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $606,572 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $49,597 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $445,596 |
Contract administrator fees | 2012-12-31 | $7,593 |
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 | 2012-12-31 | No |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | SCHENCK, SC |
Accountancy firm EIN | 2012-12-31 | 391173131 |
2011 : BADGER TRUCK & AUTOMOTIVE GROUP 401(K) PLAN 2011 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $127,057 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $370,639 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $340,471 |
Value of total corrective distributions | 2011-12-31 | $22,920 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $479,127 |
Value of total assets at end of year | 2011-12-31 | $5,686,535 |
Value of total assets at beginning of year | 2011-12-31 | $5,930,117 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $7,248 |
Total interest from all sources | 2011-12-31 | $-380,380 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $346,642 |
Participant contributions at end of year | 2011-12-31 | $147,055 |
Participant contributions at beginning of year | 2011-12-31 | $143,849 |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $28,073 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $27,737 |
Other income not declared elsewhere | 2011-12-31 | $5,837 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-243,582 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $5,686,535 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $5,930,117 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $4,241,536 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $4,849,838 |
Interest on participant loans | 2011-12-31 | $12,768 |
Interest earned on other investments | 2011-12-31 | $-393,148 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $1,269,871 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $908,693 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $2,462 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $22,473 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $132,485 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $338,009 |
Contract administrator fees | 2011-12-31 | $7,248 |
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 | 2011-12-31 | No |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | SCHENCK, SC |
Accountancy firm EIN | 2011-12-31 | 391173131 |
2010 : BADGER TRUCK & AUTOMOTIVE GROUP 401(K) PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $1,022,911 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $872,316 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $825,367 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $19,722 |
Value of total corrective distributions | 2010-12-31 | $19,832 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $471,909 |
Value of total assets at end of year | 2010-12-31 | $5,930,117 |
Value of total assets at beginning of year | 2010-12-31 | $5,779,522 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $7,395 |
Total interest from all sources | 2010-12-31 | $38,495 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $349,441 |
Participant contributions at end of year | 2010-12-31 | $143,849 |
Participant contributions at beginning of year | 2010-12-31 | $171,396 |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $27,737 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $27,401 |
Other income not declared elsewhere | 2010-12-31 | $5,900 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $150,595 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $5,930,117 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $5,779,522 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $4,849,838 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $4,700,669 |
Interest on participant loans | 2010-12-31 | $15,010 |
Interest earned on other investments | 2010-12-31 | $23,485 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $908,693 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $880,056 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $1,681 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $506,607 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $122,468 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $823,686 |
Contract administrator fees | 2010-12-31 | $7,395 |
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 | 2010-12-31 | No |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | WIPFLI LLP |
Accountancy firm EIN | 2010-12-31 | 390758449 |
2009 : BADGER TRUCK & AUTOMOTIVE GROUP 401(K) PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |