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TAX AIRFREIGHT, INC. 401K PROFIT SHARING PLAN 401k Plan overview

Plan NameTAX AIRFREIGHT, INC. 401K PROFIT SHARING PLAN
Plan identification number 001

TAX AIRFREIGHT, INC. 401K PROFIT SHARING PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan not intended to be qualified - A plan not intended to be qualified under Code sections 401, 403, or 408.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Life insurance

401k Sponsoring company profile

TAX AIRFREIGHT, INC. has sponsored the creation of one or more 401k plans.

Company Name:TAX AIRFREIGHT, INC.
Employer identification number (EIN):391289185
NAIC Classification:484110
NAIC Description:General Freight Trucking, Local

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TAX AIRFREIGHT, INC. 401K PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-10-01
0012020-10-01
0012019-10-01
0012018-10-01
0012018-10-01
0012017-10-01
0012016-10-01GREG GROTH
0012015-10-01
0012014-10-01
0012013-10-01GREGORY GROTH
0012012-10-01GREGORY GROTH
0012011-10-01GREGORY GROTH
0012009-10-01GREGORY GROTH GREGORY GROTH2011-07-11
0012008-10-01

Plan Statistics for TAX AIRFREIGHT, INC. 401K PROFIT SHARING PLAN

401k plan membership statisitcs for TAX AIRFREIGHT, INC. 401K PROFIT SHARING PLAN

Measure Date Value
2021: TAX AIRFREIGHT, INC. 401K PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-10-01363
Total number of active participants reported on line 7a of the Form 55002021-10-01238
Number of retired or separated participants receiving benefits2021-10-010
Number of other retired or separated participants entitled to future benefits2021-10-0189
Total of all active and inactive participants2021-10-01327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-10-011
Total participants2021-10-01328
Number of participants with account balances2021-10-01316
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-10-0158
2020: TAX AIRFREIGHT, INC. 401K PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-10-01438
Total number of active participants reported on line 7a of the Form 55002020-10-01257
Number of retired or separated participants receiving benefits2020-10-010
Number of other retired or separated participants entitled to future benefits2020-10-0182
Total of all active and inactive participants2020-10-01339
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-10-010
Total participants2020-10-01339
Number of participants with account balances2020-10-01325
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-10-0138
2019: TAX AIRFREIGHT, INC. 401K PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-10-01471
Total number of active participants reported on line 7a of the Form 55002019-10-01242
Number of retired or separated participants receiving benefits2019-10-010
Number of other retired or separated participants entitled to future benefits2019-10-01198
Total of all active and inactive participants2019-10-01440
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-10-010
Total participants2019-10-01440
Number of participants with account balances2019-10-01430
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-10-0176
2018: TAX AIRFREIGHT, INC. 401K PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-10-01473
Total number of active participants reported on line 7a of the Form 55002018-10-01293
Number of retired or separated participants receiving benefits2018-10-010
Number of other retired or separated participants entitled to future benefits2018-10-01154
Total of all active and inactive participants2018-10-01447
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-10-010
Total participants2018-10-01447
Number of participants with account balances2018-10-01435
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-10-01116
2017: TAX AIRFREIGHT, INC. 401K PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-10-01564
Total number of active participants reported on line 7a of the Form 55002017-10-01380
Number of retired or separated participants receiving benefits2017-10-010
Number of other retired or separated participants entitled to future benefits2017-10-0159
Total of all active and inactive participants2017-10-01439
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-10-010
Total participants2017-10-01439
Number of participants with account balances2017-10-01421
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-10-0176
2016: TAX AIRFREIGHT, INC. 401K PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-10-01565
Total number of active participants reported on line 7a of the Form 55002016-10-01383
Number of retired or separated participants receiving benefits2016-10-010
Number of other retired or separated participants entitled to future benefits2016-10-01161
Total of all active and inactive participants2016-10-01544
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-10-010
Total participants2016-10-01544
Number of participants with account balances2016-10-01521
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-10-0190
2015: TAX AIRFREIGHT, INC. 401K PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-10-01631
Total number of active participants reported on line 7a of the Form 55002015-10-01428
Number of retired or separated participants receiving benefits2015-10-0123
Number of other retired or separated participants entitled to future benefits2015-10-01113
Total of all active and inactive participants2015-10-01564
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-10-010
Total participants2015-10-01564
Number of participants with account balances2015-10-01536
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-10-0156
2014: TAX AIRFREIGHT, INC. 401K PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-10-01548
Total number of active participants reported on line 7a of the Form 55002014-10-01450
Number of retired or separated participants receiving benefits2014-10-017
Number of other retired or separated participants entitled to future benefits2014-10-01157
Total of all active and inactive participants2014-10-01614
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-10-010
Total participants2014-10-01614
Number of participants with account balances2014-10-01565
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-10-0141
2013: TAX AIRFREIGHT, INC. 401K PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-10-01414
Total number of active participants reported on line 7a of the Form 55002013-10-01433
Number of retired or separated participants receiving benefits2013-10-014
Number of other retired or separated participants entitled to future benefits2013-10-0181
Total of all active and inactive participants2013-10-01518
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-10-010
Total participants2013-10-01518
Number of participants with account balances2013-10-01475
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-10-0154
2012: TAX AIRFREIGHT, INC. 401K PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-10-01404
Total number of active participants reported on line 7a of the Form 55002012-10-01383
Number of retired or separated participants receiving benefits2012-10-010
Number of other retired or separated participants entitled to future benefits2012-10-0131
Total of all active and inactive participants2012-10-01414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-10-010
Total participants2012-10-01414
Number of participants with account balances2012-10-01228
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-10-018
2011: TAX AIRFREIGHT, INC. 401K PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-10-01395
Total number of active participants reported on line 7a of the Form 55002011-10-01372
Number of retired or separated participants receiving benefits2011-10-010
Number of other retired or separated participants entitled to future benefits2011-10-0140
Total of all active and inactive participants2011-10-01412
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-10-010
Total participants2011-10-01412
Number of participants with account balances2011-10-01244
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-10-0113
2009: TAX AIRFREIGHT, INC. 401K PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-10-01516
Total number of active participants reported on line 7a of the Form 55002009-10-01375
Number of retired or separated participants receiving benefits2009-10-012
Number of other retired or separated participants entitled to future benefits2009-10-0137
Total of all active and inactive participants2009-10-01414
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-10-010
Total participants2009-10-01414
Number of participants with account balances2009-10-01259
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-10-0113

Financial Data on TAX AIRFREIGHT, INC. 401K PROFIT SHARING PLAN

Measure Date Value
2022 : TAX AIRFREIGHT, INC. 401K PROFIT SHARING PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-09-30$0
Total income from all sources (including contributions)2022-09-30$-616,513
Total loss/gain on sale of assets2022-09-30$0
Total of all expenses incurred2022-09-30$1,905,458
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-09-30$1,848,219
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-09-30$923,791
Value of total assets at end of year2022-09-30$9,227,823
Value of total assets at beginning of year2022-09-30$11,749,794
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-09-30$57,239
Total interest from all sources2022-09-30$47,095
Total dividends received (eg from common stock, registered investment company shares)2022-09-30$179,332
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-09-30$179,332
Was this plan covered by a fidelity bond2022-09-30Yes
Value of fidelity bond cover2022-09-30$500,000
If this is an individual account plan, was there a blackout period2022-09-30No
Were there any nonexempt tranactions with any party-in-interest2022-09-30No
Contributions received from participants2022-09-30$706,911
Participant contributions at end of year2022-09-30$80,064
Participant contributions at beginning of year2022-09-30$46,401
Income. Received or receivable in cash from other sources (including rollovers)2022-09-30$75,698
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Value of net income/loss2022-09-30$-2,521,971
Value of net assets at end of year (total assets less liabilities)2022-09-30$9,227,823
Value of net assets at beginning of year (total assets less liabilities)2022-09-30$11,749,794
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-09-30No
Were any leases to which the plan was party in default or uncollectible2022-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-09-30$5,791,703
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-09-30$7,472,505
Value of interest in pooled separate accounts at end of year2022-09-30$880,804
Value of interest in pooled separate accounts at beginning of year2022-09-30$1,140,199
Interest on participant loans2022-09-30$2,773
Interest earned on other investments2022-09-30$44,322
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-09-30$2,475,252
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-09-30$3,090,689
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-09-30$-1,481,639
Net investment gain/loss from pooled separate accounts2022-09-30$-285,092
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-09-30No
Was there a failure to transmit to the plan any participant contributions2022-09-30No
Has the plan failed to provide any benefit when due under the plan2022-09-30No
Contributions received in cash from employer2022-09-30$141,182
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-09-30$1,848,219
Contract administrator fees2022-09-30$57,239
Did the plan have assets held for investment2022-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-09-30No
Opinion of an independent qualified public accountant for this plan2022-09-30Unqualified
Accountancy firm name2022-09-30CLIFTON LARSON ALLEN, LLC
Accountancy firm EIN2022-09-30410746749
2021 : TAX AIRFREIGHT, INC. 401K PROFIT SHARING PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-09-30$0
Total income from all sources (including contributions)2021-09-30$2,726,701
Total loss/gain on sale of assets2021-09-30$0
Total of all expenses incurred2021-09-30$1,998,173
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-09-30$1,956,794
Expenses. Certain deemed distributions of participant loans2021-09-30$5,172
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-09-30$790,014
Value of total assets at end of year2021-09-30$11,749,794
Value of total assets at beginning of year2021-09-30$11,021,266
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-09-30$36,207
Total interest from all sources2021-09-30$24,461
Total dividends received (eg from common stock, registered investment company shares)2021-09-30$68,748
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-09-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-09-30$68,748
Was this plan covered by a fidelity bond2021-09-30Yes
Value of fidelity bond cover2021-09-30$500,000
If this is an individual account plan, was there a blackout period2021-09-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-09-30$0
Were there any nonexempt tranactions with any party-in-interest2021-09-30No
Contributions received from participants2021-09-30$664,832
Participant contributions at end of year2021-09-30$46,401
Participant contributions at beginning of year2021-09-30$38,316
Income. Received or receivable in cash from other sources (including rollovers)2021-09-30$62,553
Other income not declared elsewhere2021-09-30$1,685
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Value of net income/loss2021-09-30$728,528
Value of net assets at end of year (total assets less liabilities)2021-09-30$11,749,794
Value of net assets at beginning of year (total assets less liabilities)2021-09-30$11,021,266
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-09-30No
Were any leases to which the plan was party in default or uncollectible2021-09-30No
Investment advisory and management fees2021-09-30$800
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-09-30$7,472,505
Value of interest in pooled separate accounts at end of year2021-09-30$1,140,199
Value of interest in pooled separate accounts at beginning of year2021-09-30$10,970,178
Interest on participant loans2021-09-30$2,389
Interest earned on other investments2021-09-30$22,072
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-09-30$3,090,689
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-09-30$12,636
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-09-30$79,602
Net investment gain/loss from pooled separate accounts2021-09-30$1,762,191
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-09-30No
Was there a failure to transmit to the plan any participant contributions2021-09-30Yes
Has the plan failed to provide any benefit when due under the plan2021-09-30No
Contributions received in cash from employer2021-09-30$62,629
Employer contributions (assets) at beginning of year2021-09-30$136
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-09-30$1,956,794
Contract administrator fees2021-09-30$35,407
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-09-30Yes
Did the plan have assets held for investment2021-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-09-30No
Opinion of an independent qualified public accountant for this plan2021-09-30Disclaimer
Accountancy firm name2021-09-30CLIFTON LARSON ALLEN, LLC
Accountancy firm EIN2021-09-30410746749
2020 : TAX AIRFREIGHT, INC. 401K PROFIT SHARING PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-09-30$0
Total income from all sources (including contributions)2020-09-30$1,957,066
Total loss/gain on sale of assets2020-09-30$0
Total of all expenses incurred2020-09-30$3,316,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-09-30$3,294,298
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-09-30$750,221
Value of total assets at end of year2020-09-30$11,021,266
Value of total assets at beginning of year2020-09-30$12,380,259
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-09-30$21,761
Total interest from all sources2020-09-30$13,345
Total dividends received (eg from common stock, registered investment company shares)2020-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-09-30No
Was this plan covered by a fidelity bond2020-09-30Yes
Value of fidelity bond cover2020-09-30$500,000
If this is an individual account plan, was there a blackout period2020-09-30No
Were there any nonexempt tranactions with any party-in-interest2020-09-30No
Contributions received from participants2020-09-30$680,306
Participant contributions at end of year2020-09-30$38,316
Participant contributions at beginning of year2020-09-30$58,254
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Value of net income/loss2020-09-30$-1,358,993
Value of net assets at end of year (total assets less liabilities)2020-09-30$11,021,266
Value of net assets at beginning of year (total assets less liabilities)2020-09-30$12,380,259
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-09-30No
Were any leases to which the plan was party in default or uncollectible2020-09-30No
Value of interest in pooled separate accounts at end of year2020-09-30$10,970,178
Value of interest in pooled separate accounts at beginning of year2020-09-30$12,314,827
Interest on participant loans2020-09-30$3,027
Interest earned on other investments2020-09-30$10,318
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-09-30$12,636
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-09-30$7,042
Net investment gain/loss from pooled separate accounts2020-09-30$1,193,500
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-09-30No
Was there a failure to transmit to the plan any participant contributions2020-09-30Yes
Has the plan failed to provide any benefit when due under the plan2020-09-30No
Contributions received in cash from employer2020-09-30$69,915
Employer contributions (assets) at end of year2020-09-30$136
Employer contributions (assets) at beginning of year2020-09-30$136
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-09-30$3,294,298
Contract administrator fees2020-09-30$21,761
Did the plan have assets held for investment2020-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-09-30Yes
Opinion of an independent qualified public accountant for this plan2020-09-30Disclaimer
Accountancy firm name2020-09-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-09-30410746749
2019 : TAX AIRFREIGHT, INC. 401K PROFIT SHARING PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-09-30$0
Total income from all sources (including contributions)2019-09-30$1,239,455
Total loss/gain on sale of assets2019-09-30$0
Total of all expenses incurred2019-09-30$2,881,485
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-09-30$2,864,242
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-09-30$985,757
Value of total assets at end of year2019-09-30$12,380,259
Value of total assets at beginning of year2019-09-30$14,022,289
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-09-30$17,243
Total interest from all sources2019-09-30$15,141
Total dividends received (eg from common stock, registered investment company shares)2019-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-09-30No
Was this plan covered by a fidelity bond2019-09-30Yes
Value of fidelity bond cover2019-09-30$500,000
If this is an individual account plan, was there a blackout period2019-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-09-30$0
Were there any nonexempt tranactions with any party-in-interest2019-09-30No
Contributions received from participants2019-09-30$788,894
Participant contributions at end of year2019-09-30$58,254
Participant contributions at beginning of year2019-09-30$63,587
Income. Received or receivable in cash from other sources (including rollovers)2019-09-30$26,205
Other income not declared elsewhere2019-09-30$3,163
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Value of net income/loss2019-09-30$-1,642,030
Value of net assets at end of year (total assets less liabilities)2019-09-30$12,380,259
Value of net assets at beginning of year (total assets less liabilities)2019-09-30$14,022,289
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-09-30No
Were any leases to which the plan was party in default or uncollectible2019-09-30No
Value of interest in pooled separate accounts at end of year2019-09-30$12,314,827
Value of interest in pooled separate accounts at beginning of year2019-09-30$13,947,516
Interest on participant loans2019-09-30$3,847
Interest earned on other investments2019-09-30$11,294
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-09-30$7,042
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-09-30$10,463
Net investment gain/loss from pooled separate accounts2019-09-30$235,394
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-09-30No
Was there a failure to transmit to the plan any participant contributions2019-09-30No
Has the plan failed to provide any benefit when due under the plan2019-09-30No
Contributions received in cash from employer2019-09-30$170,658
Employer contributions (assets) at end of year2019-09-30$136
Employer contributions (assets) at beginning of year2019-09-30$723
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-09-30$2,864,242
Contract administrator fees2019-09-30$17,243
Did the plan have assets held for investment2019-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-09-30Yes
Opinion of an independent qualified public accountant for this plan2019-09-30Disclaimer
Accountancy firm name2019-09-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-09-30410746749
2018 : TAX AIRFREIGHT, INC. 401K PROFIT SHARING PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-09-30$0
Total income from all sources (including contributions)2018-09-30$2,232,536
Total loss/gain on sale of assets2018-09-30$0
Total of all expenses incurred2018-09-30$2,124,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-09-30$2,110,078
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-09-30$1,002,634
Value of total assets at end of year2018-09-30$14,022,289
Value of total assets at beginning of year2018-09-30$13,914,080
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-09-30$14,249
Total interest from all sources2018-09-30$17,307
Total dividends received (eg from common stock, registered investment company shares)2018-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-09-30No
Was this plan covered by a fidelity bond2018-09-30Yes
Value of fidelity bond cover2018-09-30$1,000,000
If this is an individual account plan, was there a blackout period2018-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-09-30$0
Were there any nonexempt tranactions with any party-in-interest2018-09-30No
Contributions received from participants2018-09-30$832,998
Participant contributions at end of year2018-09-30$63,587
Participant contributions at beginning of year2018-09-30$92,337
Participant contributions at end of year2018-09-30$0
Participant contributions at beginning of year2018-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2018-09-30$549
Other income not declared elsewhere2018-09-30$1,142
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Value of net income/loss2018-09-30$108,209
Value of net assets at end of year (total assets less liabilities)2018-09-30$14,022,289
Value of net assets at beginning of year (total assets less liabilities)2018-09-30$13,914,080
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-09-30No
Were any leases to which the plan was party in default or uncollectible2018-09-30No
Value of interest in pooled separate accounts at end of year2018-09-30$13,947,516
Value of interest in pooled separate accounts at beginning of year2018-09-30$13,819,700
Interest on participant loans2018-09-30$4,742
Interest earned on other investments2018-09-30$12,565
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-09-30$10,463
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-09-30$2,036
Net investment gain/loss from pooled separate accounts2018-09-30$1,211,453
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-09-30No
Was there a failure to transmit to the plan any participant contributions2018-09-30No
Has the plan failed to provide any benefit when due under the plan2018-09-30No
Contributions received in cash from employer2018-09-30$169,087
Employer contributions (assets) at end of year2018-09-30$723
Employer contributions (assets) at beginning of year2018-09-30$7
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-09-30$2,110,078
Contract administrator fees2018-09-30$14,249
Did the plan have assets held for investment2018-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-09-30Yes
Opinion of an independent qualified public accountant for this plan2018-09-30Disclaimer
Accountancy firm name2018-09-30CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-09-30410746749
2017 : TAX AIRFREIGHT, INC. 401K PROFIT SHARING PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-09-30$0
Total income from all sources (including contributions)2017-09-30$2,851,136
Total loss/gain on sale of assets2017-09-30$0
Total of all expenses incurred2017-09-30$1,679,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-09-30$1,658,966
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-09-30$1,118,531
Value of total assets at end of year2017-09-30$13,914,080
Value of total assets at beginning of year2017-09-30$12,742,199
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-09-30$20,289
Total interest from all sources2017-09-30$16,196
Total dividends received (eg from common stock, registered investment company shares)2017-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-09-30No
Was this plan covered by a fidelity bond2017-09-30Yes
Value of fidelity bond cover2017-09-30$1,000,000
If this is an individual account plan, was there a blackout period2017-09-30No
Were there any nonexempt tranactions with any party-in-interest2017-09-30No
Contributions received from participants2017-09-30$839,669
Participant contributions at end of year2017-09-30$92,337
Participant contributions at beginning of year2017-09-30$61,492
Participant contributions at end of year2017-09-30$0
Participant contributions at beginning of year2017-09-30$232
Income. Received or receivable in cash from other sources (including rollovers)2017-09-30$83,831
Other income not declared elsewhere2017-09-30$1,178
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Value of net income/loss2017-09-30$1,171,881
Value of net assets at end of year (total assets less liabilities)2017-09-30$13,914,080
Value of net assets at beginning of year (total assets less liabilities)2017-09-30$12,742,199
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-09-30No
Were any leases to which the plan was party in default or uncollectible2017-09-30No
Value of interest in pooled separate accounts at end of year2017-09-30$13,819,700
Value of interest in pooled separate accounts at beginning of year2017-09-30$12,677,414
Interest on participant loans2017-09-30$4,503
Interest earned on other investments2017-09-30$11,693
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-09-30$2,036
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-09-30$1,974
Net investment gain/loss from pooled separate accounts2017-09-30$1,715,231
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-09-30No
Was there a failure to transmit to the plan any participant contributions2017-09-30No
Has the plan failed to provide any benefit when due under the plan2017-09-30No
Contributions received in cash from employer2017-09-30$195,031
Employer contributions (assets) at end of year2017-09-30$7
Employer contributions (assets) at beginning of year2017-09-30$1,087
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-09-30$1,658,966
Contract administrator fees2017-09-30$20,289
Did the plan have assets held for investment2017-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-09-30Yes
Opinion of an independent qualified public accountant for this plan2017-09-30Disclaimer
Accountancy firm name2017-09-30WINTER, KLOMAN, MOTER & REPP, S.C.
Accountancy firm EIN2017-09-30391275499
2016 : TAX AIRFREIGHT, INC. 401K PROFIT SHARING PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-30$0
Total income from all sources (including contributions)2016-09-30$2,405,316
Total loss/gain on sale of assets2016-09-30$0
Total of all expenses incurred2016-09-30$2,347,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-30$2,313,004
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-30$1,116,898
Value of total assets at end of year2016-09-30$12,742,199
Value of total assets at beginning of year2016-09-30$12,683,888
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-30$34,001
Total interest from all sources2016-09-30$3,813
Total dividends received (eg from common stock, registered investment company shares)2016-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-30No
Was this plan covered by a fidelity bond2016-09-30Yes
Value of fidelity bond cover2016-09-30$1,000,000
If this is an individual account plan, was there a blackout period2016-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-09-30$0
Were there any nonexempt tranactions with any party-in-interest2016-09-30No
Contributions received from participants2016-09-30$825,258
Participant contributions at end of year2016-09-30$61,492
Participant contributions at beginning of year2016-09-30$72,637
Participant contributions at end of year2016-09-30$232
Participant contributions at beginning of year2016-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2016-09-30$113,329
Other income not declared elsewhere2016-09-30$787
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Value of net income/loss2016-09-30$58,311
Value of net assets at end of year (total assets less liabilities)2016-09-30$12,742,199
Value of net assets at beginning of year (total assets less liabilities)2016-09-30$12,683,888
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-30No
Were any leases to which the plan was party in default or uncollectible2016-09-30No
Value of interest in pooled separate accounts at end of year2016-09-30$12,677,414
Value of interest in pooled separate accounts at beginning of year2016-09-30$12,595,974
Interest on participant loans2016-09-30$3,813
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-09-30$1,974
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-09-30$12,029
Net investment gain/loss from pooled separate accounts2016-09-30$1,283,818
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-30No
Was there a failure to transmit to the plan any participant contributions2016-09-30No
Has the plan failed to provide any benefit when due under the plan2016-09-30No
Contributions received in cash from employer2016-09-30$178,311
Employer contributions (assets) at end of year2016-09-30$1,087
Employer contributions (assets) at beginning of year2016-09-30$3,248
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-30$2,313,004
Contract administrator fees2016-09-30$34,001
Did the plan have assets held for investment2016-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-30Yes
Opinion of an independent qualified public accountant for this plan2016-09-30Disclaimer
Accountancy firm name2016-09-30WINTER, KLOMAN, MOTER & REPP, S.C.
Accountancy firm EIN2016-09-30391275499
2015 : TAX AIRFREIGHT, INC. 401K PROFIT SHARING PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-09-30$0
Total income from all sources (including contributions)2015-09-30$973,848
Total loss/gain on sale of assets2015-09-30$0
Total of all expenses incurred2015-09-30$1,861,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-09-30$1,855,708
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-09-30$1,154,251
Value of total assets at end of year2015-09-30$12,683,888
Value of total assets at beginning of year2015-09-30$13,571,321
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-09-30$5,573
Total interest from all sources2015-09-30$15,972
Total dividends received (eg from common stock, registered investment company shares)2015-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-09-30No
Was this plan covered by a fidelity bond2015-09-30Yes
Value of fidelity bond cover2015-09-30$1,000,000
If this is an individual account plan, was there a blackout period2015-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-09-30$0
Were there any nonexempt tranactions with any party-in-interest2015-09-30No
Contributions received from participants2015-09-30$890,682
Participant contributions at end of year2015-09-30$72,637
Participant contributions at beginning of year2015-09-30$72,425
Participant contributions at end of year2015-09-30$0
Participant contributions at beginning of year2015-09-30$34
Income. Received or receivable in cash from other sources (including rollovers)2015-09-30$83,581
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Value of net income/loss2015-09-30$-887,433
Value of net assets at end of year (total assets less liabilities)2015-09-30$12,683,888
Value of net assets at beginning of year (total assets less liabilities)2015-09-30$13,571,321
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-09-30No
Were any leases to which the plan was party in default or uncollectible2015-09-30No
Value of interest in pooled separate accounts at end of year2015-09-30$12,595,974
Value of interest in pooled separate accounts at beginning of year2015-09-30$13,496,211
Interest on participant loans2015-09-30$3,943
Interest earned on other investments2015-09-30$12,029
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-09-30$12,029
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-09-30$0
Net investment gain/loss from pooled separate accounts2015-09-30$-196,375
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-09-30No
Was there a failure to transmit to the plan any participant contributions2015-09-30Yes
Has the plan failed to provide any benefit when due under the plan2015-09-30No
Contributions received in cash from employer2015-09-30$179,988
Employer contributions (assets) at end of year2015-09-30$3,248
Employer contributions (assets) at beginning of year2015-09-30$2,651
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-09-30$1,855,708
Contract administrator fees2015-09-30$5,573
Did the plan have assets held for investment2015-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-09-30Yes
Opinion of an independent qualified public accountant for this plan2015-09-30Disclaimer
Accountancy firm name2015-09-30WINTER, KLOMAN, MOTER & REPP, S.C.
Accountancy firm EIN2015-09-30391275499
2014 : TAX AIRFREIGHT, INC. 401K PROFIT SHARING PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-09-30$0
Total income from all sources (including contributions)2014-09-30$2,102,044
Total loss/gain on sale of assets2014-09-30$0
Total of all expenses incurred2014-09-30$901,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-09-30$884,107
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-09-30$1,012,502
Value of total assets at end of year2014-09-30$13,571,321
Value of total assets at beginning of year2014-09-30$12,370,653
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-09-30$17,269
Total interest from all sources2014-09-30$4,484
Total dividends received (eg from common stock, registered investment company shares)2014-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-09-30No
Was this plan covered by a fidelity bond2014-09-30Yes
Value of fidelity bond cover2014-09-30$1,000,000
If this is an individual account plan, was there a blackout period2014-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-09-30$0
Were there any nonexempt tranactions with any party-in-interest2014-09-30No
Contributions received from participants2014-09-30$815,783
Participant contributions at end of year2014-09-30$72,425
Participant contributions at beginning of year2014-09-30$81,814
Participant contributions at end of year2014-09-30$34
Participant contributions at beginning of year2014-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2014-09-30$22,163
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Value of net income/loss2014-09-30$1,200,668
Value of net assets at end of year (total assets less liabilities)2014-09-30$13,571,321
Value of net assets at beginning of year (total assets less liabilities)2014-09-30$12,370,653
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-09-30No
Were any leases to which the plan was party in default or uncollectible2014-09-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-09-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-09-30$11,202,944
Value of interest in pooled separate accounts at end of year2014-09-30$13,496,211
Value of interest in pooled separate accounts at beginning of year2014-09-30$0
Interest on participant loans2014-09-30$4,484
Value of interest in common/collective trusts at end of year2014-09-30$0
Value of interest in common/collective trusts at beginning of year2014-09-30$1,085,080
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-09-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-09-30$815
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-09-30$815
Net investment gain/loss from pooled separate accounts2014-09-30$1,085,058
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-09-30No
Was there a failure to transmit to the plan any participant contributions2014-09-30Yes
Has the plan failed to provide any benefit when due under the plan2014-09-30No
Contributions received in cash from employer2014-09-30$174,556
Employer contributions (assets) at end of year2014-09-30$2,651
Employer contributions (assets) at beginning of year2014-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-09-30$884,107
Contract administrator fees2014-09-30$17,269
Did the plan have assets held for investment2014-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-09-30Yes
Opinion of an independent qualified public accountant for this plan2014-09-30Disclaimer
Accountancy firm name2014-09-30WINTER, KLOMAN, MOTER & REPP, S.C.
Accountancy firm EIN2014-09-30391275499
2013 : TAX AIRFREIGHT, INC. 401K PROFIT SHARING PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-09-30$0
Total income from all sources (including contributions)2013-09-30$2,240,980
Total loss/gain on sale of assets2013-09-30$0
Total of all expenses incurred2013-09-30$1,656,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-09-30$1,607,223
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-09-30$759,736
Value of total assets at end of year2013-09-30$12,370,653
Value of total assets at beginning of year2013-09-30$11,786,540
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-09-30$49,644
Total interest from all sources2013-09-30$4,669
Total dividends received (eg from common stock, registered investment company shares)2013-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-09-30No
Was this plan covered by a fidelity bond2013-09-30Yes
Value of fidelity bond cover2013-09-30$1,000,000
If this is an individual account plan, was there a blackout period2013-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-09-30$0
Were there any nonexempt tranactions with any party-in-interest2013-09-30No
Contributions received from participants2013-09-30$559,891
Participant contributions at end of year2013-09-30$81,814
Participant contributions at beginning of year2013-09-30$76,955
Participant contributions at end of year2013-09-30$0
Participant contributions at beginning of year2013-09-30$0
Income. Received or receivable in cash from other sources (including rollovers)2013-09-30$105,522
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Value of net income/loss2013-09-30$584,113
Value of net assets at end of year (total assets less liabilities)2013-09-30$12,370,653
Value of net assets at beginning of year (total assets less liabilities)2013-09-30$11,786,540
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-09-30No
Were any leases to which the plan was party in default or uncollectible2013-09-30No
Investment advisory and management fees2013-09-30$43,339
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-09-30$11,202,944
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-09-30$10,282,001
Interest on participant loans2013-09-30$4,689
Value of interest in common/collective trusts at end of year2013-09-30$1,085,080
Value of interest in common/collective trusts at beginning of year2013-09-30$1,425,968
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-09-30$815
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-09-30$1,616
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-09-30$1,616
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-09-30$-20
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-09-30$1,475,018
Net investment gain or loss from common/collective trusts2013-09-30$1,557
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-09-30No
Was there a failure to transmit to the plan any participant contributions2013-09-30No
Has the plan failed to provide any benefit when due under the plan2013-09-30No
Assets. Invements in employer securities at end of year2013-09-30$0
Assets. Invements in employer securities at beginning of year2013-09-30$0
Contributions received in cash from employer2013-09-30$94,323
Employer contributions (assets) at end of year2013-09-30$0
Employer contributions (assets) at beginning of year2013-09-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-09-30$1,607,223
Contract administrator fees2013-09-30$6,305
Did the plan have assets held for investment2013-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-09-30Yes
Opinion of an independent qualified public accountant for this plan2013-09-30Disclaimer
Accountancy firm name2013-09-30WINTER, KLOMAN, MOTER & REPP, S.C.
Accountancy firm EIN2013-09-30391275499
2012 : TAX AIRFREIGHT, INC. 401K PROFIT SHARING PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-09-30$0
Total income from all sources (including contributions)2012-09-30$2,425,034
Total loss/gain on sale of assets2012-09-30$0
Total of all expenses incurred2012-09-30$848,132
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-09-30$687,048
Value of total corrective distributions2012-09-30$10,656
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-09-30$642,889
Value of total assets at end of year2012-09-30$11,786,540
Value of total assets at beginning of year2012-09-30$10,209,638
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-09-30$150,428
Total interest from all sources2012-09-30$5,226
Total dividends received (eg from common stock, registered investment company shares)2012-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-09-30No
Was this plan covered by a fidelity bond2012-09-30Yes
Value of fidelity bond cover2012-09-30$1,000,000
If this is an individual account plan, was there a blackout period2012-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-09-30$0
Were there any nonexempt tranactions with any party-in-interest2012-09-30No
Contributions received from participants2012-09-30$547,405
Participant contributions at end of year2012-09-30$76,955
Participant contributions at beginning of year2012-09-30$92,166
Participant contributions at end of year2012-09-30$0
Participant contributions at beginning of year2012-09-30$3,185
Income. Received or receivable in cash from other sources (including rollovers)2012-09-30$1,960
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Value of net income/loss2012-09-30$1,576,902
Value of net assets at end of year (total assets less liabilities)2012-09-30$11,786,540
Value of net assets at beginning of year (total assets less liabilities)2012-09-30$10,209,638
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-09-30No
Were any leases to which the plan was party in default or uncollectible2012-09-30No
Investment advisory and management fees2012-09-30$145,792
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-09-30$10,282,001
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-09-30$8,730,630
Interest on participant loans2012-09-30$5,229
Value of interest in common/collective trusts at end of year2012-09-30$1,425,968
Value of interest in common/collective trusts at beginning of year2012-09-30$1,380,892
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-09-30$1,616
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-09-30$2,078
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-09-30$2,078
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-09-30$-3
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-09-30$1,767,562
Net investment gain or loss from common/collective trusts2012-09-30$9,357
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-09-30No
Was there a failure to transmit to the plan any participant contributions2012-09-30No
Has the plan failed to provide any benefit when due under the plan2012-09-30No
Contributions received in cash from employer2012-09-30$93,524
Employer contributions (assets) at end of year2012-09-30$0
Employer contributions (assets) at beginning of year2012-09-30$687
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-09-30$687,048
Contract administrator fees2012-09-30$4,636
Did the plan have assets held for investment2012-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-09-30Yes
Opinion of an independent qualified public accountant for this plan2012-09-30Disclaimer
Accountancy firm name2012-09-30WINTER, KLOMAN, MOTER & REPP SC
Accountancy firm EIN2012-09-30391275499
2011 : TAX AIRFREIGHT, INC. 401K PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-09-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-09-30$0
Total income from all sources (including contributions)2011-09-30$807,260
Total loss/gain on sale of assets2011-09-30$0
Total of all expenses incurred2011-09-30$1,601,913
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-09-30$1,461,522
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-09-30$748,382
Value of total assets at end of year2011-09-30$10,209,638
Value of total assets at beginning of year2011-09-30$11,004,291
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-09-30$140,391
Total interest from all sources2011-09-30$9,363
Total dividends received (eg from common stock, registered investment company shares)2011-09-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-09-30No
Administrative expenses professional fees incurred2011-09-30$109,576
Was this plan covered by a fidelity bond2011-09-30Yes
Value of fidelity bond cover2011-09-30$1,000,000
If this is an individual account plan, was there a blackout period2011-09-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-09-30$0
Were there any nonexempt tranactions with any party-in-interest2011-09-30No
Contributions received from participants2011-09-30$510,023
Participant contributions at end of year2011-09-30$92,166
Participant contributions at beginning of year2011-09-30$162,905
Participant contributions at end of year2011-09-30$3,185
Income. Received or receivable in cash from other sources (including rollovers)2011-09-30$190,941
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-09-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Value of net income/loss2011-09-30$-794,653
Value of net assets at end of year (total assets less liabilities)2011-09-30$10,209,638
Value of net assets at beginning of year (total assets less liabilities)2011-09-30$11,004,291
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-09-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-09-30No
Were any leases to which the plan was party in default or uncollectible2011-09-30No
Investment advisory and management fees2011-09-30$30,815
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-09-30$8,730,630
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-09-30$9,415,091
Interest on participant loans2011-09-30$9,374
Income. Interest from loans (other than to participants)2011-09-30$0
Interest earned on other investments2011-09-30$0
Income. Interest from US Government securities2011-09-30$0
Income. Interest from corporate debt instruments2011-09-30$0
Value of interest in common/collective trusts at end of year2011-09-30$1,380,892
Value of interest in common/collective trusts at beginning of year2011-09-30$1,421,356
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-09-30$2,078
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-09-30$4,939
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-09-30$4,939
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-09-30$-11
Expenses. Payments to insurance carriers foe the provision of benefits2011-09-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-09-30$29,896
Net investment gain or loss from common/collective trusts2011-09-30$19,619
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-09-30No
Was there a failure to transmit to the plan any participant contributions2011-09-30No
Has the plan failed to provide any benefit when due under the plan2011-09-30No
Contributions received in cash from employer2011-09-30$47,418
Employer contributions (assets) at end of year2011-09-30$687
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-09-30$1,461,522
Did the plan have assets held for investment2011-09-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-09-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-09-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-09-30Yes
Opinion of an independent qualified public accountant for this plan2011-09-30Disclaimer
Accountancy firm name2011-09-30WINTER, KLOMAN, MOTER & REPP SC
Accountancy firm EIN2011-09-30391275499
2010 : TAX AIRFREIGHT, INC. 401K PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-09-30$0

Form 5500 Responses for TAX AIRFREIGHT, INC. 401K PROFIT SHARING PLAN

2021: TAX AIRFREIGHT, INC. 401K PROFIT SHARING PLAN 2021 form 5500 responses
2021-10-01Type of plan entitySingle employer plan
2021-10-01This submission is the final filingNo
2021-10-01This return/report is a short plan year return/report (less than 12 months)No
2021-10-01Plan is a collectively bargained planNo
2021-10-01Plan funding arrangement – InsuranceYes
2021-10-01Plan funding arrangement – TrustYes
2021-10-01Plan benefit arrangement – InsuranceYes
2021-10-01Plan benefit arrangement - TrustYes
2020: TAX AIRFREIGHT, INC. 401K PROFIT SHARING PLAN 2020 form 5500 responses
2020-10-01Type of plan entitySingle employer plan
2020-10-01This submission is the final filingNo
2020-10-01This return/report is a short plan year return/report (less than 12 months)No
2020-10-01Plan is a collectively bargained planNo
2020-10-01Plan funding arrangement – InsuranceYes
2020-10-01Plan funding arrangement – TrustYes
2020-10-01Plan benefit arrangement – InsuranceYes
2020-10-01Plan benefit arrangement - TrustYes
2019: TAX AIRFREIGHT, INC. 401K PROFIT SHARING PLAN 2019 form 5500 responses
2019-10-01Type of plan entitySingle employer plan
2019-10-01Submission has been amendedNo
2019-10-01This submission is the final filingNo
2019-10-01This return/report is a short plan year return/report (less than 12 months)No
2019-10-01Plan is a collectively bargained planNo
2019-10-01Plan funding arrangement – InsuranceYes
2019-10-01Plan funding arrangement – TrustYes
2019-10-01Plan benefit arrangement – InsuranceYes
2019-10-01Plan benefit arrangement - TrustYes
2018: TAX AIRFREIGHT, INC. 401K PROFIT SHARING PLAN 2018 form 5500 responses
2018-10-01Type of plan entitySingle employer plan
2018-10-01Submission has been amendedNo
2018-10-01This submission is the final filingNo
2018-10-01This return/report is a short plan year return/report (less than 12 months)No
2018-10-01Plan is a collectively bargained planNo
2018-10-01Plan funding arrangement – InsuranceYes
2018-10-01Plan funding arrangement – TrustYes
2018-10-01Plan benefit arrangement – InsuranceYes
2018-10-01Plan benefit arrangement - TrustYes
2017: TAX AIRFREIGHT, INC. 401K PROFIT SHARING PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Submission has been amendedNo
2017-10-01This submission is the final filingNo
2017-10-01This return/report is a short plan year return/report (less than 12 months)No
2017-10-01Plan is a collectively bargained planNo
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan funding arrangement – TrustYes
2017-10-01Plan benefit arrangement – InsuranceYes
2017-10-01Plan benefit arrangement - TrustYes
2016: TAX AIRFREIGHT, INC. 401K PROFIT SHARING PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Submission has been amendedNo
2016-10-01This submission is the final filingNo
2016-10-01This return/report is a short plan year return/report (less than 12 months)No
2016-10-01Plan is a collectively bargained planNo
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan funding arrangement – TrustYes
2016-10-01Plan benefit arrangement – InsuranceYes
2016-10-01Plan benefit arrangement - TrustYes
2015: TAX AIRFREIGHT, INC. 401K PROFIT SHARING PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedNo
2015-10-01This submission is the final filingNo
2015-10-01This return/report is a short plan year return/report (less than 12 months)No
2015-10-01Plan is a collectively bargained planNo
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan funding arrangement – TrustYes
2015-10-01Plan benefit arrangement – InsuranceYes
2015-10-01Plan benefit arrangement - TrustYes
2014: TAX AIRFREIGHT, INC. 401K PROFIT SHARING PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Submission has been amendedNo
2014-10-01This submission is the final filingNo
2014-10-01This return/report is a short plan year return/report (less than 12 months)No
2014-10-01Plan is a collectively bargained planNo
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan funding arrangement – TrustYes
2014-10-01Plan benefit arrangement – InsuranceYes
2014-10-01Plan benefit arrangement - TrustYes
2013: TAX AIRFREIGHT, INC. 401K PROFIT SHARING PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01Submission has been amendedNo
2013-10-01This submission is the final filingNo
2013-10-01This return/report is a short plan year return/report (less than 12 months)No
2013-10-01Plan is a collectively bargained planNo
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan funding arrangement – TrustYes
2013-10-01Plan benefit arrangement – InsuranceYes
2013-10-01Plan benefit arrangement - TrustYes
2012: TAX AIRFREIGHT, INC. 401K PROFIT SHARING PLAN 2012 form 5500 responses
2012-10-01Type of plan entitySingle employer plan
2012-10-01Submission has been amendedNo
2012-10-01This submission is the final filingNo
2012-10-01This return/report is a short plan year return/report (less than 12 months)No
2012-10-01Plan is a collectively bargained planNo
2012-10-01Plan funding arrangement – TrustYes
2012-10-01Plan benefit arrangement - TrustYes
2011: TAX AIRFREIGHT, INC. 401K PROFIT SHARING PLAN 2011 form 5500 responses
2011-10-01Type of plan entitySingle employer plan
2011-10-01Submission has been amendedNo
2011-10-01This submission is the final filingNo
2011-10-01This return/report is a short plan year return/report (less than 12 months)No
2011-10-01Plan is a collectively bargained planNo
2011-10-01Plan funding arrangement – TrustYes
2011-10-01Plan benefit arrangement - TrustYes
2009: TAX AIRFREIGHT, INC. 401K PROFIT SHARING PLAN 2009 form 5500 responses
2009-10-01Type of plan entitySingle employer plan
2009-10-01Submission has been amendedNo
2009-10-01This submission is the final filingNo
2009-10-01This return/report is a short plan year return/report (less than 12 months)No
2009-10-01Plan is a collectively bargained planNo
2009-10-01Plan funding arrangement – TrustYes
2009-10-01Plan benefit arrangement - TrustYes
2008: TAX AIRFREIGHT, INC. 401K PROFIT SHARING PLAN 2008 form 5500 responses
2008-10-01Type of plan entitySingle employer plan
2008-10-01Submission has been amendedNo
2008-10-01This submission is the final filingNo
2008-10-01This return/report is a short plan year return/report (less than 12 months)No
2008-10-01Plan is a collectively bargained planNo

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number725625
Policy instance 2
Insurance contract or identification number725625
Number of Individuals Covered328
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered328
Insurance policy start date2021-10-01
Insurance policy end date2022-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number804460
Policy instance 3
Insurance contract or identification number804460
Number of Individuals Covered0
Insurance policy start date2020-10-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number725625
Policy instance 2
Insurance contract or identification number725625
Number of Individuals Covered339
Insurance policy start date2021-04-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered339
Insurance policy start date2021-04-01
Insurance policy end date2021-09-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number804460
Policy instance 1
Insurance contract or identification number804460
Number of Individuals Covered450
Insurance policy start date2019-10-01
Insurance policy end date2020-09-30
Total amount of commissions paid to insurance brokerUSD $26,370
Total amount of fees paid to insurance companyUSD $8,016
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,733
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerINVESTMENT ADVISORY
Insurance broker organization code?3
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number804460
Policy instance 1
Insurance contract or identification number804460
Number of Individuals Covered200
Insurance policy start date2018-10-01
Insurance policy end date2019-09-30
Total amount of commissions paid to insurance brokerUSD $29,042
Total amount of fees paid to insurance companyUSD $8,778
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees8778
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATOR
Insurance broker organization code?5
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number804460
Policy instance 1
Insurance contract or identification number804460
Number of Individuals Covered421
Insurance policy start date2017-10-01
Insurance policy end date2018-09-30
Total amount of commissions paid to insurance brokerUSD $31,994
Total amount of fees paid to insurance companyUSD $9,771
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number804460
Policy instance 1
Insurance contract or identification number804460
Number of Individuals Covered500
Insurance policy start date2014-10-01
Insurance policy end date2015-09-30
Total amount of commissions paid to insurance brokerUSD $30,941
Total amount of fees paid to insurance companyUSD $9,455
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,206
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerN/A
Insurance broker organization code?3
Insurance broker nameNATIONAL ADMINISTRATION INC.
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number804460
Policy instance 1
Insurance contract or identification number804460
Number of Individuals Covered500
Insurance policy start date2013-10-01
Insurance policy end date2014-09-30
Total amount of commissions paid to insurance brokerUSD $63,500
Total amount of fees paid to insurance companyUSD $6,972
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $47,625
Insurance broker organization code?3
Amount paid for insurance broker fees6972
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATOR FEES
Insurance broker nameNATIONAL ADMINISTRATION INC.

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