WISEWAY MOTOR FREIGHT has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WISEWAY MOTOR FREIGHT 401(K) PLAN
Measure | Date | Value |
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2022 : WISEWAY MOTOR FREIGHT 401(K) PLAN 2022 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $52,426 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $508,273 |
Total income from all sources (including contributions) | 2022-12-31 | $-1,428,725 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $1,961,084 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,921,593 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $334,766 |
Value of total assets at end of year | 2022-12-31 | $5,882,923 |
Value of total assets at beginning of year | 2022-12-31 | $9,728,579 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $39,491 |
Total interest from all sources | 2022-12-31 | $6,446 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $177,989 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $177,989 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
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 | $295,737 |
Participant contributions at end of year | 2022-12-31 | $63,749 |
Participant contributions at beginning of year | 2022-12-31 | $221,496 |
Participant contributions at end of year | 2022-12-31 | $10,083 |
Participant contributions at beginning of year | 2022-12-31 | $11,205 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $0 |
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 | $28,337 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $52,426 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $474,942 |
Other income not declared elsewhere | 2022-12-31 | $11,573 |
Administrative expenses (other) incurred | 2022-12-31 | $19,368 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $100 |
Total non interest bearing cash at end of year | 2022-12-31 | $50,743 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $461,555 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-3,389,809 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $5,830,497 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $9,220,306 |
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 | $20,123 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $5,318,009 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $8,654,879 |
Interest on participant loans | 2022-12-31 | $6,446 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $438,958 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $349,571 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,959,499 |
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 | $39,029 |
Employer contributions (assets) at end of year | 2022-12-31 | $1,381 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $1,536 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,921,593 |
Liabilities. Value of benefit claims payable at end of year | 2022-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2022-12-31 | $33,231 |
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 | WIPFLI LLP |
Accountancy firm EIN | 2022-12-31 | 390758449 |
2021 : WISEWAY MOTOR FREIGHT 401(K) PLAN 2021 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $508,273 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $149,933 |
Total income from all sources (including contributions) | 2021-12-31 | $1,447,937 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $462,236 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $425,068 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $543,998 |
Value of total assets at end of year | 2021-12-31 | $9,728,579 |
Value of total assets at beginning of year | 2021-12-31 | $8,384,538 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $37,168 |
Total interest from all sources | 2021-12-31 | $9,002 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $823,135 |
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 | $823,135 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $478,854 |
Participant contributions at end of year | 2021-12-31 | $221,496 |
Participant contributions at beginning of year | 2021-12-31 | $158,348 |
Participant contributions at end of year | 2021-12-31 | $11,205 |
Participant contributions at beginning of year | 2021-12-31 | $7,659 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $1,993 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $28,337 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $175 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $474,942 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $149,866 |
Other income not declared elsewhere | 2021-12-31 | $2,639 |
Administrative expenses (other) incurred | 2021-12-31 | $15,957 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $100 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $67 |
Total non interest bearing cash at end of year | 2021-12-31 | $461,555 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $140,069 |
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 | $985,701 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $9,220,306 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $8,234,605 |
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 | $21,211 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $8,654,879 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $7,684,181 |
Interest on participant loans | 2021-12-31 | $9,002 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $349,571 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $393,066 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $69,163 |
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 | $63,151 |
Employer contributions (assets) at end of year | 2021-12-31 | $1,536 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $1,040 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $425,068 |
Liabilities. Value of benefit claims payable at end of year | 2021-12-31 | $33,231 |
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 | WIPFLI LLP |
Accountancy firm EIN | 2021-12-31 | 390758449 |
2020 : WISEWAY MOTOR FREIGHT 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 | $149,933 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $61,797 |
Total income from all sources (including contributions) | 2020-12-31 | $2,057,904 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $1,127,292 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,092,427 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $511,113 |
Value of total assets at end of year | 2020-12-31 | $8,384,538 |
Value of total assets at beginning of year | 2020-12-31 | $7,365,790 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $34,865 |
Total interest from all sources | 2020-12-31 | $11,053 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $270,181 |
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 | $270,181 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $449,805 |
Participant contributions at end of year | 2020-12-31 | $158,348 |
Participant contributions at beginning of year | 2020-12-31 | $211,026 |
Participant contributions at end of year | 2020-12-31 | $7,659 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $175 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $149,866 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $61,797 |
Other income not declared elsewhere | 2020-12-31 | $2,749 |
Administrative expenses (other) incurred | 2020-12-31 | $12,939 |
Liabilities. Value of operating payables at end of year | 2020-12-31 | $67 |
Total non interest bearing cash at end of year | 2020-12-31 | $140,069 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $61,797 |
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 | $930,612 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $8,234,605 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $7,303,993 |
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 |
Investment advisory and management fees | 2020-12-31 | $21,926 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $7,684,181 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $6,660,571 |
Interest on participant loans | 2020-12-31 | $11,053 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $393,066 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $432,396 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,262,808 |
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 | $61,308 |
Employer contributions (assets) at end of year | 2020-12-31 | $1,040 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,092,427 |
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 | WIPFLI LLP |
Accountancy firm EIN | 2020-12-31 | 390758449 |
2019 : WISEWAY MOTOR FREIGHT 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 | $61,797 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $80,907 |
Total income from all sources (including contributions) | 2019-12-31 | $2,027,221 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $939,111 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $912,067 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $521,818 |
Value of total assets at end of year | 2019-12-31 | $7,365,790 |
Value of total assets at beginning of year | 2019-12-31 | $6,296,790 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $27,044 |
Total interest from all sources | 2019-12-31 | $10,894 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $321,789 |
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 | $321,789 |
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 | $457,850 |
Participant contributions at end of year | 2019-12-31 | $211,026 |
Participant contributions at beginning of year | 2019-12-31 | $155,569 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $306 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $61,797 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $80,907 |
Administrative expenses (other) incurred | 2019-12-31 | $27,044 |
Total non interest bearing cash at end of year | 2019-12-31 | $61,797 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $80,907 |
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 | $1,088,110 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $7,303,993 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $6,215,883 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $6,660,571 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $5,647,210 |
Interest on participant loans | 2019-12-31 | $10,894 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $432,396 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $413,104 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,172,720 |
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 | $63,662 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $912,067 |
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 | WIPFLI LLP |
Accountancy firm EIN | 2019-12-31 | 390758449 |
2018 : WISEWAY MOTOR FREIGHT 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 | $80,907 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $58,931 |
Total income from all sources (including contributions) | 2018-12-31 | $202,261 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $844,893 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $817,890 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $520,494 |
Value of total assets at end of year | 2018-12-31 | $6,296,790 |
Value of total assets at beginning of year | 2018-12-31 | $6,917,446 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $27,003 |
Total interest from all sources | 2018-12-31 | $7,166 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $337,807 |
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 | $337,807 |
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 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $453,185 |
Participant contributions at end of year | 2018-12-31 | $155,569 |
Participant contributions at beginning of year | 2018-12-31 | $131,968 |
Participant contributions at beginning of year | 2018-12-31 | $8,032 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $4,329 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $36,201 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $80,907 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $58,931 |
Administrative expenses (other) incurred | 2018-12-31 | $9,850 |
Total non interest bearing cash at end of year | 2018-12-31 | $80,907 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $48,601 |
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 | $-642,632 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $6,215,883 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $6,858,515 |
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 | $17,153 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $5,647,210 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $6,288,441 |
Interest on participant loans | 2018-12-31 | $7,166 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $413,104 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $403,073 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-672,929 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $9,723 |
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 | $62,980 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $1,130 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $817,890 |
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 | WIPFLI, LLP |
Accountancy firm EIN | 2018-12-31 | 390758449 |
2017 : WISEWAY MOTOR FREIGHT 401(K) PLAN 2017 401k financial data |
---|
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 | $58,931 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $43,922 |
Total income from all sources (including contributions) | 2017-12-31 | $1,561,998 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $327,108 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $303,122 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $481,045 |
Value of total assets at end of year | 2017-12-31 | $6,917,446 |
Value of total assets at beginning of year | 2017-12-31 | $5,667,547 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $23,986 |
Total interest from all sources | 2017-12-31 | $7,481 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $288,680 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $288,680 |
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 | $423,094 |
Participant contributions at end of year | 2017-12-31 | $131,968 |
Participant contributions at beginning of year | 2017-12-31 | $187,798 |
Participant contributions at end of year | 2017-12-31 | $8,032 |
Participant contributions at beginning of year | 2017-12-31 | $7,426 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $36,201 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $58,931 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $43,922 |
Administrative expenses (other) incurred | 2017-12-31 | $8,753 |
Total non interest bearing cash at end of year | 2017-12-31 | $48,601 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $34,008 |
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 | $1,234,890 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $6,858,515 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $5,623,625 |
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 | $15,233 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $6,288,441 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $4,941,091 |
Interest on participant loans | 2017-12-31 | $7,481 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $403,073 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $496,219 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $784,160 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $632 |
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 | $57,951 |
Employer contributions (assets) at end of year | 2017-12-31 | $1,130 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $1,005 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $303,122 |
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 | WIPFLI, LLP |
Accountancy firm EIN | 2017-12-31 | 390758449 |
2016 : WISEWAY MOTOR FREIGHT 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 | $43,922 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $65,144 |
Total income from all sources (including contributions) | 2016-12-31 | $822,574 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $682,678 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $660,370 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $493,904 |
Value of total assets at end of year | 2016-12-31 | $5,667,547 |
Value of total assets at beginning of year | 2016-12-31 | $5,548,873 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $22,308 |
Total interest from all sources | 2016-12-31 | $8,158 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $217,635 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $217,635 |
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 | $428,781 |
Participant contributions at end of year | 2016-12-31 | $187,798 |
Participant contributions at beginning of year | 2016-12-31 | $209,483 |
Participant contributions at end of year | 2016-12-31 | $7,426 |
Participant contributions at beginning of year | 2016-12-31 | $5,641 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $7,660 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $43,922 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $65,144 |
Administrative expenses (other) incurred | 2016-12-31 | $8,335 |
Total non interest bearing cash at end of year | 2016-12-31 | $34,008 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $63,070 |
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 | $139,896 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $5,623,625 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $5,483,729 |
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 | $13,973 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $4,941,091 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $4,773,763 |
Interest on participant loans | 2016-12-31 | $8,158 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $496,219 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $496,916 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $96,227 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $6,650 |
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 | $57,463 |
Employer contributions (assets) at end of year | 2016-12-31 | $1,005 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $660,370 |
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 | WIPFLI, LLP |
Accountancy firm EIN | 2016-12-31 | 390758449 |
2015 : WISEWAY MOTOR FREIGHT 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 | $65,144 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $29,744 |
Total income from all sources (including contributions) | 2015-12-31 | $304,726 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $576,111 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $557,293 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $304,739 |
Value of total assets at end of year | 2015-12-31 | $5,548,873 |
Value of total assets at beginning of year | 2015-12-31 | $5,784,858 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $18,818 |
Total interest from all sources | 2015-12-31 | $8,562 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $234,114 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $234,114 |
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 | $304,739 |
Participant contributions at end of year | 2015-12-31 | $209,483 |
Participant contributions at beginning of year | 2015-12-31 | $200,332 |
Participant contributions at end of year | 2015-12-31 | $5,641 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $65,144 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $29,744 |
Administrative expenses (other) incurred | 2015-12-31 | $4,803 |
Total non interest bearing cash at end of year | 2015-12-31 | $63,070 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $29,744 |
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 | $-271,385 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $5,483,729 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $5,755,114 |
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 | $14,015 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $4,773,763 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $5,049,821 |
Interest on participant loans | 2015-12-31 | $8,562 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $496,916 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $504,961 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-248,587 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $5,898 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $557,293 |
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 | WIPFLI, LLP |
Accountancy firm EIN | 2015-12-31 | 390758449 |
2014 : WISEWAY MOTOR FREIGHT 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 | $29,744 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $24,512 |
Total income from all sources (including contributions) | 2014-12-31 | $644,222 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $320,070 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $301,564 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $264,932 |
Value of total assets at end of year | 2014-12-31 | $5,784,858 |
Value of total assets at beginning of year | 2014-12-31 | $5,455,474 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $18,506 |
Total interest from all sources | 2014-12-31 | $6,235 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $250,127 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $250,127 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $264,932 |
Participant contributions at end of year | 2014-12-31 | $200,332 |
Participant contributions at beginning of year | 2014-12-31 | $127,591 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $29,744 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $24,512 |
Administrative expenses (other) incurred | 2014-12-31 | $4,741 |
Total non interest bearing cash at end of year | 2014-12-31 | $29,744 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $24,512 |
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 | $324,152 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $5,755,114 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $5,430,962 |
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 |
Investment advisory and management fees | 2014-12-31 | $13,765 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $5,049,821 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $4,792,883 |
Interest on participant loans | 2014-12-31 | $6,235 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $504,961 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $510,488 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $117,655 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $5,273 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $301,564 |
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 | WIPFLI, LLP |
Accountancy firm EIN | 2014-12-31 | 390758449 |
2013 : WISEWAY MOTOR FREIGHT 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 | $24,512 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $31,287 |
Total income from all sources (including contributions) | 2013-12-31 | $1,281,646 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $673,216 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $655,831 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $294,697 |
Value of total assets at end of year | 2013-12-31 | $5,455,474 |
Value of total assets at beginning of year | 2013-12-31 | $4,853,819 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $17,385 |
Total interest from all sources | 2013-12-31 | $4,265 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $135,318 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $135,318 |
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 | $291,336 |
Participant contributions at end of year | 2013-12-31 | $127,591 |
Participant contributions at beginning of year | 2013-12-31 | $118,965 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $3,361 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $24,512 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $31,287 |
Administrative expenses (other) incurred | 2013-12-31 | $5,040 |
Total non interest bearing cash at end of year | 2013-12-31 | $24,512 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $32,091 |
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 | $608,430 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $5,430,962 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,822,532 |
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 |
Investment advisory and management fees | 2013-12-31 | $12,345 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $4,792,883 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $3,917,821 |
Interest on participant loans | 2013-12-31 | $4,265 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $510,488 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $784,942 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $840,174 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $7,192 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $655,831 |
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 | WIPFLI, LLP |
Accountancy firm EIN | 2013-12-31 | 390758449 |
2012 : WISEWAY MOTOR FREIGHT 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 | $31,287 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $43,743 |
Total income from all sources (including contributions) | 2012-12-31 | $856,761 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $399,237 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $383,357 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $308,104 |
Value of total assets at end of year | 2012-12-31 | $4,853,819 |
Value of total assets at beginning of year | 2012-12-31 | $4,408,751 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $15,880 |
Total interest from all sources | 2012-12-31 | $5,685 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $97,878 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $97,878 |
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 | $285,041 |
Participant contributions at end of year | 2012-12-31 | $118,965 |
Participant contributions at beginning of year | 2012-12-31 | $122,023 |
Participant contributions at beginning of year | 2012-12-31 | $10,524 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $23,063 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $31,287 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $43,743 |
Administrative expenses (other) incurred | 2012-12-31 | $4,338 |
Total non interest bearing cash at end of year | 2012-12-31 | $32,091 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $37,143 |
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 | $457,524 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $4,822,532 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $4,365,008 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $11,542 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $3,917,821 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $3,983,729 |
Interest on participant loans | 2012-12-31 | $5,685 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $784,942 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $255,332 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $439,413 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $5,681 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $383,357 |
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 | WIPFLI, LLP |
Accountancy firm EIN | 2012-12-31 | 390758449 |
2011 : WISEWAY MOTOR FREIGHT 401(K) PLAN 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $43,743 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $40,295 |
Total income from all sources (including contributions) | 2011-12-31 | $324,932 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $788,433 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $773,943 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $336,704 |
Value of total assets at end of year | 2011-12-31 | $4,408,751 |
Value of total assets at beginning of year | 2011-12-31 | $4,868,804 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $14,490 |
Total interest from all sources | 2011-12-31 | $6,558 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $104,748 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $104,748 |
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 | $282,303 |
Participant contributions at end of year | 2011-12-31 | $122,023 |
Participant contributions at beginning of year | 2011-12-31 | $175,141 |
Participant contributions at end of year | 2011-12-31 | $10,524 |
Participant contributions at beginning of year | 2011-12-31 | $9,012 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $54,401 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $43,743 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $40,295 |
Administrative expenses (other) incurred | 2011-12-31 | $14,490 |
Total non interest bearing cash at end of year | 2011-12-31 | $37,143 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $34,066 |
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 | $-463,501 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $4,365,008 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $4,828,509 |
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 registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $3,983,729 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $4,367,535 |
Interest on participant loans | 2011-12-31 | $6,558 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $255,332 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $283,050 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-128,261 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $5,183 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $773,943 |
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 | BOECKERMANN GRAFSTROM & MAYER, LLC |
Accountancy firm EIN | 2011-12-31 | 200472826 |
2010 : WISEWAY MOTOR FREIGHT 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 | $40,295 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $33,398 |
Total income from all sources (including contributions) | 2010-12-31 | $922,944 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $199,820 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $186,654 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $303,706 |
Value of total assets at end of year | 2010-12-31 | $4,868,804 |
Value of total assets at beginning of year | 2010-12-31 | $4,138,783 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $13,166 |
Total interest from all sources | 2010-12-31 | $9,359 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $95,718 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $95,718 |
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 | $303,706 |
Participant contributions at end of year | 2010-12-31 | $175,141 |
Participant contributions at beginning of year | 2010-12-31 | $199,420 |
Participant contributions at end of year | 2010-12-31 | $9,012 |
Participant contributions at beginning of year | 2010-12-31 | $16,876 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $40,295 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $33,398 |
Administrative expenses (other) incurred | 2010-12-31 | $13,166 |
Total non interest bearing cash at end of year | 2010-12-31 | $34,066 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $25,949 |
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 | $723,124 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $4,828,509 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $4,105,385 |
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 registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $4,367,535 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $3,684,229 |
Interest on participant loans | 2010-12-31 | $9,359 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $283,050 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $212,309 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $507,450 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $6,711 |
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 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $186,654 |
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 | BOECKERMANN GRAFSTROM & MAYER, LLC |
Accountancy firm EIN | 2010-12-31 | 200472826 |
2009 : WISEWAY MOTOR FREIGHT 401(K) PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |