NUSS TRUCK GROUP INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan NUSS TRUCK & EQUIPMENT 401(K) PLAN
Measure | Date | Value |
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2022 : NUSS TRUCK & EQUIPMENT 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 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-2,181,370 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $2,029,642 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,924,090 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $2,569 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $4,008,423 |
Value of total assets at end of year | 2022-12-31 | $34,125,847 |
Value of total assets at beginning of year | 2022-12-31 | $38,336,859 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $102,983 |
Total interest from all sources | 2022-12-31 | $54,185 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $69,658 |
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 | $69,658 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $2,621,941 |
Participant contributions at end of year | 2022-12-31 | $536,852 |
Participant contributions at beginning of year | 2022-12-31 | $541,400 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $398,392 |
Other income not declared elsewhere | 2022-12-31 | $2,833 |
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 | $-4,211,012 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $34,125,847 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $38,336,859 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $5,010,863 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $5,511,044 |
Interest on participant loans | 2022-12-31 | $26,356 |
Interest earned on other investments | 2022-12-31 | $27,829 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $26,749,057 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $30,421,512 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2022-12-31 | $1,829,075 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2022-12-31 | $1,856,876 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-1,071,215 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-5,245,254 |
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 | Yes |
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 | $988,090 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $6,027 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,924,090 |
Contract administrator fees | 2022-12-31 | $102,983 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2022-12-31 | 390859910 |
2021 : NUSS TRUCK & EQUIPMENT 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 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $8,048,278 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $2,311,276 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,214,676 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $3,385,736 |
Value of total assets at end of year | 2021-12-31 | $38,336,859 |
Value of total assets at beginning of year | 2021-12-31 | $32,599,857 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $96,600 |
Total interest from all sources | 2021-12-31 | $55,497 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $59,560 |
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 | $59,560 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $2,298,454 |
Participant contributions at end of year | 2021-12-31 | $541,400 |
Participant contributions at beginning of year | 2021-12-31 | $478,179 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $210,935 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-12-31 | $154 |
Other income not declared elsewhere | 2021-12-31 | $2,132 |
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 | $5,737,002 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $38,336,859 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $32,599,857 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $5,511,044 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $3,242,197 |
Interest on participant loans | 2021-12-31 | $26,542 |
Interest earned on other investments | 2021-12-31 | $28,955 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $30,421,512 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $26,938,234 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $1,856,876 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $1,941,247 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $747,789 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $3,797,564 |
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 | Yes |
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 | $876,347 |
Employer contributions (assets) at end of year | 2021-12-31 | $6,027 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,214,522 |
Contract administrator fees | 2021-12-31 | $96,600 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2021-12-31 | 390859910 |
2020 : NUSS TRUCK & EQUIPMENT 401(K) PLAN 2020 401k financial data |
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Unrealized appreciation/depreciation of real estate assets | 2020-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $6,890,621 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $1,755,774 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $1,736,459 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $0 |
Value of total corrective distributions | 2020-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $2,909,802 |
Value of total assets at end of year | 2020-12-31 | $32,599,857 |
Value of total assets at beginning of year | 2020-12-31 | $27,465,010 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $19,315 |
Total income from rents | 2020-12-31 | $0 |
Total interest from all sources | 2020-12-31 | $51,004 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $34,746 |
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 | $34,746 |
Administrative expenses professional fees incurred | 2020-12-31 | $0 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Amount of non-exempt transactions with any party-in-interest | 2020-12-31 | $0 |
Contributions received from participants | 2020-12-31 | $2,004,830 |
Participant contributions at end of year | 2020-12-31 | $478,179 |
Participant contributions at beginning of year | 2020-12-31 | $526,113 |
Participant contributions at end of year | 2020-12-31 | $0 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $445,579 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $0 |
Other income not declared elsewhere | 2020-12-31 | $0 |
Administrative expenses (other) incurred | 2020-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $0 |
Total non interest bearing cash at end of year | 2020-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $0 |
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 | $5,134,847 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $32,599,857 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $27,465,010 |
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 |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2020-12-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2020-12-31 | $0 |
Investment advisory and management fees | 2020-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $3,242,197 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $2,573,972 |
Interest on participant loans | 2020-12-31 | $28,744 |
Income. Interest from loans (other than to participants) | 2020-12-31 | $0 |
Interest earned on other investments | 2020-12-31 | $22,260 |
Income. Interest from US Government securities | 2020-12-31 | $0 |
Income. Interest from corporate debt instruments | 2020-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $26,938,234 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $23,355,754 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $1,941,247 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $1,009,171 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $442,457 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $3,452,612 |
Net gain/loss from 103.12 investment entities | 2020-12-31 | $0 |
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 | $459,393 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
Income. Dividends from preferred stock | 2020-12-31 | $0 |
Income. Dividends from common stock | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $1,736,459 |
Contract administrator fees | 2020-12-31 | $19,315 |
Liabilities. Value of benefit claims payable at beginning of year | 2020-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2020-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2020-12-31 | $0 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2020-12-31 | 390859910 |
2019 : NUSS TRUCK & EQUIPMENT 401(K) PLAN 2019 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2019-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $7,063,055 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $940,509 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $920,151 |
Expenses. Certain deemed distributions of participant loans | 2019-12-31 | $0 |
Value of total corrective distributions | 2019-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $2,596,917 |
Value of total assets at end of year | 2019-12-31 | $27,465,010 |
Value of total assets at beginning of year | 2019-12-31 | $21,342,464 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $20,358 |
Total income from rents | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $44,861 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $30,225 |
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 | $30,225 |
Administrative expenses professional fees incurred | 2019-12-31 | $0 |
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 |
Amount of non-exempt transactions with any party-in-interest | 2019-12-31 | $0 |
Contributions received from participants | 2019-12-31 | $1,850,024 |
Participant contributions at end of year | 2019-12-31 | $526,113 |
Participant contributions at beginning of year | 2019-12-31 | $460,448 |
Participant contributions at end of year | 2019-12-31 | $0 |
Participant contributions at beginning of year | 2019-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $294,926 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $0 |
Other income not declared elsewhere | 2019-12-31 | $0 |
Administrative expenses (other) incurred | 2019-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $0 |
Total non interest bearing cash at end of year | 2019-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $0 |
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 | $6,122,546 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $27,465,010 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $21,342,464 |
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 |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2019-12-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2019-12-31 | $0 |
Investment advisory and management fees | 2019-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $2,573,972 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $1,815,461 |
Interest on participant loans | 2019-12-31 | $27,600 |
Income. Interest from loans (other than to participants) | 2019-12-31 | $0 |
Interest earned on other investments | 2019-12-31 | $17,261 |
Income. Interest from US Government securities | 2019-12-31 | $0 |
Income. Interest from corporate debt instruments | 2019-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $23,355,754 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $18,045,494 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $1,009,171 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $1,021,061 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2019-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $496,223 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $3,894,829 |
Net gain/loss from 103.12 investment entities | 2019-12-31 | $0 |
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 | $451,967 |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Income. Dividends from preferred stock | 2019-12-31 | $0 |
Income. Dividends from common stock | 2019-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $920,151 |
Contract administrator fees | 2019-12-31 | $20,358 |
Liabilities. Value of benefit claims payable at beginning of year | 2019-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2019-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2019-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | BAKER TILLY US, LLP |
Accountancy firm EIN | 2019-12-31 | 390859910 |
2018 : NUSS TRUCK & EQUIPMENT 401(K) PLAN 2018 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2018-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $481,404 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,434,847 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,417,117 |
Expenses. Certain deemed distributions of participant loans | 2018-12-31 | $0 |
Value of total corrective distributions | 2018-12-31 | $571 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $2,113,256 |
Value of total assets at end of year | 2018-12-31 | $21,342,464 |
Value of total assets at beginning of year | 2018-12-31 | $22,295,907 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $17,159 |
Total income from rents | 2018-12-31 | $0 |
Total interest from all sources | 2018-12-31 | $36,614 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $23,908 |
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 | $23,908 |
Administrative expenses professional fees incurred | 2018-12-31 | $0 |
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 |
Amount of non-exempt transactions with any party-in-interest | 2018-12-31 | $0 |
Contributions received from participants | 2018-12-31 | $1,647,864 |
Participant contributions at end of year | 2018-12-31 | $460,448 |
Participant contributions at beginning of year | 2018-12-31 | $383,475 |
Participant contributions at end of year | 2018-12-31 | $0 |
Participant contributions at beginning of year | 2018-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $63,521 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2018-12-31 | $100 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $0 |
Other income not declared elsewhere | 2018-12-31 | $83 |
Administrative expenses (other) incurred | 2018-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $0 |
Total non interest bearing cash at end of year | 2018-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $0 |
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 | $-953,443 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $21,342,464 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $22,295,907 |
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 |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2018-12-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2018-12-31 | $0 |
Investment advisory and management fees | 2018-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $1,815,461 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $1,448,798 |
Interest on participant loans | 2018-12-31 | $20,907 |
Income. Interest from loans (other than to participants) | 2018-12-31 | $0 |
Interest earned on other investments | 2018-12-31 | $15,707 |
Income. Interest from US Government securities | 2018-12-31 | $0 |
Income. Interest from corporate debt instruments | 2018-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $18,045,494 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $19,575,207 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $1,021,061 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $888,427 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2018-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-220,643 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $-1,471,814 |
Net gain/loss from 103.12 investment entities | 2018-12-31 | $0 |
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 | $401,871 |
Employer contributions (assets) at end of year | 2018-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $0 |
Income. Dividends from preferred stock | 2018-12-31 | $0 |
Income. Dividends from common stock | 2018-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,417,017 |
Contract administrator fees | 2018-12-31 | $17,159 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2018-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2018-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2018-12-31 | 390859910 |
2017 : NUSS TRUCK & EQUIPMENT 401(K) PLAN 2017 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2017-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $4,864,042 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $829,992 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $797,127 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $0 |
Value of total corrective distributions | 2017-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,934,632 |
Value of total assets at end of year | 2017-12-31 | $22,295,907 |
Value of total assets at beginning of year | 2017-12-31 | $18,261,857 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $32,865 |
Total income from rents | 2017-12-31 | $0 |
Total interest from all sources | 2017-12-31 | $35,996 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $15,471 |
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 | $15,471 |
Administrative expenses professional fees incurred | 2017-12-31 | $0 |
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 |
Amount of non-exempt transactions with any party-in-interest | 2017-12-31 | $0 |
Contributions received from participants | 2017-12-31 | $1,526,797 |
Participant contributions at end of year | 2017-12-31 | $383,475 |
Participant contributions at beginning of year | 2017-12-31 | $451,547 |
Participant contributions at end of year | 2017-12-31 | $0 |
Participant contributions at beginning of year | 2017-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $21,508 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2017-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $0 |
Other income not declared elsewhere | 2017-12-31 | $0 |
Administrative expenses (other) incurred | 2017-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $0 |
Total non interest bearing cash at end of year | 2017-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $0 |
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 | $4,034,050 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $22,295,907 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $18,261,857 |
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 |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2017-12-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2017-12-31 | $0 |
Investment advisory and management fees | 2017-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $1,448,798 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $1,103,645 |
Interest on participant loans | 2017-12-31 | $18,421 |
Income. Interest from loans (other than to participants) | 2017-12-31 | $0 |
Interest earned on other investments | 2017-12-31 | $17,575 |
Income. Interest from US Government securities | 2017-12-31 | $0 |
Income. Interest from corporate debt instruments | 2017-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $19,575,207 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $15,732,131 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2017-12-31 | $888,427 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2017-12-31 | $974,534 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2017-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $198,636 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $2,679,307 |
Net gain/loss from 103.12 investment entities | 2017-12-31 | $0 |
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 | $386,327 |
Employer contributions (assets) at end of year | 2017-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $0 |
Income. Dividends from preferred stock | 2017-12-31 | $0 |
Income. Dividends from common stock | 2017-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $797,127 |
Contract administrator fees | 2017-12-31 | $32,865 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2017-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2017-12-31 | $0 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | BAKER TILLY VIRCHOW KRAUSE , LLP |
Accountancy firm EIN | 2017-12-31 | 390859910 |
2016 : NUSS TRUCK & EQUIPMENT 401(K) PLAN 2016 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2016-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $3,475,523 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $896,024 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $861,248 |
Expenses. Certain deemed distributions of participant loans | 2016-12-31 | $0 |
Value of total corrective distributions | 2016-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $2,204,021 |
Value of total assets at end of year | 2016-12-31 | $18,261,857 |
Value of total assets at beginning of year | 2016-12-31 | $15,682,358 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $34,776 |
Total income from rents | 2016-12-31 | $0 |
Total interest from all sources | 2016-12-31 | $29,573 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $13,616 |
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 | $13,616 |
Administrative expenses professional fees incurred | 2016-12-31 | $0 |
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 |
Amount of non-exempt transactions with any party-in-interest | 2016-12-31 | $0 |
Contributions received from participants | 2016-12-31 | $1,361,966 |
Participant contributions at end of year | 2016-12-31 | $451,547 |
Participant contributions at beginning of year | 2016-12-31 | $368,534 |
Participant contributions at end of year | 2016-12-31 | $0 |
Participant contributions at beginning of year | 2016-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $474,459 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2016-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $0 |
Other income not declared elsewhere | 2016-12-31 | $0 |
Administrative expenses (other) incurred | 2016-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $0 |
Total non interest bearing cash at end of year | 2016-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $0 |
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 | $2,579,499 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $18,261,857 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $15,682,358 |
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 |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2016-12-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2016-12-31 | $0 |
Investment advisory and management fees | 2016-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $1,103,645 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $887,031 |
Interest on participant loans | 2016-12-31 | $17,809 |
Income. Interest from loans (other than to participants) | 2016-12-31 | $0 |
Interest earned on other investments | 2016-12-31 | $11,764 |
Income. Interest from US Government securities | 2016-12-31 | $0 |
Income. Interest from corporate debt instruments | 2016-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $15,732,131 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $13,843,647 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2016-12-31 | $974,534 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2016-12-31 | $583,146 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $97,107 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $1,131,206 |
Net gain/loss from 103.12 investment entities | 2016-12-31 | $0 |
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 | $367,596 |
Employer contributions (assets) at end of year | 2016-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
Income. Dividends from preferred stock | 2016-12-31 | $0 |
Income. Dividends from common stock | 2016-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $861,248 |
Contract administrator fees | 2016-12-31 | $34,776 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2016-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2016-12-31 | $0 |
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 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2016-12-31 | 390859910 |
2015 : NUSS TRUCK & EQUIPMENT 401(K) PLAN 2015 401k financial data |
---|
Unrealized appreciation/depreciation of real estate assets | 2015-12-31 | $0 |
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Expenses. Interest paid | 2015-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $1,556,217 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $863,821 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $845,935 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $0 |
Value of total corrective distributions | 2015-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,842,054 |
Value of total assets at end of year | 2015-12-31 | $15,682,358 |
Value of total assets at beginning of year | 2015-12-31 | $14,989,962 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $17,886 |
Total income from rents | 2015-12-31 | $0 |
Total interest from all sources | 2015-12-31 | $19,401 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $8,400 |
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 | $8,400 |
Administrative expenses professional fees incurred | 2015-12-31 | $0 |
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 | Yes |
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 |
Amount of non-exempt transactions with any party-in-interest | 2015-12-31 | $0 |
Contributions received from participants | 2015-12-31 | $1,293,805 |
Participant contributions at end of year | 2015-12-31 | $368,534 |
Participant contributions at beginning of year | 2015-12-31 | $311,157 |
Participant contributions at end of year | 2015-12-31 | $0 |
Participant contributions at beginning of year | 2015-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $196,958 |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2015-12-31 | $1,417 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $0 |
Other income not declared elsewhere | 2015-12-31 | $-10,700 |
Administrative expenses (other) incurred | 2015-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $0 |
Total non interest bearing cash at end of year | 2015-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $0 |
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 |
Income. Non cash contributions | 2015-12-31 | $0 |
Value of net income/loss | 2015-12-31 | $692,396 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $15,682,358 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $14,989,962 |
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 |
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year | 2015-12-31 | $0 |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Amount of leases to which the plan was a party which were in default/classified-as-uncollectible during the year | 2015-12-31 | $0 |
Investment advisory and management fees | 2015-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $887,031 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $13,665,911 |
Interest on participant loans | 2015-12-31 | $15,032 |
Income. Interest from loans (other than to participants) | 2015-12-31 | $0 |
Interest earned on other investments | 2015-12-31 | $4,369 |
Income. Interest from US Government securities | 2015-12-31 | $0 |
Income. Interest from corporate debt instruments | 2015-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $13,843,647 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $1,012,894 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2015-12-31 | $583,146 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2015-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $226,110 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-529,048 |
Net gain/loss from 103.12 investment entities | 2015-12-31 | $0 |
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 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $351,291 |
Employer contributions (assets) at end of year | 2015-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $0 |
Income. Dividends from preferred stock | 2015-12-31 | $0 |
Income. Dividends from common stock | 2015-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $844,518 |
Contract administrator fees | 2015-12-31 | $17,886 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | Yes |
Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $0 |
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 |
Aggregate proceeds on sale of assets | 2015-12-31 | $0 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $0 |
Liabilities. Value of acquisition indebtedness at beginning of year | 2015-12-31 | $0 |
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 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2015-12-31 | 390859910 |
2014 : NUSS TRUCK & EQUIPMENT 401(K) PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $2,219,347 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $424,564 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $421,666 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,420,631 |
Value of total assets at end of year | 2014-12-31 | $14,989,962 |
Value of total assets at beginning of year | 2014-12-31 | $13,195,179 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $2,898 |
Total interest from all sources | 2014-12-31 | $12,965 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $1,102,770 |
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 | $1,102,770 |
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 | $1,042,489 |
Participant contributions at end of year | 2014-12-31 | $311,157 |
Participant contributions at beginning of year | 2014-12-31 | $339,542 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $66,017 |
Administrative expenses (other) incurred | 2014-12-31 | $2,898 |
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 | $1,794,783 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $14,989,962 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $13,195,179 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $13,665,911 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $11,807,708 |
Interest on participant loans | 2014-12-31 | $12,965 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $1,012,894 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $1,047,929 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-337,637 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $20,618 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $312,125 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $421,666 |
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 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2014-12-31 | 390859910 |
2013 : NUSS TRUCK & EQUIPMENT 401(K) PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $3,337,871 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $1,085,958 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,082,140 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,353,279 |
Value of total assets at end of year | 2013-12-31 | $13,195,179 |
Value of total assets at beginning of year | 2013-12-31 | $10,943,266 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $3,818 |
Total interest from all sources | 2013-12-31 | $13,765 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $739,153 |
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 | $739,153 |
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 | $862,084 |
Participant contributions at end of year | 2013-12-31 | $339,542 |
Participant contributions at beginning of year | 2013-12-31 | $343,092 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $255,623 |
Other income not declared elsewhere | 2013-12-31 | $14 |
Administrative expenses (other) incurred | 2013-12-31 | $3,818 |
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 | $2,251,913 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $13,195,179 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $10,943,266 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $11,807,708 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $9,738,285 |
Interest on participant loans | 2013-12-31 | $13,765 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $1,047,929 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $861,889 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $1,221,288 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $10,372 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $235,572 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,082,140 |
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 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2013-12-31 | 390859910 |
2012 : NUSS TRUCK & EQUIPMENT 401(K) PLAN 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $2,137,863 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $783,673 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $781,368 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $1,021,396 |
Value of total assets at end of year | 2012-12-31 | $10,943,266 |
Value of total assets at beginning of year | 2012-12-31 | $9,589,076 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $2,305 |
Total interest from all sources | 2012-12-31 | $14,279 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $253,819 |
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 | $253,819 |
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 | $651,774 |
Participant contributions at end of year | 2012-12-31 | $343,092 |
Participant contributions at beginning of year | 2012-12-31 | $315,971 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $199,996 |
Other income not declared elsewhere | 2012-12-31 | $690 |
Administrative expenses (other) incurred | 2012-12-31 | $2,305 |
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 | $1,354,190 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $10,943,266 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $9,589,076 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $9,738,285 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $8,432,679 |
Interest on participant loans | 2012-12-31 | $14,279 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $861,889 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $840,426 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $840,113 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $7,566 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $169,626 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $781,368 |
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 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2012-12-31 | 390859910 |
2011 : NUSS TRUCK & EQUIPMENT 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 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $204,282 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $537,284 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $533,404 |
Value of total corrective distributions | 2011-12-31 | $1,013 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $579,832 |
Value of total assets at end of year | 2011-12-31 | $9,589,076 |
Value of total assets at beginning of year | 2011-12-31 | $9,922,078 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $2,867 |
Total interest from all sources | 2011-12-31 | $15,101 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $207,103 |
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 | $207,103 |
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 | $483,202 |
Participant contributions at end of year | 2011-12-31 | $315,971 |
Participant contributions at beginning of year | 2011-12-31 | $340,664 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $1,950 |
Other income not declared elsewhere | 2011-12-31 | $10,000 |
Administrative expenses (other) incurred | 2011-12-31 | $2,867 |
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 | $-333,002 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $9,589,076 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $9,922,078 |
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 | $8,432,679 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $8,776,737 |
Interest on participant loans | 2011-12-31 | $15,101 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $840,426 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $804,677 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-615,659 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $7,905 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $94,680 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $533,404 |
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 | WIPFLI, LLP |
Accountancy firm EIN | 2011-12-31 | 390758449 |
2010 : NUSS TRUCK & EQUIPMENT 401(K) PLAN 2010 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $1,573,055 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $351,400 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $348,090 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $390 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $424,908 |
Value of total assets at end of year | 2010-12-31 | $9,922,078 |
Value of total assets at beginning of year | 2010-12-31 | $8,700,423 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $2,920 |
Total interest from all sources | 2010-12-31 | $14,292 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $147,348 |
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 | $147,348 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $424,906 |
Participant contributions at end of year | 2010-12-31 | $340,664 |
Participant contributions at beginning of year | 2010-12-31 | $238,609 |
Participant contributions at beginning of year | 2010-12-31 | $14,241 |
Administrative expenses (other) incurred | 2010-12-31 | $2,920 |
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 | $1,221,655 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $9,922,078 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $8,700,423 |
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 | $8,776,737 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $7,584,767 |
Interest on participant loans | 2010-12-31 | $14,292 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $804,677 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $862,806 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $983,161 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $3,346 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $2 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $348,090 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | WIPFLI, LLP |
Accountancy firm EIN | 2010-12-31 | 390758449 |
2009 : NUSS TRUCK & EQUIPMENT 401(K) PLAN 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |