WILSON LOGISTICS, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan WILSON LOGISTICS, INC. 401(K) PLAN
| Measure | Date | Value |
|---|
| 2023 : WILSON LOGISTICS, INC. 401(K) PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $1,483,079 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $3,395,761 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $3,373,836 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $291,933 |
| Value of total assets at end of year | 2023-12-31 | $6,763,697 |
| Value of total assets at beginning of year | 2023-12-31 | $8,676,379 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $21,925 |
| Total interest from all sources | 2023-12-31 | $1,336 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $219,652 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $219,652 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $208,157 |
| Participant contributions at end of year | 2023-12-31 | $22,326 |
| Participant contributions at beginning of year | 2023-12-31 | $23,100 |
| Other income not declared elsewhere | 2023-12-31 | $16 |
| Administrative expenses (other) incurred | 2023-12-31 | $700 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $-1,912,682 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $6,763,697 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $8,676,379 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $6,437,126 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $7,837,989 |
| Interest on participant loans | 2023-12-31 | $1,336 |
| Value of interest in common/collective trusts at end of year | 2023-12-31 | $304,245 |
| Value of interest in common/collective trusts at beginning of year | 2023-12-31 | $815,290 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $952,573 |
| Net investment gain or loss from common/collective trusts | 2023-12-31 | $17,569 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $83,776 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $3,373,836 |
| Contract administrator fees | 2023-12-31 | $21,225 |
| Did the plan have assets held for investment | 2023-12-31 | 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 | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | KPM CPAS & ADVISORS |
| Accountancy firm EIN | 2023-12-31 | 431109768 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $1,483,079 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $3,395,761 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $3,373,836 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $291,933 |
| Value of total assets at end of year | 2023-01-01 | $6,763,697 |
| Value of total assets at beginning of year | 2023-01-01 | $8,676,379 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $21,925 |
| Total interest from all sources | 2023-01-01 | $1,336 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $219,652 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $219,652 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2023-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $208,157 |
| Participant contributions at end of year | 2023-01-01 | $22,326 |
| Participant contributions at beginning of year | 2023-01-01 | $23,100 |
| Other income not declared elsewhere | 2023-01-01 | $16 |
| Administrative expenses (other) incurred | 2023-01-01 | $700 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $-1,912,682 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $6,763,697 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $8,676,379 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $6,437,126 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $7,837,989 |
| Interest on participant loans | 2023-01-01 | $1,336 |
| Value of interest in common/collective trusts at end of year | 2023-01-01 | $304,245 |
| Value of interest in common/collective trusts at beginning of year | 2023-01-01 | $815,290 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $952,573 |
| Net investment gain or loss from common/collective trusts | 2023-01-01 | $17,569 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $83,776 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $3,373,836 |
| Contract administrator fees | 2023-01-01 | $21,225 |
| Did the plan have assets held for investment | 2023-01-01 | 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 | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | KPM CPAS & ADVISORS |
| Accountancy firm EIN | 2023-01-01 | 431109768 |
| 2022 : WILSON LOGISTICS, INC. 401(K) PLAN 2022 401k financial data |
|---|
| 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 | $-1,648,930 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $5,267,455 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $5,237,405 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $370,539 |
| Value of total assets at end of year | 2022-12-31 | $8,676,379 |
| Value of total assets at beginning of year | 2022-12-31 | $15,592,764 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $30,050 |
| Total interest from all sources | 2022-12-31 | $790 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $236,243 |
| 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 | $236,243 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $2,000,000 |
| 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 | $291,161 |
| Participant contributions at end of year | 2022-12-31 | $23,100 |
| Participant contributions at beginning of year | 2022-12-31 | $162,820 |
| Other income not declared elsewhere | 2022-12-31 | $3,081 |
| Administrative expenses (other) incurred | 2022-12-31 | $30,050 |
| 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 | $-6,916,385 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $8,676,379 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $15,592,764 |
| 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 | $7,837,989 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $14,593,513 |
| Interest on participant loans | 2022-12-31 | $790 |
| Value of interest in common/collective trusts at end of year | 2022-12-31 | $815,290 |
| Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $836,431 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-2,271,625 |
| Net investment gain or loss from common/collective trusts | 2022-12-31 | $12,042 |
| 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 | $79,378 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $5,237,405 |
| 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 | KPM CPAS & ADVISORS |
| Accountancy firm EIN | 2022-12-31 | 431109768 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $-1,648,930 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $5,267,455 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $5,237,405 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $370,539 |
| Value of total assets at end of year | 2022-01-01 | $8,676,379 |
| Value of total assets at beginning of year | 2022-01-01 | $15,592,764 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $30,050 |
| Total interest from all sources | 2022-01-01 | $790 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $236,243 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $236,243 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $291,161 |
| Participant contributions at end of year | 2022-01-01 | $23,100 |
| Participant contributions at beginning of year | 2022-01-01 | $162,820 |
| Other income not declared elsewhere | 2022-01-01 | $3,081 |
| Administrative expenses (other) incurred | 2022-01-01 | $30,050 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-6,916,385 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $8,676,379 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $15,592,764 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $7,837,989 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $14,593,513 |
| Interest on participant loans | 2022-01-01 | $790 |
| Value of interest in common/collective trusts at end of year | 2022-01-01 | $815,290 |
| Value of interest in common/collective trusts at beginning of year | 2022-01-01 | $836,431 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-2,271,625 |
| Net investment gain or loss from common/collective trusts | 2022-01-01 | $12,042 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $79,378 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $5,237,405 |
| Did the plan have assets held for investment | 2022-01-01 | 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 | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | KPM CPAS & ADVISORS |
| Accountancy firm EIN | 2022-01-01 | 431109768 |
| 2021 : WILSON LOGISTICS, INC. 401(K) PLAN 2021 401k financial data |
|---|
| 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 | $3,126,346 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $1,610,555 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $1,577,280 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,640,296 |
| Value of total assets at end of year | 2021-12-31 | $15,592,764 |
| Value of total assets at beginning of year | 2021-12-31 | $14,076,973 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $33,275 |
| Total interest from all sources | 2021-12-31 | $6,413 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $2,010,784 |
| 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 | $2,010,784 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $2,000,000 |
| 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 | $1,138,210 |
| Participant contributions at end of year | 2021-12-31 | $162,820 |
| Participant contributions at beginning of year | 2021-12-31 | $145,157 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $30,383 |
| Other income not declared elsewhere | 2021-12-31 | $909 |
| Administrative expenses (other) incurred | 2021-12-31 | $33,275 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $1,515,791 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $15,592,764 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $14,076,973 |
| 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 | $14,593,513 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $13,118,754 |
| Interest on participant loans | 2021-12-31 | $6,413 |
| Value of interest in common/collective trusts at end of year | 2021-12-31 | $836,431 |
| Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $813,062 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $-541,422 |
| Net investment gain or loss from common/collective trusts | 2021-12-31 | $9,366 |
| 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 | $471,703 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $1,577,280 |
| 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 | Disclaimer |
| Accountancy firm name | 2021-12-31 | KPM CPAS & ADVISORS |
| Accountancy firm EIN | 2021-12-31 | 431109768 |
| 2020 : WILSON LOGISTICS, INC. 401(K) PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total transfer of assets to this plan | 2020-12-31 | $1,536,965 |
| 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 | $3,165,996 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $970,955 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $955,352 |
| Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $3,252 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,596,598 |
| Value of total assets at end of year | 2020-12-31 | $14,076,973 |
| Value of total assets at beginning of year | 2020-12-31 | $10,344,967 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $12,351 |
| Total interest from all sources | 2020-12-31 | $10,531 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $489,718 |
| 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 | $489,718 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $2,000,000 |
| 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 | $1,019,985 |
| Participant contributions at end of year | 2020-12-31 | $145,157 |
| Participant contributions at beginning of year | 2020-12-31 | $0 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $148,534 |
| Other income not declared elsewhere | 2020-12-31 | $-1,824 |
| Administrative expenses (other) incurred | 2020-12-31 | $12,351 |
| 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 | $2,195,041 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $14,076,973 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $10,344,967 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $13,118,754 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $10,344,967 |
| Interest on participant loans | 2020-12-31 | $10,531 |
| Value of interest in common/collective trusts at end of year | 2020-12-31 | $813,062 |
| Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $1,061,585 |
| Net investment gain or loss from common/collective trusts | 2020-12-31 | $9,388 |
| 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 | $428,079 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $955,352 |
| 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 | Disclaimer |
| Accountancy firm name | 2020-12-31 | KPM CPAS & ADVISORS |
| Accountancy firm EIN | 2020-12-31 | 431109768 |
| 2019 : WILSON LOGISTICS, INC. 401(K) PLAN 2019 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
| Total transfer of assets to this plan | 2019-12-31 | $10,316,931 |
| 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 | $28,036 |
| Total loss/gain on sale of assets | 2019-12-31 | $0 |
| Total of all expenses incurred | 2019-12-31 | $0 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $0 |
| Value of total assets at end of year | 2019-12-31 | $10,344,967 |
| Value of total assets at beginning of year | 2019-12-31 | $0 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $0 |
| Total interest from all sources | 2019-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $294,666 |
| 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 | $294,666 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $2,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| 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 | $28,036 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $10,344,967 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $0 |
| 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 | $10,344,967 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $-266,630 |
| 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 |
| 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 |
