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MIDWEST BUS SALES RETIREMENT PLAN 401k Plan overview

Plan NameMIDWEST BUS SALES RETIREMENT PLAN
Plan identification number 001

MIDWEST BUS SALES RETIREMENT PLAN Benefits

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

401k Sponsoring company profile

MIDWEST BUS SALES, INC. has sponsored the creation of one or more 401k plans.

Company Name:MIDWEST BUS SALES, INC.
Employer identification number (EIN):480891823
NAIC Classification:441228
NAIC Description:Motorcycle, ATV, and All Other Motor Vehicle Dealers

Additional information about MIDWEST BUS SALES, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2018-10-09
Company Identification Number: 0803141618
Legal Registered Office Address: 23889 W 40TH ST

SHAWNEE
United States of America (USA)
66226

More information about MIDWEST BUS SALES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MIDWEST BUS SALES RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01PIPER SPARKS
0012016-01-01JILL RESCHKE
0012015-01-01JILL RESCHKE
0012014-01-01DANIEL HARDERN
0012013-01-01DANIEL HARDERN
0012012-01-01SCOTT KINCAID
0012011-01-01SCOTT KINCAID
0012009-01-01 SCOTT KINCAID2010-10-13

Plan Statistics for MIDWEST BUS SALES RETIREMENT PLAN

401k plan membership statisitcs for MIDWEST BUS SALES RETIREMENT PLAN

Measure Date Value
2022: MIDWEST BUS SALES RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,085
Total number of active participants reported on line 7a of the Form 55002022-01-011,037
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0192
Total of all active and inactive participants2022-01-011,129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,129
Number of participants with account balances2022-01-01552
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01255
2021: MIDWEST BUS SALES RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,533
Total number of active participants reported on line 7a of the Form 55002021-01-01874
Number of retired or separated participants receiving benefits2021-01-019
Number of other retired or separated participants entitled to future benefits2021-01-01141
Total of all active and inactive participants2021-01-011,024
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,024
Number of participants with account balances2021-01-01590
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01246
2020: MIDWEST BUS SALES RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,160
Total number of active participants reported on line 7a of the Form 55002020-01-011,345
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01188
Total of all active and inactive participants2020-01-011,533
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,533
Number of participants with account balances2020-01-01495
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0164
2019: MIDWEST BUS SALES RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,295
Total number of active participants reported on line 7a of the Form 55002019-01-011,093
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0167
Total of all active and inactive participants2019-01-011,160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,160
Number of participants with account balances2019-01-01560
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0174
2018: MIDWEST BUS SALES RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01596
Total number of active participants reported on line 7a of the Form 55002018-01-01539
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01108
Total of all active and inactive participants2018-01-01647
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-01651
Number of participants with account balances2018-01-01580
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0134
2017: MIDWEST BUS SALES RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01454
Total number of active participants reported on line 7a of the Form 55002017-01-01469
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0167
Total of all active and inactive participants2017-01-01536
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01538
Number of participants with account balances2017-01-01480
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0130
2016: MIDWEST BUS SALES RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01439
Total number of active participants reported on line 7a of the Form 55002016-01-01356
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0142
Total of all active and inactive participants2016-01-01398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01398
Number of participants with account balances2016-01-01380
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0118
2015: MIDWEST BUS SALES RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01331
Total number of active participants reported on line 7a of the Form 55002015-01-01356
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0145
Total of all active and inactive participants2015-01-01401
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01402
Number of participants with account balances2015-01-01353
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0123
2014: MIDWEST BUS SALES RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01290
Total number of active participants reported on line 7a of the Form 55002014-01-01274
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0137
Total of all active and inactive participants2014-01-01311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01311
Number of participants with account balances2014-01-01271
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-017
2013: MIDWEST BUS SALES RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01248
Total number of active participants reported on line 7a of the Form 55002013-01-01241
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0121
Total of all active and inactive participants2013-01-01262
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01263
Number of participants with account balances2013-01-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-013
2012: MIDWEST BUS SALES RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01247
Total number of active participants reported on line 7a of the Form 55002012-01-01225
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0122
Total of all active and inactive participants2012-01-01247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01247
Number of participants with account balances2012-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: MIDWEST BUS SALES RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01298
Total number of active participants reported on line 7a of the Form 55002011-01-01202
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0133
Total of all active and inactive participants2011-01-01235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01235
Number of participants with account balances2011-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-015
2009: MIDWEST BUS SALES RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01142
Total number of active participants reported on line 7a of the Form 55002009-01-01119
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0111
Total of all active and inactive participants2009-01-01130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01130
Number of participants with account balances2009-01-0177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-012

Financial Data on MIDWEST BUS SALES RETIREMENT PLAN

Measure Date Value
2022 : MIDWEST BUS SALES RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets from this plan2022-12-31$3,649,836
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
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-173,253
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,166,056
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$923,792
Expenses. Certain deemed distributions of participant loans2022-12-31$24,075
Value of total corrective distributions2022-12-31$170,615
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,667,270
Value of total assets at end of year2022-12-31$7,100,120
Value of total assets at beginning of year2022-12-31$12,089,265
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$47,574
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$20,108
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$298,163
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$298,163
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,075,385
Participant contributions at end of year2022-12-31$165,147
Participant contributions at beginning of year2022-12-31$225,471
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$19,000
Administrative expenses (other) incurred2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-1,339,309
Value of net assets at end of year (total assets less liabilities)2022-12-31$7,100,120
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$12,089,265
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$5,772,995
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$11,025,068
Interest on participant loans2022-12-31$7,580
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$0
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,161,978
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$838,726
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$838,726
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$12,528
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,177,794
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$0
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$591,885
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$923,792
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$47,574
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31PICKETT, CHANEY & MCMULLEN LLP
Accountancy firm EIN2022-12-31481246310
2021 : MIDWEST BUS SALES RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$3,227,522
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,264,129
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,247,762
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,971,525
Value of total assets at end of year2021-12-31$12,089,265
Value of total assets at beginning of year2021-12-31$11,125,872
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$16,367
Total interest from all sources2021-12-31$11,102
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$556,091
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$556,091
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$50,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$984,176
Participant contributions at end of year2021-12-31$225,471
Participant contributions at beginning of year2021-12-31$277,464
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$69,167
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$498,446
Administrative expenses (other) incurred2021-12-31$16,367
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$963,393
Value of net assets at end of year (total assets less liabilities)2021-12-31$12,089,265
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$11,125,872
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$11,025,068
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$9,202,522
Interest on participant loans2021-12-31$11,102
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$838,726
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,557,985
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$688,804
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$488,903
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$18,734
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,247,762
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31PICKETT, CHANEY & MCMULLEN, LLP
Accountancy firm EIN2021-12-31481246310
2020 : MIDWEST BUS SALES RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$2,733,038
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,194,705
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,080,815
Expenses. Certain deemed distributions of participant loans2020-12-31$23,935
Value of total corrective distributions2020-12-31$15,115
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,499,604
Value of total assets at end of year2020-12-31$11,125,872
Value of total assets at beginning of year2020-12-31$10,587,539
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$74,840
Total interest from all sources2020-12-31$25,394
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$571,409
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$571,409
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$50,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$892,135
Participant contributions at end of year2020-12-31$277,464
Participant contributions at beginning of year2020-12-31$200,300
Participant contributions at end of year2020-12-31$69,167
Participant contributions at beginning of year2020-12-31$34,399
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$178,773
Other income not declared elsewhere2020-12-31$63,767
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$538,333
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,125,872
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$10,587,539
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$9,202,522
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$8,902,831
Interest on participant loans2020-12-31$10,041
Interest earned on other investments2020-12-31$15,353
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,557,985
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,427,534
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$572,864
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$428,696
Employer contributions (assets) at end of year2020-12-31$18,734
Employer contributions (assets) at beginning of year2020-12-31$22,475
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,080,815
Contract administrator fees2020-12-31$74,840
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31PICKETT, CHANEY & MCMULLEN, LLP
Accountancy firm EIN2020-12-31481246310
2019 : MIDWEST BUS SALES RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at 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$1,053
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,053
Total income from all sources (including contributions)2019-12-31$3,469,312
Total income from all sources (including contributions)2019-12-31$3,469,312
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$571,970
Total of all expenses incurred2019-12-31$571,970
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$511,126
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$511,126
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,209,348
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,209,348
Value of total assets at end of year2019-12-31$10,587,539
Value of total assets at end of year2019-12-31$10,587,539
Value of total assets at beginning of year2019-12-31$7,691,250
Value of total assets at beginning of year2019-12-31$7,691,250
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$60,844
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$60,844
Total interest from all sources2019-12-31$8,653
Total interest from all sources2019-12-31$8,653
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$504,116
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$504,116
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$504,116
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$504,116
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$912,613
Contributions received from participants2019-12-31$912,613
Participant contributions at end of year2019-12-31$200,300
Participant contributions at end of year2019-12-31$200,300
Participant contributions at beginning of year2019-12-31$166,336
Participant contributions at end of year2019-12-31$34,399
Participant contributions at end of year2019-12-31$34,399
Participant contributions at beginning of year2019-12-31$30,652
Participant contributions at beginning of year2019-12-31$30,652
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$731,692
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$731,692
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,053
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$1,053
Other income not declared elsewhere2019-12-31$44,709
Other income not declared elsewhere2019-12-31$44,709
Administrative expenses (other) incurred2019-12-31$60,844
Administrative expenses (other) incurred2019-12-31$60,844
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,897,342
Value of net income/loss2019-12-31$2,897,342
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,587,539
Value of net assets at end of year (total assets less liabilities)2019-12-31$10,587,539
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,690,197
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,690,197
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$8,902,831
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$8,902,831
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,080,188
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,080,188
Interest on participant loans2019-12-31$8,653
Interest on participant loans2019-12-31$8,653
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,427,534
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,427,534
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,104,669
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,104,669
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$702,486
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$702,486
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$565,043
Contributions received in cash from employer2019-12-31$565,043
Employer contributions (assets) at end of year2019-12-31$22,475
Employer contributions (assets) at end of year2019-12-31$22,475
Employer contributions (assets) at beginning of year2019-12-31$309,405
Employer contributions (assets) at beginning of year2019-12-31$309,405
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$511,126
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$511,126
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31PICKETT, CHANEY & MCMULLEN, LLP
Accountancy firm name2019-12-31PICKETT, CHANEY & MCMULLEN, LLP
Accountancy firm EIN2019-12-31481246310
2018 : MIDWEST BUS SALES RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,053
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$1,713,358
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$949,770
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$898,754
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,052,291
Value of total assets at end of year2018-12-31$7,691,250
Value of total assets at beginning of year2018-12-31$6,926,609
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$51,016
Total interest from all sources2018-12-31$6,950
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$477,389
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$477,389
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$796,224
Participant contributions at end of year2018-12-31$166,336
Participant contributions at beginning of year2018-12-31$112,897
Participant contributions at end of year2018-12-31$30,652
Participant contributions at beginning of year2018-12-31$6,685
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$933,183
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$1,053
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$47,496
Administrative expenses (other) incurred2018-12-31$51,016
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$763,588
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,690,197
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,926,609
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$6,080,188
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,023,919
Income. Interest from loans (other than to participants)2018-12-31$6,950
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,104,669
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$526,778
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-870,768
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$322,884
Employer contributions (assets) at end of year2018-12-31$309,405
Employer contributions (assets) at beginning of year2018-12-31$256,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$898,754
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31PICKETT, CHANEY & MCMULLEN, LLP
Accountancy firm EIN2018-12-31481246310
2017 : MIDWEST BUS SALES RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$197,926
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,687,543
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$921,251
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$878,258
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$956,389
Value of total assets at end of year2017-12-31$6,926,609
Value of total assets at beginning of year2017-12-31$5,962,391
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$42,993
Total interest from all sources2017-12-31$5,858
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$281,557
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$281,557
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$633,686
Participant contributions at end of year2017-12-31$112,897
Participant contributions at beginning of year2017-12-31$147,309
Participant contributions at end of year2017-12-31$6,685
Participant contributions at beginning of year2017-12-31$12,875
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$65,568
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$0
Other income not declared elsewhere2017-12-31$42,571
Administrative expenses (other) incurred2017-12-31$42,993
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$766,292
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,926,609
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$5,962,391
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,023,919
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,242,421
Interest on participant loans2017-12-31$5,858
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$526,778
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$330,893
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$401,168
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$257,135
Employer contributions (assets) at end of year2017-12-31$256,330
Employer contributions (assets) at beginning of year2017-12-31$228,893
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$878,258
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31PICKETT, CHANEY & MCMULLEN, LLP
Accountancy firm EIN2017-12-31481246310
2016 : MIDWEST BUS SALES RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,288,547
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$527,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$484,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$878,704
Value of total assets at end of year2016-12-31$5,962,391
Value of total assets at beginning of year2016-12-31$5,201,692
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$43,696
Total interest from all sources2016-12-31$6,950
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$266,542
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$266,542
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$619,567
Participant contributions at end of year2016-12-31$147,309
Participant contributions at beginning of year2016-12-31$166,961
Participant contributions at end of year2016-12-31$12,875
Participant contributions at beginning of year2016-12-31$23
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$30,244
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Other income not declared elsewhere2016-12-31$42,086
Administrative expenses (other) incurred2016-12-31$43,696
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$760,699
Value of net assets at end of year (total assets less liabilities)2016-12-31$5,962,391
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$5,201,692
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$5,242,421
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,486,757
Interest on participant loans2016-12-31$6,950
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$330,893
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$317,703
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$94,265
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$228,893
Employer contributions (assets) at end of year2016-12-31$228,893
Employer contributions (assets) at beginning of year2016-12-31$230,248
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$484,152
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31PICKETT, CHANEY & MCMULLEN, LLP
Accountancy firm EIN2016-12-31481246310
2015 : MIDWEST BUS SALES RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$100
Total income from all sources (including contributions)2015-12-31$801,580
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$228,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$221,959
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$862,381
Value of total assets at end of year2015-12-31$5,201,692
Value of total assets at beginning of year2015-12-31$4,628,520
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$6,349
Total interest from all sources2015-12-31$5,269
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$340,782
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$340,782
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$547,274
Participant contributions at end of year2015-12-31$166,961
Participant contributions at beginning of year2015-12-31$129,877
Participant contributions at end of year2015-12-31$23
Participant contributions at beginning of year2015-12-31$23
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$69,585
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$100
Administrative expenses (other) incurred2015-12-31$6,349
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$573,272
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,201,692
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,628,420
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$4,486,757
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$3,908,003
Interest on participant loans2015-12-31$5,269
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$317,703
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$375,502
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-406,852
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$245,522
Employer contributions (assets) at end of year2015-12-31$230,248
Employer contributions (assets) at beginning of year2015-12-31$215,115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$221,959
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31PICKETT, CHANEY & MCMULLEN, LLP
Accountancy firm EIN2015-12-31481246310
2014 : MIDWEST BUS SALES RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$100
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$111
Total income from all sources (including contributions)2014-12-31$966,827
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$355,986
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$321,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$719,618
Value of total assets at end of year2014-12-31$4,628,520
Value of total assets at beginning of year2014-12-31$4,017,690
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$34,276
Total interest from all sources2014-12-31$4,422
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$275,200
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$275,200
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$480,791
Participant contributions at end of year2014-12-31$129,877
Participant contributions at beginning of year2014-12-31$73,052
Participant contributions at end of year2014-12-31$23
Participant contributions at beginning of year2014-12-31$23
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$23,644
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$100
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$111
Administrative expenses (other) incurred2014-12-31$34,276
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$610,841
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,628,420
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,017,579
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$3,908,003
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,596,058
Interest on participant loans2014-12-31$4,422
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$375,502
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$208,242
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-32,413
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$215,183
Employer contributions (assets) at end of year2014-12-31$215,115
Employer contributions (assets) at beginning of year2014-12-31$140,315
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$321,710
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31PICKETT, CHANEY & MCMULLEN, LLP
Accountancy firm EIN2014-12-31481246310
2013 : MIDWEST BUS SALES RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$111
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$1,248,527
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$368,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$365,232
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$897,862
Value of total assets at end of year2013-12-31$4,017,690
Value of total assets at beginning of year2013-12-31$3,137,631
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$3,347
Total interest from all sources2013-12-31$4,801
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$401,675
Participant contributions at end of year2013-12-31$73,052
Participant contributions at beginning of year2013-12-31$61,610
Participant contributions at end of year2013-12-31$23
Participant contributions at beginning of year2013-12-31$12,317
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$353,078
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$111
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Administrative expenses (other) incurred2013-12-31$3,347
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$879,948
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,017,579
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$3,137,631
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,596,058
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,699,738
Interest on participant loans2013-12-31$2,623
Interest earned on other investments2013-12-31$2,178
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$208,242
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$207,218
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$345,864
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$143,109
Employer contributions (assets) at end of year2013-12-31$140,315
Employer contributions (assets) at beginning of year2013-12-31$156,748
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$365,232
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31PICKETT, CHANEY & MCMULLEN, LLP
Accountancy firm EIN2013-12-31481246310
2012 : MIDWEST BUS SALES RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$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$11
Total income from all sources (including contributions)2012-12-31$874,547
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$316,591
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$315,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$594,248
Value of total assets at end of year2012-12-31$3,137,631
Value of total assets at beginning of year2012-12-31$2,579,686
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,516
Total interest from all sources2012-12-31$1,109
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$107,449
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$107,449
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$368,005
Participant contributions at end of year2012-12-31$61,610
Participant contributions at beginning of year2012-12-31$22,764
Participant contributions at end of year2012-12-31$12,317
Participant contributions at beginning of year2012-12-31$26,840
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$69,495
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$11
Administrative expenses (other) incurred2012-12-31$1,516
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$557,956
Value of net assets at end of year (total assets less liabilities)2012-12-31$3,137,631
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,579,675
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,699,738
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,318,493
Interest on participant loans2012-12-31$1,109
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$207,218
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$94,063
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$171,741
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$156,748
Employer contributions (assets) at end of year2012-12-31$156,748
Employer contributions (assets) at beginning of year2012-12-31$117,526
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$315,075
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PICKETT, CHANEY & MCMULLEN, LLP
Accountancy firm EIN2012-12-31481246310
2011 : MIDWEST BUS SALES RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$11
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$513,404
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$354,887
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$353,237
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$514,093
Value of total assets at end of year2011-12-31$2,579,686
Value of total assets at beginning of year2011-12-31$2,421,158
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,650
Total interest from all sources2011-12-31$1,078
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$349,220
Participant contributions at end of year2011-12-31$22,764
Participant contributions at beginning of year2011-12-31$29,083
Participant contributions at end of year2011-12-31$26,840
Participant contributions at beginning of year2011-12-31$3,873
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$43,923
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$11
Other income not declared elsewhere2011-12-31$143,731
Administrative expenses (other) incurred2011-12-31$1,650
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$158,517
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,579,675
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,421,158
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,318,493
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,071,125
Interest on participant loans2011-12-31$1,078
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$94,063
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$186,225
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-145,498
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$120,950
Employer contributions (assets) at end of year2011-12-31$117,526
Employer contributions (assets) at beginning of year2011-12-31$130,852
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$353,237
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PICKETT, CHANEY & MCMULLEN, LLP
Accountancy firm EIN2011-12-31481246310
2010 : MIDWEST BUS SALES RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$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$800,914
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$39,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$39,210
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$596,549
Value of total assets at end of year2010-12-31$2,421,158
Value of total assets at beginning of year2010-12-31$1,659,598
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$144
Total interest from all sources2010-12-31$57,511
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$125,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$368,664
Participant contributions at end of year2010-12-31$29,083
Participant contributions at beginning of year2010-12-31$11,486
Participant contributions at end of year2010-12-31$3,873
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$14,604
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$761,560
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,421,158
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$1,659,598
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,071,125
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,464,888
Interest earned on other investments2010-12-31$57,511
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$183,224
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$183,224
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$186,225
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$146,854
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$213,281
Employer contributions (assets) at end of year2010-12-31$130,852
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$39,210
Contract administrator fees2010-12-31$144
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PICKETT, CHANEY & MCMULLEN, LLP
Accountancy firm EIN2010-12-31481246310

Form 5500 Responses for MIDWEST BUS SALES RETIREMENT PLAN

2022: MIDWEST BUS SALES RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedYes
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: MIDWEST BUS SALES RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: MIDWEST BUS SALES RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: MIDWEST BUS SALES RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: MIDWEST BUS SALES RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: MIDWEST BUS SALES RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: MIDWEST BUS SALES RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: MIDWEST BUS SALES RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: MIDWEST BUS SALES RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: MIDWEST BUS SALES RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MIDWEST BUS SALES RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MIDWEST BUS SALES RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MIDWEST BUS SALES RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number331277-01
Policy instance 1
Insurance contract or identification number331277-01
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number331277-01
Policy instance 1
Insurance contract or identification number331277-01
Number of Individuals Covered65
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number331277-01
Policy instance 1
Insurance contract or identification number331277-01
Number of Individuals Covered57
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number331277-01
Policy instance 1
Insurance contract or identification number331277-01
Number of Individuals Covered27
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68322 )
Policy contract number331277-01
Policy instance 1
Insurance contract or identification number331277-01
Number of Individuals Covered15
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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