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MCKENZIE TANK LINES, INC. SAVINGS AND RETIREMENT PLAN 401k Plan overview

Plan NameMCKENZIE TANK LINES, INC. SAVINGS AND RETIREMENT PLAN
Plan identification number 002

MCKENZIE TANK LINES, INC. SAVINGS AND 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.
  • 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

MCKENZIE PROPERTY MANAGEMENT, INC. has sponsored the creation of one or more 401k plans.

Company Name:MCKENZIE PROPERTY MANAGEMENT, INC.
Employer identification number (EIN):590864831
NAIC Classification:531310

Additional information about MCKENZIE PROPERTY MANAGEMENT, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1949-04-20
Company Identification Number: 157811
Legal Registered Office Address: 1966 Commonwealth Lane

TALLAHASSEE

32303

More information about MCKENZIE PROPERTY MANAGEMENT, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan MCKENZIE TANK LINES, INC. SAVINGS AND RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01JOHN F. HUBBS2021-10-15 JOHN F. HUBBS2021-10-15
0022019-01-01JOHN F. HUBBS2020-09-16 JOHN F. HUBBS2020-09-16
0022018-01-01
0022017-01-01CANITA GUNTER PETERSON
0022016-01-01CANITA GUNTER PETERSON
0022015-01-01CANITA GUNTER PETERSON
0022014-01-01CANITA GUNTER PETERSON
0022013-01-01CANITA GUNTER PETERSON
0022012-01-01CANITA GUNTER PETERSON
0022011-01-01CANITA GUNTER PETERSON
0022009-01-01CANITA GUNTER PETERSON

Plan Statistics for MCKENZIE TANK LINES, INC. SAVINGS AND RETIREMENT PLAN

401k plan membership statisitcs for MCKENZIE TANK LINES, INC. SAVINGS AND RETIREMENT PLAN

Measure Date Value
2020: MCKENZIE TANK LINES, INC. SAVINGS AND RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01170
Total number of active participants reported on line 7a of the Form 55002020-01-0113
Number of retired or separated participants receiving benefits2020-01-019
Number of other retired or separated participants entitled to future benefits2020-01-0135
Total of all active and inactive participants2020-01-0157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-0157
Number of participants with account balances2020-01-0155
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: MCKENZIE TANK LINES, INC. SAVINGS AND RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01197
Total number of active participants reported on line 7a of the Form 55002019-01-014
Number of retired or separated participants receiving benefits2019-01-0176
Number of other retired or separated participants entitled to future benefits2019-01-0188
Total of all active and inactive participants2019-01-01168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01168
Number of participants with account balances2019-01-01168
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: MCKENZIE TANK LINES, INC. SAVINGS AND RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01324
Total number of active participants reported on line 7a of the Form 55002018-01-01222
Number of retired or separated participants receiving benefits2018-01-0127
Number of other retired or separated participants entitled to future benefits2018-01-0148
Total of all active and inactive participants2018-01-01297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01298
Number of participants with account balances2018-01-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0110
2017: MCKENZIE TANK LINES, INC. SAVINGS AND RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01392
Total number of active participants reported on line 7a of the Form 55002017-01-01228
Number of retired or separated participants receiving benefits2017-01-0124
Number of other retired or separated participants entitled to future benefits2017-01-0162
Total of all active and inactive participants2017-01-01314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01316
Number of participants with account balances2017-01-01215
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0119
2016: MCKENZIE TANK LINES, INC. SAVINGS AND RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01390
Total number of active participants reported on line 7a of the Form 55002016-01-01274
Number of retired or separated participants receiving benefits2016-01-0119
Number of other retired or separated participants entitled to future benefits2016-01-0154
Total of all active and inactive participants2016-01-01347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01348
Number of participants with account balances2016-01-01219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0116
2015: MCKENZIE TANK LINES, INC. SAVINGS AND RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01391
Total number of active participants reported on line 7a of the Form 55002015-01-01277
Number of retired or separated participants receiving benefits2015-01-0114
Number of other retired or separated participants entitled to future benefits2015-01-0150
Total of all active and inactive participants2015-01-01341
Total participants2015-01-01341
Number of participants with account balances2015-01-01216
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0122
2014: MCKENZIE TANK LINES, INC. SAVINGS AND RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01379
Total number of active participants reported on line 7a of the Form 55002014-01-01316
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0175
Total of all active and inactive participants2014-01-01391
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01391
Number of participants with account balances2014-01-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0124
2013: MCKENZIE TANK LINES, INC. SAVINGS AND RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01393
Total number of active participants reported on line 7a of the Form 55002013-01-01294
Number of other retired or separated participants entitled to future benefits2013-01-0173
Total of all active and inactive participants2013-01-01367
Total participants2013-01-01367
Number of participants with account balances2013-01-01238
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: MCKENZIE TANK LINES, INC. SAVINGS AND RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01479
Total number of active participants reported on line 7a of the Form 55002012-01-01311
Number of other retired or separated participants entitled to future benefits2012-01-0168
Total of all active and inactive participants2012-01-01379
Total participants2012-01-01379
Number of participants with account balances2012-01-01266
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0125
2011: MCKENZIE TANK LINES, INC. SAVINGS AND RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01607
Total number of active participants reported on line 7a of the Form 55002011-01-01369
Number of other retired or separated participants entitled to future benefits2011-01-0171
Total of all active and inactive participants2011-01-01440
Total participants2011-01-01440
Number of participants with account balances2011-01-01303
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0127
2009: MCKENZIE TANK LINES, INC. SAVINGS AND RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01558
Total number of active participants reported on line 7a of the Form 55002009-01-01392
Number of other retired or separated participants entitled to future benefits2009-01-01136
Total of all active and inactive participants2009-01-01528
Total participants2009-01-01528
Number of participants with account balances2009-01-01371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0145

Financial Data on MCKENZIE TANK LINES, INC. SAVINGS AND RETIREMENT PLAN

Measure Date Value
2020 : MCKENZIE TANK LINES, INC. SAVINGS AND RETIREMENT PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$341,304
Total of all expenses incurred2020-12-31$1,052,024
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,026,191
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$58,282
Value of total assets at end of year2020-12-31$2,300,310
Value of total assets at beginning of year2020-12-31$3,011,030
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$25,833
Total interest from all sources2020-12-31$279
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$104,222
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$104,222
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$38,709
Participant contributions at end of year2020-12-31$4,021
Participant contributions at beginning of year2020-12-31$5,585
Participant contributions at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-710,720
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,300,310
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,011,030
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$2,272,632
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$2,988,559
Interest on participant loans2020-12-31$279
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$23,443
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$13,968
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$178,521
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$19,573
Employer contributions (assets) at end of year2020-12-31$214
Employer contributions (assets) at beginning of year2020-12-31$2,918
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,026,191
Contract administrator fees2020-12-31$25,833
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 name2020-12-31THOMAS HOWELL FERGUSON P.A.
Accountancy firm EIN2020-12-31593186310
2019 : MCKENZIE TANK LINES, INC. SAVINGS AND RETIREMENT PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$730,344
Total of all expenses incurred2019-12-31$2,389,856
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,378,778
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$88,729
Value of total assets at end of year2019-12-31$3,011,030
Value of total assets at beginning of year2019-12-31$4,670,542
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$11,078
Total interest from all sources2019-12-31$1,967
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$235,253
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$235,253
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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
Contributions received from participants2019-12-31$49,010
Participant contributions at end of year2019-12-31$5,585
Participant contributions at beginning of year2019-12-31$56,869
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$9,762
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$11,085
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$-1,659,512
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,011,030
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,670,542
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 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$2,988,559
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,341,885
Interest on participant loans2019-12-31$1,967
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$13,968
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$254,854
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$404,395
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 contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$28,634
Employer contributions (assets) at end of year2019-12-31$2,918
Employer contributions (assets) at beginning of year2019-12-31$7,172
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,378,778
Contract administrator fees2019-12-31$11,078
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31THOMAS HOWELL FERGUSON P.A.
Accountancy firm EIN2019-12-31593186310
2018 : MCKENZIE TANK LINES, INC. SAVINGS AND RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-640,388
Total unrealized appreciation/depreciation of assets2018-12-31$-640,388
Total income from all sources (including contributions)2018-12-31$299,347
Total of all expenses incurred2018-12-31$798,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$790,147
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$545,643
Value of total assets at end of year2018-12-31$4,670,542
Value of total assets at beginning of year2018-12-31$5,169,968
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$8,626
Total interest from all sources2018-12-31$3,059
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$391,033
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$391,033
Administrative expenses professional fees incurred2018-12-31$8,626
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
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2018-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$0
Amount contributed by the employer to the plan for this plan year2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$404,518
Participant contributions at end of year2018-12-31$56,869
Participant contributions at beginning of year2018-12-31$48,184
Participant contributions at end of year2018-12-31$9,762
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$6,948
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-499,426
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,670,542
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,169,968
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$4,341,885
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,121,784
Interest on participant loans2018-12-31$3,059
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$254,854
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$0
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$134,177
Employer contributions (assets) at end of year2018-12-31$7,172
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$790,147
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 name2018-12-31THOMAS HOWELL FERGUSON P.A.
Accountancy firm EIN2018-12-31593186310
2017 : MCKENZIE TANK LINES, INC. SAVINGS AND RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$432,567
Total unrealized appreciation/depreciation of assets2017-12-31$432,567
Total income from all sources (including contributions)2017-12-31$1,180,036
Total of all expenses incurred2017-12-31$745,019
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$739,356
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$567,555
Value of total assets at end of year2017-12-31$5,169,968
Value of total assets at beginning of year2017-12-31$4,734,951
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$5,663
Total interest from all sources2017-12-31$4,249
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$175,665
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$175,665
Administrative expenses professional fees incurred2017-12-31$5,663
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2017-12-310
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$0
Amount contributed by the employer to the plan for this plan year2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$400,705
Participant contributions at end of year2017-12-31$48,184
Participant contributions at beginning of year2017-12-31$115,878
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$16,986
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$435,017
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,169,968
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$4,734,951
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$5,121,784
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$4,618,370
Interest on participant loans2017-12-31$4,249
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 contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$149,864
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$703
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$739,356
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 name2017-12-31THOMAS HOWELL FERGUSON P.A.
Accountancy firm EIN2017-12-31593186310
2016 : MCKENZIE TANK LINES, INC. SAVINGS AND RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$144,814
Total unrealized appreciation/depreciation of assets2016-12-31$144,814
Total income from all sources (including contributions)2016-12-31$736,931
Total of all expenses incurred2016-12-31$410,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$406,178
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$486,498
Value of total assets at end of year2016-12-31$4,734,951
Value of total assets at beginning of year2016-12-31$4,408,604
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,406
Total interest from all sources2016-12-31$7,521
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$98,098
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$98,098
Administrative expenses professional fees incurred2016-12-31$4,406
Was this plan covered by a fidelity bond2016-12-31No
If this is an individual account plan, was there a blackout period2016-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2016-12-310
Minimum employer required contribution for this plan year2016-12-31$0
Amount contributed by the employer to the plan for this plan year2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$395,195
Participant contributions at end of year2016-12-31$115,878
Participant contributions at beginning of year2016-12-31$144,618
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$326,347
Value of net assets at end of year (total assets less liabilities)2016-12-31$4,734,951
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$4,408,604
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$4,618,370
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$4,261,153
Interest on participant loans2016-12-31$7,521
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 contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$91,303
Employer contributions (assets) at end of year2016-12-31$703
Employer contributions (assets) at beginning of year2016-12-31$2,833
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$406,178
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31THOMAS HOWELL FERGUSON P.A.
Accountancy firm EIN2016-12-31593186310
2015 : MCKENZIE TANK LINES, INC. SAVINGS AND RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-285,508
Total unrealized appreciation/depreciation of assets2015-12-31$-285,508
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$6,293
Total income from all sources (including contributions)2015-12-31$508,543
Total of all expenses incurred2015-12-31$804,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$798,681
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$507,991
Value of total assets at end of year2015-12-31$4,408,604
Value of total assets at beginning of year2015-12-31$4,710,823
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,788
Total interest from all sources2015-12-31$13,045
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$273,015
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$273,015
Administrative expenses professional fees incurred2015-12-31$5,788
Was this plan covered by a fidelity bond2015-12-31No
If this is an individual account plan, was there a blackout period2015-12-31Yes
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2015-12-310
Minimum employer required contribution for this plan year2015-12-31$0
Amount contributed by the employer to the plan for this plan year2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$403,560
Participant contributions at end of year2015-12-31$144,618
Participant contributions at beginning of year2015-12-31$243,714
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$34,926
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$3,336
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$6,293
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-295,926
Value of net assets at end of year (total assets less liabilities)2015-12-31$4,408,604
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,704,530
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$4,261,153
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$4,074,732
Interest on participant loans2015-12-31$13,045
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$347,826
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 contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$101,095
Employer contributions (assets) at end of year2015-12-31$2,833
Employer contributions (assets) at beginning of year2015-12-31$9,625
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$798,681
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
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 name2015-12-31THOMAS HOWELL FERGUSON P.A.
Accountancy firm EIN2015-12-31593186310
2014 : MCKENZIE TANK LINES, INC. SAVINGS AND RETIREMENT PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$6,293
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$463,945
Total of all expenses incurred2014-12-31$510,617
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$506,412
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$429,576
Value of total assets at end of year2014-12-31$4,710,823
Value of total assets at beginning of year2014-12-31$4,751,202
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$4,205
Total interest from all sources2014-12-31$13,947
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$4,205
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$3,000,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2014-12-310
Minimum employer required contribution for this plan year2014-12-31$0
Amount contributed by the employer to the plan for this plan year2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$328,913
Participant contributions at end of year2014-12-31$243,714
Participant contributions at beginning of year2014-12-31$214,064
Participant contributions at end of year2014-12-31$34,926
Participant contributions at beginning of year2014-12-31$9,894
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,713
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$6,293
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$0
Other income not declared elsewhere2014-12-31$20,422
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-46,672
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,704,530
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$4,751,202
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$4,074,732
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,744,340
Interest on participant loans2014-12-31$13,947
Value of interest in common/collective trusts at end of year2014-12-31$347,826
Value of interest in common/collective trusts at beginning of year2014-12-31$779,682
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 contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$98,950
Employer contributions (assets) at end of year2014-12-31$9,625
Employer contributions (assets) at beginning of year2014-12-31$3,222
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$506,412
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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 name2014-12-31THOMAS HOWELL FERGUSON P.A.
Accountancy firm EIN2014-12-31593186310
2013 : MCKENZIE TANK LINES, INC. SAVINGS AND RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,062,803
Total of all expenses incurred2013-12-31$1,016,625
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,012,125
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$419,027
Value of total assets at end of year2013-12-31$4,751,202
Value of total assets at beginning of year2013-12-31$4,705,024
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$4,500
Total interest from all sources2013-12-31$14,458
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$4,500
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$3,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2013-12-310
Minimum employer required contribution for this plan year2013-12-31$0
Amount contributed by the employer to the plan for this plan year2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$318,994
Participant contributions at end of year2013-12-31$214,064
Participant contributions at beginning of year2013-12-31$222,338
Participant contributions at end of year2013-12-31$9,894
Participant contributions at beginning of year2013-12-31$6,176
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$8,214
Other income not declared elsewhere2013-12-31$629,318
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$46,178
Value of net assets at end of year (total assets less liabilities)2013-12-31$4,751,202
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$4,705,024
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$3,744,340
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,551,419
Interest on participant loans2013-12-31$14,458
Value of interest in common/collective trusts at end of year2013-12-31$779,682
Value of interest in common/collective trusts at beginning of year2013-12-31$923,328
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 contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$91,819
Employer contributions (assets) at end of year2013-12-31$3,222
Employer contributions (assets) at beginning of year2013-12-31$1,763
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,012,125
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 name2013-12-31THOMAS HOWELL FERGUSON P.A.
Accountancy firm EIN2013-12-31593186310
2012 : MCKENZIE TANK LINES, INC. SAVINGS AND RETIREMENT PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$907,736
Total of all expenses incurred2012-12-31$754,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$748,585
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$486,967
Value of total assets at end of year2012-12-31$4,705,024
Value of total assets at beginning of year2012-12-31$4,551,878
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$6,005
Total interest from all sources2012-12-31$17,937
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$6,005
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers2012-12-310
Minimum employer required contribution for this plan year2012-12-31$0
Amount contributed by the employer to the plan for this plan year2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$366,438
Participant contributions at end of year2012-12-31$222,338
Participant contributions at beginning of year2012-12-31$276,662
Participant contributions at end of year2012-12-31$6,176
Participant contributions at beginning of year2012-12-31$11,111
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$22,767
Other income not declared elsewhere2012-12-31$402,832
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$-1,072
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$153,146
Value of net assets at end of year (total assets less liabilities)2012-12-31$4,705,024
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,551,878
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$3,551,419
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,314,075
Interest on participant loans2012-12-31$17,937
Value of interest in common/collective trusts at end of year2012-12-31$923,328
Value of interest in common/collective trusts at beginning of year2012-12-31$947,889
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$97,762
Employer contributions (assets) at end of year2012-12-31$1,763
Employer contributions (assets) at beginning of year2012-12-31$3,213
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$748,585
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 name2012-12-31THOMAS HOWELL FERGUSON P.A.
Accountancy firm EIN2012-12-31593186310
2011 : MCKENZIE TANK LINES, INC. SAVINGS AND RETIREMENT PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$507,341
Total of all expenses incurred2011-12-31$525,329
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$519,820
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$501,555
Value of total assets at end of year2011-12-31$4,551,878
Value of total assets at beginning of year2011-12-31$4,569,866
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$5,509
Total interest from all sources2011-12-31$18,234
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$5,509
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Minimum employer required contribution for this plan year2011-12-31$0
Amount contributed by the employer to the plan for this plan year2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$393,347
Participant contributions at end of year2011-12-31$276,662
Participant contributions at beginning of year2011-12-31$283,465
Participant contributions at end of year2011-12-31$11,111
Participant contributions at beginning of year2011-12-31$11,924
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$8,137
Other income not declared elsewhere2011-12-31$-12,448
Total non interest bearing cash at end of year2011-12-31$-1,072
Total non interest bearing cash at beginning of year2011-12-31$13
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-17,988
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,551,878
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,569,866
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$3,314,075
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,387,469
Interest on participant loans2011-12-31$18,234
Value of interest in common/collective trusts at end of year2011-12-31$947,889
Value of interest in common/collective trusts at beginning of year2011-12-31$883,567
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$100,071
Employer contributions (assets) at end of year2011-12-31$3,213
Employer contributions (assets) at beginning of year2011-12-31$3,428
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$519,820
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 name2011-12-31THOMAS HOWELL FERGUSON P.A.
Accountancy firm EIN2011-12-31593186310
2010 : MCKENZIE TANK LINES, INC. SAVINGS AND RETIREMENT PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$887,917
Total of all expenses incurred2010-12-31$399,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$394,177
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$517,840
Value of total assets at end of year2010-12-31$4,569,866
Value of total assets at beginning of year2010-12-31$4,081,885
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,759
Total interest from all sources2010-12-31$15,834
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$5,759
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
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$407,715
Participant contributions at end of year2010-12-31$283,465
Participant contributions at beginning of year2010-12-31$212,745
Participant contributions at end of year2010-12-31$11,924
Participant contributions at beginning of year2010-12-31$12,374
Other income not declared elsewhere2010-12-31$354,243
Total non interest bearing cash at end of year2010-12-31$13
Total non interest bearing cash at beginning of year2010-12-31$18,721
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$487,981
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,569,866
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,081,885
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$3,387,469
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,898,187
Interest on participant loans2010-12-31$15,834
Value of interest in common/collective trusts at end of year2010-12-31$883,567
Value of interest in common/collective trusts at beginning of year2010-12-31$937,040
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$110,125
Employer contributions (assets) at end of year2010-12-31$3,428
Employer contributions (assets) at beginning of year2010-12-31$2,818
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$394,177
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 name2010-12-31THOMAS HOWELL FERGUSON P.A.
Accountancy firm EIN2010-12-31593186310
2009 : MCKENZIE TANK LINES, INC. SAVINGS AND RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for MCKENZIE TANK LINES, INC. SAVINGS AND RETIREMENT PLAN

2020: MCKENZIE TANK LINES, INC. SAVINGS AND RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: MCKENZIE TANK LINES, INC. SAVINGS AND RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: MCKENZIE TANK LINES, INC. SAVINGS AND RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: MCKENZIE TANK LINES, INC. SAVINGS AND RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: MCKENZIE TANK LINES, INC. SAVINGS AND RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: MCKENZIE TANK LINES, INC. SAVINGS AND RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: MCKENZIE TANK LINES, INC. SAVINGS AND RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: MCKENZIE TANK LINES, INC. SAVINGS AND RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: MCKENZIE TANK LINES, INC. SAVINGS AND RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: MCKENZIE TANK LINES, INC. SAVINGS AND RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: MCKENZIE TANK LINES, INC. SAVINGS AND RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-835152
Policy instance 1
Insurance contract or identification numberGA-835152
Number of Individuals Covered55
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $3,178
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,178
Insurance broker organization code?3
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-835152
Policy instance 1
Insurance contract or identification numberGA-835152
Number of Individuals Covered137
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $11,767
Total amount of fees paid to insurance companyUSD $490
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,767
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerSALES & MARKETING
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-835152
Policy instance 1
Insurance contract or identification numberGA-835152
Number of Individuals Covered195
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $20,623
Total amount of fees paid to insurance companyUSD $2,076
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $20,623
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerSALES/MARKETING
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-835152
Policy instance 1
Insurance contract or identification numberGA-835152
Number of Individuals Covered213
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $24,112
Total amount of fees paid to insurance companyUSD $1,906
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $24,112
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerMARKETING FEES
Insurance broker nameMERRILL LYNCH PIERCE FENNER
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-835152
Policy instance 1
Insurance contract or identification numberGA-835152
Number of Individuals Covered212
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $4,723
Total amount of fees paid to insurance companyUSD $8,887
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,723
Amount paid for insurance broker fees1387
Additional information about fees paid to insurance brokerSALES/MARKETING
Insurance broker organization code?3
Insurance broker nameMY BENEFITS LLC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-835152
Policy instance 1
Insurance contract or identification numberGA-835152
Number of Individuals Covered197
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $30,760
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $30,760
Insurance broker organization code?3
Insurance broker nameMERRILL LYNCH LIFE AGENCY, INC.

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