401k Plan data: JOHN J JERUE TRUCK BROKER, INC. 401(K) PROFIT SHARING PLAN & TRUST plan

JOHN J JERUE TRUCK BROKER, INC. 401(K) PROFIT SHARING PLAN & TRUST 401k Plan overview

Plan Name	JOHN J JERUE TRUCK BROKER, INC. 401(K) PROFIT SHARING PLAN & TRUST
Plan identification number	002

JOHN J JERUE TRUCK BROKER, INC. 401(K) PROFIT SHARING PLAN & TRUST Benefits

401k Plan Type

Defined 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

JOHN J JERUE TRUCK BROKER has sponsored the creation of one or more 401k plans.

Company Name: JOHN J JERUE TRUCK BROKER

Employer identification number (EIN): 591858040

NAIC Classification: 488510
NAIC Description: Freight Transportation Arrangement

Form 5500 Filing Information

Submission information for form 5500 for 401k plan JOHN J JERUE TRUCK BROKER, INC. 401(K) PROFIT SHARING PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 E. LUIS CAMPANO 2023-06-21
002 2021-01-01 E. LUIS CAMPANO 2022-07-14
002 2020-01-01
002 2020-01-01
002 2020-01-01
002 2019-01-01
002 2019-01-01 E. LUIS CAMPANO 2021-02-03 E. LUIS CAMPANO 2021-02-03
002 2018-01-01 ARDIS OLSON 2019-07-18 E. LUIS CAMPANO 2019-07-18
002 2017-01-01 ARDIS OLSON 2018-06-15
002 2016-01-01 ARDIS OLSON 2017-06-29 E. LUIS CAMPANO 2017-06-29
002 2015-01-01 ARDIS OLSON
002 2015-01-01 ARDIS OLSON
002 2014-01-01 ARDIS OLSON
002 2013-01-01 ARDIS OLSON E LUIS CAMPANO 2014-07-08
002 2012-01-01 ARDIS OLSON E LUIS CAMPANO 2013-07-19
002 2011-01-01 ARDIS OLSON E LUIS CAMPANO 2012-07-19

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	E. LUIS CAMPANO	2023-06-21
002	2021-01-01	E. LUIS CAMPANO	2022-07-14
002	2020-01-01
002	2020-01-01
002	2020-01-01
002	2019-01-01
002	2019-01-01	E. LUIS CAMPANO	2021-02-03	E. LUIS CAMPANO	2021-02-03
002	2018-01-01	ARDIS OLSON	2019-07-18	E. LUIS CAMPANO	2019-07-18
002	2017-01-01	ARDIS OLSON	2018-06-15
002	2016-01-01	ARDIS OLSON	2017-06-29	E. LUIS CAMPANO	2017-06-29
002	2015-01-01	ARDIS OLSON
002	2015-01-01	ARDIS OLSON
002	2014-01-01	ARDIS OLSON
002	2013-01-01	ARDIS OLSON		E LUIS CAMPANO	2014-07-08
002	2012-01-01	ARDIS OLSON		E LUIS CAMPANO	2013-07-19
002	2011-01-01	ARDIS OLSON		E LUIS CAMPANO	2012-07-19

Plan Statistics for JOHN J JERUE TRUCK BROKER, INC. 401(K) PROFIT SHARING PLAN & TRUST

401k plan membership statisitcs for JOHN J JERUE TRUCK BROKER, INC. 401(K) PROFIT SHARING PLAN & TRUST

Measure Date Value
2022: JOHN J JERUE TRUCK BROKER, INC. 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 204
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 196
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 24
Total of all active and inactive participants 2022-01-01 220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 220
Number of participants with account balances 2022-01-01 201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 24
2021: JOHN J JERUE TRUCK BROKER, INC. 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 187
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 177
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 18
Total of all active and inactive participants 2021-01-01 195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 196
Number of participants with account balances 2021-01-01 196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 3
2020: JOHN J JERUE TRUCK BROKER, INC. 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 183
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 177
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 8
Total of all active and inactive participants 2020-01-01 185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 185
Number of participants with account balances 2020-01-01 170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 9
2019: JOHN J JERUE TRUCK BROKER, INC. 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 132
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 173
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 8
Total of all active and inactive participants 2019-01-01 181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 181
Number of participants with account balances 2019-01-01 163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 7
2015: JOHN J JERUE TRUCK BROKER, INC. 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 89
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 86
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 17
Total of all active and inactive participants 2015-01-01 103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 103
Number of participants with account balances 2015-01-01 99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 9
Number of employers contributing to the scheme 2015-01-01 5
2014: JOHN J JERUE TRUCK BROKER, INC. 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 83
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 74
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 11
Total of all active and inactive participants 2014-01-01 85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 85
Number of participants with account balances 2014-01-01 81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 3
2013: JOHN J JERUE TRUCK BROKER, INC. 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year 2013-01-01 11
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 58
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 10
Total of all active and inactive participants 2013-01-01 68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 68
Number of participants with account balances 2013-01-01 65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 11
2012: JOHN J JERUE TRUCK BROKER, INC. 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 64
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 54
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 10
Total of all active and inactive participants 2012-01-01 64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 64
Number of participants with account balances 2012-01-01 54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 29
2011: JOHN J JERUE TRUCK BROKER, INC. 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-01-01 72
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 53
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 14
Total of all active and inactive participants 2011-01-01 67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 67
Number of participants with account balances 2011-01-01 67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2022: JOHN J JERUE TRUCK BROKER, INC. 401(K) PROFIT SHARING PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	204
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	196
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	24
Total of all active and inactive participants	2022-01-01	220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	220
Number of participants with account balances	2022-01-01	201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	24
2021: JOHN J JERUE TRUCK BROKER, INC. 401(K) PROFIT SHARING PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	187
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	177
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	18
Total of all active and inactive participants	2021-01-01	195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	196
Number of participants with account balances	2021-01-01	196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	3
2020: JOHN J JERUE TRUCK BROKER, INC. 401(K) PROFIT SHARING PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	183
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	177
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	8
Total of all active and inactive participants	2020-01-01	185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	185
Number of participants with account balances	2020-01-01	170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	9
2019: JOHN J JERUE TRUCK BROKER, INC. 401(K) PROFIT SHARING PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	132
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	173
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	8
Total of all active and inactive participants	2019-01-01	181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	181
Number of participants with account balances	2019-01-01	163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	7
2015: JOHN J JERUE TRUCK BROKER, INC. 401(K) PROFIT SHARING PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	89
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	86
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	17
Total of all active and inactive participants	2015-01-01	103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	103
Number of participants with account balances	2015-01-01	99
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	9
Number of employers contributing to the scheme	2015-01-01	5
2014: JOHN J JERUE TRUCK BROKER, INC. 401(K) PROFIT SHARING PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	83
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	74
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	11
Total of all active and inactive participants	2014-01-01	85
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	85
Number of participants with account balances	2014-01-01	81
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	3
2013: JOHN J JERUE TRUCK BROKER, INC. 401(K) PROFIT SHARING PLAN & TRUST 2013 401k membership
Total participants, beginning-of-year	2013-01-01	11
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	58
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	10
Total of all active and inactive participants	2013-01-01	68
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	68
Number of participants with account balances	2013-01-01	65
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	11
2012: JOHN J JERUE TRUCK BROKER, INC. 401(K) PROFIT SHARING PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	64
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	54
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	10
Total of all active and inactive participants	2012-01-01	64
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	64
Number of participants with account balances	2012-01-01	54
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	29
2011: JOHN J JERUE TRUCK BROKER, INC. 401(K) PROFIT SHARING PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-01-01	72
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	53
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	14
Total of all active and inactive participants	2011-01-01	67
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	67
Number of participants with account balances	2011-01-01	67
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on JOHN J JERUE TRUCK BROKER, INC. 401(K) PROFIT SHARING PLAN & TRUST

Measure	Date	Value
2023 : JOHN J JERUE TRUCK BROKER, INC. 401(K) PROFIT SHARING PLAN & TRUST 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$5,397,527
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$1,501,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$1,329,461
Expenses. Certain deemed distributions of participant loans	2023-12-31	$42,170
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$2,507,210
Value of total assets at end of year	2023-12-31	$21,719,379
Value of total assets at beginning of year	2023-12-31	$17,823,249
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$129,766
Total interest from all sources	2023-12-31	$114,130
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$330,323
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$330,323
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$1,850,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$1,344,585
Participant contributions at end of year	2023-12-31	$354,417
Participant contributions at beginning of year	2023-12-31	$217,781
Other income not declared elsewhere	2023-12-31	$60,565
Administrative expenses (other) incurred	2023-12-31	$300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$3,896,130
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$21,719,379
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$17,823,249
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$42,262
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$7,936,947
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$5,645,799
Interest on participant loans	2023-12-31	$17,164
Interest earned on other investments	2023-12-31	$96,966
Value of interest in common/collective trusts at end of year	2023-12-31	$10,612,884
Value of interest in common/collective trusts at beginning of year	2023-12-31	$8,872,133
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$2,815,131
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-12-31	$3,087,536
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$2,385,299
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$1,162,625
Employer contributions (assets) at end of year	2023-12-31	$0
Employer contributions (assets) at beginning of year	2023-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$1,329,461
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	ASSURANCE DIMENSIONS
Accountancy firm EIN	2023-12-31	263429295
Total unrealized appreciation/depreciation of assets	2023-01-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-01-01	$0
Total income from all sources (including contributions)	2023-01-01	$5,397,527
Total loss/gain on sale of assets	2023-01-01	$0
Total of all expenses incurred	2023-01-01	$1,501,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-01-01	$1,329,461
Expenses. Certain deemed distributions of participant loans	2023-01-01	$42,170
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-01-01	$2,507,210
Value of total assets at end of year	2023-01-01	$21,719,379
Value of total assets at beginning of year	2023-01-01	$17,823,249
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-01-01	$129,766
Total interest from all sources	2023-01-01	$114,130
Total dividends received (eg from common stock, registered investment company shares)	2023-01-01	$330,323
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-01-01	$330,323
Was this plan covered by a fidelity bond	2023-01-01	Yes
Value of fidelity bond cover	2023-01-01	$1,850,000
If this is an individual account plan, was there a blackout period	2023-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2023-01-01	No
Contributions received from participants	2023-01-01	$1,344,585
Participant contributions at end of year	2023-01-01	$354,417
Participant contributions at beginning of year	2023-01-01	$217,781
Other income not declared elsewhere	2023-01-01	$60,565
Administrative expenses (other) incurred	2023-01-01	$300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Value of net income/loss	2023-01-01	$3,896,130
Value of net assets at end of year (total assets less liabilities)	2023-01-01	$21,719,379
Value of net assets at beginning of year (total assets less liabilities)	2023-01-01	$17,823,249
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-01-01	No
Were any leases to which the plan was party in default or uncollectible	2023-01-01	No
Investment advisory and management fees	2023-01-01	$42,262
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-01-01	$7,936,947
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-01-01	$5,645,799
Interest on participant loans	2023-01-01	$17,164
Interest earned on other investments	2023-01-01	$96,966
Value of interest in common/collective trusts at end of year	2023-01-01	$10,612,884
Value of interest in common/collective trusts at beginning of year	2023-01-01	$8,872,133
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-01-01	$2,815,131
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2023-01-01	$3,087,536
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-01-01	$2,385,299
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-01-01	No
Was there a failure to transmit to the plan any participant contributions	2023-01-01	No
Has the plan failed to provide any benefit when due under the plan	2023-01-01	No
Contributions received in cash from employer	2023-01-01	$1,162,625
Employer contributions (assets) at end of year	2023-01-01	$0
Employer contributions (assets) at beginning of year	2023-01-01	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-01-01	$1,329,461
Did the plan have assets held for investment	2023-01-01	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-01-01	No
Opinion of an independent qualified public accountant for this plan	2023-01-01	1
Accountancy firm name	2023-01-01	ASSURANCE DIMENSIONS
Accountancy firm EIN	2023-01-01	263429295
2022 : JOHN J JERUE TRUCK BROKER, INC. 401(K) PROFIT SHARING PLAN & TRUST 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-194,697
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$405,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$263,632
Expenses. Certain deemed distributions of participant loans	2022-12-31	$16,811
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,499,390
Value of total assets at end of year	2022-12-31	$17,823,249
Value of total assets at beginning of year	2022-12-31	$18,423,529
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$125,140
Total interest from all sources	2022-12-31	$95,129
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$378,892
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$378,892
Administrative expenses professional fees incurred	2022-12-31	$4,366
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,323,501
Participant contributions at end of year	2022-12-31	$217,781
Participant contributions at beginning of year	2022-12-31	$245,119
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$2,560
Other income not declared elsewhere	2022-12-31	$-626
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-600,280
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$17,823,249
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$18,423,529
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$103,165
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$5,645,799
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$6,519,801
Interest on participant loans	2022-12-31	$12,924
Interest earned on other investments	2022-12-31	$82,205
Value of interest in common/collective trusts at end of year	2022-12-31	$8,872,133
Value of interest in common/collective trusts at beginning of year	2022-12-31	$9,172,626
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$3,087,536
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$2,411,137
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-3,167,482
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$1,173,329
Employer contributions (assets) at end of year	2022-12-31	$0
Employer contributions (assets) at beginning of year	2022-12-31	$74,846
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$263,632
Contract administrator fees	2022-12-31	$17,609
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	ASSURANCE DIMENSIONS
Accountancy firm EIN	2022-12-31	263429295
Total unrealized appreciation/depreciation of assets	2022-01-01	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-01-01	$0
Total income from all sources (including contributions)	2022-01-01	$-194,697
Total loss/gain on sale of assets	2022-01-01	$0
Total of all expenses incurred	2022-01-01	$405,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-01-01	$263,632
Expenses. Certain deemed distributions of participant loans	2022-01-01	$16,811
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-01-01	$2,499,390
Value of total assets at end of year	2022-01-01	$17,823,249
Value of total assets at beginning of year	2022-01-01	$18,423,529
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-01-01	$125,140
Total interest from all sources	2022-01-01	$95,129
Total dividends received (eg from common stock, registered investment company shares)	2022-01-01	$378,892
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-01-01	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-01-01	$378,892
Administrative expenses professional fees incurred	2022-01-01	$4,366
Was this plan covered by a fidelity bond	2022-01-01	Yes
Value of fidelity bond cover	2022-01-01	$1,500,000
If this is an individual account plan, was there a blackout period	2022-01-01	No
Were there any nonexempt tranactions with any party-in-interest	2022-01-01	No
Contributions received from participants	2022-01-01	$1,323,501
Participant contributions at end of year	2022-01-01	$217,781
Participant contributions at beginning of year	2022-01-01	$245,119
Income. Received or receivable in cash from other sources (including rollovers)	2022-01-01	$2,560
Other income not declared elsewhere	2022-01-01	$-626
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Value of net income/loss	2022-01-01	$-600,280
Value of net assets at end of year (total assets less liabilities)	2022-01-01	$17,823,249
Value of net assets at beginning of year (total assets less liabilities)	2022-01-01	$18,423,529
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-01-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-01-01	No
Were any leases to which the plan was party in default or uncollectible	2022-01-01	No
Investment advisory and management fees	2022-01-01	$103,165
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-01-01	$5,645,799
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-01-01	$6,519,801
Interest on participant loans	2022-01-01	$12,924
Interest earned on other investments	2022-01-01	$82,205
Value of interest in common/collective trusts at end of year	2022-01-01	$8,872,133
Value of interest in common/collective trusts at beginning of year	2022-01-01	$9,172,626
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-01-01	$3,087,536
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-01-01	$2,411,137
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-01-01	$-3,167,482
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-01-01	No
Was there a failure to transmit to the plan any participant contributions	2022-01-01	Yes
Has the plan failed to provide any benefit when due under the plan	2022-01-01	No
Contributions received in cash from employer	2022-01-01	$1,173,329
Employer contributions (assets) at end of year	2022-01-01	$0
Employer contributions (assets) at beginning of year	2022-01-01	$74,846
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-01-01	$263,632
Contract administrator fees	2022-01-01	$17,609
Did the plan have assets held for investment	2022-01-01	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-01-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-01-01	No
Opinion of an independent qualified public accountant for this plan	2022-01-01	1
Accountancy firm name	2022-01-01	ASSURANCE DIMENSIONS
Accountancy firm EIN	2022-01-01	263429295
2021 : JOHN J JERUE TRUCK BROKER, INC. 401(K) PROFIT SHARING PLAN & TRUST 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$5,005,572
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$2,432,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$2,272,058
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,838,593
Value of total assets at end of year	2021-12-31	$18,423,529
Value of total assets at beginning of year	2021-12-31	$15,850,833
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$160,818
Total interest from all sources	2021-12-31	$79,451
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$637,918
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$637,918
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,100,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,080,994
Participant contributions at end of year	2021-12-31	$245,119
Participant contributions at beginning of year	2021-12-31	$266,292
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$0
Other income not declared elsewhere	2021-12-31	$167
Administrative expenses (other) incurred	2021-12-31	$80
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Income. Non cash contributions	2021-12-31	$0
Value of net income/loss	2021-12-31	$2,572,696
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$18,423,529
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$15,850,833
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$156,607
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$6,519,801
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$5,999,794
Value of interest in pooled separate accounts at end of year	2021-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$0
Interest on participant loans	2021-12-31	$11,216
Interest earned on other investments	2021-12-31	$68,235
Value of interest in common/collective trusts at end of year	2021-12-31	$9,172,626
Value of interest in common/collective trusts at beginning of year	2021-12-31	$6,637,413
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$2,411,137
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$2,947,334
Expenses. Payments to insurance carriers foe the provision of benefits	2021-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,449,443
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$1,757,599
Employer contributions (assets) at end of year	2021-12-31	$74,846
Employer contributions (assets) at beginning of year	2021-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$2,272,058
Contract administrator fees	2021-12-31	$4,131
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	ASSURANCE DIMENSIONS
Accountancy firm EIN	2021-12-31	263429295
2020 : JOHN J JERUE TRUCK BROKER, INC. 401(K) PROFIT SHARING PLAN & TRUST 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$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	$2,891,238
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$1,040,548
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$907,570
Expenses. Certain deemed distributions of participant loans	2020-12-31	$0
Value of total corrective distributions	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$855,449
Value of total assets at end of year	2020-12-31	$15,850,833
Value of total assets at beginning of year	2020-12-31	$14,000,143
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$132,978
Total interest from all sources	2020-12-31	$95,879
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$175,555
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$175,555
Administrative expenses professional fees incurred	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,100,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$854,123
Participant contributions at end of year	2020-12-31	$266,292
Participant contributions at beginning of year	2020-12-31	$211,323
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$0
Administrative expenses (other) incurred	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$1,850,690
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$15,850,833
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$14,000,143
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Investment advisory and management fees	2020-12-31	$129,984
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$5,999,794
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$5,236,481
Value of interest in pooled separate accounts at end of year	2020-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$0
Interest on participant loans	2020-12-31	$13,996
Interest earned on other investments	2020-12-31	$81,883
Value of interest in common/collective trusts at end of year	2020-12-31	$6,637,413
Value of interest in common/collective trusts at beginning of year	2020-12-31	$5,809,055
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$2,947,334
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$2,743,284
Expenses. Payments to insurance carriers foe the provision of benefits	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,030,914
Net investment gain/loss from pooled separate accounts	2020-12-31	$0
Net investment gain or loss from common/collective trusts	2020-12-31	$733,441
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	Yes
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Assets. Invements in employer securities at end of year	2020-12-31	$0
Assets. Invements in employer securities at beginning of year	2020-12-31	$0
Contributions received in cash from employer	2020-12-31	$1,326
Income. Dividends from common stock	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$907,570
Contract administrator fees	2020-12-31	$2,994
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	ASSURANCE DIMENSIONS
Accountancy firm EIN	2020-12-31	263429295
2019 : JOHN J JERUE TRUCK BROKER, INC. 401(K) PROFIT SHARING PLAN & TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets	2019-12-31	$0
Total transfer of assets to this plan	2019-12-31	$3,386,213
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2019-12-31	$0
Total income from all sources (including contributions)	2019-12-31	$3,120,014
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$1,113,906
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$1,046,450
Expenses. Certain deemed distributions of participant loans	2019-12-31	$1,756
Value of total corrective distributions	2019-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,385,855
Value of total assets at end of year	2019-12-31	$14,000,143
Value of total assets at beginning of year	2019-12-31	$8,607,822
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$65,700
Total interest from all sources	2019-12-31	$89,116
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$161,379
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$161,379
Administrative expenses professional fees incurred	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	No
If this is an individual account plan, was there a blackout period	2019-12-31	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$631,674
Participant contributions at end of year	2019-12-31	$211,323
Participant contributions at beginning of year	2019-12-31	$93,422
Assets. Other investments not covered elsewhere at end of year	2019-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2019-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$13,295
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2019-12-31	$0
Other income not declared elsewhere	2019-12-31	$29,934
Administrative expenses (other) incurred	2019-12-31	$31,238
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,006,108
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$14,000,143
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$8,607,822
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Investment advisory and management fees	2019-12-31	$32,718
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$5,236,481
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$6,022,426
Interest on participant loans	2019-12-31	$9,606
Interest earned on other investments	2019-12-31	$79,510
Value of interest in common/collective trusts at end of year	2019-12-31	$5,809,055
Value of interest in common/collective trusts at beginning of year	2019-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$2,743,284
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$2,491,974
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$156,953
Net investment gain/loss from pooled separate accounts	2019-12-31	$869,667
Net investment gain or loss from common/collective trusts	2019-12-31	$427,110
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Assets. Invements in employer securities at end of year	2019-12-31	$0
Assets. Invements in employer securities at beginning of year	2019-12-31	$0
Contributions received in cash from employer	2019-12-31	$740,886
Income. Dividends from common stock	2019-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$1,046,450
Contract administrator fees	2019-12-31	$1,744
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	Yes
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
2015 : JOHN J JERUE TRUCK BROKER, INC. 401(K) PROFIT SHARING PLAN & TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$810,216
Expenses. Total of all expenses incurred	2015-12-31	$87,580
Benefits paid (including direct rollovers)	2015-12-31	$87,289
Total plan assets at end of year	2015-12-31	$5,474,067
Total plan assets at beginning of year	2015-12-31	$4,751,431
Value of fidelity bond covering the plan	2015-12-31	$500,000
Total contributions received or receivable from participants	2015-12-31	$440,172
Expenses. Other expenses not covered elsewhere	2015-12-31	$291
Other income received	2015-12-31	$-34,723
Net income (gross income less expenses)	2015-12-31	$722,636
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$5,474,067
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$4,751,431
Assets. Value of participant loans	2015-12-31	$85,833
Total contributions received or receivable from employer(s)	2015-12-31	$404,767
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : JOHN J JERUE TRUCK BROKER, INC. 401(K) PROFIT SHARING PLAN & TRUST 2014 401k financial data
Transfers to/from the plan	2014-12-31	$285
Total income from all sources	2014-12-31	$1,375,046
Expenses. Total of all expenses incurred	2014-12-31	$588,604
Benefits paid (including direct rollovers)	2014-12-31	$559,817
Total plan assets at end of year	2014-12-31	$4,751,431
Total plan assets at beginning of year	2014-12-31	$3,964,704
Value of fidelity bond covering the plan	2014-12-31	$500,000
Total contributions received or receivable from participants	2014-12-31	$398,725
Expenses. Other expenses not covered elsewhere	2014-12-31	$671
Contributions received from other sources (not participants or employers)	2014-12-31	$168,672
Other income received	2014-12-31	$204,422
Net income (gross income less expenses)	2014-12-31	$786,442
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$4,751,431
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,964,704
Assets. Value of participant loans	2014-12-31	$122,946
Total contributions received or receivable from employer(s)	2014-12-31	$603,227
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$28,116
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2013 : JOHN J JERUE TRUCK BROKER, INC. 401(K) PROFIT SHARING PLAN & TRUST 2013 401k financial data
Transfers to/from the plan	2013-12-31	$331,043
Total income from all sources	2013-12-31	$699,766
Expenses. Total of all expenses incurred	2013-12-31	$238,220
Benefits paid (including direct rollovers)	2013-12-31	$237,581
Total plan assets at end of year	2013-12-31	$3,964,704
Total plan assets at beginning of year	2013-12-31	$3,172,115
Value of fidelity bond covering the plan	2013-12-31	$500,000
Total contributions received or receivable from participants	2013-12-31	$315,125
Expenses. Other expenses not covered elsewhere	2013-12-31	$639
Contributions received from other sources (not participants or employers)	2013-12-31	$2,753
Other income received	2013-12-31	$381,888
Net income (gross income less expenses)	2013-12-31	$461,546
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,964,704
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,172,115
Assets. Value of participant loans	2013-12-31	$131,121
Total contributions received or receivable from employer(s)	2013-12-31	$0
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0
2012 : JOHN J JERUE TRUCK BROKER, INC. 401(K) PROFIT SHARING PLAN & TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$780,062
Expenses. Total of all expenses incurred	2012-12-31	$1,107,769
Benefits paid (including direct rollovers)	2012-12-31	$1,107,047
Total plan assets at end of year	2012-12-31	$3,172,115
Total plan assets at beginning of year	2012-12-31	$3,499,822
Value of fidelity bond covering the plan	2012-12-31	$500,000
Total contributions received or receivable from participants	2012-12-31	$297,130
Expenses. Other expenses not covered elsewhere	2012-12-31	$722
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$244,765
Net income (gross income less expenses)	2012-12-31	$-327,707
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,172,115
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$3,499,822
Assets. Value of participant loans	2012-12-31	$102,905
Total contributions received or receivable from employer(s)	2012-12-31	$238,167
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0
2011 : JOHN J JERUE TRUCK BROKER, INC. 401(K) PROFIT SHARING PLAN & TRUST 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total income from all sources	2011-12-31	$543,452
Expenses. Total of all expenses incurred	2011-12-31	$51,688
Benefits paid (including direct rollovers)	2011-12-31	$51,335
Total plan assets at end of year	2011-12-31	$3,499,822
Total plan assets at beginning of year	2011-12-31	$3,008,058
Value of fidelity bond covering the plan	2011-12-31	$500,000
Total contributions received or receivable from participants	2011-12-31	$273,313
Expenses. Other expenses not covered elsewhere	2011-12-31	$353
Contributions received from other sources (not participants or employers)	2011-12-31	$9,937
Other income received	2011-12-31	$14,362
Net income (gross income less expenses)	2011-12-31	$491,764
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$3,499,822
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$3,008,058
Assets. Value of participant loans	2011-12-31	$72,344
Total contributions received or receivable from employer(s)	2011-12-31	$245,840
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
2010 : JOHN J JERUE TRUCK BROKER, INC. 401(K) PROFIT SHARING PLAN & TRUST 2010 401k financial data
Total income from all sources	2010-12-31	$706,731
Expenses. Total of all expenses incurred	2010-12-31	$247,593
Benefits paid (including direct rollovers)	2010-12-31	$247,385
Total plan assets at end of year	2010-12-31	$3,008,058
Total plan assets at beginning of year	2010-12-31	$2,548,920
Value of fidelity bond covering the plan	2010-12-31	$500,000
Total contributions received or receivable from participants	2010-12-31	$249,813
Expenses. Other expenses not covered elsewhere	2010-12-31	$208
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$211,652
Net income (gross income less expenses)	2010-12-31	$459,138
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$3,008,058
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$2,548,920
Assets. Value of participant loans	2010-12-31	$48,564
Total contributions received or receivable from employer(s)	2010-12-31	$245,266
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2010-12-31	$0
Minimum employer required contribution for this plan year	2010-12-31	$0
Amount contributed by the employer to the plan for this plan year	2010-12-31	$0

Form 5500 Responses for JOHN J JERUE TRUCK BROKER, INC. 401(K) PROFIT SHARING PLAN & TRUST

2022: JOHN J JERUE TRUCK BROKER, INC. 401(K) PROFIT SHARING PLAN & TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: JOHN J JERUE TRUCK BROKER, INC. 401(K) PROFIT SHARING PLAN & TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: JOHN J JERUE TRUCK BROKER, INC. 401(K) PROFIT SHARING PLAN & TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	Yes
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: JOHN J JERUE TRUCK BROKER, INC. 401(K) PROFIT SHARING PLAN & TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2015: JOHN J JERUE TRUCK BROKER, INC. 401(K) PROFIT SHARING PLAN & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Multi-employer plan
2015-01-01	Submission has been amended	Yes
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	Yes
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2014: JOHN J JERUE TRUCK BROKER, INC. 401(K) PROFIT SHARING PLAN & TRUST 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: JOHN J JERUE TRUCK BROKER, INC. 401(K) PROFIT SHARING PLAN & TRUST 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: JOHN J JERUE TRUCK BROKER, INC. 401(K) PROFIT SHARING PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: JOHN J JERUE TRUCK BROKER, INC. 401(K) PROFIT SHARING PLAN & TRUST 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

777595-01

Policy instance

Insurance contract or identification number	777595-01
Number of Individuals Covered	36
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

777595-01

Policy instance

Insurance contract or identification number	777595-01
Number of Individuals Covered	37
Insurance policy start date	2022-10-29
Insurance policy end date	2022-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 63140

Policy instance

Insurance contract or identification number	MR 63140
Number of Individuals Covered	0
Insurance policy start date	2022-01-01
Insurance policy end date	2022-10-28
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 63140

Policy instance

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 63140

Policy instance

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-820137

Policy instance

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )

Policy contract number

MR 63140

Policy instance

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-820137

Policy instance

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-820137

Policy instance

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-820137

Policy instance

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-820137

Policy instance

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-820137

Policy instance

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-820137

Policy instance

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Company Name:	JOHN J JERUE TRUCK BROKER
Employer identification number (EIN):	591858040
NAIC Classification:	488510
NAIC Description:	Freight Transportation Arrangement