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HEAVY MACHINES, LLC 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan NameHEAVY MACHINES, LLC 401(K) PROFIT SHARING PLAN
Plan identification number 001

HEAVY MACHINES, LLC 401(K) PROFIT SHARING 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.
  • 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.

401k Sponsoring company profile

HEAVY MACHINES, LLC has sponsored the creation of one or more 401k plans.

Company Name:HEAVY MACHINES, LLC
Employer identification number (EIN):620850651
NAIC Classification:423400

Additional information about HEAVY MACHINES, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 2065469

More information about HEAVY MACHINES, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HEAVY MACHINES, LLC 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01AUGUSTUS WILSON2023-05-30 AUGUSTUS WILSON2023-05-30
0012021-06-01AUGUSTUS WILSON2022-10-05 AUGUSTUS WILSON2022-10-05
0012020-06-01AUGUSTUS WILSON2021-11-08 AUGUSTUS WILSON2021-11-08
0012019-06-01AUGUSTUS WILSON2020-12-09 AUGUSTUS WILSON2020-12-09
0012018-06-01JAMES A NELSON JR.2020-01-22 JAMES A NELSON JR.2020-01-22
0012018-06-01AUGUSTUS WILSON2020-05-14 AUGUSTUS WILSON2020-05-14
0012017-06-01
0012016-06-01AUGUSTUS WILSON AUGUSTUS WILSON2018-03-12
0012015-06-01AUGUSTUS WILSON AUGUSTUS WILSON2017-02-17
0012014-06-01AUGUSTUS WILSON AUGUSTUS WILSON2016-03-03
0012013-06-01AUGUSTUS WILSON AUGUSTUS WILSON2015-02-05
0012012-06-01AUGUSTUS WILSON AUGUSTUS WILSON2014-02-25
0012011-06-01AUGUSTUS WILSON
0012010-06-01AUGUSTUS WILSON
0012009-06-01AUGUSTUS WILSON

Plan Statistics for HEAVY MACHINES, LLC 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for HEAVY MACHINES, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022: HEAVY MACHINES, LLC 401(K) PROFIT SHARING PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01249
Total number of active participants reported on line 7a of the Form 55002022-01-01163
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01100
Total of all active and inactive participants2022-01-01263
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01266
Number of participants with account balances2022-01-01258
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0120
2021: HEAVY MACHINES, LLC 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year2021-06-01252
Total number of active participants reported on line 7a of the Form 55002021-06-01151
Number of retired or separated participants receiving benefits2021-06-010
Number of other retired or separated participants entitled to future benefits2021-06-0192
Total of all active and inactive participants2021-06-01243
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-06-013
Total participants2021-06-01246
Number of participants with account balances2021-06-01242
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-06-0114
2020: HEAVY MACHINES, LLC 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year2020-06-01258
Total number of active participants reported on line 7a of the Form 55002020-06-01148
Number of retired or separated participants receiving benefits2020-06-010
Number of other retired or separated participants entitled to future benefits2020-06-01108
Total of all active and inactive participants2020-06-01256
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-06-014
Total participants2020-06-01260
Number of participants with account balances2020-06-01252
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-06-0113
2019: HEAVY MACHINES, LLC 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year2019-06-01247
Total number of active participants reported on line 7a of the Form 55002019-06-01174
Number of retired or separated participants receiving benefits2019-06-010
Number of other retired or separated participants entitled to future benefits2019-06-0164
Total of all active and inactive participants2019-06-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-06-014
Total participants2019-06-01242
Number of participants with account balances2019-06-01241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-06-0113
2018: HEAVY MACHINES, LLC 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year2018-06-01212
Total number of active participants reported on line 7a of the Form 55002018-06-01175
Number of other retired or separated participants entitled to future benefits2018-06-0165
Total of all active and inactive participants2018-06-01240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-06-014
Total participants2018-06-01244
Number of participants with account balances2018-06-01229
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-06-0111
2017: HEAVY MACHINES, LLC 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year2017-06-01202
Total number of active participants reported on line 7a of the Form 55002017-06-01159
Number of retired or separated participants receiving benefits2017-06-010
Number of other retired or separated participants entitled to future benefits2017-06-0151
Total of all active and inactive participants2017-06-01210
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-06-012
Total participants2017-06-01212
Number of participants with account balances2017-06-01204
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-06-0110
2016: HEAVY MACHINES, LLC 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year2016-06-01215
Total number of active participants reported on line 7a of the Form 55002016-06-01151
Number of retired or separated participants receiving benefits2016-06-010
Number of other retired or separated participants entitled to future benefits2016-06-0145
Total of all active and inactive participants2016-06-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-06-012
Total participants2016-06-01198
Number of participants with account balances2016-06-01191
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-06-016
2015: HEAVY MACHINES, LLC 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year2015-06-01219
Total number of active participants reported on line 7a of the Form 55002015-06-01150
Number of retired or separated participants receiving benefits2015-06-010
Number of other retired or separated participants entitled to future benefits2015-06-0159
Total of all active and inactive participants2015-06-01209
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-06-014
Total participants2015-06-01213
Number of participants with account balances2015-06-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-06-0111
2014: HEAVY MACHINES, LLC 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year2014-06-01221
Total number of active participants reported on line 7a of the Form 55002014-06-01157
Number of retired or separated participants receiving benefits2014-06-010
Number of other retired or separated participants entitled to future benefits2014-06-0159
Total of all active and inactive participants2014-06-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-06-013
Total participants2014-06-01219
Number of participants with account balances2014-06-01212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-06-019
2013: HEAVY MACHINES, LLC 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year2013-06-01189
Total number of active participants reported on line 7a of the Form 55002013-06-01164
Number of retired or separated participants receiving benefits2013-06-010
Number of other retired or separated participants entitled to future benefits2013-06-0152
Total of all active and inactive participants2013-06-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-06-010
Total participants2013-06-01216
Number of participants with account balances2013-06-01195
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-06-019
2012: HEAVY MACHINES, LLC 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year2012-06-01192
Total number of active participants reported on line 7a of the Form 55002012-06-01136
Number of retired or separated participants receiving benefits2012-06-010
Number of other retired or separated participants entitled to future benefits2012-06-0149
Total of all active and inactive participants2012-06-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-06-010
Total participants2012-06-01185
Number of participants with account balances2012-06-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-06-0110
2011: HEAVY MACHINES, LLC 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year2011-06-01220
Total number of active participants reported on line 7a of the Form 55002011-06-01146
Number of retired or separated participants receiving benefits2011-06-010
Number of other retired or separated participants entitled to future benefits2011-06-0141
Total of all active and inactive participants2011-06-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-06-013
Total participants2011-06-01190
Number of participants with account balances2011-06-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-06-018
2010: HEAVY MACHINES, LLC 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year2010-06-01212
Total number of active participants reported on line 7a of the Form 55002010-06-01149
Number of retired or separated participants receiving benefits2010-06-010
Number of other retired or separated participants entitled to future benefits2010-06-0167
Total of all active and inactive participants2010-06-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-06-014
Total participants2010-06-01220
Number of participants with account balances2010-06-01214
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-06-0110
2009: HEAVY MACHINES, LLC 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year2009-06-01227
Total number of active participants reported on line 7a of the Form 55002009-06-01141
Number of retired or separated participants receiving benefits2009-06-010
Number of other retired or separated participants entitled to future benefits2009-06-0167
Total of all active and inactive participants2009-06-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-06-013
Total participants2009-06-01211
Number of participants with account balances2009-06-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-06-0114

Financial Data on HEAVY MACHINES, LLC 401(K) PROFIT SHARING PLAN

Measure Date Value
2022 : HEAVY MACHINES, LLC 401(K) PROFIT SHARING PLAN 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-1,752,338
Total of all expenses incurred2022-12-31$838,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$819,601
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,207,114
Value of total assets at end of year2022-12-31$13,340,377
Value of total assets at beginning of year2022-12-31$15,931,170
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$18,854
Total interest from all sources2022-12-31$23,618
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$807,259
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$807,259
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,300,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$958,110
Participant contributions at end of year2022-12-31$210,742
Participant contributions at beginning of year2022-12-31$170,834
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$88,655
Administrative expenses (other) incurred2022-12-31$11,131
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-2,590,793
Value of net assets at end of year (total assets less liabilities)2022-12-31$13,340,377
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$15,931,170
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$7,723
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$11,755,413
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$15,070,133
Interest on participant loans2022-12-31$6,129
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,374,222
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$690,203
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$690,203
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$17,489
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-3,790,329
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$160,349
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$819,601
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31HILL, BARTH AND KING, LLC
Accountancy firm EIN2022-12-31341897225
2021 : HEAVY MACHINES, LLC 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$1,943,337
Total of all expenses incurred2021-12-31$2,245,103
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,234,213
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$952,352
Value of total assets at end of year2021-12-31$15,931,170
Value of total assets at beginning of year2021-12-31$16,232,936
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$10,890
Total interest from all sources2021-12-31$4,249
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,009,928
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,009,928
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$564,926
Participant contributions at end of year2021-12-31$170,834
Participant contributions at beginning of year2021-12-31$218,542
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$106,665
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-301,766
Value of net assets at end of year (total assets less liabilities)2021-12-31$15,931,170
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$16,232,936
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$8,878
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$15,070,133
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$15,198,069
Interest on participant loans2021-12-31$4,194
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$690,203
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$816,325
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$816,325
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$55
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-23,192
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$280,761
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,234,213
Contract administrator fees2021-12-31$2,012
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Total income from all sources (including contributions)2021-05-31$5,412,270
Total of all expenses incurred2021-05-31$1,257,821
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-05-31$1,241,723
Expenses. Certain deemed distributions of participant loans2021-05-31$3,762
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-05-31$1,197,370
Value of total assets at end of year2021-05-31$16,232,936
Value of total assets at beginning of year2021-05-31$12,078,487
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-05-31$12,336
Total interest from all sources2021-05-31$5,466
Total dividends received (eg from common stock, registered investment company shares)2021-05-31$911,413
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-05-31$911,413
Was this plan covered by a fidelity bond2021-05-31Yes
Value of fidelity bond cover2021-05-31$1,000,000
If this is an individual account plan, was there a blackout period2021-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-05-31$0
Were there any nonexempt tranactions with any party-in-interest2021-05-31No
Contributions received from participants2021-05-31$904,325
Participant contributions at end of year2021-05-31$218,542
Participant contributions at beginning of year2021-05-31$73,249
Income. Received or receivable in cash from other sources (including rollovers)2021-05-31$22,288
Administrative expenses (other) incurred2021-05-31$6,029
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-31No
Value of net income/loss2021-05-31$4,154,449
Value of net assets at end of year (total assets less liabilities)2021-05-31$16,232,936
Value of net assets at beginning of year (total assets less liabilities)2021-05-31$12,078,487
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-05-31No
Were any leases to which the plan was party in default or uncollectible2021-05-31No
Investment advisory and management fees2021-05-31$6,307
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-05-31$15,198,069
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-05-31$11,192,558
Interest on participant loans2021-05-31$5,387
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-05-31$816,325
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-05-31$812,680
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-05-31$812,680
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-05-31$79
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-05-31$3,298,021
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-05-31No
Was there a failure to transmit to the plan any participant contributions2021-05-31No
Has the plan failed to provide any benefit when due under the plan2021-05-31No
Contributions received in cash from employer2021-05-31$270,757
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-05-31$1,241,723
Did the plan have assets held for investment2021-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-05-31No
Opinion of an independent qualified public accountant for this plan2021-05-31Disclaimer
Accountancy firm name2021-05-31HILL, BARTH & KING, LLC
Accountancy firm EIN2021-05-31341897225
2020 : HEAVY MACHINES, LLC 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources (including contributions)2020-05-31$2,187,709
Total of all expenses incurred2020-05-31$672,554
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-05-31$663,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-05-31$1,204,200
Value of total assets at end of year2020-05-31$12,078,487
Value of total assets at beginning of year2020-05-31$10,563,332
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-05-31$9,073
Total interest from all sources2020-05-31$12,516
Total dividends received (eg from common stock, registered investment company shares)2020-05-31$547,930
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-05-31$547,930
Was this plan covered by a fidelity bond2020-05-31Yes
Value of fidelity bond cover2020-05-31$1,300,000
If this is an individual account plan, was there a blackout period2020-05-31No
Were there any nonexempt tranactions with any party-in-interest2020-05-31No
Contributions received from participants2020-05-31$877,080
Participant contributions at end of year2020-05-31$73,249
Participant contributions at beginning of year2020-05-31$90,447
Income. Received or receivable in cash from other sources (including rollovers)2020-05-31$61,986
Administrative expenses (other) incurred2020-05-31$1,675
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Value of net income/loss2020-05-31$1,515,155
Value of net assets at end of year (total assets less liabilities)2020-05-31$12,078,487
Value of net assets at beginning of year (total assets less liabilities)2020-05-31$10,563,332
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-05-31No
Were any leases to which the plan was party in default or uncollectible2020-05-31No
Investment advisory and management fees2020-05-31$7,398
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-05-31$11,192,558
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-05-31$9,818,488
Interest on participant loans2020-05-31$3,980
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-05-31$812,680
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-05-31$654,397
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-05-31$654,397
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-05-31$8,536
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-05-31$423,063
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-05-31No
Was there a failure to transmit to the plan any participant contributions2020-05-31No
Has the plan failed to provide any benefit when due under the plan2020-05-31No
Contributions received in cash from employer2020-05-31$265,134
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-05-31$663,481
Did the plan have assets held for investment2020-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-05-31Yes
Opinion of an independent qualified public accountant for this plan2020-05-31Disclaimer
Accountancy firm name2020-05-31HILL, BARTH & KING, LLC
Accountancy firm EIN2020-05-31341897225
2019 : HEAVY MACHINES, LLC 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources (including contributions)2019-05-31$1,177,316
Total of all expenses incurred2019-05-31$760,205
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-05-31$736,852
Expenses. Certain deemed distributions of participant loans2019-05-31$12,935
Value of total corrective distributions2019-05-31$2,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-05-31$1,062,672
Value of total assets at end of year2019-05-31$10,563,332
Value of total assets at beginning of year2019-05-31$10,146,221
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-05-31$8,393
Total interest from all sources2019-05-31$16,185
Total dividends received (eg from common stock, registered investment company shares)2019-05-31$718,581
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-05-31$718,581
Was this plan covered by a fidelity bond2019-05-31Yes
Value of fidelity bond cover2019-05-31$1,300,000
If this is an individual account plan, was there a blackout period2019-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-05-31$0
Were there any nonexempt tranactions with any party-in-interest2019-05-31No
Contributions received from participants2019-05-31$756,952
Participant contributions at end of year2019-05-31$90,447
Participant contributions at beginning of year2019-05-31$84,055
Income. Received or receivable in cash from other sources (including rollovers)2019-05-31$25,669
Administrative expenses (other) incurred2019-05-31$1,563
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-31No
Value of net income/loss2019-05-31$417,111
Value of net assets at end of year (total assets less liabilities)2019-05-31$10,563,332
Value of net assets at beginning of year (total assets less liabilities)2019-05-31$10,146,221
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-05-31No
Were any leases to which the plan was party in default or uncollectible2019-05-31No
Investment advisory and management fees2019-05-31$6,830
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-05-31$9,818,488
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-05-31$9,474,551
Interest on participant loans2019-05-31$3,342
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-05-31$654,397
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-05-31$587,615
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-05-31$587,615
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-05-31$12,843
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-05-31$-620,122
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-05-31No
Was there a failure to transmit to the plan any participant contributions2019-05-31No
Has the plan failed to provide any benefit when due under the plan2019-05-31No
Contributions received in cash from employer2019-05-31$280,051
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-05-31$736,852
Did the plan have assets held for investment2019-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-05-31Yes
Opinion of an independent qualified public accountant for this plan2019-05-31Disclaimer
Accountancy firm name2019-05-31WATKINS AND UIBERALL, PLLC
Accountancy firm EIN2019-05-31621804252
2018 : HEAVY MACHINES, LLC 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-05-31$2,060,143
Total of all expenses incurred2018-05-31$1,663,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-05-31$1,653,579
Expenses. Certain deemed distributions of participant loans2018-05-31$2,577
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-05-31$903,869
Value of total assets at end of year2018-05-31$10,146,221
Value of total assets at beginning of year2018-05-31$9,749,857
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-05-31$7,623
Total interest from all sources2018-05-31$6,924
Total dividends received (eg from common stock, registered investment company shares)2018-05-31$490,942
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-05-31$490,942
Was this plan covered by a fidelity bond2018-05-31Yes
Value of fidelity bond cover2018-05-31$1,000,000
If this is an individual account plan, was there a blackout period2018-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-05-31$0
Were there any nonexempt tranactions with any party-in-interest2018-05-31No
Contributions received from participants2018-05-31$599,093
Participant contributions at end of year2018-05-31$84,055
Participant contributions at beginning of year2018-05-31$43,948
Income. Received or receivable in cash from other sources (including rollovers)2018-05-31$36,944
Administrative expenses (other) incurred2018-05-31$2,125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Value of net income/loss2018-05-31$396,364
Value of net assets at end of year (total assets less liabilities)2018-05-31$10,146,221
Value of net assets at beginning of year (total assets less liabilities)2018-05-31$9,749,857
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-05-31No
Were any leases to which the plan was party in default or uncollectible2018-05-31No
Investment advisory and management fees2018-05-31$5,498
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-05-31$9,474,551
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-05-31$9,153,776
Income. Interest from loans (other than to participants)2018-05-31$1,972
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-05-31$587,615
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-05-31$552,133
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-05-31$552,133
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-05-31$4,952
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-05-31$658,408
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-05-31No
Was there a failure to transmit to the plan any participant contributions2018-05-31No
Has the plan failed to provide any benefit when due under the plan2018-05-31No
Contributions received in cash from employer2018-05-31$267,832
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-05-31$1,653,579
Did the plan have assets held for investment2018-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-05-31Yes
Opinion of an independent qualified public accountant for this plan2018-05-31Disclaimer
Accountancy firm name2018-05-31WATKINS AND UIBERALL, PLLC
Accountancy firm EIN2018-05-31621804252
2017 : HEAVY MACHINES, LLC 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-05-31$2,133,326
Total of all expenses incurred2017-05-31$1,465,293
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-05-31$1,458,354
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-05-31$820,263
Value of total assets at end of year2017-05-31$9,749,857
Value of total assets at beginning of year2017-05-31$9,081,824
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-05-31$6,939
Total interest from all sources2017-05-31$2,290
Total dividends received (eg from common stock, registered investment company shares)2017-05-31$339,575
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-05-31$339,575
Was this plan covered by a fidelity bond2017-05-31Yes
Value of fidelity bond cover2017-05-31$1,000,000
If this is an individual account plan, was there a blackout period2017-05-31No
Were there any nonexempt tranactions with any party-in-interest2017-05-31No
Contributions received from participants2017-05-31$543,310
Participant contributions at end of year2017-05-31$43,948
Participant contributions at beginning of year2017-05-31$49,113
Income. Received or receivable in cash from other sources (including rollovers)2017-05-31$2,058
Administrative expenses (other) incurred2017-05-31$3,276
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31No
Value of net income/loss2017-05-31$668,033
Value of net assets at end of year (total assets less liabilities)2017-05-31$9,749,857
Value of net assets at beginning of year (total assets less liabilities)2017-05-31$9,081,824
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-05-31No
Were any leases to which the plan was party in default or uncollectible2017-05-31No
Investment advisory and management fees2017-05-31$3,663
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-05-31$9,153,776
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-05-31$8,434,795
Interest on participant loans2017-05-31$1,356
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-05-31$552,133
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-05-31$597,916
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-05-31$597,916
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-05-31$934
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-05-31$971,198
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-05-31No
Was there a failure to transmit to the plan any participant contributions2017-05-31No
Has the plan failed to provide any benefit when due under the plan2017-05-31No
Contributions received in cash from employer2017-05-31$274,895
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-05-31$1,458,354
Did the plan have assets held for investment2017-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-05-31Yes
Opinion of an independent qualified public accountant for this plan2017-05-31Disclaimer
Accountancy firm name2017-05-31WATKINS AND UIBERALL, PLLC
Accountancy firm EIN2017-05-31621804252
2016 : HEAVY MACHINES, LLC 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-05-31$656,794
Total of all expenses incurred2016-05-31$1,127,746
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-05-31$1,119,314
Expenses. Certain deemed distributions of participant loans2016-05-31$2,080
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-05-31$868,635
Value of total assets at end of year2016-05-31$9,081,824
Value of total assets at beginning of year2016-05-31$9,552,776
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-05-31$6,352
Total interest from all sources2016-05-31$1,666
Total dividends received (eg from common stock, registered investment company shares)2016-05-31$482,506
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-05-31$482,506
Was this plan covered by a fidelity bond2016-05-31Yes
Value of fidelity bond cover2016-05-31$1,000,000
If this is an individual account plan, was there a blackout period2016-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-05-31$0
Were there any nonexempt tranactions with any party-in-interest2016-05-31No
Contributions received from participants2016-05-31$543,762
Participant contributions at end of year2016-05-31$49,113
Participant contributions at beginning of year2016-05-31$57,068
Income. Received or receivable in cash from other sources (including rollovers)2016-05-31$50,590
Administrative expenses (other) incurred2016-05-31$3,305
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Value of net income/loss2016-05-31$-470,952
Value of net assets at end of year (total assets less liabilities)2016-05-31$9,081,824
Value of net assets at beginning of year (total assets less liabilities)2016-05-31$9,552,776
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-05-31No
Were any leases to which the plan was party in default or uncollectible2016-05-31No
Investment advisory and management fees2016-05-31$3,047
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-05-31$8,434,795
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-05-31$8,903,113
Interest on participant loans2016-05-31$1,558
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-05-31$597,916
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-05-31$592,595
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-05-31$592,595
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-05-31$108
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-05-31$-696,013
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-05-31No
Was there a failure to transmit to the plan any participant contributions2016-05-31No
Has the plan failed to provide any benefit when due under the plan2016-05-31No
Contributions received in cash from employer2016-05-31$274,283
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-05-31$1,119,314
Did the plan have assets held for investment2016-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-05-31Yes
Opinion of an independent qualified public accountant for this plan2016-05-31Disclaimer
Accountancy firm name2016-05-31WATKINS AND UIBERALL, PLLC
Accountancy firm EIN2016-05-31621804252
2015 : HEAVY MACHINES, LLC 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-05-31$1,641,800
Total of all expenses incurred2015-05-31$679,475
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-05-31$672,915
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-05-31$886,031
Value of total assets at end of year2015-05-31$9,552,776
Value of total assets at beginning of year2015-05-31$8,590,451
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-05-31$6,560
Total interest from all sources2015-05-31$1,541
Total dividends received (eg from common stock, registered investment company shares)2015-05-31$529,264
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-05-31$529,264
Was this plan covered by a fidelity bond2015-05-31Yes
Value of fidelity bond cover2015-05-31$500,000
If this is an individual account plan, was there a blackout period2015-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-05-31$0
Were there any nonexempt tranactions with any party-in-interest2015-05-31No
Contributions received from participants2015-05-31$560,333
Participant contributions at end of year2015-05-31$57,068
Participant contributions at beginning of year2015-05-31$81,063
Income. Received or receivable in cash from other sources (including rollovers)2015-05-31$48,477
Administrative expenses (other) incurred2015-05-31$3,408
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Value of net income/loss2015-05-31$962,325
Value of net assets at end of year (total assets less liabilities)2015-05-31$9,552,776
Value of net assets at beginning of year (total assets less liabilities)2015-05-31$8,590,451
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-05-31No
Were any leases to which the plan was party in default or uncollectible2015-05-31No
Investment advisory and management fees2015-05-31$3,152
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-05-31$8,903,113
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-05-31$7,732,242
Interest on participant loans2015-05-31$1,472
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-05-31$592,595
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-05-31$777,146
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-05-31$777,146
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-05-31$69
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-05-31$224,964
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-05-31No
Was there a failure to transmit to the plan any participant contributions2015-05-31No
Has the plan failed to provide any benefit when due under the plan2015-05-31No
Contributions received in cash from employer2015-05-31$277,221
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-05-31$672,915
Did the plan have assets held for investment2015-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-05-31Yes
Opinion of an independent qualified public accountant for this plan2015-05-31Disclaimer
Accountancy firm name2015-05-31WATKINS AND UIBERALL, PLLC
Accountancy firm EIN2015-05-31621804252
2014 : HEAVY MACHINES, LLC 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-05-31$1,905,900
Total of all expenses incurred2014-05-31$1,343,667
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-05-31$1,334,417
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-05-31$727,194
Value of total assets at end of year2014-05-31$8,590,451
Value of total assets at beginning of year2014-05-31$8,028,218
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-05-31$9,250
Total interest from all sources2014-05-31$2,273
Total dividends received (eg from common stock, registered investment company shares)2014-05-31$492,006
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-05-31$492,006
Was this plan covered by a fidelity bond2014-05-31Yes
Value of fidelity bond cover2014-05-31$500,000
If this is an individual account plan, was there a blackout period2014-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-05-31$0
Were there any nonexempt tranactions with any party-in-interest2014-05-31No
Contributions received from participants2014-05-31$437,705
Participant contributions at end of year2014-05-31$81,063
Participant contributions at beginning of year2014-05-31$133,444
Income. Received or receivable in cash from other sources (including rollovers)2014-05-31$10,497
Administrative expenses (other) incurred2014-05-31$6,509
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Value of net income/loss2014-05-31$562,233
Value of net assets at end of year (total assets less liabilities)2014-05-31$8,590,451
Value of net assets at beginning of year (total assets less liabilities)2014-05-31$8,028,218
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-05-31No
Were any leases to which the plan was party in default or uncollectible2014-05-31No
Investment advisory and management fees2014-05-31$2,741
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-05-31$7,732,242
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-05-31$7,153,182
Interest on participant loans2014-05-31$2,184
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-05-31$777,146
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-05-31$741,592
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-05-31$741,592
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-05-31$89
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-05-31$684,427
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-05-31No
Was there a failure to transmit to the plan any participant contributions2014-05-31No
Has the plan failed to provide any benefit when due under the plan2014-05-31No
Contributions received in cash from employer2014-05-31$278,992
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-05-31$1,334,417
Did the plan have assets held for investment2014-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-05-31Yes
Opinion of an independent qualified public accountant for this plan2014-05-31Disclaimer
Accountancy firm name2014-05-31WATKINS AND UIBERALL, PLLC
Accountancy firm EIN2014-05-31621804252
2013 : HEAVY MACHINES, LLC 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-05-31$1,942,203
Total of all expenses incurred2013-05-31$1,276,879
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-05-31$1,268,560
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-05-31$743,599
Value of total assets at end of year2013-05-31$8,028,218
Value of total assets at beginning of year2013-05-31$7,362,894
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-05-31$8,319
Total interest from all sources2013-05-31$3,210
Total dividends received (eg from common stock, registered investment company shares)2013-05-31$185,580
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-05-31$185,580
Was this plan covered by a fidelity bond2013-05-31Yes
Value of fidelity bond cover2013-05-31$500,000
If this is an individual account plan, was there a blackout period2013-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-05-31$0
Were there any nonexempt tranactions with any party-in-interest2013-05-31No
Contributions received from participants2013-05-31$422,562
Participant contributions at end of year2013-05-31$133,444
Participant contributions at beginning of year2013-05-31$195,567
Income. Received or receivable in cash from other sources (including rollovers)2013-05-31$49,808
Administrative expenses (other) incurred2013-05-31$6,117
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Value of net income/loss2013-05-31$665,324
Value of net assets at end of year (total assets less liabilities)2013-05-31$8,028,218
Value of net assets at beginning of year (total assets less liabilities)2013-05-31$7,362,894
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-05-31No
Were any leases to which the plan was party in default or uncollectible2013-05-31No
Investment advisory and management fees2013-05-31$2,202
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-05-31$7,153,182
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-05-31$6,610,867
Interest on participant loans2013-05-31$3,126
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-05-31$741,592
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-05-31$556,460
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-05-31$556,460
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-05-31$84
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-05-31$1,009,814
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-05-31No
Was there a failure to transmit to the plan any participant contributions2013-05-31No
Has the plan failed to provide any benefit when due under the plan2013-05-31No
Contributions received in cash from employer2013-05-31$271,229
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-05-31$1,268,560
Did the plan have assets held for investment2013-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-05-31Yes
Opinion of an independent qualified public accountant for this plan2013-05-31Disclaimer
Accountancy firm name2013-05-31WATKINS AND UIBERALL, PLLC
Accountancy firm EIN2013-05-31621804252
2012 : HEAVY MACHINES, LLC 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-05-31$0
Total income from all sources (including contributions)2012-05-31$465,838
Total of all expenses incurred2012-05-31$893,057
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-05-31$885,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-05-31$683,856
Value of total assets at end of year2012-05-31$7,362,894
Value of total assets at beginning of year2012-05-31$7,790,113
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-05-31$7,523
Total interest from all sources2012-05-31$3,471
Total dividends received (eg from common stock, registered investment company shares)2012-05-31$202,127
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-05-31$202,127
Was this plan covered by a fidelity bond2012-05-31Yes
Value of fidelity bond cover2012-05-31$500,000
If this is an individual account plan, was there a blackout period2012-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-05-31$0
Were there any nonexempt tranactions with any party-in-interest2012-05-31No
Contributions received from participants2012-05-31$378,056
Participant contributions at end of year2012-05-31$195,567
Participant contributions at beginning of year2012-05-31$156,530
Income. Received or receivable in cash from other sources (including rollovers)2012-05-31$72,385
Administrative expenses (other) incurred2012-05-31$7,183
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Value of net income/loss2012-05-31$-427,219
Value of net assets at end of year (total assets less liabilities)2012-05-31$7,362,894
Value of net assets at beginning of year (total assets less liabilities)2012-05-31$7,790,113
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-05-31No
Were any leases to which the plan was party in default or uncollectible2012-05-31No
Investment advisory and management fees2012-05-31$340
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-05-31$6,610,867
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-05-31$7,155,100
Interest on participant loans2012-05-31$3,432
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-05-31$556,460
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-05-31$478,483
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-05-31$478,483
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-05-31$39
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-05-31$-423,616
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-05-31No
Was there a failure to transmit to the plan any participant contributions2012-05-31No
Has the plan failed to provide any benefit when due under the plan2012-05-31No
Contributions received in cash from employer2012-05-31$233,415
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-05-31$885,534
Did the plan have assets held for investment2012-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-05-31Yes
Opinion of an independent qualified public accountant for this plan2012-05-31Disclaimer
Accountancy firm name2012-05-31WATKINS AND UIBERALL, PLLC
Accountancy firm EIN2012-05-31621804252
2011 : HEAVY MACHINES, LLC 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-05-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-05-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-05-31$0
Total income from all sources (including contributions)2011-05-31$1,908,417
Total loss/gain on sale of assets2011-05-31$0
Total of all expenses incurred2011-05-31$821,613
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-05-31$813,889
Expenses. Certain deemed distributions of participant loans2011-05-31$623
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-05-31$620,755
Value of total assets at end of year2011-05-31$7,790,113
Value of total assets at beginning of year2011-05-31$6,703,309
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-05-31$7,101
Total interest from all sources2011-05-31$2,771
Total dividends received (eg from common stock, registered investment company shares)2011-05-31$103,035
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-05-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-05-31$103,035
Was this plan covered by a fidelity bond2011-05-31Yes
Value of fidelity bond cover2011-05-31$500,000
If this is an individual account plan, was there a blackout period2011-05-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-05-31$0
Were there any nonexempt tranactions with any party-in-interest2011-05-31No
Contributions received from participants2011-05-31$400,367
Participant contributions at end of year2011-05-31$156,530
Participant contributions at beginning of year2011-05-31$71,672
Income. Received or receivable in cash from other sources (including rollovers)2011-05-31$15,619
Administrative expenses (other) incurred2011-05-31$7,101
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Value of net income/loss2011-05-31$1,086,804
Value of net assets at end of year (total assets less liabilities)2011-05-31$7,790,113
Value of net assets at beginning of year (total assets less liabilities)2011-05-31$6,703,309
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-05-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-05-31No
Were any leases to which the plan was party in default or uncollectible2011-05-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-05-31$7,155,100
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-05-31$5,638,699
Interest on participant loans2011-05-31$2,661
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-05-31$478,483
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-05-31$992,938
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-05-31$992,938
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-05-31$110
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-05-31$1,181,856
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-05-31No
Was there a failure to transmit to the plan any participant contributions2011-05-31No
Has the plan failed to provide any benefit when due under the plan2011-05-31No
Contributions received in cash from employer2011-05-31$204,769
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-05-31$813,889
Did the plan have assets held for investment2011-05-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-05-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-05-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-05-31Yes
Opinion of an independent qualified public accountant for this plan2011-05-31Disclaimer
Accountancy firm name2011-05-31WATKINS AND UIBERALL, PLLC
Accountancy firm EIN2011-05-31621804252
2010 : HEAVY MACHINES, LLC 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-05-31$0

Form 5500 Responses for HEAVY MACHINES, LLC 401(K) PROFIT SHARING PLAN

2022: HEAVY MACHINES, LLC 401(K) PROFIT SHARING PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: HEAVY MACHINES, LLC 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-06-01Type of plan entitySingle employer plan
2021-06-01Submission has been amendedNo
2021-06-01This submission is the final filingNo
2021-06-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-06-01Plan is a collectively bargained planNo
2021-06-01Plan funding arrangement – TrustYes
2021-06-01Plan benefit arrangement - TrustYes
2020: HEAVY MACHINES, LLC 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-06-01Type of plan entitySingle employer plan
2020-06-01Submission has been amendedNo
2020-06-01This submission is the final filingNo
2020-06-01This return/report is a short plan year return/report (less than 12 months)No
2020-06-01Plan is a collectively bargained planNo
2020-06-01Plan funding arrangement – TrustYes
2020-06-01Plan benefit arrangement - TrustYes
2019: HEAVY MACHINES, LLC 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-06-01Type of plan entitySingle employer plan
2019-06-01Submission has been amendedNo
2019-06-01This submission is the final filingNo
2019-06-01This return/report is a short plan year return/report (less than 12 months)No
2019-06-01Plan is a collectively bargained planNo
2019-06-01Plan funding arrangement – TrustYes
2019-06-01Plan benefit arrangement - TrustYes
2018: HEAVY MACHINES, LLC 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-06-01Type of plan entitySingle employer plan
2018-06-01Submission has been amendedNo
2018-06-01This submission is the final filingNo
2018-06-01This return/report is a short plan year return/report (less than 12 months)No
2018-06-01Plan is a collectively bargained planNo
2018-06-01Plan funding arrangement – TrustYes
2018-06-01Plan benefit arrangement - TrustYes
2017: HEAVY MACHINES, LLC 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-06-01Type of plan entitySingle employer plan
2017-06-01Submission has been amendedNo
2017-06-01This submission is the final filingNo
2017-06-01This return/report is a short plan year return/report (less than 12 months)No
2017-06-01Plan is a collectively bargained planNo
2017-06-01Plan funding arrangement – TrustYes
2017-06-01Plan benefit arrangement - TrustYes
2016: HEAVY MACHINES, LLC 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-06-01Type of plan entitySingle employer plan
2016-06-01Submission has been amendedNo
2016-06-01This submission is the final filingNo
2016-06-01This return/report is a short plan year return/report (less than 12 months)No
2016-06-01Plan is a collectively bargained planNo
2016-06-01Plan funding arrangement – TrustYes
2016-06-01Plan benefit arrangement - TrustYes
2015: HEAVY MACHINES, LLC 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-06-01Type of plan entitySingle employer plan
2015-06-01Submission has been amendedNo
2015-06-01This submission is the final filingNo
2015-06-01This return/report is a short plan year return/report (less than 12 months)No
2015-06-01Plan is a collectively bargained planNo
2015-06-01Plan funding arrangement – TrustYes
2015-06-01Plan benefit arrangement - TrustYes
2014: HEAVY MACHINES, LLC 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-06-01Type of plan entitySingle employer plan
2014-06-01Submission has been amendedNo
2014-06-01This submission is the final filingNo
2014-06-01This return/report is a short plan year return/report (less than 12 months)No
2014-06-01Plan is a collectively bargained planNo
2014-06-01Plan funding arrangement – TrustYes
2014-06-01Plan benefit arrangement - TrustYes
2013: HEAVY MACHINES, LLC 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-06-01Type of plan entitySingle employer plan
2013-06-01Submission has been amendedNo
2013-06-01This submission is the final filingNo
2013-06-01This return/report is a short plan year return/report (less than 12 months)No
2013-06-01Plan is a collectively bargained planNo
2013-06-01Plan funding arrangement – TrustYes
2013-06-01Plan benefit arrangement - TrustYes
2012: HEAVY MACHINES, LLC 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-06-01Type of plan entitySingle employer plan
2012-06-01Submission has been amendedNo
2012-06-01This submission is the final filingNo
2012-06-01This return/report is a short plan year return/report (less than 12 months)No
2012-06-01Plan is a collectively bargained planNo
2012-06-01Plan funding arrangement – TrustYes
2012-06-01Plan benefit arrangement - TrustYes
2011: HEAVY MACHINES, LLC 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-06-01Type of plan entitySingle employer plan
2011-06-01Submission has been amendedNo
2011-06-01This submission is the final filingNo
2011-06-01This return/report is a short plan year return/report (less than 12 months)No
2011-06-01Plan is a collectively bargained planNo
2011-06-01Plan funding arrangement – TrustYes
2011-06-01Plan benefit arrangement - TrustYes
2010: HEAVY MACHINES, LLC 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-06-01Type of plan entitySingle employer plan
2010-06-01Submission has been amendedNo
2010-06-01This submission is the final filingNo
2010-06-01This return/report is a short plan year return/report (less than 12 months)No
2010-06-01Plan is a collectively bargained planNo
2010-06-01Plan funding arrangement – TrustYes
2010-06-01Plan benefit arrangement - TrustYes
2009: HEAVY MACHINES, LLC 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-06-01Type of plan entitySingle employer plan
2009-06-01Submission has been amendedNo
2009-06-01This submission is the final filingNo
2009-06-01This return/report is a short plan year return/report (less than 12 months)No
2009-06-01Plan is a collectively bargained planNo
2009-06-01Plan funding arrangement – TrustYes
2009-06-01Plan benefit arrangement - TrustYes

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