KAUFMAN TRAILERS OF NC, INC. has sponsored the creation of one or more 401k plans.
Measure | Date | Value |
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2021 : KAUFMAN TRAILERS 401(K) PLAN 2021 401k financial data |
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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 | $1,868,987 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $400,708 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $243,615 |
Value of total corrective distributions | 2021-12-31 | $93,016 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $1,514,179 |
Value of total assets at end of year | 2021-12-31 | $3,865,610 |
Value of total assets at beginning of year | 2021-12-31 | $2,397,331 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $64,077 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $386,560 |
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 | $1,153,875 |
Participant contributions at end of year | 2021-12-31 | $10 |
Participant contributions at beginning of year | 2021-12-31 | $68 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $152,974 |
Total non interest bearing cash at end of year | 2021-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $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 | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,468,279 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $3,865,610 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,397,331 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $3,604,417 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $2,232,094 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2021-12-31 | $261,181 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2021-12-31 | $165,169 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $354,808 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $207,330 |
Employer contributions (assets) at end of year | 2021-12-31 | $2 |
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 | $243,615 |
Contract administrator fees | 2021-12-31 | $64,077 |
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 | MELISSA G. CRITCHER, CPA, PC |
Accountancy firm EIN | 2021-12-31 | 271654932 |
2020 : KAUFMAN TRAILERS 401(K) PLAN 2020 401k financial data |
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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 | $312 |
Total income from all sources (including contributions) | 2020-12-31 | $1,205,858 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $363,224 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $304,587 |
Value of total corrective distributions | 2020-12-31 | $15,667 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $913,008 |
Value of total assets at end of year | 2020-12-31 | $2,397,331 |
Value of total assets at beginning of year | 2020-12-31 | $1,555,009 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $42,970 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $239,733 |
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 | $763,230 |
Participant contributions at end of year | 2020-12-31 | $68 |
Participant contributions at beginning of year | 2020-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $22,207 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $312 |
Total non interest bearing cash at end of year | 2020-12-31 | $0 |
Total non interest bearing cash at beginning of year | 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 | $842,634 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $2,397,331 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $1,554,697 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $2,232,094 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $1,417,682 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2020-12-31 | $165,169 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2020-12-31 | $137,327 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $292,850 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $127,571 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $304,587 |
Contract administrator fees | 2020-12-31 | $42,970 |
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 | MELISSA G. CRITCHER, CPA, PC |
Accountancy firm EIN | 2020-12-31 | 271654932 |
2019 : KAUFMAN TRAILERS 401(K) PLAN 2019 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $312 |
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 | $1,323,581 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $378,913 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $343,977 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $1,133,446 |
Value of total assets at end of year | 2019-12-31 | $1,555,009 |
Value of total assets at beginning of year | 2019-12-31 | $610,029 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $34,936 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $100,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
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 | $933,066 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $32,717 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $312 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $0 |
Total non interest bearing cash at end of year | 2019-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $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 | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $944,668 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $1,554,697 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $610,029 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $1,417,682 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $567,501 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2019-12-31 | $137,327 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2019-12-31 | $42,528 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $190,135 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $167,663 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $343,977 |
Contract administrator fees | 2019-12-31 | $34,936 |
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 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | MELISSA G. CRITCHER, CPA, PC |
Accountancy firm EIN | 2019-12-31 | 271654932 |
2018 : KAUFMAN TRAILERS 401(K) PLAN 2018 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $612,010 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,981 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $429 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $632,077 |
Value of total assets at end of year | 2018-12-31 | $610,029 |
Value of total assets at beginning of year | 2018-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $1,552 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $100,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $275,080 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $304,853 |
Total non interest bearing cash at end of year | 2018-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $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 | 2018-12-31 | No |
Income. Non cash contributions | 2018-12-31 | $0 |
Value of net income/loss | 2018-12-31 | $610,029 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $610,029 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $0 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $567,501 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2018-12-31 | $42,528 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2018-12-31 | $0 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-20,067 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $52,144 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $429 |
Contract administrator fees | 2018-12-31 | $1,552 |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | MELISSA G. CRITCHER, CPA, PC |
Accountancy firm EIN | 2018-12-31 | 271654932 |