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PAUL TRANSPORTATION, INC. 401(K) PLAN 401k Plan overview

Plan NamePAUL TRANSPORTATION, INC. 401(K) PLAN
Plan identification number 001

PAUL TRANSPORTATION, INC. 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan covering Self-Employed individuals.
  • 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

PAUL TRANSPORTATION, INC. has sponsored the creation of one or more 401k plans.

Company Name:PAUL TRANSPORTATION, INC.
Employer identification number (EIN):710921816
NAIC Classification:484120
NAIC Description: General Freight Trucking, Long-Distance

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PAUL TRANSPORTATION, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012018-01-01
0012017-01-01TROY PAUL
0012016-01-01TROY PAUL BRENDA L. ROGERS2017-10-16
0012015-01-01TROY PAUL
0012014-01-01TROY PAUL
0012013-01-01TROY PAUL
0012012-01-01TROY PAUL
0012011-01-01TROY PAUL
0012010-01-01TROY PAUL
0012009-01-01TROY PAUL
0012009-01-01TROY PAUL

Plan Statistics for PAUL TRANSPORTATION, INC. 401(K) PLAN

401k plan membership statisitcs for PAUL TRANSPORTATION, INC. 401(K) PLAN

Measure Date Value
2022: PAUL TRANSPORTATION, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01227
Total number of active participants reported on line 7a of the Form 55002022-01-01240
Number of retired or separated participants receiving benefits2022-01-014
Number of other retired or separated participants entitled to future benefits2022-01-0122
Total of all active and inactive participants2022-01-01266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01266
Number of participants with account balances2022-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0145
2021: PAUL TRANSPORTATION, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01202
Total number of active participants reported on line 7a of the Form 55002021-01-01188
Number of retired or separated participants receiving benefits2021-01-013
Number of other retired or separated participants entitled to future benefits2021-01-0125
Total of all active and inactive participants2021-01-01216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01216
Number of participants with account balances2021-01-01118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0148
2020: PAUL TRANSPORTATION, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01546
Total number of active participants reported on line 7a of the Form 55002020-01-01157
Number of retired or separated participants receiving benefits2020-01-014
Number of other retired or separated participants entitled to future benefits2020-01-0126
Total of all active and inactive participants2020-01-01187
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01187
Number of participants with account balances2020-01-01121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0180
2018: PAUL TRANSPORTATION, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01197
Total number of active participants reported on line 7a of the Form 55002018-01-01466
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-0110
Total of all active and inactive participants2018-01-01479
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-011
Total participants2018-01-01480
Number of participants with account balances2018-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0130
2017: PAUL TRANSPORTATION, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01220
Total number of active participants reported on line 7a of the Form 55002017-01-01176
Number of retired or separated participants receiving benefits2017-01-015
Number of other retired or separated participants entitled to future benefits2017-01-018
Total of all active and inactive participants2017-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-011
Total participants2017-01-01190
Number of participants with account balances2017-01-0181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0137
2016: PAUL TRANSPORTATION, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01211
Total number of active participants reported on line 7a of the Form 55002016-01-01186
Number of retired or separated participants receiving benefits2016-01-014
Number of other retired or separated participants entitled to future benefits2016-01-0110
Total of all active and inactive participants2016-01-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01201
Number of participants with account balances2016-01-0180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0137
2015: PAUL TRANSPORTATION, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01194
Total number of active participants reported on line 7a of the Form 55002015-01-01152
Number of retired or separated participants receiving benefits2015-01-0129
Number of other retired or separated participants entitled to future benefits2015-01-0113
Total of all active and inactive participants2015-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01195
Number of participants with account balances2015-01-0193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0114
2014: PAUL TRANSPORTATION, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01176
Total number of active participants reported on line 7a of the Form 55002014-01-01131
Number of retired or separated participants receiving benefits2014-01-014
Number of other retired or separated participants entitled to future benefits2014-01-0126
Total of all active and inactive participants2014-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01161
Number of participants with account balances2014-01-0172
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0119
2013: PAUL TRANSPORTATION, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01137
Total number of active participants reported on line 7a of the Form 55002013-01-0192
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0123
Total of all active and inactive participants2013-01-01117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01117
Number of participants with account balances2013-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0113
2012: PAUL TRANSPORTATION, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01172
Total number of active participants reported on line 7a of the Form 55002012-01-01146
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0119
Total of all active and inactive participants2012-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01167
Number of participants with account balances2012-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0114
2011: PAUL TRANSPORTATION, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01164
Total number of active participants reported on line 7a of the Form 55002011-01-01149
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-0112
Total of all active and inactive participants2011-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-011
Total participants2011-01-01165
Number of participants with account balances2011-01-0167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-016
2010: PAUL TRANSPORTATION, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01200
Total number of active participants reported on line 7a of the Form 55002010-01-01120
Number of retired or separated participants receiving benefits2010-01-0120
Number of other retired or separated participants entitled to future benefits2010-01-0112
Total of all active and inactive participants2010-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-011
Total participants2010-01-01153
Number of participants with account balances2010-01-0165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-018
2009: PAUL TRANSPORTATION, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01280
Total number of active participants reported on line 7a of the Form 55002009-01-01142
Number of retired or separated participants receiving benefits2009-01-0110
Number of other retired or separated participants entitled to future benefits2009-01-0121
Total of all active and inactive participants2009-01-01173
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01173
Number of participants with account balances2009-01-0175
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0128

Financial Data on PAUL TRANSPORTATION, INC. 401(K) PLAN

Measure Date Value
2022 : PAUL TRANSPORTATION, INC. 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$16,584
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$13,776
Total income from all sources (including contributions)2022-12-31$95,917
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$167,682
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$137,849
Value of total corrective distributions2022-12-31$8,114
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$467,470
Value of total assets at end of year2022-12-31$1,921,082
Value of total assets at beginning of year2022-12-31$1,990,039
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$21,719
Total interest from all sources2022-12-31$3,545
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$34,377
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$34,377
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$190,000
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$323,878
Participant contributions at end of year2022-12-31$70,780
Participant contributions at beginning of year2022-12-31$78,134
Participant contributions at end of year2022-12-31$7,143
Participant contributions at beginning of year2022-12-31$5,744
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$45,187
Liabilities. Value of operating payables at end of year2022-12-31$3,854
Liabilities. Value of operating payables at beginning of year2022-12-31$5,662
Total non interest bearing cash at end of year2022-12-31$438
Total non interest bearing cash at beginning of year2022-12-31$40
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-71,765
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,904,498
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,976,263
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$11,381
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$1,767,634
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$1,887,814
Interest on participant loans2022-12-31$3,388
Interest earned on other investments2022-12-31$157
Value of interest in common/collective trusts at end of year2022-12-31$70,694
Value of interest in common/collective trusts at beginning of year2022-12-31$10,133
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$2,474
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$6,478
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$6,478
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-409,475
Net investment gain or loss from common/collective trusts2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$98,405
Employer contributions (assets) at end of year2022-12-31$1,919
Employer contributions (assets) at beginning of year2022-12-31$1,696
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$137,849
Contract administrator fees2022-12-31$10,338
Liabilities. Value of benefit claims payable at end of year2022-12-31$12,730
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$8,114
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 name2022-12-31KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN2022-12-31351090346
2021 : PAUL TRANSPORTATION, INC. 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$13,776
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$6,197
Total income from all sources (including contributions)2021-12-31$616,376
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$335,722
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$311,577
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$407,888
Value of total assets at end of year2021-12-31$1,990,039
Value of total assets at beginning of year2021-12-31$1,701,806
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$24,145
Total interest from all sources2021-12-31$3,320
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$34,056
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$34,056
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$190,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$22,993
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$312,192
Participant contributions at end of year2021-12-31$78,134
Participant contributions at beginning of year2021-12-31$71,941
Participant contributions at end of year2021-12-31$5,744
Participant contributions at beginning of year2021-12-31$4,944
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$7,344
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$5,672
Other income not declared elsewhere2021-12-31$0
Liabilities. Value of operating payables at end of year2021-12-31$5,662
Liabilities. Value of operating payables at beginning of year2021-12-31$6,197
Total non interest bearing cash at end of year2021-12-31$40
Total non interest bearing cash at beginning of year2021-12-31$123
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$280,654
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,976,263
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,695,609
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$13,184
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$1,887,814
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,593,288
Interest on participant loans2021-12-31$3,320
Interest earned on other investments2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$10,133
Value of interest in common/collective trusts at beginning of year2021-12-31$19,743
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$6,478
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$4,805
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$4,805
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$171,112
Net investment gain or loss from common/collective trusts2021-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$88,352
Employer contributions (assets) at end of year2021-12-31$1,696
Employer contributions (assets) at beginning of year2021-12-31$1,290
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$311,577
Contract administrator fees2021-12-31$10,961
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Liabilities. Value of benefit claims payable at end of year2021-12-31$8,114
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN2021-12-31351090346
2020 : PAUL TRANSPORTATION, INC. 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets from this plan2020-12-31$1,025,650
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$6,197
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$16,160
Total income from all sources (including contributions)2020-12-31$906,033
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$294,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$265,641
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$626,320
Value of total assets at end of year2020-12-31$1,701,806
Value of total assets at beginning of year2020-12-31$2,125,711
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$28,684
Total interest from all sources2020-12-31$4,462
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$49,775
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$49,775
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$100,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$28,309
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$459,854
Participant contributions at end of year2020-12-31$71,941
Participant contributions at beginning of year2020-12-31$98,615
Participant contributions at end of year2020-12-31$4,944
Participant contributions at beginning of year2020-12-31$17,448
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$30,482
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$5,672
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$12,119
Other income not declared elsewhere2020-12-31$5,540
Liabilities. Value of operating payables at end of year2020-12-31$6,197
Liabilities. Value of operating payables at beginning of year2020-12-31$16,160
Total non interest bearing cash at end of year2020-12-31$123
Total non interest bearing cash at beginning of year2020-12-31$18
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$611,708
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,695,609
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,109,551
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$13,173
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,593,288
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,986,122
Interest on participant loans2020-12-31$4,313
Interest earned on other investments2020-12-31$119
Value of interest in common/collective trusts at end of year2020-12-31$19,743
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$4,805
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$5,952
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$5,952
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$30
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$219,419
Net investment gain or loss from common/collective trusts2020-12-31$517
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$135,984
Employer contributions (assets) at end of year2020-12-31$1,290
Employer contributions (assets) at beginning of year2020-12-31$5,437
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$265,641
Contract administrator fees2020-12-31$15,511
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN2020-12-31351090346
2018 : PAUL TRANSPORTATION, INC. 401(K) PLAN 2018 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$35,968
2017 : PAUL TRANSPORTATION, INC. 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$3,965
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$16,978
Total income from all sources (including contributions)2017-12-31$376,536
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$290,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$274,838
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$218,861
Value of total assets at end of year2017-12-31$1,026,281
Value of total assets at beginning of year2017-12-31$953,711
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$16,115
Total interest from all sources2017-12-31$3,588
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$28,128
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$28,128
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$94,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$18,226
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$160,012
Participant contributions at end of year2017-12-31$99,301
Participant contributions at beginning of year2017-12-31$51,183
Participant contributions at end of year2017-12-31$3,053
Participant contributions at beginning of year2017-12-31$6,105
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$5,691
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$31
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$934
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$3,965
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$11,275
Liabilities. Value of operating payables at beginning of year2017-12-31$5,703
Total non interest bearing cash at end of year2017-12-31$17
Total non interest bearing cash at beginning of year2017-12-31$1,418
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$85,583
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,022,316
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$936,733
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$8,705
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$913,069
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$885,921
Interest on participant loans2017-12-31$3,188
Interest earned on other investments2017-12-31$400
Value of interest in common/collective trusts at end of year2017-12-31$9,798
Value of interest in common/collective trusts at beginning of year2017-12-31$6,299
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$125,814
Net investment gain or loss from common/collective trusts2017-12-31$145
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$53,158
Employer contributions (assets) at end of year2017-12-31$1,012
Employer contributions (assets) at beginning of year2017-12-31$1,851
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$274,838
Contract administrator fees2017-12-31$7,410
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN2017-12-31351090346
2016 : PAUL TRANSPORTATION, INC. 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$16,978
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$3,008
Total income from all sources (including contributions)2016-12-31$243,202
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$77,241
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$56,547
Value of total corrective distributions2016-12-31$4,166
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$194,536
Value of total assets at end of year2016-12-31$953,711
Value of total assets at beginning of year2016-12-31$773,780
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$16,528
Total interest from all sources2016-12-31$3,337
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$35,027
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$35,027
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$80,000
If this is an individual account plan, was there a blackout period2016-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$9,877
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$147,626
Participant contributions at end of year2016-12-31$51,183
Participant contributions at beginning of year2016-12-31$68,519
Participant contributions at end of year2016-12-31$6,105
Participant contributions at beginning of year2016-12-31$1,857
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$934
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$370
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$11,275
Other income not declared elsewhere2016-12-31$0
Liabilities. Value of operating payables at end of year2016-12-31$5,703
Liabilities. Value of operating payables at beginning of year2016-12-31$3,008
Total non interest bearing cash at end of year2016-12-31$1,418
Total non interest bearing cash at beginning of year2016-12-31$199
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$165,961
Value of net assets at end of year (total assets less liabilities)2016-12-31$936,733
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$770,772
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$9,857
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$885,921
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$698,005
Interest on participant loans2016-12-31$2,530
Interest earned on other investments2016-12-31$807
Value of interest in common/collective trusts at end of year2016-12-31$6,299
Value of interest in common/collective trusts at beginning of year2016-12-31$4,328
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$10,302
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$46,910
Employer contributions (assets) at end of year2016-12-31$1,851
Employer contributions (assets) at beginning of year2016-12-31$502
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$56,547
Contract administrator fees2016-12-31$6,671
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN2016-12-31351090346
2015 : PAUL TRANSPORTATION, INC. 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$3,008
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$3,076
Total income from all sources (including contributions)2015-12-31$205,878
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$148,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$137,437
Value of total corrective distributions2015-12-31$598
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$201,651
Value of total assets at end of year2015-12-31$773,780
Value of total assets at beginning of year2015-12-31$716,597
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$10,592
Total interest from all sources2015-12-31$2,880
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$24,772
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$24,772
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$80,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$21,573
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$111,806
Participant contributions at end of year2015-12-31$68,519
Participant contributions at beginning of year2015-12-31$60,399
Participant contributions at end of year2015-12-31$1,857
Participant contributions at beginning of year2015-12-31$1,953
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$48,775
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$370
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$342
Liabilities. Value of operating payables at end of year2015-12-31$3,008
Liabilities. Value of operating payables at beginning of year2015-12-31$3,076
Total non interest bearing cash at end of year2015-12-31$199
Total non interest bearing cash at beginning of year2015-12-31$260
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$57,251
Value of net assets at end of year (total assets less liabilities)2015-12-31$770,772
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$713,521
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$6,472
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$698,005
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$642,242
Interest on participant loans2015-12-31$2,880
Value of interest in common/collective trusts at end of year2015-12-31$4,328
Value of interest in common/collective trusts at beginning of year2015-12-31$10,788
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-23,691
Net investment gain or loss from common/collective trusts2015-12-31$266
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31Yes
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$41,070
Employer contributions (assets) at end of year2015-12-31$502
Employer contributions (assets) at beginning of year2015-12-31$613
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$137,437
Contract administrator fees2015-12-31$4,120
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31KATZ, SAPPER & MILLER, LLP
Accountancy firm EIN2015-12-31351090346
2014 : PAUL TRANSPORTATION, INC. 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$3,076
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$2,458
Total income from all sources (including contributions)2014-12-31$192,237
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$125,357
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$106,840
Value of total corrective distributions2014-12-31$7,928
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$163,443
Value of total assets at end of year2014-12-31$716,597
Value of total assets at beginning of year2014-12-31$649,099
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$10,589
Total interest from all sources2014-12-31$2,895
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$18,859
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$18,859
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$50,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$12,919
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$113,527
Participant contributions at end of year2014-12-31$60,399
Participant contributions at beginning of year2014-12-31$53,606
Participant contributions at end of year2014-12-31$1,953
Participant contributions at beginning of year2014-12-31$2,301
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$14,035
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$342
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$354
Liabilities. Value of operating payables at end of year2014-12-31$3,076
Liabilities. Value of operating payables at beginning of year2014-12-31$2,458
Total non interest bearing cash at end of year2014-12-31$260
Total non interest bearing cash at beginning of year2014-12-31$16,253
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$66,880
Value of net assets at end of year (total assets less liabilities)2014-12-31$713,521
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$646,641
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$6,217
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$642,242
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$559,634
Interest on participant loans2014-12-31$2,321
Interest earned on other investments2014-12-31$574
Value of interest in common/collective trusts at end of year2014-12-31$10,788
Value of interest in common/collective trusts at beginning of year2014-12-31$16,235
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$6,458
Net investment gain or loss from common/collective trusts2014-12-31$582
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31Yes
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$35,881
Employer contributions (assets) at end of year2014-12-31$613
Employer contributions (assets) at beginning of year2014-12-31$716
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$106,840
Contract administrator fees2014-12-31$4,372
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31EIDE BAILLY LLP
Accountancy firm EIN2014-12-31450520958
2013 : PAUL TRANSPORTATION, INC. 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,458
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$2,003
Total income from all sources (including contributions)2013-12-31$243,753
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$81,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$67,491
Value of total corrective distributions2013-12-31$4,989
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$159,744
Value of total assets at end of year2013-12-31$649,099
Value of total assets at beginning of year2013-12-31$486,436
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$9,065
Total interest from all sources2013-12-31$1,807
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$17,102
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$17,102
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$50,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$122,098
Participant contributions at end of year2013-12-31$53,606
Participant contributions at beginning of year2013-12-31$42,059
Participant contributions at end of year2013-12-31$2,301
Participant contributions at beginning of year2013-12-31$2,433
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$354
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$160
Other income not declared elsewhere2013-12-31$2
Liabilities. Value of operating payables at end of year2013-12-31$2,458
Liabilities. Value of operating payables at beginning of year2013-12-31$2,003
Total non interest bearing cash at end of year2013-12-31$16,253
Total non interest bearing cash at beginning of year2013-12-31$385
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$162,208
Value of net assets at end of year (total assets less liabilities)2013-12-31$646,641
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$484,433
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$5,541
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$559,634
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$428,614
Interest on participant loans2013-12-31$1,807
Value of interest in common/collective trusts at end of year2013-12-31$16,235
Value of interest in common/collective trusts at beginning of year2013-12-31$12,067
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$64,626
Net investment gain or loss from common/collective trusts2013-12-31$472
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31Yes
Contributions received in cash from employer2013-12-31$37,646
Employer contributions (assets) at end of year2013-12-31$716
Employer contributions (assets) at beginning of year2013-12-31$718
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$67,491
Contract administrator fees2013-12-31$3,524
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31EIDE BAILLY LLP
Accountancy firm EIN2013-12-31450520958
2012 : PAUL TRANSPORTATION, INC. 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$2,003
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$7,273
Total income from all sources (including contributions)2012-12-31$194,737
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$96,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$87,859
Value of total corrective distributions2012-12-31$1,180
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$147,999
Value of total assets at end of year2012-12-31$486,436
Value of total assets at beginning of year2012-12-31$393,509
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$7,501
Total interest from all sources2012-12-31$1,226
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$23,574
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$23,574
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$50,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$113,333
Participant contributions at end of year2012-12-31$42,059
Participant contributions at beginning of year2012-12-31$29,965
Participant contributions at end of year2012-12-31$2,433
Participant contributions at beginning of year2012-12-31$2,019
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$160
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$17
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$3,243
Liabilities. Value of operating payables at end of year2012-12-31$2,003
Liabilities. Value of operating payables at beginning of year2012-12-31$2,895
Total non interest bearing cash at end of year2012-12-31$385
Total non interest bearing cash at beginning of year2012-12-31$4,378
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$98,197
Value of net assets at end of year (total assets less liabilities)2012-12-31$484,433
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$386,236
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$4,301
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$428,614
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$346,693
Interest on participant loans2012-12-31$1,226
Value of interest in common/collective trusts at end of year2012-12-31$12,067
Value of interest in common/collective trusts at beginning of year2012-12-31$9,649
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$21,633
Net investment gain or loss from common/collective trusts2012-12-31$305
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31Yes
Has the plan failed to provide any benefit when due under the plan2012-12-31Yes
Contributions received in cash from employer2012-12-31$34,666
Employer contributions (assets) at end of year2012-12-31$718
Employer contributions (assets) at beginning of year2012-12-31$788
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$87,859
Contract administrator fees2012-12-31$3,200
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$1,135
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31EIDE BAILLY LLP
Accountancy firm EIN2012-12-31450520958
2011 : PAUL TRANSPORTATION, INC. 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$7,273
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$6,410
Total income from all sources (including contributions)2011-12-31$82,826
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$35,826
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$29,023
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$87,225
Value of total assets at end of year2011-12-31$393,509
Value of total assets at beginning of year2011-12-31$345,646
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$6,803
Total interest from all sources2011-12-31$1,408
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$9,390
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$9,390
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$50,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$71,580
Participant contributions at end of year2011-12-31$29,965
Participant contributions at beginning of year2011-12-31$29,814
Participant contributions at end of year2011-12-31$2,019
Participant contributions at beginning of year2011-12-31$1,067
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$17
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$205
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$3,243
Administrative expenses (other) incurred2011-12-31$2,245
Liabilities. Value of operating payables at end of year2011-12-31$2,895
Liabilities. Value of operating payables at beginning of year2011-12-31$6,410
Total non interest bearing cash at end of year2011-12-31$4,378
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$47,000
Value of net assets at end of year (total assets less liabilities)2011-12-31$386,236
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$339,236
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$2,653
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$346,693
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$297,338
Interest on participant loans2011-12-31$1,405
Value of interest in common/collective trusts at end of year2011-12-31$9,649
Value of interest in common/collective trusts at beginning of year2011-12-31$8,137
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$3
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-15,413
Net investment gain or loss from common/collective trusts2011-12-31$216
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31Yes
Contributions received in cash from employer2011-12-31$15,645
Employer contributions (assets) at end of year2011-12-31$788
Employer contributions (assets) at beginning of year2011-12-31$9,085
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$29,023
Contract administrator fees2011-12-31$1,905
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Liabilities. Value of benefit claims payable at end of year2011-12-31$1,135
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BKD, LLP
Accountancy firm EIN2011-12-31440160260
2010 : PAUL TRANSPORTATION, INC. 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$6,410
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$15,011
Total income from all sources (including contributions)2010-12-31$89,126
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$133,498
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$127,912
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$57,590
Value of total assets at end of year2010-12-31$345,646
Value of total assets at beginning of year2010-12-31$398,619
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$5,586
Total interest from all sources2010-12-31$1,572
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$10,593
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$10,593
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$50,000
If this is an individual account plan, was there a blackout period2010-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$57,590
Participant contributions at end of year2010-12-31$29,814
Participant contributions at beginning of year2010-12-31$40,938
Participant contributions at end of year2010-12-31$1,067
Participant contributions at beginning of year2010-12-31$2,981
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$205
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$141
Liabilities. Value of operating payables at end of year2010-12-31$6,410
Liabilities. Value of operating payables at beginning of year2010-12-31$15,011
Total non interest bearing cash at beginning of year2010-12-31$3,365
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-44,372
Value of net assets at end of year (total assets less liabilities)2010-12-31$339,236
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$383,608
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$2,820
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$297,338
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$337,537
Interest on participant loans2010-12-31$1,572
Value of interest in common/collective trusts at end of year2010-12-31$8,137
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$7,120
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$7,120
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$19,371
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Employer contributions (assets) at end of year2010-12-31$9,085
Employer contributions (assets) at beginning of year2010-12-31$6,537
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$127,912
Contract administrator fees2010-12-31$2,766
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31Yes
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BKD, LLP
Accountancy firm EIN2010-12-31440160260

Form 5500 Responses for PAUL TRANSPORTATION, INC. 401(K) PLAN

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

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