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HART TRAILER LLC SAVINGS INCENTIVE PLAN 401k Plan overview

Plan NameHART TRAILER LLC SAVINGS INCENTIVE PLAN
Plan identification number 001

HART TRAILER LLC SAVINGS INCENTIVE PLAN Benefits

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

401k Sponsoring company profile

HART TRAILER LLC has sponsored the creation of one or more 401k plans.

Company Name:HART TRAILER LLC
Employer identification number (EIN):730771100
NAIC Classification:336210

Additional information about HART TRAILER LLC

Jurisdiction of Incorporation: Oklahoma Secretary Of State
Incorporation Date:
Company Identification Number: 3512162393

More information about HART TRAILER LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HART TRAILER LLC SAVINGS INCENTIVE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01TRACY GRAHAM2023-08-10
0012021-01-01TRACY GRAHAM2022-08-01
0012020-01-01TRACY GRAHAM2021-03-01
0012019-01-01TRACY GRAHAM2020-03-09
0012018-01-01TRACY GRAHAM2019-01-31
0012017-01-01TRACY GRAHAM
0012016-01-01TRACY GRAHAM
0012015-01-01TRACY GRAHAM
0012014-01-01TRACY GRAHAM
0012013-01-01TRACY GRAHAM
0012012-01-01TRACY GRAHAM
0012011-01-01TRACY GRAHAM
0012010-01-01KAY HART
0012009-01-01KAY HART

Plan Statistics for HART TRAILER LLC SAVINGS INCENTIVE PLAN

401k plan membership statisitcs for HART TRAILER LLC SAVINGS INCENTIVE PLAN

Measure Date Value
2017: HART TRAILER LLC SAVINGS INCENTIVE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0138
Total number of active participants reported on line 7a of the Form 55002017-01-0138
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011
Total of all active and inactive participants2017-01-0139
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-0139
Number of participants with account balances2017-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: HART TRAILER LLC SAVINGS INCENTIVE PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0135
Total number of active participants reported on line 7a of the Form 55002016-01-0135
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-011
Total of all active and inactive participants2016-01-0136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-0136
Number of participants with account balances2016-01-0121
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: HART TRAILER LLC SAVINGS INCENTIVE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0130
Total number of active participants reported on line 7a of the Form 55002015-01-0130
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-0130
Number of participants with account balances2015-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: HART TRAILER LLC SAVINGS INCENTIVE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0131
Total number of active participants reported on line 7a of the Form 55002014-01-0130
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-0130
Number of participants with account balances2014-01-0115
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: HART TRAILER LLC SAVINGS INCENTIVE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0128
Total number of active participants reported on line 7a of the Form 55002013-01-0130
Total of all active and inactive participants2013-01-0130
Total participants2013-01-0130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0113
2012: HART TRAILER LLC SAVINGS INCENTIVE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0134
Total number of active participants reported on line 7a of the Form 55002012-01-0126
Number of other retired or separated participants entitled to future benefits2012-01-012
Total of all active and inactive participants2012-01-0128
Total participants2012-01-0128
Number of participants with account balances2012-01-0118
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: HART TRAILER LLC SAVINGS INCENTIVE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0132
Total number of active participants reported on line 7a of the Form 55002011-01-0131
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-012
Total of all active and inactive participants2011-01-0133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-0133
Number of participants with account balances2011-01-0120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: HART TRAILER LLC SAVINGS INCENTIVE PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0132
Total number of active participants reported on line 7a of the Form 55002010-01-0129
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-013
Total of all active and inactive participants2010-01-0132
Total participants2010-01-0132
Number of participants with account balances2010-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: HART TRAILER LLC SAVINGS INCENTIVE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0138
Total number of active participants reported on line 7a of the Form 55002009-01-0129
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-013
Total of all active and inactive participants2009-01-0132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-0132
Number of participants with account balances2009-01-0124
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on HART TRAILER LLC SAVINGS INCENTIVE PLAN

Measure Date Value
2017 : HART TRAILER LLC SAVINGS INCENTIVE PLAN 2017 401k financial data
Total income from all sources2017-12-31$75,923
Expenses. Total of all expenses incurred2017-12-31$1,427
Benefits paid (including direct rollovers)2017-12-31$1,427
Total plan assets at end of year2017-12-31$533,030
Total plan assets at beginning of year2017-12-31$458,534
Value of fidelity bond covering the plan2017-12-31$100,000
Total contributions received or receivable from participants2017-12-31$30,755
Contributions received from other sources (not participants or employers)2017-12-31$0
Other income received2017-12-31$45,168
Net income (gross income less expenses)2017-12-31$74,496
Net plan assets at end of year (total assets less liabilities)2017-12-31$533,030
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$458,534
Total contributions received or receivable from employer(s)2017-12-31$0
Value of certain deemed distributions of participant loans2017-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$0
2016 : HART TRAILER LLC SAVINGS INCENTIVE PLAN 2016 401k financial data
Total income from all sources2016-12-31$42,534
Expenses. Total of all expenses incurred2016-12-31$44
Benefits paid (including direct rollovers)2016-12-31$44
Total plan assets at end of year2016-12-31$458,534
Total plan assets at beginning of year2016-12-31$416,044
Value of fidelity bond covering the plan2016-12-31$100,000
Total contributions received or receivable from participants2016-12-31$26,281
Contributions received from other sources (not participants or employers)2016-12-31$0
Other income received2016-12-31$16,253
Net income (gross income less expenses)2016-12-31$42,490
Net plan assets at end of year (total assets less liabilities)2016-12-31$458,534
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$416,044
Total contributions received or receivable from employer(s)2016-12-31$0
Value of certain deemed distributions of participant loans2016-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$0
2015 : HART TRAILER LLC SAVINGS INCENTIVE PLAN 2015 401k financial data
Total income from all sources2015-12-31$9,641
Expenses. Total of all expenses incurred2015-12-31$0
Benefits paid (including direct rollovers)2015-12-31$0
Total plan assets at end of year2015-12-31$416,044
Total plan assets at beginning of year2015-12-31$406,403
Value of fidelity bond covering the plan2015-12-31$100,000
Total contributions received or receivable from participants2015-12-31$20,174
Contributions received from other sources (not participants or employers)2015-12-31$0
Other income received2015-12-31$-10,533
Net income (gross income less expenses)2015-12-31$9,641
Net plan assets at end of year (total assets less liabilities)2015-12-31$416,044
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$406,403
Total contributions received or receivable from employer(s)2015-12-31$0
Value of certain deemed distributions of participant loans2015-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$0
2014 : HART TRAILER LLC SAVINGS INCENTIVE PLAN 2014 401k financial data
Total income from all sources2014-12-31$28,565
Expenses. Total of all expenses incurred2014-12-31$0
Benefits paid (including direct rollovers)2014-12-31$0
Total plan assets at end of year2014-12-31$406,403
Total plan assets at beginning of year2014-12-31$377,838
Value of fidelity bond covering the plan2014-12-31$100,000
Total contributions received or receivable from participants2014-12-31$19,054
Contributions received from other sources (not participants or employers)2014-12-31$0
Other income received2014-12-31$9,511
Net income (gross income less expenses)2014-12-31$28,565
Net plan assets at end of year (total assets less liabilities)2014-12-31$406,403
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$377,838
Total contributions received or receivable from employer(s)2014-12-31$0
Value of certain deemed distributions of participant loans2014-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$0
2013 : HART TRAILER LLC SAVINGS INCENTIVE PLAN 2013 401k financial data
Total income from all sources2013-12-31$100,675
Expenses. Total of all expenses incurred2013-12-31$529,556
Benefits paid (including direct rollovers)2013-12-31$529,556
Total plan assets at end of year2013-12-31$377,838
Total plan assets at beginning of year2013-12-31$806,719
Value of fidelity bond covering the plan2013-12-31$100,000
Total contributions received or receivable from participants2013-12-31$12,824
Other income received2013-12-31$87,851
Net income (gross income less expenses)2013-12-31$-428,881
Net plan assets at end of year (total assets less liabilities)2013-12-31$377,838
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$806,719
2012 : HART TRAILER LLC SAVINGS INCENTIVE PLAN 2012 401k financial data
Total income from all sources2012-12-31$75,093
Expenses. Total of all expenses incurred2012-12-31$36,708
Benefits paid (including direct rollovers)2012-12-31$36,708
Total plan assets at end of year2012-12-31$806,719
Total plan assets at beginning of year2012-12-31$768,334
Value of fidelity bond covering the plan2012-12-31$100,000
Total contributions received or receivable from participants2012-12-31$13,371
Other income received2012-12-31$61,722
Net income (gross income less expenses)2012-12-31$38,385
Net plan assets at end of year (total assets less liabilities)2012-12-31$806,719
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$768,334
2011 : HART TRAILER LLC SAVINGS INCENTIVE PLAN 2011 401k financial data
Total income from all sources2011-12-31$-14,509
Expenses. Total of all expenses incurred2011-12-31$26,633
Benefits paid (including direct rollovers)2011-12-31$26,633
Total plan assets at end of year2011-12-31$768,334
Total plan assets at beginning of year2011-12-31$809,476
Value of fidelity bond covering the plan2011-12-31$100,000
Total contributions received or receivable from participants2011-12-31$12,638
Other income received2011-12-31$-27,147
Net income (gross income less expenses)2011-12-31$-41,142
Net plan assets at end of year (total assets less liabilities)2011-12-31$768,334
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$809,476
2010 : HART TRAILER LLC SAVINGS INCENTIVE PLAN 2010 401k financial data
Total plan liabilities at beginning of year2010-12-31$0
Total income from all sources2010-12-31$77,022
Expenses. Total of all expenses incurred2010-12-31$79,981
Benefits paid (including direct rollovers)2010-12-31$79,981
Total plan assets at end of year2010-12-31$809,476
Total plan assets at beginning of year2010-12-31$812,435
Value of fidelity bond covering the plan2010-12-31$100,000
Total contributions received or receivable from participants2010-12-31$24,482
Other income received2010-12-31$52,540
Net income (gross income less expenses)2010-12-31$-2,959
Net plan assets at end of year (total assets less liabilities)2010-12-31$809,476
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$812,435

Form 5500 Responses for HART TRAILER LLC SAVINGS INCENTIVE PLAN

2017: HART TRAILER LLC SAVINGS INCENTIVE PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: HART TRAILER LLC SAVINGS INCENTIVE PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: HART TRAILER LLC SAVINGS INCENTIVE PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: HART TRAILER LLC SAVINGS INCENTIVE PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: HART TRAILER LLC SAVINGS INCENTIVE PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: HART TRAILER LLC SAVINGS INCENTIVE PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: HART TRAILER LLC SAVINGS INCENTIVE PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: HART TRAILER LLC SAVINGS INCENTIVE PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: HART TRAILER LLC SAVINGS INCENTIVE PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 )
Policy contract number871-80029
Policy instance 1
Insurance contract or identification number871-80029
Number of Individuals Covered21
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $860
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $860
Insurance broker organization code?3
Insurance broker nameROYAL ALLIANCE ASSOC, INC.

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