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LOUIS V. LEPAK TRUCKING CO. , INC. 401 (K) SAVINGS PLAN 401k Plan overview

Plan NameLOUIS V. LEPAK TRUCKING CO. , INC. 401 (K) SAVINGS PLAN
Plan identification number 001

LOUIS V. LEPAK TRUCKING CO. , INC. 401 (K) SAVINGS 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.
  • Prototype plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion or notification letter; and under which a seperate funding medium (for example, a seperate trust or custodial account) is established for the use of each adopting employer.

401k Sponsoring company profile

LOUIS V. LEPAK TRUCKING CO., INC. has sponsored the creation of one or more 401k plans.

Company Name:LOUIS V. LEPAK TRUCKING CO., INC.
Employer identification number (EIN):731001401
NAIC Classification:484200
NAIC Description: Specialized Freight Trucking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan LOUIS V. LEPAK TRUCKING CO. , INC. 401 (K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01NICOLLE LEPAK
0012023-01-01
0012023-01-01NICOLLE LEPAK
0012022-01-01
0012022-01-01NICOLLE LEPAK
0012021-01-01
0012021-01-01NICOLLE LEPAK
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01NICOLLE LEPAK
0012016-01-01NICOLLE LEPAK LOUIS V LEPAK TRUCKING CO INC2017-10-11
0012015-01-01NICOLLE LEPAK NICOLLE LEPAK2016-10-10
0012014-01-01NICOLLE LEPAK2016-05-09
0012013-01-01NICOLLE LEPAK2014-09-04
0012012-01-01NICOLLE LEPAK2013-09-20
0012011-01-01NICOLLE LEPAK2012-07-27
0012010-01-01NICOLLE LEPAK2011-09-22
0012007-01-01JEFF LEPAK

Financial Data on LOUIS V. LEPAK TRUCKING CO. , INC. 401 (K) SAVINGS PLAN

Measure Date Value
2023 : LOUIS V. LEPAK TRUCKING CO. , INC. 401 (K) SAVINGS PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$1,459,800
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$2,190,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$2,166,296
Expenses. Certain deemed distributions of participant loans2023-12-31$6,415
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$997,218
Value of total assets at end of year2023-12-31$3,627,293
Value of total assets at beginning of year2023-12-31$4,358,144
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$17,940
Total interest from all sources2023-12-31$15,385
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$216,055
Participant contributions at end of year2023-12-31$81,640
Participant contributions at beginning of year2023-12-31$176,635
Other income not declared elsewhere2023-12-31$1,743
Administrative expenses (other) incurred2023-12-31$4,250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$-730,851
Value of net assets at end of year (total assets less liabilities)2023-12-31$3,627,293
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$4,358,144
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$140
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$3,154,810
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$3,140,306
Interest on participant loans2023-12-31$6,501
Interest earned on other investments2023-12-31$8,884
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$390,843
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$1,041,203
Net investment gain/loss from pooled separate accounts2023-12-31$445,454
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$781,163
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$2,166,296
Contract administrator fees2023-12-31$13,550
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31ROSE ROCK CPAS, PLLC
Accountancy firm EIN2023-12-31260852716
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$0
Total income from all sources (including contributions)2023-01-01$1,459,800
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$2,190,651
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$2,166,296
Expenses. Certain deemed distributions of participant loans2023-01-01$6,415
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$997,218
Value of total assets at end of year2023-01-01$3,627,293
Value of total assets at beginning of year2023-01-01$4,358,144
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$17,940
Total interest from all sources2023-01-01$15,385
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$500,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$216,055
Participant contributions at end of year2023-01-01$81,640
Participant contributions at beginning of year2023-01-01$176,635
Other income not declared elsewhere2023-01-01$1,743
Administrative expenses (other) incurred2023-01-01$4,250
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$-730,851
Value of net assets at end of year (total assets less liabilities)2023-01-01$3,627,293
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$4,358,144
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$140
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$3,154,810
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$3,140,306
Interest on participant loans2023-01-01$6,501
Interest earned on other investments2023-01-01$8,884
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$390,843
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$1,041,203
Net investment gain/loss from pooled separate accounts2023-01-01$445,454
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$781,163
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$2,166,296
Contract administrator fees2023-01-01$13,550
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01ROSE ROCK CPAS, PLLC
Accountancy firm EIN2023-01-01260852716
2022 : LOUIS V. LEPAK TRUCKING CO. , INC. 401 (K) SAVINGS 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$768,540
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,022,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,994,776
Expenses. Certain deemed distributions of participant loans2022-12-31$10,842
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,436,657
Value of total assets at end of year2022-12-31$4,358,144
Value of total assets at beginning of year2022-12-31$5,611,938
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$16,716
Total interest from all sources2022-12-31$18,021
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$311,756
Participant contributions at end of year2022-12-31$176,635
Participant contributions at beginning of year2022-12-31$174,150
Other income not declared elsewhere2022-12-31$666
Administrative expenses (other) incurred2022-12-31$16,716
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,253,794
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,358,144
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,611,938
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,140,306
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,623,888
Interest on participant loans2022-12-31$8,596
Interest earned on other investments2022-12-31$9,425
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,041,203
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$813,900
Net investment gain/loss from pooled separate accounts2022-12-31$-686,804
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,124,901
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,994,776
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 name2022-12-31ROSE ROCK CPAS, PLLC
Accountancy firm EIN2022-12-31260852716
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$0
Total income from all sources (including contributions)2022-01-01$768,540
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$2,022,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$1,994,776
Expenses. Certain deemed distributions of participant loans2022-01-01$10,842
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$1,436,657
Value of total assets at end of year2022-01-01$4,358,144
Value of total assets at beginning of year2022-01-01$5,611,938
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$16,716
Total interest from all sources2022-01-01$18,021
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$500,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$311,756
Participant contributions at end of year2022-01-01$176,635
Participant contributions at beginning of year2022-01-01$174,150
Other income not declared elsewhere2022-01-01$666
Administrative expenses (other) incurred2022-01-01$16,716
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-1,253,794
Value of net assets at end of year (total assets less liabilities)2022-01-01$4,358,144
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$5,611,938
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$3,140,306
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$4,623,888
Interest on participant loans2022-01-01$8,596
Interest earned on other investments2022-01-01$9,425
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$1,041,203
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$813,900
Net investment gain/loss from pooled separate accounts2022-01-01$-686,804
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$1,124,901
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$1,994,776
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01ROSE ROCK CPAS, PLLC
Accountancy firm EIN2022-01-01260852716
2021 : LOUIS V. LEPAK TRUCKING CO. , INC. 401 (K) SAVINGS 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,690,507
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$993,698
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$983,633
Expenses. Certain deemed distributions of participant loans2021-12-31$345
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,142,173
Value of total assets at end of year2021-12-31$5,611,938
Value of total assets at beginning of year2021-12-31$4,915,129
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$9,720
Total interest from all sources2021-12-31$15,889
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$212,542
Participant contributions at end of year2021-12-31$174,150
Participant contributions at beginning of year2021-12-31$182,035
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$18,743
Other income not declared elsewhere2021-12-31$259
Administrative expenses (other) incurred2021-12-31$9,720
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$696,809
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,611,938
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,915,129
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,623,888
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,022,148
Interest on participant loans2021-12-31$8,366
Interest earned on other investments2021-12-31$7,523
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$813,900
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$710,946
Net investment gain/loss from pooled separate accounts2021-12-31$532,186
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$910,888
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$983,633
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 name2021-12-31ROSE ROCK CPAS, PLLC
Accountancy firm EIN2021-12-31260852716
2020 : LOUIS V. LEPAK TRUCKING CO. , INC. 401 (K) SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,519,356
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,561,001
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,501,217
Expenses. Certain deemed distributions of participant loans2020-12-31$51,476
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,009,381
Value of total assets at end of year2020-12-31$4,915,129
Value of total assets at beginning of year2020-12-31$4,956,774
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$8,308
Total interest from all sources2020-12-31$20,079
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$198,701
Participant contributions at end of year2020-12-31$182,035
Participant contributions at beginning of year2020-12-31$265,314
Other income not declared elsewhere2020-12-31$1,594
Administrative expenses (other) incurred2020-12-31$8,308
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-41,645
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,915,129
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,956,774
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,022,148
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$3,886,777
Interest on participant loans2020-12-31$12,234
Interest earned on other investments2020-12-31$7,845
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$710,946
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$804,683
Net investment gain/loss from pooled separate accounts2020-12-31$488,302
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$810,680
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,501,217
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BLEDSOE & ASSOC., PLLC
Accountancy firm EIN2020-12-31260852716
2019 : LOUIS V. LEPAK TRUCKING CO. , INC. 401 (K) SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,636,864
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$701,463
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$680,949
Expenses. Certain deemed distributions of participant loans2019-12-31$10,114
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$972,306
Value of total assets at end of year2019-12-31$4,956,774
Value of total assets at beginning of year2019-12-31$4,021,373
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$10,400
Total interest from all sources2019-12-31$22,392
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$195,513
Participant contributions at end of year2019-12-31$265,314
Participant contributions at beginning of year2019-12-31$276,791
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$8,663
Other income not declared elsewhere2019-12-31$1,153
Administrative expenses (other) incurred2019-12-31$10,400
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$935,401
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,956,774
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,021,373
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$3,886,777
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$2,999,824
Interest on participant loans2019-12-31$14,105
Interest earned on other investments2019-12-31$8,287
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$804,683
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$744,758
Net investment gain/loss from pooled separate accounts2019-12-31$641,013
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$768,130
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$680,949
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BLEDSOE & ASSOC., PLLC
Accountancy firm EIN2019-12-31260852716
2018 : LOUIS V. LEPAK TRUCKING CO. , INC. 401 (K) SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$802,288
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,196,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,185,905
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$976,700
Value of total assets at end of year2018-12-31$4,021,373
Value of total assets at beginning of year2018-12-31$4,415,840
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$10,850
Total interest from all sources2018-12-31$22,612
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$185,253
Participant contributions at end of year2018-12-31$276,791
Participant contributions at beginning of year2018-12-31$313,370
Other income not declared elsewhere2018-12-31$279
Administrative expenses (other) incurred2018-12-31$10,850
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-394,467
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,021,373
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,415,840
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$2,999,824
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,115,815
Interest on participant loans2018-12-31$11,964
Interest earned on other investments2018-12-31$10,648
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$744,758
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$986,655
Net investment gain/loss from pooled separate accounts2018-12-31$-197,303
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$791,447
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,185,905
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BLEDSOE & ASSOC., PLLC
Accountancy firm EIN2018-12-31260852716
2017 : LOUIS V. LEPAK TRUCKING CO. , INC. 401 (K) SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$696,330
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$1,321,438
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$565,351
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$539,751
Expenses. Certain deemed distributions of participant loans2017-12-31$3,875
Value of total corrective distributions2017-12-31$11,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$950,381
Value of total assets at end of year2017-12-31$4,415,840
Value of total assets at beginning of year2017-12-31$2,963,423
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$10,650
Total interest from all sources2017-12-31$23,146
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$172,858
Participant contributions at end of year2017-12-31$313,370
Participant contributions at beginning of year2017-12-31$199,960
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$14,001
Other income not declared elsewhere2017-12-31$310
Administrative expenses (other) incurred2017-12-31$10,650
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$756,087
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,415,840
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,963,423
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,115,815
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$1,843,032
Interest on participant loans2017-12-31$12,248
Interest earned on other investments2017-12-31$10,898
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$986,655
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$920,431
Net investment gain/loss from pooled separate accounts2017-12-31$347,601
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$763,522
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$539,751
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 name2017-12-31BLEDSOE & ASSOC., PLLC
Accountancy firm EIN2017-12-31260852716
2016 : LOUIS V. LEPAK TRUCKING CO. , INC. 401 (K) SAVINGS 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$918,714
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$473,694
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$441,624
Expenses. Certain deemed distributions of participant loans2016-12-31$875
Value of total corrective distributions2016-12-31$22,495
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$779,731
Value of total assets at end of year2016-12-31$2,963,423
Value of total assets at beginning of year2016-12-31$2,518,403
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$8,700
Total interest from all sources2016-12-31$19,134
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$168,730
Participant contributions at end of year2016-12-31$199,960
Participant contributions at beginning of year2016-12-31$162,842
Other income not declared elsewhere2016-12-31$223
Administrative expenses (other) incurred2016-12-31$8,700
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$445,020
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,963,423
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,518,403
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$1,843,032
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$1,480,329
Interest on participant loans2016-12-31$7,250
Interest earned on other investments2016-12-31$11,884
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$920,431
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$875,232
Net investment gain/loss from pooled separate accounts2016-12-31$119,626
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 contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$611,001
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$441,624
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 name2016-12-31BLEDSOE & ASSOC., PLLC
Accountancy firm EIN2016-12-31260852716
2015 : LOUIS V. LEPAK TRUCKING CO. , INC. 401 (K) SAVINGS 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$762,431
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$296,990
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$289,940
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$756,575
Value of total assets at end of year2015-12-31$2,518,403
Value of total assets at beginning of year2015-12-31$2,052,962
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,050
Total interest from all sources2015-12-31$16,854
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31No
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$169,779
Participant contributions at end of year2015-12-31$162,842
Participant contributions at beginning of year2015-12-31$113,304
Other income not declared elsewhere2015-12-31$-14,557
Administrative expenses (other) incurred2015-12-31$7,050
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$465,441
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,518,403
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,052,962
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$1,480,329
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,939,658
Interest on participant loans2015-12-31$5,595
Interest earned on other investments2015-12-31$11,259
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$875,232
Net investment gain/loss from pooled separate accounts2015-12-31$3,559
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 contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$586,796
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$289,940
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 name2015-12-31BLEDSOE & ASSOC., PLLC
Accountancy firm EIN2015-12-31260852716
2007 : LOUIS V. LEPAK TRUCKING CO. , INC. 401 (K) SAVINGS PLAN 2007 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2007-12-31$0

Form 5500 Responses for LOUIS V. LEPAK TRUCKING CO. , INC. 401 (K) SAVINGS PLAN

2023: LOUIS V. LEPAK TRUCKING CO. , INC. 401 (K) SAVINGS PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: LOUIS V. LEPAK TRUCKING CO. , INC. 401 (K) SAVINGS 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: LOUIS V. LEPAK TRUCKING CO. , INC. 401 (K) SAVINGS 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: LOUIS V. LEPAK TRUCKING CO. , INC. 401 (K) SAVINGS 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: LOUIS V. LEPAK TRUCKING CO. , INC. 401 (K) SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: LOUIS V. LEPAK TRUCKING CO. , INC. 401 (K) SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: LOUIS V. LEPAK TRUCKING CO. , INC. 401 (K) SAVINGS 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: LOUIS V. LEPAK TRUCKING CO. , INC. 401 (K) SAVINGS 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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: LOUIS V. LEPAK TRUCKING CO. , INC. 401 (K) SAVINGS 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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2007: LOUIS V. LEPAK TRUCKING CO. , INC. 401 (K) SAVINGS PLAN 2007 form 5500 responses
2007-01-01Type of plan entitySingle employer plan
2007-01-01Submission has been amendedNo
2007-01-01This submission is the final filingNo
2007-01-01This return/report is a short plan year return/report (less than 12 months)No
2007-01-01Plan is a collectively bargained planNo
2007-01-01Plan funding arrangement – InsuranceYes
2007-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9850
Policy instance 1
Insurance contract or identification numberZH9850
Number of Individuals Covered334
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9850
Policy instance 1
Insurance contract or identification numberZH9850
Number of Individuals Covered388
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9850
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9850
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9850
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9850
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9850
Policy instance 1
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH9850
Policy instance 1

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