?>
Plan Name | LUGREG TRUCKING 401K PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | LUGREG TRUCKING, LLC |
Employer identification number (EIN): | 731113430 |
NAIC Classification: | 484120 |
NAIC Description: | General Freight Trucking, Long-Distance |
Additional information about LUGREG TRUCKING, LLC
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 2006-10-23 |
Company Identification Number: | 0800723698 |
Legal Registered Office Address: |
PO BOX 1289 KINGFISHER United States of America (USA) 73750 |
More information about LUGREG TRUCKING, LLC
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | D JAYE ROSE | |||
001 | 2016-01-01 | D JAYE ROSE | |||
001 | 2015-01-01 | D JAYE ROSE | |||
001 | 2014-01-01 | D JAYE ROSE | |||
001 | 2013-01-01 | D JAYE ROSE | |||
001 | 2012-01-01 | D JAYE ROSE | |||
001 | 2011-01-01 | D JAYE ROSE | |||
001 | 2010-01-01 | D JAYE ROSE | |||
001 | 2009-01-01 | D JAYE ROSE |
Measure | Date | Value |
---|---|---|
2022: LUGREG TRUCKING 401K PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 170 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 131 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 32 |
Total of all active and inactive participants | 2022-01-01 | 165 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 165 |
Number of participants with account balances | 2022-01-01 | 118 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 15 |
2021: LUGREG TRUCKING 401K PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 179 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 130 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 36 |
Total of all active and inactive participants | 2021-01-01 | 167 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 167 |
Number of participants with account balances | 2021-01-01 | 127 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 16 |
2020: LUGREG TRUCKING 401K PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 244 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 147 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 29 |
Total of all active and inactive participants | 2020-01-01 | 179 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 179 |
Number of participants with account balances | 2020-01-01 | 140 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 33 |
2019: LUGREG TRUCKING 401K PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 254 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 215 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 28 |
Total of all active and inactive participants | 2019-01-01 | 244 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
Total participants | 2019-01-01 | 244 |
Number of participants with account balances | 2019-01-01 | 173 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 26 |
2018: LUGREG TRUCKING 401K PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 220 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 225 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 26 |
Total of all active and inactive participants | 2018-01-01 | 254 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 1 |
Total participants | 2018-01-01 | 255 |
Number of participants with account balances | 2018-01-01 | 174 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 21 |
2017: LUGREG TRUCKING 401K PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 189 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 211 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 16 |
Total of all active and inactive participants | 2017-01-01 | 229 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
Total participants | 2017-01-01 | 229 |
Number of participants with account balances | 2017-01-01 | 143 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 18 |
2016: LUGREG TRUCKING 401K PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 164 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 169 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 12 |
Total of all active and inactive participants | 2016-01-01 | 181 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
Total participants | 2016-01-01 | 181 |
Number of participants with account balances | 2016-01-01 | 120 |
2015: LUGREG TRUCKING 401K PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 163 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 157 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 8 |
Total of all active and inactive participants | 2015-01-01 | 165 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
Total participants | 2015-01-01 | 165 |
Number of participants with account balances | 2015-01-01 | 101 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 13 |
2014: LUGREG TRUCKING 401K PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 140 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 157 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 6 |
Total of all active and inactive participants | 2014-01-01 | 164 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
Total participants | 2014-01-01 | 164 |
Number of participants with account balances | 2014-01-01 | 73 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 6 |
2013: LUGREG TRUCKING 401K PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 115 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 134 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 4 |
Total of all active and inactive participants | 2013-01-01 | 139 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 139 |
Number of participants with account balances | 2013-01-01 | 72 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 9 |
2012: LUGREG TRUCKING 401K PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 77 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 102 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1 |
Total of all active and inactive participants | 2012-01-01 | 105 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 105 |
Number of participants with account balances | 2012-01-01 | 64 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 3 |
2011: LUGREG TRUCKING 401K PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 70 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 70 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 4 |
Total of all active and inactive participants | 2011-01-01 | 74 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 74 |
Number of participants with account balances | 2011-01-01 | 53 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 8 |
2010: LUGREG TRUCKING 401K PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 69 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 65 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 2 |
Total of all active and inactive participants | 2010-01-01 | 67 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 67 |
Number of participants with account balances | 2010-01-01 | 52 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: LUGREG TRUCKING 401K PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 51 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 50 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1 |
Total of all active and inactive participants | 2009-01-01 | 51 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 51 |
Number of participants with account balances | 2009-01-01 | 42 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : LUGREG TRUCKING 401K PLAN 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $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 | $-480,000 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $1,717,499 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $1,696,579 |
Value of total corrective distributions | 2022-12-31 | $1,399 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $471,423 |
Value of total assets at end of year | 2022-12-31 | $5,567,916 |
Value of total assets at beginning of year | 2022-12-31 | $7,765,415 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $19,521 |
Total interest from all sources | 2022-12-31 | $13,130 |
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 year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $377,293 |
Participant contributions at end of year | 2022-12-31 | $272,514 |
Participant contributions at beginning of year | 2022-12-31 | $312,411 |
Total non interest bearing cash at end of year | 2022-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $48,867 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-2,197,499 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $5,567,916 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $7,765,415 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $5,295,402 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $7,404,137 |
Interest on participant loans | 2022-12-31 | $13,130 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-964,553 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $94,130 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $1,696,579 |
Contract administrator fees | 2022-12-31 | $19,521 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | PETERS & CHANDLER, P.C. |
Accountancy firm EIN | 2022-12-31 | 731078673 |
2021 : LUGREG TRUCKING 401K PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $1,496,556 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $310,150 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $282,553 |
Value of total corrective distributions | 2021-12-31 | $18,411 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $506,458 |
Value of total assets at end of year | 2021-12-31 | $7,765,415 |
Value of total assets at beginning of year | 2021-12-31 | $6,579,009 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $9,186 |
Total interest from all sources | 2021-12-31 | $18,224 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $374,029 |
Participant contributions at end of year | 2021-12-31 | $312,411 |
Participant contributions at beginning of year | 2021-12-31 | $347,099 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $3,375 |
Total non interest bearing cash at end of year | 2021-12-31 | $48,867 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,186,406 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $7,765,415 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $6,579,009 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $7,404,137 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $6,231,910 |
Interest on participant loans | 2021-12-31 | $18,224 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $971,874 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $129,054 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $282,553 |
Contract administrator fees | 2021-12-31 | $9,186 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | PETERS & CHANDLER, P.C. |
Accountancy firm EIN | 2021-12-31 | 731078673 |
2020 : LUGREG TRUCKING 401K PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $1,343,478 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $546,366 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $504,879 |
Value of total corrective distributions | 2020-12-31 | $19,344 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $542,578 |
Value of total assets at end of year | 2020-12-31 | $6,579,009 |
Value of total assets at beginning of year | 2020-12-31 | $5,781,897 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $22,143 |
Total interest from all sources | 2020-12-31 | $11,857 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $180,650 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $180,650 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $406,853 |
Participant contributions at end of year | 2020-12-31 | $347,099 |
Participant contributions at beginning of year | 2020-12-31 | $231,461 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $797,112 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $6,579,009 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $5,781,897 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $6,231,910 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $5,550,436 |
Interest on participant loans | 2020-12-31 | $11,857 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $608,393 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $135,725 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $504,879 |
Contract administrator fees | 2020-12-31 | $22,143 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | PETERS & CHANDLER, P.C. |
Accountancy firm EIN | 2020-12-31 | 731078673 |
2019 : LUGREG TRUCKING 401K PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $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 | $1,792,704 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $1,240,285 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,227,592 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $770,615 |
Value of total assets at end of year | 2019-12-31 | $5,781,897 |
Value of total assets at beginning of year | 2019-12-31 | $5,229,478 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $12,693 |
Total interest from all sources | 2019-12-31 | $13,410 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $152,358 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $152,358 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $544,507 |
Participant contributions at end of year | 2019-12-31 | $231,461 |
Participant contributions at beginning of year | 2019-12-31 | $267,368 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $23,583 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $552,419 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $5,781,897 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $5,229,478 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $5,550,436 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $4,962,110 |
Interest on participant loans | 2019-12-31 | $13,410 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $856,321 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | Yes |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $202,525 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,227,592 |
Contract administrator fees | 2019-12-31 | $12,693 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | PETERS & CHANDLER, P.C. |
Accountancy firm EIN | 2019-12-31 | 731078673 |
2018 : LUGREG TRUCKING 401K PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $299,614 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $441,861 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $426,238 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $608,736 |
Value of total assets at end of year | 2018-12-31 | $5,229,478 |
Value of total assets at beginning of year | 2018-12-31 | $5,371,725 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $15,623 |
Total interest from all sources | 2018-12-31 | $12,523 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $284,103 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $284,103 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $461,940 |
Participant contributions at end of year | 2018-12-31 | $267,368 |
Participant contributions at beginning of year | 2018-12-31 | $259,702 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $6,544 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-142,247 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $5,229,478 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $5,371,725 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $4,962,110 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $5,112,023 |
Interest on participant loans | 2018-12-31 | $12,523 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-605,748 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $140,252 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $426,238 |
Contract administrator fees | 2018-12-31 | $15,623 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | PETERS & CHANDLER, P.C. |
Accountancy firm EIN | 2018-12-31 | 731078673 |
2017 : LUGREG TRUCKING 401K PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
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 | $1,397,081 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $318,339 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $312,643 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $704,571 |
Value of total assets at end of year | 2017-12-31 | $5,371,725 |
Value of total assets at beginning of year | 2017-12-31 | $4,292,983 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $5,696 |
Total interest from all sources | 2017-12-31 | $9,352 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $238,644 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $238,644 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $500,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $449,295 |
Participant contributions at end of year | 2017-12-31 | $259,702 |
Participant contributions at beginning of year | 2017-12-31 | $149,897 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $100,095 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $1,078,742 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $5,371,725 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $4,292,983 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $5,112,023 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $4,143,086 |
Interest on participant loans | 2017-12-31 | $9,352 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $444,514 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $155,181 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $312,643 |
Contract administrator fees | 2017-12-31 | $5,696 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | PETERS & CHANDLER, P.C. |
Accountancy firm EIN | 2017-12-31 | 731078673 |
2016 : LUGREG TRUCKING 401K PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $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 | $804,455 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $303,210 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $298,935 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $502,305 |
Value of total assets at end of year | 2016-12-31 | $4,292,983 |
Value of total assets at beginning of year | 2016-12-31 | $3,791,738 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $4,275 |
Total interest from all sources | 2016-12-31 | $6,763 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $111,224 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $111,224 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $400,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $373,306 |
Participant contributions at end of year | 2016-12-31 | $149,897 |
Participant contributions at beginning of year | 2016-12-31 | $177,812 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $116 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $501,245 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $4,292,983 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,791,738 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $4,143,086 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $3,613,926 |
Interest on participant loans | 2016-12-31 | $6,763 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $184,163 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $128,883 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $298,935 |
Contract administrator fees | 2016-12-31 | $4,275 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | PETERS & CHANDLER, P.C. |
Accountancy firm EIN | 2016-12-31 | 731078673 |
2015 : LUGREG TRUCKING 401K PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $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 | $340,084 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $429,919 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $424,846 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $441,801 |
Value of total assets at end of year | 2015-12-31 | $3,791,738 |
Value of total assets at beginning of year | 2015-12-31 | $3,881,573 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $5,073 |
Total interest from all sources | 2015-12-31 | $9,567 |
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 year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $400,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $328,116 |
Participant contributions at end of year | 2015-12-31 | $177,812 |
Participant contributions at beginning of year | 2015-12-31 | $273,660 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-89,835 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $3,791,738 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,881,573 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $3,613,926 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $3,607,913 |
Interest on participant loans | 2015-12-31 | $9,567 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-111,284 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $113,685 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $424,846 |
Contract administrator fees | 2015-12-31 | $5,073 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | PETERS & CHANDLER, P.C. |
Accountancy firm EIN | 2015-12-31 | 731078673 |
2014 : LUGREG TRUCKING 401K PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $566,992 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $254,735 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $251,712 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $410,692 |
Value of total assets at end of year | 2014-12-31 | $3,881,573 |
Value of total assets at beginning of year | 2014-12-31 | $3,569,316 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $3,023 |
Total interest from all sources | 2014-12-31 | $10,871 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $400,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $309,083 |
Participant contributions at end of year | 2014-12-31 | $273,660 |
Participant contributions at beginning of year | 2014-12-31 | $240,143 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $312,257 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $3,881,573 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,569,316 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $3,607,913 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $3,329,173 |
Interest on participant loans | 2014-12-31 | $10,871 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $145,429 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $101,609 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $251,712 |
Contract administrator fees | 2014-12-31 | $3,023 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | PETERS & CHANDLER, P.C. |
Accountancy firm EIN | 2014-12-31 | 731078673 |
2013 : LUGREG TRUCKING 401K PLAN 2013 401k financial data | ||
Total income from all sources | 2013-12-31 | $877,367 |
Expenses. Total of all expenses incurred | 2013-12-31 | $88,971 |
Benefits paid (including direct rollovers) | 2013-12-31 | $86,218 |
Total plan assets at end of year | 2013-12-31 | $3,569,316 |
Total plan assets at beginning of year | 2013-12-31 | $2,780,920 |
Value of fidelity bond covering the plan | 2013-12-31 | $250,000 |
Total contributions received or receivable from participants | 2013-12-31 | $259,860 |
Contributions received from other sources (not participants or employers) | 2013-12-31 | $3,154 |
Other income received | 2013-12-31 | $518,288 |
Net income (gross income less expenses) | 2013-12-31 | $788,396 |
Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $3,569,316 |
Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $2,780,920 |
Assets. Value of participant loans | 2013-12-31 | $251,577 |
Total contributions received or receivable from employer(s) | 2013-12-31 | $96,065 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $2,753 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
2012 : LUGREG TRUCKING 401K PLAN 2012 401k financial data | ||
Total income from all sources | 2012-12-31 | $608,106 |
Expenses. Total of all expenses incurred | 2012-12-31 | $114,250 |
Benefits paid (including direct rollovers) | 2012-12-31 | $109,014 |
Total plan assets at end of year | 2012-12-31 | $2,780,920 |
Total plan assets at beginning of year | 2012-12-31 | $2,287,064 |
Value of fidelity bond covering the plan | 2012-12-31 | $250,000 |
Total contributions received or receivable from participants | 2012-12-31 | $219,208 |
Contributions received from other sources (not participants or employers) | 2012-12-31 | $13,821 |
Other income received | 2012-12-31 | $294,186 |
Net income (gross income less expenses) | 2012-12-31 | $493,856 |
Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $2,780,920 |
Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,287,064 |
Assets. Value of participant loans | 2012-12-31 | $233,207 |
Total contributions received or receivable from employer(s) | 2012-12-31 | $80,891 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $5,236 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
2011 : LUGREG TRUCKING 401K PLAN 2011 401k financial data | ||
Total income from all sources | 2011-12-31 | $321,446 |
Expenses. Total of all expenses incurred | 2011-12-31 | $228,330 |
Benefits paid (including direct rollovers) | 2011-12-31 | $225,343 |
Total plan assets at end of year | 2011-12-31 | $2,287,064 |
Total plan assets at beginning of year | 2011-12-31 | $2,193,948 |
Value of fidelity bond covering the plan | 2011-12-31 | $250,000 |
Total contributions received or receivable from participants | 2011-12-31 | $264,435 |
Contributions received from other sources (not participants or employers) | 2011-12-31 | $67,519 |
Other income received | 2011-12-31 | $-105,817 |
Net income (gross income less expenses) | 2011-12-31 | $93,116 |
Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $2,287,064 |
Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,193,948 |
Assets. Value of participant loans | 2011-12-31 | $184,303 |
Total contributions received or receivable from employer(s) | 2011-12-31 | $95,309 |
Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $2,987 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
2010 : LUGREG TRUCKING 401K PLAN 2010 401k financial data | ||
Total income from all sources | 2010-12-31 | $497,298 |
Expenses. Total of all expenses incurred | 2010-12-31 | $26,183 |
Benefits paid (including direct rollovers) | 2010-12-31 | $23,913 |
Total plan assets at end of year | 2010-12-31 | $2,193,948 |
Total plan assets at beginning of year | 2010-12-31 | $1,722,833 |
Value of fidelity bond covering the plan | 2010-12-31 | $200,000 |
Total contributions received or receivable from participants | 2010-12-31 | $182,471 |
Expenses. Other expenses not covered elsewhere | 2010-12-31 | $2,270 |
Other income received | 2010-12-31 | $247,589 |
Net income (gross income less expenses) | 2010-12-31 | $471,115 |
Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $2,193,948 |
Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,722,833 |
Assets. Value of participant loans | 2010-12-31 | $177,643 |
Total contributions received or receivable from employer(s) | 2010-12-31 | $67,238 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
2009 : LUGREG TRUCKING 401K PLAN 2009 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |
2022: LUGREG TRUCKING 401K PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: LUGREG TRUCKING 401K PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: LUGREG TRUCKING 401K PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: LUGREG TRUCKING 401K PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: LUGREG TRUCKING 401K PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: LUGREG TRUCKING 401K PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: LUGREG TRUCKING 401K PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: LUGREG TRUCKING 401K PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: LUGREG TRUCKING 401K PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: LUGREG TRUCKING 401K PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: LUGREG TRUCKING 401K PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: LUGREG TRUCKING 401K PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: LUGREG TRUCKING 401K PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: LUGREG TRUCKING 401K PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |