401k Plan data: NAEGELI TRANSPORTATION IN 401K PLAN plan

NAEGELI TRANSPORTATION IN 401K PLAN 401k Plan overview

Plan Name	NAEGELI TRANSPORTATION IN 401K PLAN
Plan identification number	002

NAEGELI TRANSPORTATION IN 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

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

401k Sponsoring company profile

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

Company Name: NAEGELI TRANSPORTATION, INC

Employer identification number (EIN): 741355981

NAIC Classification: 484200
NAIC Description: Specialized Freight Trucking

Additional information about NAEGELI TRANSPORTATION, INC

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1959-12-11

Company Identification Number: 0016099800

Legal Registered Office Address: 7201 EASTHAVEN BLVD

HOUSTON
United States of America (USA)
77017

More information about NAEGELI TRANSPORTATION, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NAEGELI TRANSPORTATION IN 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2022-01-01 PLAN SPONSOR 2024-01-04
002 2021-01-01 ELLEN LUCILE NAEGELI 2023-12-27 ELLEN LUCILE NAEGELI 2023-12-27
002 2020-01-01
002 2020-01-01
002 2019-01-01 ELLEN LUCILE NAEGELI 2020-09-30 ELLEN LUCILE NAEGELI 2020-09-30
002 2018-01-01 ELLEN NAEGELI 2019-10-09 ELLEN NAEGELI 2019-10-09
002 2017-01-01 ELLEN NAEGELI 2018-07-11 ELLEN NAEGELI 2018-07-11
002 2016-01-01 ELLEN NAEGELI 2017-07-18 ELLEN NAEGELI 2017-07-18
002 2015-01-01 ELLEN NAEGELI 2016-07-18 ELLEN NAEGELI 2016-07-18
002 2014-01-01 ELLEN NAEGELI 2015-07-20
002 2014-01-01 2015-07-16
002 2013-01-01 ELLEN NAEGELI ELLEN NAEGELI 2014-07-22
002 2012-01-01 ELLEN NAEGELI
002 2011-01-01 ELLEN NAEGELI
002 2009-01-01 ELLEN NAEGELI 2010-06-03
002 2009-01-01 ELLEN NAEGELI

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2022-01-01	PLAN SPONSOR	2024-01-04
002	2021-01-01	ELLEN LUCILE NAEGELI	2023-12-27	ELLEN LUCILE NAEGELI	2023-12-27
002	2020-01-01
002	2020-01-01
002	2019-01-01	ELLEN LUCILE NAEGELI	2020-09-30	ELLEN LUCILE NAEGELI	2020-09-30
002	2018-01-01	ELLEN NAEGELI	2019-10-09	ELLEN NAEGELI	2019-10-09
002	2017-01-01	ELLEN NAEGELI	2018-07-11	ELLEN NAEGELI	2018-07-11
002	2016-01-01	ELLEN NAEGELI	2017-07-18	ELLEN NAEGELI	2017-07-18
002	2015-01-01	ELLEN NAEGELI	2016-07-18	ELLEN NAEGELI	2016-07-18
002	2014-01-01	ELLEN NAEGELI	2015-07-20
002	2014-01-01		2015-07-16
002	2013-01-01	ELLEN NAEGELI		ELLEN NAEGELI	2014-07-22
002	2012-01-01	ELLEN NAEGELI
002	2011-01-01	ELLEN NAEGELI
002	2009-01-01			ELLEN NAEGELI	2010-06-03
002	2009-01-01	ELLEN NAEGELI

Plan Statistics for NAEGELI TRANSPORTATION IN 401K PLAN

401k plan membership statisitcs for NAEGELI TRANSPORTATION IN 401K PLAN

Measure Date Value
2020: NAEGELI TRANSPORTATION IN 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 121
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 70
Number of retired or separated participants receiving benefits 2020-01-01 1
Number of other retired or separated participants entitled to future benefits 2020-01-01 37
Total of all active and inactive participants 2020-01-01 108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 3
Total participants 2020-01-01 111
Number of participants with account balances 2020-01-01 111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2014: NAEGELI TRANSPORTATION IN 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 88
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 93
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 23
Total of all active and inactive participants 2014-01-01 116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 117
Number of participants with account balances 2014-01-01 83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 3
2013: NAEGELI TRANSPORTATION IN 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 93
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 89
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 21
Total of all active and inactive participants 2013-01-01 110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 110
Number of participants with account balances 2013-01-01 78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 14
2012: NAEGELI TRANSPORTATION IN 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 86
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 87
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 15
Total of all active and inactive participants 2012-01-01 102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 102
Number of participants with account balances 2012-01-01 87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 14
2011: NAEGELI TRANSPORTATION IN 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 83
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 76
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 0
Total of all active and inactive participants 2011-01-01 76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 76
Number of participants with account balances 2011-01-01 71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: NAEGELI TRANSPORTATION IN 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 85
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 82
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 7
Total of all active and inactive participants 2009-01-01 89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 89
Number of participants with account balances 2009-01-01 51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 2

Measure	Date	Value
2020: NAEGELI TRANSPORTATION IN 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	121
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	70
Number of retired or separated participants receiving benefits	2020-01-01	1
Number of other retired or separated participants entitled to future benefits	2020-01-01	37
Total of all active and inactive participants	2020-01-01	108
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	3
Total participants	2020-01-01	111
Number of participants with account balances	2020-01-01	111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2014: NAEGELI TRANSPORTATION IN 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	88
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	93
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	23
Total of all active and inactive participants	2014-01-01	116
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	117
Number of participants with account balances	2014-01-01	83
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	3
2013: NAEGELI TRANSPORTATION IN 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	93
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	89
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	21
Total of all active and inactive participants	2013-01-01	110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	110
Number of participants with account balances	2013-01-01	78
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	14
2012: NAEGELI TRANSPORTATION IN 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	86
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	87
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	15
Total of all active and inactive participants	2012-01-01	102
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	102
Number of participants with account balances	2012-01-01	87
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	14
2011: NAEGELI TRANSPORTATION IN 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	83
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	76
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	0
Total of all active and inactive participants	2011-01-01	76
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	76
Number of participants with account balances	2011-01-01	71
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: NAEGELI TRANSPORTATION IN 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	85
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	82
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	7
Total of all active and inactive participants	2009-01-01	89
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	89
Number of participants with account balances	2009-01-01	51
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	2

Financial Data on NAEGELI TRANSPORTATION IN 401K PLAN

Measure	Date	Value
2020 : NAEGELI TRANSPORTATION IN 401K PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$0
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets from this plan	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	$1,390,350
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$448,051
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$437,131
Expenses. Certain deemed distributions of participant loans	2020-12-31	$0
Value of total corrective distributions	2020-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$347,712
Value of total assets at end of year	2020-12-31	$6,872,070
Value of total assets at beginning of year	2020-12-31	$5,929,771
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$10,920
Total interest from all sources	2020-12-31	$6,678
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$200,000
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	$278,173
Participant contributions at end of year	2020-12-31	$0
Participant contributions at beginning of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$0
Other income not declared elsewhere	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$942,299
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$6,872,070
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$5,929,771
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	$6,273,072
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$5,375,423
Value of interest in pooled separate accounts at end of year	2020-12-31	$0
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$0
Interest on participant loans	2020-12-31	$0
Interest earned on other investments	2020-12-31	$6,678
Value of interest in common/collective trusts at end of year	2020-12-31	$0
Value of interest in common/collective trusts at beginning of year	2020-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2020-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2020-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2020-12-31	$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2020-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$598,998
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$554,348
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$0
Net investment gain/loss from pooled separate accounts	2020-12-31	$1,035,960
Net investment gain or loss from common/collective trusts	2020-12-31	$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Assets. Invements in employer securities at end of year	2020-12-31	$0
Assets. Invements in employer securities at beginning of year	2020-12-31	$0
Contributions received in cash from employer	2020-12-31	$69,539
Income. Dividends from common stock	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$437,131
Asset. Corporate debt instrument debt (other) at end of year	2020-12-31	$0
Asset. Corporate debt instrument debt (other) at beginning of year	2020-12-31	$0
Contract administrator fees	2020-12-31	$10,920
Assets. Corporate common stocks other than exployer securities at end of year	2020-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$0
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
2014 : NAEGELI TRANSPORTATION IN 401K PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$9
Total income from all sources	2014-12-31	$532,173
Expenses. Total of all expenses incurred	2014-12-31	$481,697
Benefits paid (including direct rollovers)	2014-12-31	$451,594
Total plan assets at end of year	2014-12-31	$3,803,542
Total plan assets at beginning of year	2014-12-31	$3,753,057
Value of fidelity bond covering the plan	2014-12-31	$200,000
Total contributions received or receivable from participants	2014-12-31	$246,033
Expenses. Other expenses not covered elsewhere	2014-12-31	$25
Contributions received from other sources (not participants or employers)	2014-12-31	$0
Other income received	2014-12-31	$224,638
Net income (gross income less expenses)	2014-12-31	$50,476
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,803,542
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$3,753,057
Assets. Value of participant loans	2014-12-31	$0
Total contributions received or receivable from employer(s)	2014-12-31	$61,502
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$30,078
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
2013 : NAEGELI TRANSPORTATION IN 401K PLAN 2013 401k financial data
Transfers to/from the plan	2013-12-31	$0
Total income from all sources	2013-12-31	$987,213
Expenses. Total of all expenses incurred	2013-12-31	$312,524
Benefits paid (including direct rollovers)	2013-12-31	$258,023
Total plan assets at end of year	2013-12-31	$3,753,057
Total plan assets at beginning of year	2013-12-31	$3,078,368
Value of fidelity bond covering the plan	2013-12-31	$200,000
Total contributions received or receivable from participants	2013-12-31	$264,991
Expenses. Other expenses not covered elsewhere	2013-12-31	$50
Contributions received from other sources (not participants or employers)	2013-12-31	$20,142
Other income received	2013-12-31	$635,838
Net income (gross income less expenses)	2013-12-31	$674,689
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$3,753,057
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$3,078,368
Assets. Value of participant loans	2013-12-31	$0
Total contributions received or receivable from employer(s)	2013-12-31	$66,242
Value of certain deemed distributions of participant loans	2013-12-31	$0
Value of corrective distributions	2013-12-31	$54,451
Funding deficiency by the employer to the plan for this plan year	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0
2012 : NAEGELI TRANSPORTATION IN 401K PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$714,892
Expenses. Total of all expenses incurred	2012-12-31	$69,531
Benefits paid (including direct rollovers)	2012-12-31	$69,431
Total plan assets at end of year	2012-12-31	$3,078,368
Total plan assets at beginning of year	2012-12-31	$2,433,007
Value of fidelity bond covering the plan	2012-12-31	$200,000
Total contributions received or receivable from participants	2012-12-31	$301,021
Expenses. Other expenses not covered elsewhere	2012-12-31	$100
Contributions received from other sources (not participants or employers)	2012-12-31	$0
Other income received	2012-12-31	$338,622
Net income (gross income less expenses)	2012-12-31	$645,361
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$3,078,368
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$2,433,007
Total contributions received or receivable from employer(s)	2012-12-31	$75,249
Value of certain deemed distributions of participant loans	2012-12-31	$0
Value of corrective distributions	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0
2011 : NAEGELI TRANSPORTATION IN 401K PLAN 2011 401k financial data
Transfers to/from the plan	2011-12-31	$0
Total income from all sources	2011-12-31	$291,019
Expenses. Total of all expenses incurred	2011-12-31	$73,713
Benefits paid (including direct rollovers)	2011-12-31	$72,520
Total plan assets at end of year	2011-12-31	$2,433,007
Total plan assets at beginning of year	2011-12-31	$2,215,701
Value of fidelity bond covering the plan	2011-12-31	$200,000
Total contributions received or receivable from participants	2011-12-31	$274,606
Expenses. Other expenses not covered elsewhere	2011-12-31	$120
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-52,233
Net income (gross income less expenses)	2011-12-31	$217,306
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$2,433,007
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$2,215,701
Assets. Value of participant loans	2011-12-31	$0
Total contributions received or receivable from employer(s)	2011-12-31	$68,646
Value of certain deemed distributions of participant loans	2011-12-31	$0
Value of corrective distributions	2011-12-31	$1,073
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
2010 : NAEGELI TRANSPORTATION IN 401K PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$510,110
Expenses. Total of all expenses incurred	2010-12-31	$140,417
Benefits paid (including direct rollovers)	2010-12-31	$109,871
Total plan assets at end of year	2010-12-31	$2,215,701
Total plan assets at beginning of year	2010-12-31	$1,846,008
Value of fidelity bond covering the plan	2010-12-31	$200,000
Total contributions received or receivable from participants	2010-12-31	$212,571
Contributions received from other sources (not participants or employers)	2010-12-31	$10,582
Other income received	2010-12-31	$233,818
Net income (gross income less expenses)	2010-12-31	$369,693
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$2,215,701
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$1,846,008
Total contributions received or receivable from employer(s)	2010-12-31	$53,139
Value of corrective distributions	2010-12-31	$30,446
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$100
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
2009 : NAEGELI TRANSPORTATION IN 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

Form 5500 Responses for NAEGELI TRANSPORTATION IN 401K PLAN

2020: NAEGELI TRANSPORTATION IN 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 – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2014: NAEGELI TRANSPORTATION IN 401K PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	Yes
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 – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2013: NAEGELI TRANSPORTATION IN 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 – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2012: NAEGELI TRANSPORTATION IN 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 – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: NAEGELI TRANSPORTATION IN 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 – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2009: NAEGELI TRANSPORTATION IN 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

Insurance Providers Used on plan

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-826789

Policy instance

Insurance contract or identification number	GA-826789
Number of Individuals Covered	125
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $14,163
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-826789

Policy instance

Insurance contract or identification number	GA-826789
Number of Individuals Covered	83
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $18,407
Total amount of fees paid to insurance company	USD $1,478
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $18,407
Insurance broker organization code?	3
Amount paid for insurance broker fees	1478
Additional information about fees paid to insurance broker	SALES/MARKETING
Insurance broker name	MERRILL LYNCH, PIERCE, FENNER &

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-826789

Policy instance

Insurance contract or identification number	GA-826789
Number of Individuals Covered	78
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $16,254
Total amount of fees paid to insurance company	USD $1,296
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $16,254
Insurance broker organization code?	3
Amount paid for insurance broker fees	1296
Additional information about fees paid to insurance broker	SALES/MARKETING
Insurance broker name	MERRILL LYNCH PIERCE FENNER SMITH I

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-826789

Policy instance

Insurance contract or identification number	GA-826789
Number of Individuals Covered	87
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $13,286
Total amount of fees paid to insurance company	USD $1,062
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Commission paid to Insurance Broker	USD $13,286
Insurance broker organization code?	3
Amount paid for insurance broker fees	1062
Additional information about fees paid to insurance broker	SALES/MARKETING
Insurance broker name	MERRILL LYNCH PIERCE FENNER SMITH I

HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )

Policy contract number

GA-826789

Policy instance

Insurance contract or identification number	GA-826789
Number of Individuals Covered	71
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $2,843
Total amount of fees paid to insurance company	USD $55
Are there contracts with allocated funds for individual policies?	No
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

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Company Name:	NAEGELI TRANSPORTATION, INC
Employer identification number (EIN):	741355981
NAIC Classification:	484200
NAIC Description:	Specialized Freight Trucking

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1959-12-11
Company Identification Number:	0016099800
Legal Registered Office Address:	7201 EASTHAVEN BLVD HOUSTON United States of America (USA) 77017