STAGECOACH CARTAGE & DISTRIBUTION, LP has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan STAGECOACH CARTAGE & DISTRIBUTION, LP SAVINGS PLAN
401k plan membership statisitcs for STAGECOACH CARTAGE & DISTRIBUTION, LP SAVINGS PLAN
Measure | Date | Value |
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2016 : STAGECOACH CARTAGE & DISTRIBUTION, LP SAVINGS PLAN 2016 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2016-06-30 | $0 |
Total transfer of assets from this plan | 2016-06-30 | $4,148,703 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $0 |
Total income from all sources (including contributions) | 2016-06-30 | $321,910 |
Total loss/gain on sale of assets | 2016-06-30 | $0 |
Total of all expenses incurred | 2016-06-30 | $246,971 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-06-30 | $185,379 |
Expenses. Certain deemed distributions of participant loans | 2016-06-30 | $12,582 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-06-30 | $255,824 |
Value of total assets at end of year | 2016-06-30 | $0 |
Value of total assets at beginning of year | 2016-06-30 | $4,073,764 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-06-30 | $49,010 |
Total interest from all sources | 2016-06-30 | $6,533 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-06-30 | Yes |
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2016-06-30 | $0 |
Was this plan covered by a fidelity bond | 2016-06-30 | Yes |
Value of fidelity bond cover | 2016-06-30 | $350,000 |
If this is an individual account plan, was there a blackout period | 2016-06-30 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2016-06-30 | No |
Contributions received from participants | 2016-06-30 | $211,600 |
Participant contributions at end of year | 2016-06-30 | $0 |
Participant contributions at beginning of year | 2016-06-30 | $256,700 |
Participant contributions at end of year | 2016-06-30 | $0 |
Participant contributions at beginning of year | 2016-06-30 | $13,802 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-06-30 | No |
Value of net income/loss | 2016-06-30 | $74,939 |
Value of net assets at end of year (total assets less liabilities) | 2016-06-30 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-06-30 | $4,073,764 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-06-30 | No |
Investment advisory and management fees | 2016-06-30 | $13,749 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-06-30 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-06-30 | $3,798,014 |
Interest on participant loans | 2016-06-30 | $6,270 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-06-30 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-06-30 | $2,268 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-06-30 | $2,268 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-06-30 | $263 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-06-30 | $59,553 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-06-30 | No |
Contributions received in cash from employer | 2016-06-30 | $44,224 |
Employer contributions (assets) at end of year | 2016-06-30 | $0 |
Employer contributions (assets) at beginning of year | 2016-06-30 | $2,980 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-06-30 | $185,379 |
Contract administrator fees | 2016-06-30 | $35,261 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-06-30 | Yes |
Did the plan have assets held for investment | 2016-06-30 | No |
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 | 2016-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-06-30 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-06-30 | Disclaimer |
Accountancy firm name | 2016-06-30 | LAUTERBACH, BORCHOW & CO |
Accountancy firm EIN | 2016-06-30 | 742014723 |
2015 : STAGECOACH CARTAGE & DISTRIBUTION, LP SAVINGS PLAN 2015 401k financial data |
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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 | $437,444 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $673,401 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $572,588 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $13,332 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $599,154 |
Value of total assets at end of year | 2015-12-31 | $4,073,764 |
Value of total assets at beginning of year | 2015-12-31 | $4,309,721 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $87,481 |
Total interest from all sources | 2015-12-31 | $13,454 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Administrative expenses professional fees incurred | 2015-12-31 | $12,000 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $483,958 |
Participant contributions at end of year | 2015-12-31 | $256,700 |
Participant contributions at beginning of year | 2015-12-31 | $274,493 |
Participant contributions at end of year | 2015-12-31 | $13,802 |
Participant contributions at beginning of year | 2015-12-31 | $746 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $9,854 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $88,077 |
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 | $-235,957 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $4,073,764 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $4,309,721 |
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 |
Investment advisory and management fees | 2015-12-31 | $37,227 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $3,798,014 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $3,942,609 |
Interest on participant loans | 2015-12-31 | $13,454 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $2,268 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $3,738 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $3,738 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-175,164 |
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 | $105,342 |
Employer contributions (assets) at end of year | 2015-12-31 | $2,980 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $58 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $572,588 |
Contract administrator fees | 2015-12-31 | $38,254 |
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 | LAUTERBACH, BORCHOW & CO |
Accountancy firm EIN | 2015-12-31 | 742014723 |
2014 : STAGECOACH CARTAGE & DISTRIBUTION, LP SAVINGS PLAN 2014 401k financial data |
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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 | $765,725 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $512,936 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $432,618 |
Expenses. Certain deemed distributions of participant loans | 2014-12-31 | $19,400 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $479,334 |
Value of total assets at end of year | 2014-12-31 | $4,309,721 |
Value of total assets at beginning of year | 2014-12-31 | $4,056,932 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $60,918 |
Total interest from all sources | 2014-12-31 | $13,786 |
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 | $1,000,000 |
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 | $390,264 |
Participant contributions at end of year | 2014-12-31 | $274,493 |
Participant contributions at beginning of year | 2014-12-31 | $225,538 |
Participant contributions at end of year | 2014-12-31 | $746 |
Participant contributions at beginning of year | 2014-12-31 | $992 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $88,077 |
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 | $252,789 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $4,309,721 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,056,932 |
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 |
Investment advisory and management fees | 2014-12-31 | $60,918 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $3,942,609 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $3,820,367 |
Interest on participant loans | 2014-12-31 | $13,786 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $3,738 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $9,827 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $9,827 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $272,605 |
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 | $89,070 |
Employer contributions (assets) at end of year | 2014-12-31 | $58 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $208 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $432,618 |
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 | LAUTERBACH, BORCHOW & CO. |
Accountancy firm EIN | 2014-12-31 | 742014723 |
2013 : STAGECOACH CARTAGE & DISTRIBUTION, LP SAVINGS PLAN 2013 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $1,033,840 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $265,097 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $219,282 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $457,238 |
Value of total assets at end of year | 2013-12-31 | $4,056,932 |
Value of total assets at beginning of year | 2013-12-31 | $3,288,189 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $45,815 |
Total interest from all sources | 2013-12-31 | $16,025 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $350,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $366,902 |
Participant contributions at end of year | 2013-12-31 | $225,538 |
Participant contributions at beginning of year | 2013-12-31 | $203,962 |
Participant contributions at end of year | 2013-12-31 | $992 |
Total non interest bearing cash at end of year | 2013-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $3,084,227 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Income. Non cash contributions | 2013-12-31 | $6,587 |
Value of net income/loss | 2013-12-31 | $768,743 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $4,056,932 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,288,189 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $45,815 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $3,820,367 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $0 |
Interest on participant loans | 2013-12-31 | $16,021 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $9,827 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $4 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $560,577 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $83,749 |
Employer contributions (assets) at end of year | 2013-12-31 | $208 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $219,282 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | LAUTERBACK, BORCHOW & CO. |
Accountancy firm EIN | 2013-12-31 | 742014723 |
2012 : STAGECOACH CARTAGE & DISTRIBUTION, LP SAVINGS PLAN 2012 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $801,534 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $569,631 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $553,439 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $432,518 |
Value of total assets at end of year | 2012-12-31 | $3,288,189 |
Value of total assets at beginning of year | 2012-12-31 | $3,056,286 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $16,192 |
Total interest from all sources | 2012-12-31 | $151,163 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $350 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $296,862 |
Participant contributions at end of year | 2012-12-31 | $203,962 |
Participant contributions at beginning of year | 2012-12-31 | $192,163 |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $68,839 |
Administrative expenses (other) incurred | 2012-12-31 | $16,192 |
Total non interest bearing cash at end of year | 2012-12-31 | $3,084,227 |
Total non interest bearing cash at beginning of year | 2012-12-31 | $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 | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $231,903 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $3,288,189 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,056,286 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $1,976,896 |
Interest on participant loans | 2012-12-31 | $17,840 |
Interest earned on other investments | 2012-12-31 | $133,323 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $887,227 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $217,853 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $66,817 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $553,439 |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | LAUTERBACK, BORSCHOW & CO. |
Accountancy firm EIN | 2012-12-31 | 742014723 |
2011 : STAGECOACH CARTAGE & DISTRIBUTION, LP SAVINGS PLAN 2011 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total transfer of assets to this plan | 2011-12-31 | $0 |
Total transfer of assets from this plan | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $311,367 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $303,308 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $281,225 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $0 |
Value of total corrective distributions | 2011-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $343,898 |
Value of total assets at end of year | 2011-12-31 | $3,056,286 |
Value of total assets at beginning of year | 2011-12-31 | $3,048,227 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $22,083 |
Total interest from all sources | 2011-12-31 | $43,896 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $350,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $281,166 |
Participant contributions at end of year | 2011-12-31 | $192,163 |
Participant contributions at beginning of year | 2011-12-31 | $219,724 |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $0 |
Other income not declared elsewhere | 2011-12-31 | $0 |
Administrative expenses (other) incurred | 2011-12-31 | $22,083 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $8,059 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $3,056,286 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,048,227 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $1,976,896 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $2,016,794 |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $0 |
Interest on participant loans | 2011-12-31 | $16,547 |
Interest earned on other investments | 2011-12-31 | $27,349 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $887,227 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $811,709 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $-76,427 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Assets. Invements in employer securities at end of year | 2011-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2011-12-31 | $0 |
Contributions received in cash from employer | 2011-12-31 | $62,732 |
Income. Dividends from common stock | 2011-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $281,225 |
Asset. Corporate debt instrument debt (other) at end of year | 2011-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2011-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $0 |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | LAUTERBACH,BORSCHOW & COMPANY P.C. |
Accountancy firm EIN | 2011-12-31 | 742014723 |
2010 : STAGECOACH CARTAGE & DISTRIBUTION, LP SAVINGS PLAN 2010 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets to this plan | 2010-12-31 | $0 |
Total transfer of assets from this plan | 2010-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $543,975 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $327,701 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $320,028 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $0 |
Value of total corrective distributions | 2010-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $297,646 |
Value of total assets at end of year | 2010-12-31 | $3,048,227 |
Value of total assets at beginning of year | 2010-12-31 | $2,831,953 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $7,673 |
Total interest from all sources | 2010-12-31 | $42,215 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $350,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Funding deficiency by the employer to the plan for this plan year | 2010-12-31 | $0 |
Minimum employer required contribution for this plan year | 2010-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $259,812 |
Participant contributions at end of year | 2010-12-31 | $219,724 |
Participant contributions at beginning of year | 2010-12-31 | $251,871 |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $0 |
Other income not declared elsewhere | 2010-12-31 | $0 |
Administrative expenses (other) incurred | 2010-12-31 | $7,673 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $216,274 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $3,048,227 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,831,953 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $2,016,794 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $1,847,067 |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $0 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $0 |
Interest on participant loans | 2010-12-31 | $19,458 |
Interest earned on other investments | 2010-12-31 | $22,757 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $811,709 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $733,015 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $204,114 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Assets. Invements in employer securities at end of year | 2010-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $0 |
Contributions received in cash from employer | 2010-12-31 | $37,834 |
Income. Dividends from common stock | 2010-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $320,028 |
Asset. Corporate debt instrument debt (other) at end of year | 2010-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2010-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $0 |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | LAUTERBACH, BORSCHOW & COMPANY |
Accountancy firm EIN | 2010-12-31 | 742014723 |
2009 : STAGECOACH CARTAGE & DISTRIBUTION, LP SAVINGS PLAN 2009 401k financial data |
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Funding deficiency by the employer to the plan for this plan year | 2009-12-31 | $0 |
Minimum employer required contribution for this plan year | 2009-12-31 | $0 |
Amount contributed by the employer to the plan for this plan year | 2009-12-31 | $0 |