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Plan Name | THE BRUCKNER TRUCK SALES, INC. EMPLOYEE STOCK OWNERSHIP PLAN |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | BRUCKNER TRUCK SALES, INC. |
Employer identification number (EIN): | 750972825 |
NAIC Classification: | 441228 |
NAIC Description: | Motorcycle, ATV, and All Other Motor Vehicle Dealers |
Additional information about BRUCKNER TRUCK SALES, INC.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 1957-09-04 |
Company Identification Number: | 0014182500 |
Legal Registered Office Address: |
9471 E INTERSTATE 40 AMARILLO United States of America (USA) 79118 |
More information about BRUCKNER TRUCK SALES, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-07-01 | ||||
002 | 2021-07-01 | ||||
002 | 2020-07-01 | ||||
002 | 2019-07-01 | ||||
002 | 2018-07-01 | ||||
002 | 2017-07-01 | ||||
002 | 2016-07-01 | WESLEY LAWHORN | |||
002 | 2015-07-01 | WESLEY LAWHORN | |||
002 | 2014-07-01 | WESLEY LAWHORN | |||
002 | 2013-07-01 | WESLEY LAWHORN | |||
002 | 2012-07-01 | WESLEY LAWHORN | |||
002 | 2011-07-01 | WESLEY LAWHORN | |||
002 | 2010-07-01 | WESLEY LAWHORN | |||
002 | 2009-07-01 | PAT FROST | |||
002 | 2009-07-01 | PAT FROST |
Measure | Date | Value |
---|---|---|
2022: THE BRUCKNER TRUCK SALES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k membership | ||
Total participants, beginning-of-year | 2022-07-01 | 1,094 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-07-01 | 1,078 |
Number of retired or separated participants receiving benefits | 2022-07-01 | 12 |
Number of other retired or separated participants entitled to future benefits | 2022-07-01 | 104 |
Total of all active and inactive participants | 2022-07-01 | 1,194 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-07-01 | 2 |
Total participants | 2022-07-01 | 1,196 |
Number of participants with account balances | 2022-07-01 | 1,188 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-07-01 | 94 |
2021: THE BRUCKNER TRUCK SALES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-07-01 | 967 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-07-01 | 998 |
Number of retired or separated participants receiving benefits | 2021-07-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2021-07-01 | 85 |
Total of all active and inactive participants | 2021-07-01 | 1,090 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-07-01 | 3 |
Total participants | 2021-07-01 | 1,093 |
Number of participants with account balances | 2021-07-01 | 1,083 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-07-01 | 70 |
2020: THE BRUCKNER TRUCK SALES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-07-01 | 912 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-07-01 | 862 |
Number of retired or separated participants receiving benefits | 2020-07-01 | 11 |
Number of other retired or separated participants entitled to future benefits | 2020-07-01 | 95 |
Total of all active and inactive participants | 2020-07-01 | 968 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-07-01 | 3 |
Total participants | 2020-07-01 | 971 |
Number of participants with account balances | 2020-07-01 | 966 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-07-01 | 80 |
2019: THE BRUCKNER TRUCK SALES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-07-01 | 821 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-07-01 | 843 |
Number of retired or separated participants receiving benefits | 2019-07-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2019-07-01 | 62 |
Total of all active and inactive participants | 2019-07-01 | 909 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-07-01 | 3 |
Total participants | 2019-07-01 | 912 |
Number of participants with account balances | 2019-07-01 | 908 |
2018: THE BRUCKNER TRUCK SALES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-07-01 | 780 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-07-01 | 714 |
Number of retired or separated participants receiving benefits | 2018-07-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2018-07-01 | 86 |
Total of all active and inactive participants | 2018-07-01 | 804 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-07-01 | 0 |
Total participants | 2018-07-01 | 804 |
Number of participants with account balances | 2018-07-01 | 801 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-07-01 | 75 |
2017: THE BRUCKNER TRUCK SALES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-07-01 | 780 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-07-01 | 714 |
Number of retired or separated participants receiving benefits | 2017-07-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2017-07-01 | 86 |
Total of all active and inactive participants | 2017-07-01 | 804 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-07-01 | 0 |
Total participants | 2017-07-01 | 804 |
Number of participants with account balances | 2017-07-01 | 801 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-07-01 | 75 |
2016: THE BRUCKNER TRUCK SALES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-07-01 | 733 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-07-01 | 710 |
Number of retired or separated participants receiving benefits | 2016-07-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2016-07-01 | 66 |
Total of all active and inactive participants | 2016-07-01 | 779 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-07-01 | 0 |
Total participants | 2016-07-01 | 779 |
Number of participants with account balances | 2016-07-01 | 774 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-07-01 | 63 |
2015: THE BRUCKNER TRUCK SALES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-07-01 | 651 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-07-01 | 651 |
Number of retired or separated participants receiving benefits | 2015-07-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2015-07-01 | 75 |
Total of all active and inactive participants | 2015-07-01 | 728 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-07-01 | 2 |
Total participants | 2015-07-01 | 730 |
Number of participants with account balances | 2015-07-01 | 727 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-07-01 | 49 |
2014: THE BRUCKNER TRUCK SALES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-07-01 | 625 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 583 |
Number of retired or separated participants receiving benefits | 2014-07-01 | 2 |
Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 63 |
Total of all active and inactive participants | 2014-07-01 | 648 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-07-01 | 3 |
Total participants | 2014-07-01 | 651 |
Number of participants with account balances | 2014-07-01 | 650 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-07-01 | 33 |
2013: THE BRUCKNER TRUCK SALES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-07-01 | 584 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 549 |
Number of retired or separated participants receiving benefits | 2013-07-01 | 8 |
Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 63 |
Total of all active and inactive participants | 2013-07-01 | 620 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-07-01 | 2 |
Total participants | 2013-07-01 | 622 |
Number of participants with account balances | 2013-07-01 | 622 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-07-01 | 42 |
2012: THE BRUCKNER TRUCK SALES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-07-01 | 513 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 527 |
Number of retired or separated participants receiving benefits | 2012-07-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2012-07-01 | 49 |
Total of all active and inactive participants | 2012-07-01 | 579 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-07-01 | 2 |
Total participants | 2012-07-01 | 581 |
Number of participants with account balances | 2012-07-01 | 579 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-07-01 | 34 |
2011: THE BRUCKNER TRUCK SALES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-07-01 | 510 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 462 |
Number of retired or separated participants receiving benefits | 2011-07-01 | 1 |
Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 41 |
Total of all active and inactive participants | 2011-07-01 | 504 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-07-01 | 5 |
Total participants | 2011-07-01 | 509 |
Number of participants with account balances | 2011-07-01 | 507 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-07-01 | 32 |
2010: THE BRUCKNER TRUCK SALES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-07-01 | 486 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-07-01 | 418 |
Number of retired or separated participants receiving benefits | 2010-07-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2010-07-01 | 79 |
Total of all active and inactive participants | 2010-07-01 | 500 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-07-01 | 2 |
Total participants | 2010-07-01 | 502 |
Number of participants with account balances | 2010-07-01 | 500 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-07-01 | 38 |
2009: THE BRUCKNER TRUCK SALES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-07-01 | 482 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 424 |
Number of retired or separated participants receiving benefits | 2009-07-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 54 |
Total of all active and inactive participants | 2009-07-01 | 481 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 1 |
Total participants | 2009-07-01 | 482 |
Number of participants with account balances | 2009-07-01 | 479 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-07-01 | 29 |
Measure | Date | Value |
---|---|---|
2023 : THE BRUCKNER TRUCK SALES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2023 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2023-06-30 | $3,222,368 |
Total unrealized appreciation/depreciation of assets | 2023-06-30 | $3,222,368 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-06-30 | $0 |
Total income from all sources (including contributions) | 2023-06-30 | $5,222,368 |
Total loss/gain on sale of assets | 2023-06-30 | $0 |
Total of all expenses incurred | 2023-06-30 | $2,881,831 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-06-30 | $2,803,734 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-06-30 | $2,000,000 |
Value of total assets at end of year | 2023-06-30 | $32,327,367 |
Value of total assets at beginning of year | 2023-06-30 | $29,986,830 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-06-30 | $78,097 |
Total interest from all sources | 2023-06-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2023-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-06-30 | No |
Administrative expenses professional fees incurred | 2023-06-30 | $12,075 |
Was this plan covered by a fidelity bond | 2023-06-30 | Yes |
Value of fidelity bond cover | 2023-06-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2023-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2023-06-30 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-06-30 | No |
Value of net income/loss | 2023-06-30 | $2,340,537 |
Value of net assets at end of year (total assets less liabilities) | 2023-06-30 | $32,327,367 |
Value of net assets at beginning of year (total assets less liabilities) | 2023-06-30 | $29,986,830 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2023-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2023-06-30 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-06-30 | $5,830 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-06-30 | $11,775 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-06-30 | $11,775 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2023-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2023-06-30 | No |
Assets. Invements in employer securities at end of year | 2023-06-30 | $30,392,537 |
Assets. Invements in employer securities at beginning of year | 2023-06-30 | $27,170,168 |
Contributions received in cash from employer | 2023-06-30 | $2,000,000 |
Employer contributions (assets) at end of year | 2023-06-30 | $1,929,000 |
Employer contributions (assets) at beginning of year | 2023-06-30 | $2,804,887 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-06-30 | $2,803,734 |
Contract administrator fees | 2023-06-30 | $66,022 |
Did the plan have assets held for investment | 2023-06-30 | 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 | 2023-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2023-06-30 | Unqualified |
Accountancy firm name | 2023-06-30 | CLIFTON LARSON ALLEN, LLP |
Accountancy firm EIN | 2023-06-30 | 410746749 |
2022 : THE BRUCKNER TRUCK SALES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-06-30 | $6,066,849 |
Total unrealized appreciation/depreciation of assets | 2022-06-30 | $6,066,849 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-06-30 | $0 |
Total income from all sources (including contributions) | 2022-06-30 | $9,566,849 |
Total loss/gain on sale of assets | 2022-06-30 | $0 |
Total of all expenses incurred | 2022-06-30 | $2,229,322 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-06-30 | $2,165,643 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-06-30 | $3,500,000 |
Value of total assets at end of year | 2022-06-30 | $29,986,830 |
Value of total assets at beginning of year | 2022-06-30 | $22,649,303 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-06-30 | $63,679 |
Total interest from all sources | 2022-06-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-06-30 | No |
Administrative expenses professional fees incurred | 2022-06-30 | $11,664 |
Was this plan covered by a fidelity bond | 2022-06-30 | Yes |
Value of fidelity bond cover | 2022-06-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-06-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-06-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-06-30 | $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 | 2022-06-30 | No |
Value of net income/loss | 2022-06-30 | $7,337,527 |
Value of net assets at end of year (total assets less liabilities) | 2022-06-30 | $29,986,830 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-06-30 | $22,649,303 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-06-30 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-06-30 | $11,775 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-06-30 | $9,459 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-06-30 | $9,459 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-06-30 | No |
Assets. Invements in employer securities at end of year | 2022-06-30 | $27,170,168 |
Assets. Invements in employer securities at beginning of year | 2022-06-30 | $21,103,317 |
Contributions received in cash from employer | 2022-06-30 | $3,500,000 |
Employer contributions (assets) at end of year | 2022-06-30 | $2,804,887 |
Employer contributions (assets) at beginning of year | 2022-06-30 | $1,536,527 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-06-30 | $2,165,643 |
Contract administrator fees | 2022-06-30 | $52,015 |
Did the plan have assets held for investment | 2022-06-30 | 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 | 2022-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2022-06-30 | Unqualified |
Accountancy firm name | 2022-06-30 | CLIFTON LARSON ALLEN, LLP |
Accountancy firm EIN | 2022-06-30 | 410746749 |
2021 : THE BRUCKNER TRUCK SALES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-06-30 | $1,927,030 |
Total unrealized appreciation/depreciation of assets | 2021-06-30 | $1,927,030 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-06-30 | $0 |
Total income from all sources (including contributions) | 2021-06-30 | $3,927,030 |
Total loss/gain on sale of assets | 2021-06-30 | $0 |
Total of all expenses incurred | 2021-06-30 | $2,573,182 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-06-30 | $2,503,487 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-06-30 | $2,000,000 |
Value of total assets at end of year | 2021-06-30 | $22,649,303 |
Value of total assets at beginning of year | 2021-06-30 | $21,295,455 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-06-30 | $69,695 |
Total interest from all sources | 2021-06-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-06-30 | No |
Administrative expenses professional fees incurred | 2021-06-30 | $20,654 |
Was this plan covered by a fidelity bond | 2021-06-30 | Yes |
Value of fidelity bond cover | 2021-06-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-06-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-06-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-06-30 | $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 | 2021-06-30 | No |
Value of net income/loss | 2021-06-30 | $1,353,848 |
Value of net assets at end of year (total assets less liabilities) | 2021-06-30 | $22,649,303 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-06-30 | $21,295,455 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-06-30 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-06-30 | $9,459 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-06-30 | $1,371,885 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-06-30 | $1,371,885 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-06-30 | No |
Assets. Invements in employer securities at end of year | 2021-06-30 | $21,103,317 |
Assets. Invements in employer securities at beginning of year | 2021-06-30 | $19,176,288 |
Contributions received in cash from employer | 2021-06-30 | $2,000,000 |
Employer contributions (assets) at end of year | 2021-06-30 | $1,536,527 |
Employer contributions (assets) at beginning of year | 2021-06-30 | $747,282 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-06-30 | $2,503,487 |
Contract administrator fees | 2021-06-30 | $49,041 |
Did the plan have assets held for investment | 2021-06-30 | 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 | 2021-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2021-06-30 | Unqualified |
Accountancy firm name | 2021-06-30 | CLIFTON LARSON ALLEN, LLP |
Accountancy firm EIN | 2021-06-30 | 410746749 |
2020 : THE BRUCKNER TRUCK SALES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-06-30 | $488,806 |
Total unrealized appreciation/depreciation of assets | 2020-06-30 | $488,806 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-06-30 | $0 |
Total income from all sources (including contributions) | 2020-06-30 | $1,288,806 |
Total loss/gain on sale of assets | 2020-06-30 | $0 |
Total of all expenses incurred | 2020-06-30 | $1,057,901 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-06-30 | $989,922 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-06-30 | $800,000 |
Value of total assets at end of year | 2020-06-30 | $21,295,455 |
Value of total assets at beginning of year | 2020-06-30 | $21,064,550 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-06-30 | $67,979 |
Total interest from all sources | 2020-06-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-06-30 | No |
Administrative expenses professional fees incurred | 2020-06-30 | $3,168 |
Was this plan covered by a fidelity bond | 2020-06-30 | Yes |
Value of fidelity bond cover | 2020-06-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-06-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-06-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-06-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-06-30 | $0 |
Administrative expenses (other) incurred | 2020-06-30 | $64,811 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-06-30 | No |
Value of net income/loss | 2020-06-30 | $230,905 |
Value of net assets at end of year (total assets less liabilities) | 2020-06-30 | $21,295,455 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-06-30 | $21,064,550 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-06-30 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-06-30 | $1,371,885 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-06-30 | $661,640 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-06-30 | $661,640 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-06-30 | No |
Assets. Invements in employer securities at end of year | 2020-06-30 | $19,176,288 |
Assets. Invements in employer securities at beginning of year | 2020-06-30 | $18,687,481 |
Contributions received in cash from employer | 2020-06-30 | $800,000 |
Employer contributions (assets) at end of year | 2020-06-30 | $747,282 |
Employer contributions (assets) at beginning of year | 2020-06-30 | $1,715,429 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-06-30 | $989,922 |
Did the plan have assets held for investment | 2020-06-30 | 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 | 2020-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2020-06-30 | Unqualified |
Accountancy firm name | 2020-06-30 | CLIFTON LARSON ALLEN, LLP |
Accountancy firm EIN | 2020-06-30 | 410746749 |
2019 : THE BRUCKNER TRUCK SALES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-06-30 | $1,316,020 |
Total unrealized appreciation/depreciation of assets | 2019-06-30 | $1,316,020 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-06-30 | $0 |
Total income from all sources (including contributions) | 2019-06-30 | $3,066,020 |
Total loss/gain on sale of assets | 2019-06-30 | $0 |
Total of all expenses incurred | 2019-06-30 | $1,334,813 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-06-30 | $1,276,051 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-06-30 | $1,750,000 |
Value of total assets at end of year | 2019-06-30 | $21,064,550 |
Value of total assets at beginning of year | 2019-06-30 | $19,333,343 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-06-30 | $58,762 |
Total interest from all sources | 2019-06-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-06-30 | No |
Administrative expenses professional fees incurred | 2019-06-30 | $5,155 |
Was this plan covered by a fidelity bond | 2019-06-30 | Yes |
Value of fidelity bond cover | 2019-06-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-06-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-06-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-06-30 | $5,041 |
Administrative expenses (other) incurred | 2019-06-30 | $53,607 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-06-30 | No |
Value of net income/loss | 2019-06-30 | $1,731,207 |
Value of net assets at end of year (total assets less liabilities) | 2019-06-30 | $21,064,550 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-06-30 | $19,333,343 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-06-30 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-06-30 | $661,640 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-06-30 | $4,933 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-06-30 | $4,933 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-06-30 | No |
Assets. Invements in employer securities at end of year | 2019-06-30 | $18,687,481 |
Assets. Invements in employer securities at beginning of year | 2019-06-30 | $17,371,461 |
Contributions received in cash from employer | 2019-06-30 | $1,750,000 |
Employer contributions (assets) at end of year | 2019-06-30 | $1,715,429 |
Employer contributions (assets) at beginning of year | 2019-06-30 | $1,951,908 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-06-30 | $1,276,051 |
Did the plan have assets held for investment | 2019-06-30 | 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 | 2019-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2019-06-30 | Unqualified |
Accountancy firm name | 2019-06-30 | CLIFTON LARSON ALLEN, LLP |
Accountancy firm EIN | 2019-06-30 | 410746749 |
2018 : THE BRUCKNER TRUCK SALES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-06-30 | $1,504,023 |
Total unrealized appreciation/depreciation of assets | 2018-06-30 | $1,504,023 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-06-30 | $0 |
Total income from all sources (including contributions) | 2018-06-30 | $4,004,023 |
Total loss/gain on sale of assets | 2018-06-30 | $0 |
Total of all expenses incurred | 2018-06-30 | $1,764,507 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-06-30 | $1,696,698 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-06-30 | $2,500,000 |
Value of total assets at end of year | 2018-06-30 | $19,333,343 |
Value of total assets at beginning of year | 2018-06-30 | $17,093,827 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-06-30 | $67,809 |
Total interest from all sources | 2018-06-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-06-30 | No |
Administrative expenses professional fees incurred | 2018-06-30 | $67,809 |
Was this plan covered by a fidelity bond | 2018-06-30 | Yes |
Value of fidelity bond cover | 2018-06-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-06-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-06-30 | $5,041 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-06-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-06-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-06-30 | $0 |
Total non interest bearing cash at end of year | 2018-06-30 | $0 |
Total non interest bearing cash at beginning of year | 2018-06-30 | $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 | 2018-06-30 | No |
Value of net income/loss | 2018-06-30 | $2,239,516 |
Value of net assets at end of year (total assets less liabilities) | 2018-06-30 | $19,333,343 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-06-30 | $17,093,827 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-06-30 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-06-30 | $4,933 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-06-30 | $1,389 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-06-30 | $1,389 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-06-30 | No |
Assets. Invements in employer securities at end of year | 2018-06-30 | $17,371,461 |
Assets. Invements in employer securities at beginning of year | 2018-06-30 | $15,867,438 |
Contributions received in cash from employer | 2018-06-30 | $2,500,000 |
Employer contributions (assets) at end of year | 2018-06-30 | $1,951,908 |
Employer contributions (assets) at beginning of year | 2018-06-30 | $1,225,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-06-30 | $1,696,698 |
Did the plan have assets held for investment | 2018-06-30 | 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 | 2018-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2018-06-30 | Unqualified |
Accountancy firm name | 2018-06-30 | CLIFTON LARSON ALLEN, LLP |
Accountancy firm EIN | 2018-06-30 | 410746749 |
2017 : THE BRUCKNER TRUCK SALES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-06-30 | $639,209 |
Total unrealized appreciation/depreciation of assets | 2017-06-30 | $639,209 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-06-30 | $25 |
Total income from all sources (including contributions) | 2017-06-30 | $2,539,209 |
Total loss/gain on sale of assets | 2017-06-30 | $0 |
Total of all expenses incurred | 2017-06-30 | $1,210,345 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-06-30 | $1,150,129 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-06-30 | $1,900,000 |
Value of total assets at end of year | 2017-06-30 | $17,093,827 |
Value of total assets at beginning of year | 2017-06-30 | $15,764,988 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-06-30 | $60,216 |
Total interest from all sources | 2017-06-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-06-30 | No |
Administrative expenses professional fees incurred | 2017-06-30 | $60,216 |
Was this plan covered by a fidelity bond | 2017-06-30 | Yes |
Value of fidelity bond cover | 2017-06-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-06-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-06-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-06-30 | $12 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-06-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-06-30 | $25 |
Total non interest bearing cash at end of year | 2017-06-30 | $0 |
Total non interest bearing cash at beginning of year | 2017-06-30 | $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 | 2017-06-30 | No |
Value of net income/loss | 2017-06-30 | $1,328,864 |
Value of net assets at end of year (total assets less liabilities) | 2017-06-30 | $17,093,827 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-06-30 | $15,764,963 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-06-30 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-06-30 | $1,389 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-06-30 | $6,747 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-06-30 | $6,747 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-06-30 | No |
Assets. Invements in employer securities at end of year | 2017-06-30 | $15,867,438 |
Assets. Invements in employer securities at beginning of year | 2017-06-30 | $15,228,229 |
Contributions received in cash from employer | 2017-06-30 | $1,900,000 |
Employer contributions (assets) at end of year | 2017-06-30 | $1,225,000 |
Employer contributions (assets) at beginning of year | 2017-06-30 | $530,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-06-30 | $1,150,129 |
Did the plan have assets held for investment | 2017-06-30 | 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 | 2017-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2017-06-30 | Unqualified |
Accountancy firm name | 2017-06-30 | CLIFTON LARSON ALLEN, LLP |
Accountancy firm EIN | 2017-06-30 | 410746749 |
2016 : THE BRUCKNER TRUCK SALES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-06-30 | $940,014 |
Total unrealized appreciation/depreciation of assets | 2016-06-30 | $940,014 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-06-30 | $25 |
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 | $1,690,014 |
Total loss/gain on sale of assets | 2016-06-30 | $0 |
Total of all expenses incurred | 2016-06-30 | $939,064 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-06-30 | $874,839 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-06-30 | $750,000 |
Value of total assets at end of year | 2016-06-30 | $15,764,988 |
Value of total assets at beginning of year | 2016-06-30 | $15,014,013 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-06-30 | $64,225 |
Total interest from all sources | 2016-06-30 | $0 |
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 | No |
Administrative expenses professional fees incurred | 2016-06-30 | $64,225 |
Was this plan covered by a fidelity bond | 2016-06-30 | Yes |
Value of fidelity bond cover | 2016-06-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-06-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-06-30 | $12 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-06-30 | $700 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-06-30 | $25 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-06-30 | $0 |
Total non interest bearing cash at end of year | 2016-06-30 | $0 |
Total non interest bearing cash at beginning of year | 2016-06-30 | $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 | 2016-06-30 | No |
Value of net income/loss | 2016-06-30 | $750,950 |
Value of net assets at end of year (total assets less liabilities) | 2016-06-30 | $15,764,963 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-06-30 | $15,014,013 |
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 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-06-30 | $6,747 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-06-30 | $98 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-06-30 | $98 |
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 |
Assets. Invements in employer securities at end of year | 2016-06-30 | $15,228,229 |
Assets. Invements in employer securities at beginning of year | 2016-06-30 | $14,288,215 |
Contributions received in cash from employer | 2016-06-30 | $750,000 |
Employer contributions (assets) at end of year | 2016-06-30 | $530,000 |
Employer contributions (assets) at beginning of year | 2016-06-30 | $725,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-06-30 | $874,839 |
Did the plan have assets held for investment | 2016-06-30 | 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 | 2016-06-30 | 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 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2016-06-30 | Unqualified |
Accountancy firm name | 2016-06-30 | CLIFTON LARSON ALLEN, LLP |
Accountancy firm EIN | 2016-06-30 | 410746749 |
2015 : THE BRUCKNER TRUCK SALES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-06-30 | $1,128,016 |
Total unrealized appreciation/depreciation of assets | 2015-06-30 | $1,128,016 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-06-30 | $12 |
Total income from all sources (including contributions) | 2015-06-30 | $1,928,016 |
Total loss/gain on sale of assets | 2015-06-30 | $0 |
Total of all expenses incurred | 2015-06-30 | $779,935 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-06-30 | $722,591 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-06-30 | $800,000 |
Value of total assets at end of year | 2015-06-30 | $15,014,013 |
Value of total assets at beginning of year | 2015-06-30 | $13,865,944 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-06-30 | $57,344 |
Total interest from all sources | 2015-06-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-06-30 | No |
Administrative expenses professional fees incurred | 2015-06-30 | $56,749 |
Was this plan covered by a fidelity bond | 2015-06-30 | Yes |
Value of fidelity bond cover | 2015-06-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-06-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-06-30 | $700 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-06-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-06-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-06-30 | $12 |
Total non interest bearing cash at end of year | 2015-06-30 | $0 |
Total non interest bearing cash at beginning of year | 2015-06-30 | $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 | 2015-06-30 | No |
Value of net income/loss | 2015-06-30 | $1,148,081 |
Value of net assets at end of year (total assets less liabilities) | 2015-06-30 | $15,014,013 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-06-30 | $13,865,932 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-06-30 | No |
Investment advisory and management fees | 2015-06-30 | $595 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-06-30 | $98 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-06-30 | $5,746 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-06-30 | $5,746 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-06-30 | No |
Assets. Invements in employer securities at end of year | 2015-06-30 | $14,288,215 |
Assets. Invements in employer securities at beginning of year | 2015-06-30 | $13,160,198 |
Contributions received in cash from employer | 2015-06-30 | $800,000 |
Employer contributions (assets) at end of year | 2015-06-30 | $725,000 |
Employer contributions (assets) at beginning of year | 2015-06-30 | $700,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-06-30 | $722,591 |
Did the plan have assets held for investment | 2015-06-30 | 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 | 2015-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2015-06-30 | Unqualified |
Accountancy firm name | 2015-06-30 | BROWN GRAHAM & COMPANY, P.C. |
Accountancy firm EIN | 2015-06-30 | 751386677 |
2014 : THE BRUCKNER TRUCK SALES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-06-30 | $1,316,039 |
Total unrealized appreciation/depreciation of assets | 2014-06-30 | $1,316,039 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $12 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $12 |
Total income from all sources (including contributions) | 2014-06-30 | $2,216,039 |
Total loss/gain on sale of assets | 2014-06-30 | $0 |
Total of all expenses incurred | 2014-06-30 | $680,532 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-06-30 | $628,273 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-06-30 | $900,000 |
Value of total assets at end of year | 2014-06-30 | $13,865,944 |
Value of total assets at beginning of year | 2014-06-30 | $12,330,437 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-06-30 | $52,259 |
Total interest from all sources | 2014-06-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-06-30 | No |
Administrative expenses professional fees incurred | 2014-06-30 | $52,259 |
Was this plan covered by a fidelity bond | 2014-06-30 | Yes |
Value of fidelity bond cover | 2014-06-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-06-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-06-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-06-30 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-06-30 | $12 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-06-30 | $12 |
Total non interest bearing cash at end of year | 2014-06-30 | $0 |
Total non interest bearing cash at beginning of year | 2014-06-30 | $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 | 2014-06-30 | No |
Value of net income/loss | 2014-06-30 | $1,535,507 |
Value of net assets at end of year (total assets less liabilities) | 2014-06-30 | $13,865,932 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-06-30 | $12,330,425 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-06-30 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-06-30 | $5,746 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-06-30 | $379,225 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-06-30 | $379,225 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-06-30 | No |
Assets. Invements in employer securities at end of year | 2014-06-30 | $13,160,198 |
Assets. Invements in employer securities at beginning of year | 2014-06-30 | $11,844,178 |
Contributions received in cash from employer | 2014-06-30 | $900,000 |
Employer contributions (assets) at end of year | 2014-06-30 | $700,000 |
Employer contributions (assets) at beginning of year | 2014-06-30 | $107,034 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-06-30 | $628,273 |
Did the plan have assets held for investment | 2014-06-30 | 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 | 2014-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2014-06-30 | Unqualified |
Accountancy firm name | 2014-06-30 | BROWN GRAHAM & COMPANY, P.C. |
Accountancy firm EIN | 2014-06-30 | 751386677 |
2013 : THE BRUCKNER TRUCK SALES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-06-30 | $547,088 |
Total unrealized appreciation/depreciation of assets | 2013-06-30 | $547,088 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $12 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $1,180 |
Total income from all sources (including contributions) | 2013-06-30 | $2,122,088 |
Total loss/gain on sale of assets | 2013-06-30 | $0 |
Total of all expenses incurred | 2013-06-30 | $1,536,762 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-06-30 | $1,481,636 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-06-30 | $1,575,000 |
Value of total assets at end of year | 2013-06-30 | $12,330,437 |
Value of total assets at beginning of year | 2013-06-30 | $11,746,279 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-06-30 | $55,126 |
Total interest from all sources | 2013-06-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-06-30 | No |
Administrative expenses professional fees incurred | 2013-06-30 | $55,126 |
Was this plan covered by a fidelity bond | 2013-06-30 | Yes |
Value of fidelity bond cover | 2013-06-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-06-30 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-06-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-06-30 | $591 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-06-30 | $12 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-06-30 | $1,180 |
Total non interest bearing cash at end of year | 2013-06-30 | $0 |
Total non interest bearing cash at beginning of year | 2013-06-30 | $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 | 2013-06-30 | No |
Value of net income/loss | 2013-06-30 | $585,326 |
Value of net assets at end of year (total assets less liabilities) | 2013-06-30 | $12,330,425 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-06-30 | $11,745,099 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-06-30 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-06-30 | $379,225 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-06-30 | $31,602 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-06-30 | $31,602 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-06-30 | No |
Assets. Invements in employer securities at end of year | 2013-06-30 | $11,844,178 |
Assets. Invements in employer securities at beginning of year | 2013-06-30 | $11,297,090 |
Contributions received in cash from employer | 2013-06-30 | $1,575,000 |
Employer contributions (assets) at end of year | 2013-06-30 | $107,034 |
Employer contributions (assets) at beginning of year | 2013-06-30 | $416,996 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-06-30 | $1,481,636 |
Did the plan have assets held for investment | 2013-06-30 | 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 | 2013-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2013-06-30 | Unqualified |
Accountancy firm name | 2013-06-30 | BROWN GRAHAM & COMPANY, P.C. |
Accountancy firm EIN | 2013-06-30 | 751386677 |
2012 : THE BRUCKNER TRUCK SALES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-06-30 | $956,934 |
Total unrealized appreciation/depreciation of assets | 2012-06-30 | $956,934 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $1,180 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $768 |
Total income from all sources (including contributions) | 2012-06-30 | $2,120,703 |
Total loss/gain on sale of assets | 2012-06-30 | $0 |
Total of all expenses incurred | 2012-06-30 | $788,775 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-06-30 | $735,072 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-06-30 | $1,163,769 |
Value of total assets at end of year | 2012-06-30 | $11,746,279 |
Value of total assets at beginning of year | 2012-06-30 | $10,413,939 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-06-30 | $53,703 |
Total interest from all sources | 2012-06-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-06-30 | No |
Administrative expenses professional fees incurred | 2012-06-30 | $53,703 |
Was this plan covered by a fidelity bond | 2012-06-30 | Yes |
Value of fidelity bond cover | 2012-06-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-06-30 | No |
Assets. Other investments not covered elsewhere at end of year | 2012-06-30 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-06-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-06-30 | $591 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-06-30 | $603 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-06-30 | $1,180 |
Total non interest bearing cash at end of year | 2012-06-30 | $0 |
Total non interest bearing cash at beginning of year | 2012-06-30 | $769 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
Value of net income/loss | 2012-06-30 | $1,331,928 |
Value of net assets at end of year (total assets less liabilities) | 2012-06-30 | $11,745,099 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-06-30 | $10,413,171 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-06-30 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-06-30 | $31,602 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-06-30 | $202 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-06-30 | $202 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-06-30 | No |
Assets. Invements in employer securities at end of year | 2012-06-30 | $11,297,090 |
Assets. Invements in employer securities at beginning of year | 2012-06-30 | $10,340,155 |
Contributions received in cash from employer | 2012-06-30 | $1,163,769 |
Employer contributions (assets) at end of year | 2012-06-30 | $416,996 |
Employer contributions (assets) at beginning of year | 2012-06-30 | $72,210 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-06-30 | $735,072 |
Liabilities. Value of benefit claims payable at end of year | 2012-06-30 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-06-30 | $768 |
Did the plan have assets held for investment | 2012-06-30 | 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 | 2012-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-06-30 | No |
Opinion of an independent qualified public accountant for this plan | 2012-06-30 | Unqualified |
Accountancy firm name | 2012-06-30 | BROWN GRAHAM & COMPANY, P.C. |
Accountancy firm EIN | 2012-06-30 | 751386677 |
2011 : THE BRUCKNER TRUCK SALES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-06-30 | $846,012 |
Total unrealized appreciation/depreciation of assets | 2011-06-30 | $846,012 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $768 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $48,626 |
Total income from all sources (including contributions) | 2011-06-30 | $1,526,012 |
Total loss/gain on sale of assets | 2011-06-30 | $0 |
Total of all expenses incurred | 2011-06-30 | $631,978 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-06-30 | $575,491 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-06-30 | $680,000 |
Value of total assets at end of year | 2011-06-30 | $10,413,939 |
Value of total assets at beginning of year | 2011-06-30 | $9,567,763 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-06-30 | $56,487 |
Total interest from all sources | 2011-06-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-06-30 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-06-30 | No |
Administrative expenses professional fees incurred | 2011-06-30 | $56,487 |
Was this plan covered by a fidelity bond | 2011-06-30 | Yes |
Value of fidelity bond cover | 2011-06-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2011-06-30 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-06-30 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-06-30 | No |
Contributions received from participants | 2011-06-30 | $0 |
Assets. Other investments not covered elsewhere at end of year | 2011-06-30 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-06-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-06-30 | $603 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-06-30 | $578 |
Total non interest bearing cash at end of year | 2011-06-30 | $769 |
Total non interest bearing cash at beginning of year | 2011-06-30 | $48,626 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
Value of net income/loss | 2011-06-30 | $894,034 |
Value of net assets at end of year (total assets less liabilities) | 2011-06-30 | $10,413,171 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-06-30 | $9,519,137 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-06-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-06-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-06-30 | No |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-06-30 | $202 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-06-30 | $619 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-06-30 | $619 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-06-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-06-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-06-30 | No |
Assets. Invements in employer securities at end of year | 2011-06-30 | $10,340,155 |
Assets. Invements in employer securities at beginning of year | 2011-06-30 | $9,494,143 |
Contributions received in cash from employer | 2011-06-30 | $680,000 |
Employer contributions (assets) at end of year | 2011-06-30 | $72,210 |
Employer contributions (assets) at beginning of year | 2011-06-30 | $23,797 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-06-30 | $575,491 |
Liabilities. Value of benefit claims payable at end of year | 2011-06-30 | $768 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-06-30 | $48,626 |
Did the plan have assets held for investment | 2011-06-30 | 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 | 2011-06-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-06-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-06-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-06-30 | Disclaimer |
Accountancy firm name | 2011-06-30 | BROWN GRAHAM & COMPANY, P.C. |
Accountancy firm EIN | 2011-06-30 | 751386677 |
2010 : THE BRUCKNER TRUCK SALES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 401k financial data | ||
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-06-30 | $0 |
2022: THE BRUCKNER TRUCK SALES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2022 form 5500 responses | ||
---|---|---|
2022-07-01 | Type of plan entity | Single employer plan |
2022-07-01 | Submission has been amended | No |
2022-07-01 | This submission is the final filing | No |
2022-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-07-01 | Plan is a collectively bargained plan | No |
2022-07-01 | Plan funding arrangement – Trust | Yes |
2022-07-01 | Plan benefit arrangement - Trust | Yes |
2021: THE BRUCKNER TRUCK SALES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2021 form 5500 responses | ||
2021-07-01 | Type of plan entity | Single employer plan |
2021-07-01 | Submission has been amended | No |
2021-07-01 | This submission is the final filing | No |
2021-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-07-01 | Plan is a collectively bargained plan | No |
2021-07-01 | Plan funding arrangement – Trust | Yes |
2021-07-01 | Plan benefit arrangement - Trust | Yes |
2020: THE BRUCKNER TRUCK SALES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2020 form 5500 responses | ||
2020-07-01 | Type of plan entity | Single employer plan |
2020-07-01 | Submission has been amended | No |
2020-07-01 | This submission is the final filing | No |
2020-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-07-01 | Plan is a collectively bargained plan | No |
2020-07-01 | Plan funding arrangement – Trust | Yes |
2020-07-01 | Plan benefit arrangement - Trust | Yes |
2019: THE BRUCKNER TRUCK SALES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2019 form 5500 responses | ||
2019-07-01 | Type of plan entity | Single employer plan |
2019-07-01 | Submission has been amended | No |
2019-07-01 | This submission is the final filing | No |
2019-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-07-01 | Plan is a collectively bargained plan | No |
2019-07-01 | Plan funding arrangement – Trust | Yes |
2019-07-01 | Plan benefit arrangement - Trust | Yes |
2018: THE BRUCKNER TRUCK SALES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2018 form 5500 responses | ||
2018-07-01 | Type of plan entity | Single employer plan |
2018-07-01 | Submission has been amended | No |
2018-07-01 | This submission is the final filing | No |
2018-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-07-01 | Plan is a collectively bargained plan | No |
2018-07-01 | Plan funding arrangement – Trust | Yes |
2018-07-01 | Plan benefit arrangement - Trust | Yes |
2017: THE BRUCKNER TRUCK SALES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2017 form 5500 responses | ||
2017-07-01 | Type of plan entity | Single employer plan |
2017-07-01 | Submission has been amended | No |
2017-07-01 | This submission is the final filing | No |
2017-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-07-01 | Plan is a collectively bargained plan | No |
2017-07-01 | Plan funding arrangement – Trust | Yes |
2017-07-01 | Plan benefit arrangement - Trust | Yes |
2016: THE BRUCKNER TRUCK SALES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2016 form 5500 responses | ||
2016-07-01 | Type of plan entity | Single employer plan |
2016-07-01 | Submission has been amended | No |
2016-07-01 | This submission is the final filing | No |
2016-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-07-01 | Plan is a collectively bargained plan | No |
2016-07-01 | Plan funding arrangement – Trust | Yes |
2016-07-01 | Plan benefit arrangement - Trust | Yes |
2015: THE BRUCKNER TRUCK SALES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2015 form 5500 responses | ||
2015-07-01 | Type of plan entity | Single employer plan |
2015-07-01 | Submission has been amended | No |
2015-07-01 | This submission is the final filing | No |
2015-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-07-01 | Plan is a collectively bargained plan | No |
2015-07-01 | Plan funding arrangement – Trust | Yes |
2015-07-01 | Plan benefit arrangement - Trust | Yes |
2014: THE BRUCKNER TRUCK SALES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2014 form 5500 responses | ||
2014-07-01 | Type of plan entity | Single employer plan |
2014-07-01 | Submission has been amended | No |
2014-07-01 | This submission is the final filing | No |
2014-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-07-01 | Plan is a collectively bargained plan | No |
2014-07-01 | Plan funding arrangement – Trust | Yes |
2014-07-01 | Plan benefit arrangement - Trust | Yes |
2013: THE BRUCKNER TRUCK SALES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2013 form 5500 responses | ||
2013-07-01 | Type of plan entity | Single employer plan |
2013-07-01 | Submission has been amended | No |
2013-07-01 | This submission is the final filing | No |
2013-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-07-01 | Plan is a collectively bargained plan | No |
2013-07-01 | Plan funding arrangement – Trust | Yes |
2013-07-01 | Plan benefit arrangement - Trust | Yes |
2012: THE BRUCKNER TRUCK SALES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2012 form 5500 responses | ||
2012-07-01 | Type of plan entity | Single employer plan |
2012-07-01 | Submission has been amended | No |
2012-07-01 | This submission is the final filing | No |
2012-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-07-01 | Plan is a collectively bargained plan | No |
2012-07-01 | Plan funding arrangement – Trust | Yes |
2012-07-01 | Plan benefit arrangement - Trust | Yes |
2011: THE BRUCKNER TRUCK SALES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2011 form 5500 responses | ||
2011-07-01 | Type of plan entity | Single employer plan |
2011-07-01 | Submission has been amended | No |
2011-07-01 | This submission is the final filing | No |
2011-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-07-01 | Plan is a collectively bargained plan | No |
2011-07-01 | Plan funding arrangement – Trust | Yes |
2011-07-01 | Plan benefit arrangement - Trust | Yes |
2010: THE BRUCKNER TRUCK SALES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2010 form 5500 responses | ||
2010-07-01 | Type of plan entity | Single employer plan |
2010-07-01 | Submission has been amended | No |
2010-07-01 | This submission is the final filing | No |
2010-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-07-01 | Plan is a collectively bargained plan | No |
2010-07-01 | Plan funding arrangement – Trust | Yes |
2010-07-01 | Plan benefit arrangement - Trust | Yes |
2009: THE BRUCKNER TRUCK SALES, INC. EMPLOYEE STOCK OWNERSHIP PLAN 2009 form 5500 responses | ||
2009-07-01 | Type of plan entity | Single employer plan |
2009-07-01 | Submission has been amended | No |
2009-07-01 | This submission is the final filing | No |
2009-07-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-07-01 | Plan is a collectively bargained plan | No |
2009-07-01 | Plan funding arrangement – Trust | Yes |
2009-07-01 | Plan benefit arrangement - Trust | Yes |